Product engineering story
Keep the order together as the work changes hands.
A distribution workflow connecting order capture, approval, warehouse fulfilment, delivery and collections.
The operating problem
Sales, stock, customer credit and road activity need a shared context. Each team acts on a different part of the same order.
Before: disconnected steps
Order taken
Checked later
Picked
Balance noted
Decision 1 Check before committing the next step
Credit, pricing and stock checks belong before the relevant approval or reservation action.
Review before warehouse handoff.
Decision 2 Make the warehouse handoff explicit
Approved work becomes a fulfilment task with the information the warehouse needs.
Decision 3 Keep exceptions in the journey
Delivery evidence, collections and returns remain linked to the order rather than becoming detached records.
Delivery and return records remain part of the order.
What to inspect in a walkthrough
Order entry, a review or blocked state, picking, delivery evidence and a return example.
A traceable distribution journey across the people who sell, fulfil, deliver and reconcile.
| Role | Acts on |
|---|---|
| Sales | Order capture |
| Review | Credit, pricing and stock checks |
| Warehouse | Reservation and pick list |
| Driver | Delivery record |
| Office | Collections and returns |