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Warehouse Management

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Modules

Building and locationsMap your warehouse and configure the locations, handling rules and equipment that guide each task. ReceivingReconcile deliveries, resolve discrepancies and move received goods into storage. Put-away and replenishmentGuide stock into suitable storage and replenish pick faces for upcoming work. Inventory and license platesLocate stock, protect order commitments and trace each quantity through the warehouse.
PickingRelease prepared waves and guide operators from the right stock into the right order tote. PackingVerify each order's contents and prepare the right carton and carrier label. ShippingReconcile the staged load, close carrier manifests and record what leaves the warehouse. Cycle counting and exceptionsInvestigate stock differences and floor problems with controlled counts, corrections and approvals.

Warehouse Management

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Processes

Dock to stockReconcile each delivery and move confirmed stock from the receiving dock into storage. Order to shipTake an accepted order through reservation, wave release, picking and packing to carrier handover. End of day manifest closeMatch the staged load to carrier documents, close the manifest and confirm handover.
Cycle count to adjustmentTurn a protected physical count into an evidenced, authorized stock correction. Exception to resolutionAssign a floor problem to its owner and follow the corrective work through resolution.

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Industries

Parcel e-commerce fulfillmentKeep small orders moving from pick faces to packed parcels, with clear control over cutoffs and exceptions. Wholesale and B2B distributionCoordinate case and pallet orders, customer shipping requirements and freight handover.
Manufacturer's finished-goods warehouseConnect production receipts with storage and outbound orders while keeping quality and valuation responsibilities clear. Lot, expiry and controlled goodsPreserve stock identity and apply shelf-life, handling and hold rules throughout warehouse work.

Warehouse Management

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Reference

Roles and permissionsGive each warehouse team the access and authority its work needs. Reports and dashboardsSee what is moving, what is late and where stock needs attention. Data modelExplore the records behind warehouse work and plan a controlled data migration.
IntegrationsConnect warehouse work with order management, purchasing, carriers and the equipment on your floor. ImplementationPlan your warehouse rollout around the building, stock, connections and people who will use it. AI agentsHelp your team prepare warehouse work, investigate exceptions and follow up on delays.

Warehouse Management

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All systems
Modules
Building and locationsMap your warehouse and configure the locations, handling rules and equipment that guide each task.ReceivingReconcile deliveries, resolve discrepancies and move received goods into storage.Put-away and replenishmentGuide stock into suitable storage and replenish pick faces for upcoming work.Inventory and license platesLocate stock, protect order commitments and trace each quantity through the warehouse.PickingRelease prepared waves and guide operators from the right stock into the right order tote.PackingVerify each order's contents and prepare the right carton and carrier label.ShippingReconcile the staged load, close carrier manifests and record what leaves the warehouse.Cycle counting and exceptionsInvestigate stock differences and floor problems with controlled counts, corrections and approvals.
Processes
Dock to stockReconcile each delivery and move confirmed stock from the receiving dock into storage.Order to shipTake an accepted order through reservation, wave release, picking and packing to carrier handover.End of day manifest closeMatch the staged load to carrier documents, close the manifest and confirm handover.Cycle count to adjustmentTurn a protected physical count into an evidenced, authorized stock correction.Exception to resolutionAssign a floor problem to its owner and follow the corrective work through resolution.
Industries
Parcel e-commerce fulfillmentKeep small orders moving from pick faces to packed parcels, with clear control over cutoffs and exceptions.Wholesale and B2B distributionCoordinate case and pallet orders, customer shipping requirements and freight handover.Manufacturer's finished-goods warehouseConnect production receipts with storage and outbound orders while keeping quality and valuation responsibilities clear.Lot, expiry and controlled goodsPreserve stock identity and apply shelf-life, handling and hold rules throughout warehouse work.
Reference
Roles and permissionsGive each warehouse team the access and authority its work needs.Reports and dashboardsSee what is moving, what is late and where stock needs attention.Data modelExplore the records behind warehouse work and plan a controlled data migration.IntegrationsConnect warehouse work with order management, purchasing, carriers and the equipment on your floor.ImplementationPlan your warehouse rollout around the building, stock, connections and people who will use it.AI agentsHelp your team prepare warehouse work, investigate exceptions and follow up on delays.
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Warehouse Management Industries
Lot, expiry and controlled goods4 of 4
  • Parcel e-commerce fulfillment1 of 4
  • Wholesale and B2B distribution2 of 4
  • Manufacturer's finished-goods warehouse3 of 4
  • Lot, expiry and controlled goods4 of 4

Lot, expiry and controlled goods

Preserve stock identity and apply shelf-life, handling and hold rules throughout warehouse work.

