These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Pick & Pack Optimization
- Who it's for
- Single-site warehouse
Single-site warehouse
A team operating one warehouse can start with item and location setup, reviewed requests and a small set of pick waves. The first operating cycle should cover one item, a known lot and a request whose quantity can be checked at the shelf. Supervisors can then compare the decision and stock effect against the same source record.
How Pick & Pack Optimization is set up for you
Demand
Record the item, owner, requested units and required date on the stock request.
Availability
Confirm the selected lot's on-hand balance and active held reservations before promising more units.
Wave
Use the zone and required units to prepare a submitted plan for a separate reviewer.
Packing
Identify handling units by carton label, item and pack station; review pack state before staging.
Evidence
Follow the review decision, posted movement and operation receipt back to the source request.
A team operating one warehouse can start with item and location setup, reviewed requests and a small set of pick waves. The first operating cycle should cover one item, a known lot and a request whose quantity can be checked at the shelf. Supervisors can then compare the decision and stock effect against the same source record.
Begin with an active organization, a team member, a location, an item and a lot. Create a draft request, review it, hold stock and submit a wave. Ask the supervisor to decide the wave without using the creator's account. Execute the approved request only after the necessary stock check. Reconcile the posted signed movement against the authorized quantity, then inspect the receipt.
Move to additional locations once the first request can be traced through each decision and stock effect. If a correction is needed, retain the original movement and use the compensating path. Keep shipment and stop details linked to their own load; use the carton record to identify what is packed at the station. The team can review the operating questions in [reports](/pick-pack-optimization/reports) and agree the pilot sequence in [implementation](/pick-pack-optimization/implementation).
Features to start with
Roles on the team
- Inventory Clerk
- Prepare stock requests, maintain items, lots, locations and operational records, and run the stock actions on the Operations Desk.
- Inventory Supervisor
- Review and decide stock requests, reverse movements, correct or cancel scope, reconcile, and maintain stock policies.
Set up Pick & Pack Optimization your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.