Dock to stock
Reconcile each delivery and move confirmed stock from the receiving dock into storage.
6 stages · 1 approval
Roles and responsibilities
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Step 1Expect
Receipt NumberReceipt TypeScheduled Arrival AtActual Arrival AtProduction
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Step 2Arrive
Receipt NumberReceipt TypeScheduled Arrival AtActual Arrival AtProduction
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Step 3Receive onto plates
Exception NumberException TypeSeverityLocationDamage
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Step 4Put away
Task NumberReceiptLicense PlateFrom Location
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Step 5Close the receipt
Receipt NumberReceipt TypeScheduled Arrival AtActual Arrival AtProduction
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Step 6Report and measure
Receipt NumberReceipt TypeScheduled Arrival AtActual Arrival AtProduction
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Expect
Receiving Lead reviews an imported advance shipping notice or enters the expected delivery manually. The receipt retains its purchase-order, production, return or transfer reference, original source information, item lines and units. Repeated source messages must resolve to the same delivery identity rather than creating duplicate receipts.
Arrive
Receiving Lead confirms trailer arrival, carrier, seal and receiving door. The actual arrival timestamp begins the dock-to-stock measurement. The assigned door is checked against the physical unload conditions before the Warehouse Operator starts scanning.
Receive onto plates
Warehouse Operator confirms each exact receipt line onto a license plate, retaining scanned units, base conversion, lot, serial and expiry evidence. Posted ReceiptConfirmations create stock events once. Received totals come from those confirmations and linked reversals; they do not fall when goods later move or ship. Damage or suspect stock is held and recorded as an exception.
Put away
Warehouse Operator completes released put-away tasks after scanning the source plate and destination. Receiving Lead or Shift Supervisor releases the tasks, which may begin before the entire receipt closes. Suggested and override destinations must pass capacity, occupancy, handling, status and lock checks. The internal transfer preserves quantity and receiving provenance.
Approval required
Close the receipt
Receiving Lead verifies that every receiving plate is closed and reviews shortages, overages and damage against the immutable receiving evidence. Required tracking details and unresolved discrepancies must be addressed or explicitly recorded before close. Accepted quantities remain separate from gross arrivals and held or rejected stock. The operator's completed scans cannot substitute for the lead's close decision. A later correction retains the original event and a linked reversal, checks the remaining stock and commitments, and cannot reverse a depleted dock position or erase an actual shipment.
Report and measure
Receiving Lead reviews the completed receipt and storage work. Dock-to-Stock Time uses recorded arrival and put-away completion, including outstanding plates rather than a guessed unload duration. Configured integrations deliver the receiving outcome to the appropriate upstream system; delivery retries do not repeat the local stock receipt.
Approvals and exception handling
1 approval required in this process
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Close the receipt
Receiving Lead signs · report and measure waits
Receipts, ReceiptLines, ReceiptConfirmations, Exceptions - Receipt totals remain historical even after all received stock has been picked or shipped. An inventory balance is not a substitute for a receiving confirmation.
- Case and pallet units need valid base conversionsRequired serial, lot and expiry details follow the goods into storage.
- Parent plates describe containment without duplicating child quantities. Held goods remain unavailable after a move.
- Put-away can proceed plate by plateBut an override reason cannot waive physical or stock restrictions.
- Close records the Receiving Lead's decisionUpstream receipt delivery and financial valuation have their own outcomes.
When the process needs attention
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duplicate
Expect
Repeated source messages must resolve to the same delivery identity rather than creating duplicate receipts.
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late
Receive onto plates
Damage or suspect stock is held and recorded as an exception.
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shortage
Close the receipt
Receiving Lead verifies that every receiving plate is closed and reviews shortages, overages and damage against the immutable receiving evidence.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Expect | ReceiptsReceiptLinesItems | Expected delivery and source identity recorded |
| 2 Arrive | ReceiptsLocations | Actual arrival and dock confirmed |
| 3 Receive onto plates | ReceiptConfirmationsReceiptLinesLicensePlatesInventoryStockEventsStockMovementsExceptions | Confirmed base quantities received once; restrictions retained |
| 4 Put away | PutawayTasksInventoryLicensePlatesStockEventsStockMovementsLPNMovementsLocationLocks | Equal source and destination transfers |
| 5 Close the receipt | ReceiptsReceiptLinesReceiptConfirmationsExceptions | Reviewed receiving outcome closed |
| 6 Report and measure | ReceiptsPutawayTasksWarehouseDeliveries | Receipt outcome delivered independently of posting |
Process reports
All reportsExpiring Lots
Exact Inventory identities grouped by expiry date and remaining life at planned/actual shipping date, with lot/serial, plate, physical quantity, reservation stage and hold status. Show applicable Items.MinShelfLifeDays and order lot conditions; 30/60/90-day buckets are reporting ranges, not release authority.
Dock-to-Stock Time
Receipts.ActualArrivalAt to the last required PutawayTasks.CompletedAt once every required plate is safely stored or has an explicitly reviewed terminal disposition. Receipts with open/held/unresolved plates remain incomplete, with current age shown separately rather than appearing fast; show variance and override context.
On-Time Ship
Fully fulfilled orders with Orders.FulfilledAt on or before immutable OriginalShipCutoffAt divided by all fully fulfilled eligible orders in the reporting period. FulfilledAt is the latest evidenced tender needed for all non-cancelled units, including split shipments; calendar ShipDate and manifest transmission cannot satisfy the cutoff. Outstanding/late unshipped orders and cancellations are reported separately to expose denominator coverage.
Run by an agent
Agent support
Human decisions remain with the authorized people. An assistant cannot release a wave, close a receipt or manifest, approve a stock correction, invent delegation or turn an uncertain carrier response into a confirmed shipment. It can prepare evidence and proposals. Every permitted write must retain its identity, scope and source context.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› dock to stock · expect on Receipts, ReceiptLines, Items
✓ Receiving Lead reviews an imported advance shipping notice or enters the expected delivery manually.
› dock to stock · arrive on Receipts, Locations
✓ Receiving Lead confirms trailer arrival, carrier, seal and receiving door.
› dock to stock · receive onto plates on ReceiptConfirmations, ReceiptLines, LicensePlates, Inventory, StockEvents, StockMovements, Exceptions
✓ Warehouse Operator confirms each exact receipt line onto a license plate, retaining scanned units, base conversion, lot, serial and expiry evidence.
› dock to stock · put away on PutawayTasks, Inventory, LicensePlates, StockEvents, StockMovements, LPNMovements, LocationLocks
✓ Warehouse Operator completes released put-away tasks after scanning the source plate and destination.
› dock to stock · close the receipt on Receipts, ReceiptLines, ReceiptConfirmations, Exceptions
⏸ approval · waiting for the receiving lead
# 1 more stage after approval: report and measure
Other processes
4 moreOrder to ship
Take an accepted order through reservation, wave release, picking and packing to carrier handover.
6 stages · 2 approvals
End of day manifest close
Match the staged load to carrier documents, close the manifest and confirm handover.
6 stages · 1 approval
Cycle count to adjustment
Turn a protected physical count into an evidenced, authorized stock correction.
6 stages · 2 approvals
Exception to resolution
Assign a floor problem to its owner and follow the corrective work through resolution.
6 stages · 1 approval