Typical roles
  • Warehouse Manager
  • Receiving Lead
  • Warehouse Operator
  • Packer
  • Shipping Clerk
  • Inventory Controller
Also built for
  • Parcel e-commerce fulfillment
  • Wholesale and B2B distribution
  • Manufacturer's finished-goods warehouse
  • Lot, expiry and controlled goods

What changes for this team

configured at rollout

Goods controlled by lot, serial, shelf life or handling requirements need more than an overall on-hand balance. Warehouse Management keeps the identity of the stock involved in receiving, movement, picking and shipping. Configure the evidence and release requirements for your products and customers; the website does not establish regulatory approval or certify a warehouse's procedures.

Capture identity at receiving

Record required lots, serials, expiry and the original quantity and unit with the confirmation. A serial-controlled quantity needs the corresponding individual identities. Missing information remains an exception before the stock can proceed.

Choose eligible stock

Apply the item's shelf-life and hold rules when reserving and assigning stock, including checks again before a later action. First-expiry-first-out selection must operate within those eligibility rules rather than simply choosing the oldest date in the building.

Keep handling constraints in placement

Configure permitted zones, bin capacity and item compatibility. A suggested or manually selected location must pass the same checks. A general hazard flag cannot replace the product-specific handling and safety requirements agreed for rollout.

Retain the effect of holds

Held, expired, damaged and quarantined stock stays outside available demand. Review work already reserved against stock whose eligibility changes. A permitted disposition needs the responsible person's evidence and cannot silently keep an invalid allocation active.

Trace splits and repacking

Container-location history and item-quantity movements answer different questions. Preserve both, including lot or serial identity and order ownership as stock moves from a receipt plate to a tote, carton or outbound pallet.

Count the actual stock identity

Count results and corrections identify the relevant plate, item and lot or serial. Controlled location locks protect the count boundary while other locations continue working. Stale evidence or an unresolved identity difference needs review before posting.

Prove the shipping event

Keep verified carton contents and the actual carrier handover with the shipment. A label or closed manifest is preparation evidence. Use the recorded stock identities to investigate an affected lot and reconcile its remaining or shipped quantities.

Dock to ship for this team

  1. 01

    Receive

  2. 02

    Put-away

    Retain the effect of holds

  3. 03

    Wave release

    Approval required

    Capture identity at receiving · Choose eligible stock · Keep handling constraints in placement

  4. 04

    Pick

  5. 05

    Pack and label

    Trace splits and repacking · Count the actual stock identity

  6. 06

    Manifest close

    Approval required

    Prove the shipping event

Same records, same gates. The configuration changes how the process runs for this team.

Workspace previews

Inventory by LocationInventory
on hand
ItemLocationLicense PlateLot NumberSerial Number
ITM-4871LCT-120LP-86838L26-8833INV-45431
ITM-4207LCT-120LP-43172L26-5968INV-74718
ITM-7739LCT-110LP-75864L26-7286INV-30305
ITM-4992LCT-140LP-23247L26-7236INV-18410
ITM-7408LCT-150LP-56789L26-2838INV-60717
ITM-5403LCT-110LP-92944L26-4521INV-99000
Shipments Not Yet ManifestedShipments
StatusPendingLabelsReadyStaged
Pending
SHP-44651CRR-5419415 order count
SHP-79095CRR-129036 order count
LabelsReady
SHP-59863CRR-916273 order count
SHP-68983CRR-1969519 order count
Staged
SHP-43826CRR-628618 order count
SHP-37985CRR-3978021 order count
Shipping →
Today's Shipping ManifestsShipManifests
ManifestDate = today
Manifest NumberCarrierCarrier AccountManifest DateShipment Count
SM-27434CRR-13761CA-23729 Sep29
SM-34245CRR-37179CA-90327 Sep36
SM-91739CRR-82506CA-55521 Sep28
SM-43769CRR-39828CA-89928 Sep16
SM-69694CRR-47506CA-20021 Sep38
SM-85298CRR-52043CA-89914 Sep25
Shipping →

Typical roles

Roles and permissions
Warehouse Manager

Owns release decisions, physical control policy, material corrections and unresolved operational holds.

