Carry out delivery

This process describes how material for a prepared delivery is picked in the warehouse. The following steps describe the mobile app workflow. Processing is technically also possible in the web app, but picking is normally performed on a mobile device in the warehouse.

flowchart TD
    A["1. Open task"] --> B["2. Start task"]
    B --> C["3. Select part"]
    C --> D["4. Enter loaded quantity"]
    D --> E{"More list items?"}
    E -- "Yes" --> C
    E -- "No" --> F{"Additional material needed?"}
    F -- "Yes" --> G["5. Add part<br/>(optional)"]
    F -- "No" --> H["6. Complete task"]
    G --> H
    H --> I{"Are all items complete?"}
    I -- "Yes" --> J["Staged"]
    I -- "No" --> K["Missing Material"]
    K --> M{"How should you continue?"}
    M -- "Adjust list" --> N["Back to Planned"]
    M -- "Accept missing material" --> J
    J --> L["7. Release delivery<br/>(web app recommended)"]
    classDef optional stroke-dasharray: 6 4
    class G optional
    click A "#1-open-task" "Go to Open task"
    click B "#2-start-task" "Go to Start task"
    click C "#3-select-part" "Go to Select part"
    click D "#4-enter-loaded-quantity" "Go to Enter loaded quantity"
    click G "#5-add-additional-material-optional" "Go to Add additional material"
    click H "#6-complete-task" "Go to Complete task"
    click J "#6-complete-task" "Go to the Staged result"
    click K "#6-complete-task" "Go to the Missing Material result"
    click M "#continuing-with-missing-material" "Go to Continuing with Missing Material"
    click N "#continuing-with-missing-material" "Go to Continuing with Missing Material"
    click L "#7-release-delivery" "Go to Release delivery"

The chart shows the picking workflow, how missing material is handled, and the final release of the delivery.

Download process as PDF

1. Open task

Open Tasks in the mobile app and tap the warehouse picking task.

Default filters

When opened for the first time, the app shows tasks:

• from this week
• with Not Started or In Progress status
• whose task type matches your permissions
• for your current warehouse location, if a warehouse is assigned as your location

Changed filters are saved and reused the next time the task list is opened.

Task card layout

Depending on the available data, the task card shows the date range, assignee, site manager, vehicle, trailer, platform, start, destination, staging area, and weight. The task name and current status appear at the bottom.

2. Start task

Open the action menu at the bottom right and tap Start Task. The linked delivery opens automatically and moves to In Progress status.

3. Select part

Tap the part you want to pick in the material list. This opens the quantity entry screen.

4. Enter loaded quantity

Enter the quantity actually loaded and save it. The color of the list item shows its progress:

• White: Picking has not started.
• Yellow: The item has been partially picked.
• Green: The planned quantity has been fully picked.
• Purple: More than the planned quantity has been loaded.

Repeat steps 3 and 4 until all planned list items have been processed.

5. Add additional material (optional)

If you need material that is not on the list, open the action menu and tap Add Part. Then select the category and part and enter the loaded quantity.

This is useful, for example, when missing material is replaced with another part.

6. Complete task

Return to the task, open the action menu, and tap Complete Task.

• If all planned quantities have been fully picked, the delivery automatically moves to Staged.
• If some planned quantities are still missing, the delivery automatically moves to Missing Material.

Continuing with Missing Material

A delivery with Missing Material status can be processed in two ways:

• Adjust the material list and then use the back arrow to move it back to Planned.
• Accept the missing material and use the forward arrow to move the delivery to Staged. This requires the Move Material List out of status “Missing Material” permission.

7. Release delivery

We recommend opening the delivery in the web app afterward and clicking the checkmark at the bottom right. This completes the delivery directly.

If loading is organized separately, you can create additional warehouse tasks with the Loading subtype in the delivery’s Tasks section in the web app.