Follow the Transport Workflow

The normal planned flow starts with a submitted business request and finishes with recorded execution and any required stock or commercial follow-up.

Submitted source document
        ↓
Transport Demand → selected quantities → Transport Load
        ↓
Vehicle Allocation + required pre-trip stock documents
        ↓
Delivery Trip → stop/task → Proof of Delivery or Collection
        ↓
Completed work, or variance requiring receiving/returns follow-up

The exact stock-document sequence depends on the movement. Use the appropriate path below rather than applying one customer-delivery sequence to every job.

Deliver to a customer

Sales Order → Transport Demand → Transport Load → submitted Delivery Notes and Vehicle Allocation → Delivery Trip → customer Proof of Delivery.

Vehicle Allocation Timing controls whether initial allocation happens before or after Delivery Notes. Its default is After Delivery Notes. In both sequences, customer Delivery Notes must be submitted before the trip is prepared. Pick Lists support warehouse picking when used; they do not replace submitted Delivery Notes.

Transfer company stock to a depot

Material Request of type Material Transfer → Transport Demand → Transport Load → Vehicle Allocation → submitted Stock Entry (Add to Transit) → Delivery Trip → receipt at the depot → End Transit stock posting.

Loading is dealt with before the trip. The driver normally records the receiving task at the destination, not another pickup proof at the loading warehouse. A correctly linked warehouse-posted End Transit can confirm the task without a driver POD.

Collect purchases from a supplier

Company-arranged Purchase Order → Transport Demand → Transport Load and Vehicle Allocation when planning is required → Delivery Trip → supplier collection proof → Purchase Receipt into the vehicle warehouse when driver receiving is enabled, or receiving by authorised purchasing staff.

Do not create an Add-to-Transit transfer from your own warehouse before collecting a purchase that is not yet in your inventory. After a vehicle Purchase Receipt, movement to the final warehouse uses a normal Material Transfer, not End Transit.

Pick up an approved return

Return Request → matching trip pickup assignment, or planned demand/load for supported depot returns → collection proof → the correct receiving stock document → Return Inspection → stock transfer and commercial follow-up as applicable.

Supplier demands with planning switched off can be assigned directly to an active trip. This is an explicit assignment path, not an automatic bypass of required planning. See supplier collections.

[Diagram: Side-by-side customer delivery, depot transfer, supplier collection and return pickup paths, highlighting which stock document posts at each handover]

Partial quantities leave work to review. A terminal task with variance is not a claim that all original demand was fulfilled. Use Monitor Daily Transport Work and Recover from Blocked Work before closing the day.