At the end of the day, finalize vehicle inventory, sales, collections, documents, and exceptions with a mutual agreement.
The mobile delivery day is not automatically considered complete when the vehicle returns to the warehouse. Physical stock, system stock, sales and delivery documents, collections, returns, and empty containers must be compared.
Route closing finalizes the day's responsibilities without leaving any shortages or surpluses in inventory, unexplained cash flow discrepancies, out-of-sync transactions, or outstanding deliveries.
Closing checks
Planned and actual visits
Delivered and undelivered orders
Vehicle inventory count
Returns, damage, waste, and empty containers
Cash, card, check and other payments
Invoice, delivery note and receipt numbers
Offline pending processes
Fuel, mileage, and vehicle incidents.
Areas of agreement
Opening stock + loading + transfers - sales and deliveries - other outbound transactions
Locations and visits that took place along the planned route.
Asset inflows and outflows with deposits
Difference management
Differences should not be automatically deleted or closed with bulk corrections. A reason code, explanation, responsible party, and approval record should be created for each product, payment, document, and transaction.
Closing confirmation
The driver or sales representative approves the closing summary; if necessary, the warehouse, finance, or manager performs a second check. The vehicle may not be released for the next route until the closing is complete.
Implement the closing of the day not as an administrative formality, but as a fundamental control that establishes physical and financial accountability between vehicles, personnel, and company records.