Delivery Planning
Prepare delivery plans from existing or predefined orders before execution begins.
Codithic DMS
Delivery Management
Plan. Execute. Complete.
Manage the end-to-end delivery process based on existing orders. Codithic DMS helps you plan deliveries, assign work, manage load requests, confirm delivery, handle return collection and reconcile at the end of the day.
Key capabilities
Everything You Need for Delivery Management
Manage the complete delivery lifecycle with connected operational information from existing orders through closeout.
Delivery Assignment
Assign delivery work before load preparation and execution, where assignment is part of the operation.
Load Request
Prepare the required delivery workload and submit a load request after delivery assignment.
Delivery Status
View or update operational delivery status as assigned work moves through the documented workflow.
Delivery
Carry out assigned delivery work against the planned workload, using relevant order and inventory context.
Delivery Confirmation
Confirm delivery with one configured approach: the delivery operation itself, or an email/SMS code where messaging is configured for the deployment.
Return Collection
Handle products returned during delivery activity, where return collection is part of the operation.
Reconciliation & Unload
Close the delivery cycle with operational reconciliation and unload after delivery activity.
How it works
From Existing Order to Completed Delivery
Delivery planning is based on existing or predefined orders. Order creation belongs to Order Management and any approved field workflows. Delivery Management then takes that workload through assignment, preparation, execution, and closeout.
Existing / Predefined Order → Delivery Planning → Delivery Assignment → Load Request → Delivery → Confirmation → Status → Return Collection → Reconciliation → Unload. Delivery Management is a Codithic DMS capability. Confirmation uses one configured approach. The Delivery role in Codithic SFA provides mobile-first field execution.
- 01
Existing / Predefined Order
Start from orders already in the DMS order layer.
- 02
Delivery Planning
Build the delivery workload from those orders.
- 03
Delivery Assignment
Assign delivery work before load preparation.
- 04
Load Request
Prepare the assigned delivery workload.
- 05
Delivery
Execute against the planned and assigned work.
- 06
Confirmation
Confirm using the configured confirmation approach.
- 07
Status
Keep operational delivery progress visible.
- 08
Return Collection
Handle products returned during delivery activity.
- 09
Reconciliation
Support operational closeout after delivery activity.
- 10
Unload
Complete the field workflow with unload.
A load request supports delivery preparation after assignment. Confirmation uses one configured approach: the delivery operation itself, or an email/SMS code where that verification is configured. Email or SMS messaging uses customer-provided SMTP or SMS APIs, or a Codithic-arranged messaging setup when agreed. Return collection applies when products are returned during delivery. Reconciliation and unload support operational closeout. This workflow is operational delivery management.
Operational connections
Delivery Management works across the DMS
Codithic DMS manages the operational delivery process. SFA is the mobile-first field execution layer. The Delivery role executes assigned work in the field. Delivery Management is not a separate product.
Configurable delivery confirmation
Delivery confirmation can be configured according to the operational process. The options are alternative approaches, not two mandatory steps.
Delivery-based confirmation
The delivery operation itself confirms the delivery.
Code verification
Delivery can be confirmed through an email/SMS code where messaging is configured for the deployment.
Orders
Order Management provides existing and predefined orders. Delivery Management does not create the original customer order as its primary responsibility.
Planning
Planning prepares journey and delivery work. Delivery planning then works with existing or predefined orders before assignment and load request.
Inventory
Inventory supplies stock context for fulfillment. Delivery Management uses that context during load request and execution. It does not operate as a warehouse management system.
Delivery field role
The Delivery role is part of Codithic SFA. Field users can work with assigned deliveries, load request, delivery, confirmation, status, return collection, reconciliation and unload. The mobile workflow is field execution connected to DMS, not a replacement for DMS.
Returns / Replacements
Return collection during delivery activity connects with returns and replacement operations. Inventory remains the stock context for those activities.
Reconciliation
After delivery and return collection, operational reconciliation and unload close the delivery cycle. This is operational closeout, not financial accounting or settlement as a ledger.
Connected operational context
Existing orders
Order Management → Delivery Planning → Delivery Assignment
Load preparation
Assigned Delivery → Load Request → Delivery
Operational closeout
Delivery → Status → Return Collection → Reconciliation → Unload
These are conceptual business workflows. Delivery Management does not create original orders, optimize routes, track vehicles, or perform accounting.
Business value
Greater Delivery Control. Smoother Operations.
Operational Control
Manage deliveries through one connected DMS workflow across the distribution network.
Delivery Visibility
See operational delivery status as work moves from assignment through confirmation and closeout.
Process Traceability
Keep delivery records connected from planning to reconciliation.
Stronger Distributor Service
Support structured delivery execution across distributor operations.
Ready to manage your deliveries more effectively?
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