Order to Fulfil

Order entry through to goods or services delivered.

Workflow

  1. 01Order Entry
  2. 02Availability Check
  3. 03Inventory Allocation
  4. 04Picking and Packing
  5. 05Shipping and Delivery

If you change this

It implies 6 topics across 3 modules, including Customer Relationship Management and Supply Chain Management which you might not expect.

See the path ahead →

The workflow

  1. 01

    Order entry

    The order enters the system, converted from the accepted quote.

  2. 02

    Availability check

    Stock or capacity is checked and a promise date established.

  3. 03

    Inventory allocation

    Stock is reserved against this order so it cannot be sold twice.

  4. 04

    Picking and packing

    The order is assembled and readied for despatch.

  5. 05

    Shipping and delivery

    Goods move, tracked, until receipt is confirmed.

The available-to-promise check is the honesty of the whole stream. A confident date the warehouse cannot meet converts a won deal into a service failure.

What you need in place

  • Accurate inventory: System stock that matches physical stock, or every promise is a guess.
  • Allocation rules: Who gets the stock when there is not enough — decided by policy, not by whoever calls.
  • Backorder handling: A defined path for what happens when the order cannot be met in full.
  • Delivery confirmation: Proof of delivery captured, because it triggers billing.

Metrics and KPIs to track

On-time in-full (OTIF)

Orders delivered complete by the promised date.

Order cycle time

Elapsed time from order entry to delivery.

Fill rate

Share of demand met from available stock.

Backorder value

Value of orders waiting on stock.

Alongside this

All of Financial Accounting