The instructions are somewhere in an email.
The warehouse has an item list but no site contact, urgency or payment status. A long dispatch template is bypassed because filling it in feels slower than packing the order.
Solution 05 · Dispatch & delivery
Your sales team should not have to walk to the warehouse to know.
Make every order’s priority, release status and delivery progress visible. Connect sales, the warehouse and freight around one handoff, so chasing an update does not become another job.
Where work gets stuck
The handoff is where a good sale can become a bad experience.
Freight decisions are made from habit.
The cheapest carrier for a small box may be wrong for a long load or remote destination. Rough quoting dimensions become a booking price, and missing service requirements appear as extra charges.
The customer discovers the delay first.
A label exists, so everyone assumes the order left. Later, a consignment stalls in a depot. There is no named owner watching the exception or telling sales what has changed.
How we would build it
A visible path from ready to ship to delivered.
Operational status comes from confirmed actions. A forecast arrival and a confirmed delivery remain distinct.
A confirmed order is ready for fulfilment
System · preparation
Bring in the items, site contact, required date and carrier cutoff. Verify release status and warehouse availability.
Check before proceeding. Payment hold, missing address, unavailable item or missed cutoff? Put the order in an owned exception queue and agree the next step.
Ready to dispatch?
Carrier delivery
- Your team
Pick, check and pack
Confirm the actual items, dimensions and weight.
- System
Compare feasible services
Use account rates, required arrival and access requirements.
- Your team
Select and book
Confirm the service, cost and consignment reference.
If the path stopsRate or ETA unavailable: request confirmation; never present an estimate as a booked service.
Collection or local delivery
- Your team
Confirm the handover
Verify collector or route, quantities and timing.
- System
Attach the evidence
Link the pickup confirmation or delivery record to the order.
If the path stopsNo-show or changed destination: retain the open task and notify the order owner.
Partial shipment
- Your team
Agree the split
Confirm what can ship, what remains and any extra freight.
- System
Keep both parts visible
Link each shipment to its order lines and the remaining balance.
If the path stopsA part shipment must not mark the whole order delivered.
Confirmed handoff
Confirm dispatch, then monitor delivery
Update the linked shipment and stock through the ERP workflow. Feed finance the dispatch evidence. Route late or failed delivery events to an owner for a reviewed customer update.
Built around your business
The same discipline.
Different operating realities.
For manufactured products
Track readiness after the required inspection, finish or subcontract operation. Packing, certificates and delivery arrangements belong to the same handoff as the completed job.
For equipment and industrial supply
Account for oversize loads, depot collection, unloading equipment and site access. A cheaper service that cannot meet the customer’s operational need is not the right recommendation.
Start with the systems you own.
We first assess native shipment management, warehouse tools and carrier integrations. A shared dispatch view should reference those records rather than become a second inventory ledger. When a carrier lacks reliable integration access, a clearly assigned manual confirmation is better than a misleading live status.
A useful result is measurable
Agree the baseline.
Then improve it.
We define the measures before the build, then review them with the people using the workflow.
- 01On-time dispatch
- Orders leaving against the agreed dispatch date and cutoff.
- 02Handoff quality
- Warehouse clarification requests and time sales spends chasing or packing.
- 03Freight and exceptions
- Quoted versus final freight cost, plus the time to identify and resolve late deliveries.
Before we begin
Practical questions.
Can you automatically choose the cheapest carrier?
We can compare available options, but price is only one input. Service coverage, lead time, load restrictions and handling requirements matter. Your team approves the booking.
Can you track every shipment live?
Coverage depends on the carrier and available tracking data. We show the latest known event and its time, flag stale information and assign follow-up when an update is missing.
Do we need a new warehouse system?
Not necessarily. Existing ERP shipment functions and warehouse tools may already provide most of the workflow. We configure and connect those before proposing another interface.
Start with the audit
Show us where
the work slows down.
We trace the process with your team, check what the current tools can do, and agree which improvement is worth building first.
Talk to us about your process