Order Fulfilment Agent
Monitors delivery risk and updates customers, covering dispatch, invoicing, and ERP closure.
Monitors open sales orders for changes to committed delivery dates and routes notifications to the buyer with a revised date and reason, holding high-stakes cases for internal review first. It also handles batch picking against expiry and traceability rules, coordinates dispatch and export documentation, issues the invoice, and closes the order in the ERP.
- +1–3 pts
OTIF
Delivery promises kept more often.
- +60–75 pts
Order touchless rate
Most orders ship, invoice, and close on their own.
Monitors committed delivery dates
Reads open order dates from the ERP and, when a date slips, routes a notification to the buyer with the revised date and reason, holding high-stakes cases for internal review before the buyer is contacted.
Coordinates dispatch and closes the order
Books the shipment with the carrier, generates shipping and export documents, issues the invoice to the buyer, and writes the closure back to the ERP.
Maintains customs classification per destination market
Assigns and updates HS codes, customs descriptions, and country-of-origin records at the item level based on product configuration and bill-of-materials, keeping export documentation current for each market.
- Trigger
Monitors committed delivery dates
Reads open order dates from the ERP and, when a date slips, routes a notification to the buyer with the revised date and reason, holding high-stakes cases for internal review before the buyer is contacted.
- Step 1
Coordinates dispatch and closes the order
Books the shipment with the carrier, generates shipping and export documents, issues the invoice to the buyer, and writes the closure back to the ERP.
- Resolution
Maintains customs classification per destination market
Assigns and updates HS codes, customs descriptions, and country-of-origin records at the item level based on product configuration and bill-of-materials, keeping export documentation current for each market.
Delivery risk surfaced before the customer notices
so that penalty clauses are avoided and strategic accounts are not blindsided by late shipments, preserving the commercial relationship and reducing dispute resolution work.
Correct customs classification maintained at item level
so that shipments clear customs without delays or reclassification fines, and export documentation is ready at dispatch rather than assembled under time pressure.
Pick, ship, invoice, and ERP closure handled in one flow
so that the order-to-cash cycle closes faster and finance is not waiting on manual handoffs between warehouse, logistics, and billing teams.
- Read/write access to the ERP
- Connects to the ERP (e.g. Infor LN/M3/CloudSuite, Microsoft Dynamics 365, IFS Cloud, or SAP S/4HANA) to read open orders, committed delivery dates, batch assignments, and invoiced amounts, and to write back order closures, invoice records, and status updates. Without this connection the agent cannot monitor order state, trigger dispatch, or close orders after shipment.
- Batch and inventory data from the WMS
- Pulls bin-level stock, batch attributes (expiry dates, batch numbers), and pick confirmations from the warehouse management system (e.g. Manhattan Associates, Blue Yonder, or Korber) so the agent can apply batch selection rules and verify that picked quantities match shipped and invoiced quantities.
- Customs and trade compliance data
- Reads product master data, bills of materials, and destination-market rules from the ERP or a dedicated trade compliance system (e.g. SAP Global Trade Services, Descartes, or Thomson Reuters ONESOURCE) to assign and maintain HS codes, country-of-origin records, and customs descriptions, and to generate export documentation per shipment.
- Carrier and shipping API access
- Connects to the carrier or transport management system (e.g. FedEx, DHL, or a TMS such as Blue Yonder TMS or Oracle Transportation Management) to book shipments, retrieve tracking references, and attach shipping documents to the order record. Without this link the agent cannot coordinate dispatch or attach proof-of-shipment to the invoice.