Order Fulfillment - Bar Code Enabled
Context of U
This use case will cover deliveries, transfers, inventory adjustments, returns by customers as well as returns to supplier
Scope
Level
Summary
Primary Actor
.
Stakeholders and Interests
- Warehouse Manager (May be off site): Inventory accuracy; efficient process to get inventory into system quickly; product placement is correct so easily accessed
- Warehouse Operations Manager (On site): Inventory accuracy; efficient process to get inventory into system quickly; product placement is correct so easily accessed
- Accounting Department: Reduction of extra cost due to inventory errors; inefficient processes that increase time spent handling inventory
- Sales: Current, accurate inventory to fulfill sales orders; timeliness in fulfillment of the order
- Inventory Control (Auditing of Inventory): Reduction of time needed to perform audit; Accuracy of inventory before and during the audit
- Manufacturer or Distributor: Efficient process enables faster billing and payment; Reduction in time needed to handle error resolution; Enables vendor inventory accuracy; Accurate information to base program payments etc. against. Track & Trace enabled
- IT Manager/ Support: Ensure the bar code equipment and Inventory Control System (ICS) is operating as required to support the business.
- Process Governance Lead: Develop process documentation and ensure it's operational application.
- Customer: Product in stock and ready for delivery; Timeliness of delivery
- Carrier: Quick unloading time; accuracy; speed up payment for service; Timeliness in reporting delivery complete back to logistics team
- Shipping Company: Receiving confirmation the delivery is completed; speed up payment for services
- Receiving Company's Procurement Dept.: Quick validation order has been fulfilled so they can close out PO.
- Manufacturing division within the receiving company: Real time visibility to inventory updates
- Site Managers - Receiving: Real time visibility to any inventory updates
- Warehouse Staff: Accurate placement and recording of location for product
- Regulatory/ Safety Compliance Lead: Ensure all products that come under regulatory compliance are handled and stored properly
Preconditions
- For deliveries, product must be in the warehouse and available to deliver.
- Product is defined in the master inventory list
- Order Return Request is eligible for action
- Must have a delivery transaction in order to execute a return
- Organization has implemented an inventory system to include bar coding
Minimal Guarantees
the interests as protected on any exit
Success Guarantees
- Accurate inventory of returnable assets
- Visibility to chain of custody
- Right product and qty. delivered to the right place to the right person
- Organization and customer have agree to a delivery date and time (May be a walk in)
Trigger
Time to deliver order
Main Success Scenario
- Negative Inventory Impacts - Delivery, Returns to Supplier, Inventory Adjustments (to include product dumps), or Transfer Out (Internal or External)
- Pick ticket document is generated in system and available
- Warehouse staff pulls up pick ticket on device
- Warehouse staff locates, inspects product and scans product to adds qty into ICS
- Organization generates delivery document
- Carrier loads products and electronic signature obtained from carrier for chain of custody
- ICS records product delivery or disposal in ICS taking it out of inventory
- Carrier delivers product to customer and obtains electronic signature from customer as proof of delivery
- System accepts Proof of delivery document from carrier
- Positive Inventory Impacts - Customer Return or Transfer In (Internal or External)
- Office Staff creates return or transfer document
- Carrier is dispatched to pick up product and obtains customer's electronic signature on return document
- Carrier adds their electronic signature to the return document accepting custody of product
- Carrier returns product to warehouse
- Warehouse staff unloads and inspects product
- Warehouse staff provides electronic signature on carrier's return document to acknowledge received product
- Warehouse staff scans product and enters qty. received
- Warehouse staff will return product to warehouse location scanning location label (if applicable)
- ICS updates product status as available
Extensions
221. | Main Success Scenario Step | Condition | Branching Action |
|---|---|---|---|
1.d / 2b | Product can be delivered/return thru 3rd party carrier, internal staff or picked up by customer | If customer picks up or returns they sign the delivery & return documents . | |
| 2b. | Qty. may need to be adjusted if not enough product available to fulfill order | Product is back order, substituted or cancelled (Refer to the order process) | |
| 2f. | Product may not be in condition to restock | Qty needs to be adjusted by following business process | |
| 1c. | If involves an inventory adjustment | Follow organization procedure for disposal | |
| 1f | If adjustment involves disposal | No signature is required | |
| 2a | If is a transfer in | Document is supplied by Transfer Out party | |
| 2f | If any received product is damaged | Follow organization policy for resolution |
Technology and Data Variations
the variation that will cause eventual bifurcation in the scenario
| Main Success Scenario Step | Branching Action | |
|---|---|---|
reference to the main success scenario # where the variation occurs | numbered list of variations |
Notes
- whatever the project wants to note
- ideally such content would be recorded elsewhere (e.g., business rule table)
Related Resources
links to related resources
Contributors
list of contributors, using the wiki's "@First Last" feature, if possible