Buying Groups: New Delivery Process — Direct Fulfillment

📝 Title: Buying Groups: New Delivery Process — Direct Fulfillment
Created by: Katie | Feedback from: Rafa, Michael, Brooklawn, Pebrian

🐞 Problem
Many DMI clients near the DMI warehouse are low-volume (a few orders/day). DMI charges ~$15 per item to deliver to the dealer’s store, so these dealers don’t use DMI delivery. Their real-world process is:

1. Take the order → 2) Next day swing by the DMI warehouse → 3) Pick up the item → 4) Deliver to the customer.
   Our current PO/receiving/delivery flow doesn’t support this.

⚠️ Why is this a problem

• The platform requires items to be received into the dealer warehouse before delivery can be scheduled.

• Drivers can’t start routes until items are scanned out, but these items aren’t received first in this workflow.

• Current workaround is to train drivers to use a scanner gun at pickup to scan out, which is clunky.

• Most orders originate on the website, so adding a customer-facing “Direct Fulfillment” option is not desired.

✅ Solution
Use the existing PO flow to notify DMI, then enable delivery scheduling and a simplified scan step for this scenario.

1. Keep PO step: Dealer requests the item from DMI and creates a purchase order so DMI is notified.

   • Side note: Katie will call Rob to confirm what DMI actually does upon PO notification (e.g., reserve/set aside). Katie will fill this in later.

2. Allow immediate scheduling: After submitting the PO, the dealer must be able to schedule delivery immediately, even if the item has not been received.

3. One-step scan action: Add a single button labeled for Direct Fulfillment that performs the required scan-in and scan-out in one action so the delivery can proceed without the normal receive → scan-out sequence.

4. Driver start condition: Ensure this one-step action allows drivers to start their route for these orders without using the scanner gun at warehouse pickup.

🧪 Acceptance Criteria (scope-limited to the above)

• After PO submission to DMI, the delivery scheduler opens/works without a receive event.

• A Direct Fulfillment button completes the scan-in + scan-out together for the affected items.

• With that button used, the driver app allows route start for those items (no scanner-gun workaround needed).

• No new customer-facing delivery option is added on the website for this.

@Rafa Amara