Create delivery

This process describes how to create and prepare a delivery for a project.

The following steps describe the workflow in the web app. Deliveries can also be created using the mobile app.

flowchart TD
    A{"Does the project already exist?"}
    A -- "No" --> B["1. Create project<br/>(optional)"]
    A -- "Yes / via interface" --> C["2. Create delivery"]
    B --> C
    C --> D{"3. Add material"}
    D -- "CAD" --> E["Import CAD file"]
    D -- "Part browser" --> F["Add Part"]
    E --> G["4. Set to Reserved<br/>(optional)"]
    F --> G
    G --> H["5. Set to Planned"]
    H --> J["6. Assign employees<br/>(optional)"]
    J --> I["Next: Carry out delivery"]
    classDef optional stroke-dasharray: 6 4
    class B,G,J optional
    click B "#1-create-project-optional" "Go to the Create project section"
    click C "#2-create-delivery" "Go to the Create delivery section"
    click D "#3-add-material" "Go to the Add material section"
    click E "#import-cad-file" "Go to the Import CAD file section"
    click F "#use-part-browser" "Go to the Use part browser section"
    click G "#4-set-delivery-to-reserved-optional" "Go to the Set delivery to Reserved section"
    click H "#5-set-delivery-to-planned" "Go to the Set delivery to Planned section"
    click J "#6-assign-employees-optional" "Go to the Assign employees section"
    click I "/en/general/execute_delivery" "Continue to Carry out delivery"

The chart shows the complete workflow from creating the project to handing the prepared delivery over to the warehouse.

Download process as PDF

1. Create project (optional)

Open Projects in the web app and create a new project. The detail view opens immediately. Enter the required master data and select the appropriate project status. Changes in the Details tab are saved automatically when you leave the relevant field.

This step is optional because projects can also be created automatically through an interface. If the project already exists, you can proceed directly to creating the delivery.

For more information, see the Projects section.

2. Create delivery

Open the relevant project and switch to the Deliveries tab. Click the plus button to create a new delivery. The user’s default location is already entered as the start, and the open project is entered as the destination.

You only need to add the following information:

• optional delivery name, for example “First delivery”
• delivery date; the time is optional
• optional comment, for example “Please load clean material”

All new material lists are created with Draft status. This allows you to prepare the information before adding the required material.

For detailed instructions, see Creating material lists.

3. Add material

After creating the delivery, add the required material. There are two options: import a CAD file or select parts manually using the part browser.

Import CAD file

If a CAD plan is available, you can import the CAD file and add its material to the delivery. CAD imports are available only in the web app.

Use part browser

Alternatively, click Add Part. This opens the part browser, where you can manually select the required parts.

For more information about both options, see Adding material.

4. Set delivery to Reserved (optional)

This step is particularly important for companies where the person creating deliveries does not also organize the warehouse. Set the delivery to Reserved to release it for picking without sending it to the warehouse yet.

If created deliveries should go directly to the warehouse, disable Enable Reserved Deliveries in the company settings. The additional status will then be skipped.

5. Set delivery to Planned

Set the delivery to Planned once the list is complete and ready for the warehouse.

When changing the status, you are asked whether to create a Warehouse Task and/or a Transport Task:

• Create Warehouse Task is important when the material is picked in advance at the warehouse.
• Create Transport Task is important when a driver transports the material instead of the crew taking it with them.

6. Assign employees (optional)

Open the created Warehouse Task for picking and select a Warehouse worker. This makes it clear who is responsible for preparing the material.

If required, you can also assign a Staging Area, Vehicle, Trailer, Platform, or Crew to the task.

For more information, see Assigning tasks.

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The delivery has now been created and is ready for the warehouse. Continue with Carry out delivery.