The order desk hands a shipment to the warehouse
Who is involved
| Role | What they do |
|---|---|
| Order clerk | Prepares the delivery with quantities and carrier. |
| Warehouse user | Dispatches and marks it delivered once the customer has the goods. |
Step by step
- Order clerk
Opens a confirmed order, chooses Fulfill Order, sets the quantities for this shipment and adds carrier and tracking.
What they see:A pending delivery appears on the Deliveries tab.
- Warehouse user
Opens the order and its Deliveries tab, then the delivery.
What they see:The lines and quantities to pick.
- Warehouse user
Presses Dispatch when the parcel leaves.
What they see:The delivery is Dispatched and the order is Shipped; reserved stock leaves the warehouse.
- Warehouse user
Presses Mark delivered when the customer confirms receipt.
What they see:The delivery is Delivered; once every line is fully on deliveries the order is Delivered.
- Order clerk
Opens the order.
What they see:The progress bar is at 100 percent and the Delivered step is ticked.
Who is told what
The warehouse works from the order and delivery pages. No automatic alert is sent when a delivery is created, dispatched or delivered today.
Related
- Sales Orders & Fulfilment
- Inventory, Purchasing & Warehousing
- A clerk prepares the order and a manager confirms it
- A customer return is approved, received and refunded
- A shortage is cleared by the warehouse and purchasing
- An accepted quote becomes a sales order
- An accepted quote becomes a sales order
- Team workflows