How to deliver goods in three steps (pick, pack, then deliver)

In the three-step flow, goods move from the stock location to the packing zone, then to the output location, and finally to the customer. Set the warehouse to Pick, Pack, then Deliver (3 steps), then validate the Pick, Pack and Delivery Orders transfers that Viindoo creates one after the other.

Who	Users with the Inventory User access right. Changing the warehouse flow needs the Inventory Administrator access right.
App	Inventory ‣ Operations

Before you start

• Install the Inventory app.

• Turn on Multi-Step Routes (see How to choose the delivery flow of a warehouse).

• Have the products in stock in the warehouse. If you also install the Sales app, Viindoo creates the Pick transfer when you confirm a sales order.

How do I set a warehouse to deliver in three steps?

1. Go to Inventory ‣ Configuration ‣ Warehouse Management ‣ Warehouses and open the warehouse.

2. On the Warehouse Configuration tab, choose Pick, Pack, then Deliver (3 steps) under Outgoing Shipments, then click Save.

Viindoo turns on the output location and the packing zone of the warehouse (for example WH/Output and WH/Packing Zone) and the Pick and Pack operation types. To rename a location or change its settings, go to Inventory ‣ Configuration ‣ Warehouse Management ‣ Locations and open it.

How do I create the pick?

If you also install Sales, confirm the sales order: Viindoo creates the Pick transfer linked to it, and you open it with Delivery on the order.

Without Sales, create the pick yourself:

1. Go to Inventory ‣ Overview, find the Pick card of the warehouse and click it, then click New.

2. Choose the customer in Contact. The source location is the stock location and the destination is the packing zone.

3. On the Operations tab, click Add a line, choose the product and enter the Demand, then click Mark as Todo. If the stock covers the demand, the pick becomes Ready.

How do I pick, pack and deliver the goods?

Go to Inventory ‣ Overview. The Pick, Pack and Delivery Orders cards of the warehouse show the transfers to process.

Step 1: pick from stock to the packing zone

1. Open the Pick transfer, check the Quantity of each line and click Validate.

You should now see the Pick transfer in the Done state: the goods are in the packing zone. Viindoo creates the Pack transfer, already Ready.

Step 2: pack and move to the output location

1. Click the Pack card of the warehouse, open the transfer and click Validate.

You should now see the Pack transfer in the Done state: the packed goods are in the output location. Viindoo creates the Delivery Orders transfer, already Ready.

Step 3: deliver to the customer

1. Click the To Deliver button of the Delivery Orders card, open the transfer and click Validate.

You should now see the delivery order in the Done state: the goods have left the warehouse.

Which fields matter?

Field	Effect	If wrong or empty
Outgoing Shipments (warehouse)	Decides whether deliveries go through the Pick and Pack transfers.	With fewer steps, goods skip the packing zone or the output location.
Contact (Pick)	The customer. Viindoo copies it to the transfers it creates.	The delivery order has no customer address.
Source Document (Pack and Delivery Orders)	The transfer or the sales order they follow.	Search with it to find the three transfers of one order.

Common errors

Message	What to do
You cannot validate a transfer if no quantities are reserved, or if only non-reserved moves are picked.To force the transfer, encode quantities.	The pick is Waiting because the stock does not cover it. Receive the products and click Check Availability.
You can’t disable locations WH/Packing Zone because they still contain products.	You tried to go back to fewer steps while goods are still in the packing zone or in the output location. Validate the transfers that follow first, then change the flow again.

Version notes

Each following transfer is created when you validate the previous one, not when the sales order is confirmed. Until then, only the pick appears in the Inventory overview.

Next steps

• How to deliver from vendor to customer with Dropship: let the vendor deliver to your customer.

• How to use routes and pull or push rules to supply a location: how the pull and push rules create these transfers.