| Task type | Map each movement: pallet transport, line replenishment, tote delivery, order picking, or returns. | Work consists of repeatable, point-to-point moves on established routes, such as moving pallets between a fixed staging area and production line. | Tasks involve changing destinations, dynamic dispatch, or navigation around people and temporary obstacles, such as goods-to-person tote delivery. | List origin, destination, frequency, and payload for every task. Confirm that the vehicle and attachment are designed for the required operation. |
| Route stability | Consider how often routes, storage locations, workstations, and operating rules change. | Routes are stable and can be defined with floor markers, reflectors, wires, or other site-specific guidance infrastructure. | Routes change more often, or vehicles need to calculate paths using onboard sensors and a digital map. | Estimate route changes per month and identify whether changing a route requires floor work, system reconfiguration, or both. |
| Layout and aisle space | Measure aisle width, turning space, doorways, intersections, ramps, floor condition, and clearance around loads. | There is enough room to keep guided routes clear and consistently separated from other traffic. | Flexible routing and obstacle avoidance are valuable, provided measured clearances meet the vehicle's turning and safety requirements. | Use the manufacturer's loaded turning radius and stopping-distance data. Validate the narrowest aisle and tightest turn on site. |
| Load and handling | Record the maximum and typical load, load dimensions, centre of gravity, transfer height, and pickup method. | A standard load and repeatable pickup or drop-off point suit a fixed transport cycle. | Different destinations or variable task assignments call for more flexible dispatch, while the payload remains within the vehicle's rated capacity. | Compare rated capacity at the required load centre—not just the headline capacity. Include the weight of pallets, containers, or fixtures. |
| Traffic and people | Assess pedestrian crossings, forklifts, doorways, blind corners, peak traffic, and shared work zones. | Traffic can be managed with controlled crossings, dedicated lanes, traffic lights, or clearly defined right-of-way rules. | Mixed and changing traffic makes onboard detection and dynamic rerouting useful, alongside site-level traffic management. | Both types require a documented risk assessment and appropriate safety systems. Do not assume obstacle detection eliminates the need for safe traffic rules. |
| Throughput and cycle time | Measure trips per hour, travel distance, pickup and drop-off time, charging time, and peak demand. | Predictable, repeated cycles make it easier to balance vehicle count and route capacity. | Workloads and destinations vary, and flexible task allocation can help respond to changing demand. | Model the full cycle, including waiting, intersections, handoffs, and charging. Validate the model with a representative pilot. |
| Integration requirements | Check interfaces with warehouse management, warehouse control, production, elevators, automatic doors, and charging systems. | A dedicated transport flow and straightforward call points meet operational needs. | Tasks need frequent reassignment, fleet coordination, or dynamic interaction with warehouse systems. | Confirm available interfaces, data ownership, exception handling, and who will maintain maps and task rules. |
| Floor and environment | Inspect floor joints, slopes, thresholds, dust, lighting, temperature, and areas exposed to moisture. | The floor and operating environment support the selected guidance method and reliable repeatable travel. | Navigation sensors can operate reliably in the environment, with sufficient visibility and floor conditions for safe movement. | Test on the actual floor and at representative operating times. Verify limits for slope, floor gaps, temperature, and environmental protection. |
| Expansion and change | Consider planned layout changes, seasonal volume, additional work areas, and future vehicle types. | Expansion is mainly along stable routes with predictable demand. | New destinations and changing workflows are expected, and flexible navigation can reduce dependence on fixed routes. | Compare the cost and effort of adding vehicles, modifying routes, updating infrastructure, and integrating future workflows. |
| Decision guide | Summarize the dominant operational need rather than selecting by vehicle label alone. | Favor an AGV when the workflow is repetitive, routes are stable, and controlled traffic or dedicated paths are practical. | Favor an AMR when workflows or routes change frequently and dynamic navigation offers measurable operational value. | Capabilities vary by vehicle and installation. Compare validated specifications, safety documentation, site requirements, total operating cost, and pilot results before making a final choice. |