Order Planning Logic Flow

The order plan function is the core engine that transforms customer orders into executable warehouse tasks.

Its operational logic follows a precise sequence to ensure efficiency and feasibility.

1. Order Ingestion

   New orders are created in the WMS via EDI/API integration, manual import, or direct entry.

2. Order Filtering & Order Planning

   Administrators can filtering orders from the "New order pool" to create the order plan, or allow automatic creation through order dispatch. Order selection can be based on criteria such as order time, product types, and quantities.

3. Inventory Commitment

   Before wave grouping, the system pre-allocates the required inventory to each selected order to confirm stock availability.

   If any order lacks sufficient stock, the plan fails for that order and alerts the warehouse to adjust or replenish inventory.

4. Wave Planning & Grouping

   Once inventory is secured, the system groups orders into Waves according to configurable strategies (e.g., by carrier, shipping deadline, or product location). This prepares batch tasks for efficient picking.

5. Strategy Generation & Task Creation

   The system automatically generates picking strategy and pick tasks for each wave.

6. Inventory Management & Exception Handling

   Inventory Release: If an order is removed from the order plan, its pre-allocated inventory is automatically released back to available stock.

   Plan Rollback: The system allows rolling back a plan to its previous status in case of errors such as incorrect picking, stock shortages, or major discrepancy.