Permissions
  • Manage draft Receipts, Waves, WaveOrders, MoveTasks, Exceptions and PackStations within site
  • Release exact reviewed Waves
  • Grant AuthorityDelegations to eligible Shift Supervisors
Adjustments Pending ApprovalAdjustments
PendingApproval
  • ADJ-61413 LCT-140 590
  • ADJ-89465 LCT-150 660
  • ADJ-20719 LCT-110 90
  • ADJ-36834 LCT-110 480
  • ADJ-18419 LCT-140 250
ADJ-61413
Location
LCT-140
Item
ITM-6691
LotNumber
L26-7144
QuantityBefore
590

Approval waits for the warehouse manager.

Receiving Lead

Owns dock evidence, receipt acceptance and the close sent to procurement or production.

Permissions
  • Manage draft Receipts, ReceiptLines, LicensePlates and PutawayTasks
  • Review/post ReceiptConfirmations and authorised receiving corrections while downstream stock remains safely correctable
  • Close Receipts with immutable totals and actual signature
Today's Inbound Dock ScheduleReceipts
StatusScheduledArrivalArrivedReceivingnext 1 days
ScheduledArrival
RCP-17740CS-462
RCP-50022CS-131
Arrived
RCP-22589CS-444
RCP-92500CS-767
Receiving
RCP-53188CS-440
RCP-64417CS-878
Warehouse Operator

Executes assigned scan tasks and records actual physical identity and quantity at its permitted warehouse.

Permissions
  • View own PickTasks, PickPaths, PutawayTasks, BinReplenishments and MoveTasks
  • Submit immutable PickConfirmations and assigned ReceiptConfirmations with exact line/lot/serial
  • Confirm own task moves and their guarded status transitions
Open Putaway TasksPutawayTasks
StatusOpenReleasedInProgress
Open
PT-46763RCP-51384
PT-99639RCP-56809
Released
PT-30236RCP-17670
PT-25380RCP-77108
InProgress
PT-89846RCP-19117
PT-46319RCP-69888
Packer

Confirms assigned carton or pallet contents, verifies weight and applies the existing confirmed shipping document.

Permissions
  • View own PackTasks, Cartons, CartonContents, Cartonization, CartonizationLines, OrderLines and permitted order-owned Inventory
  • Confirm assigned pack/unpack scans through StockEvents and CartonContents
  • Capture ScaleWeightLb and WeightEvidence
My Pack TasksPackTasks
YouStatusOpenInProgressVerifiedLabelPrintedHeld
Open
PT-19627ORD-15282440 scale weight lb
PT-37340ORD-89326130 scale weight lb
InProgress
PT-64784ORD-57907730 scale weight lb
Verified
PT-25050ORD-3123170 scale weight lb
LabelPrinted
PT-75641ORD-82565730 scale weight lb
Held
PT-31180ORD-22832780 scale weight lb
Shipping Clerk

Owns shipment staging, manifest close, carrier reconciliation and evidenced physical handover.

Permissions
  • Manage draft Shipments, ShipmentOrders, ShipManifests and guarded CarrierRequests/ShippingLabels actions
  • Stage verified outbound plates/cartons and join eligible shipments to an open manifest
  • Close and transmit ShipManifests with exact membership and acknowledgement evidence
Order Fulfillment BoardOrders
StatusNewHoldReadyToWaveWavedPickingPacking
New
ORD-30399CST-595
Hold
ORD-89879CST-854
ReadyToWave
ORD-20027CST-805
Waved
ORD-70908CST-250
Picking
ORD-16412CST-985
Inventory Controller

Owns physical-count evidence, eligible small-correction confirmation and investigation of held stock.

Permissions
  • Manage CycleCounts, CycleCountTasks, CountResults and draft MoveTasks
  • Acquire/release authorised LocationLocks for counting/correction
  • Confirm count results and request Adjustments
My Cycle Count TasksCycleCountTasks
YouStatusAssignedCountingRecount
Assigned
CCT-37055ITM-6856
CCT-19316ITM-2362
Counting
CCT-23329ITM-1085
CCT-22757ITM-9211
Recount
CCT-78785ITM-1290
CCT-51150ITM-6177

Modules

  • Adjustments Pending ApprovalPendingApproval
    Adjustment NumberLocationItemLot Number

    Inventory and license plates

    Locate stock, protect order commitments and trace each quantity through the warehouse.

  • Building and locations
    Warehouse CodeNameAddressState

    Building and locations

    Map your warehouse and configure the locations, handling rules and equipment that guide each task.

  • Packing
    Cartonization NumberOrderBundle SeqSelected Carton Type

    Packing

    Verify each order's contents and prepare the right carton and carrier label.

  • Cycle counting and exceptions
    Cycle NumberWarehouseBin ScopeFrequency ABC

    Cycle counting and exceptions

    Investigate stock differences and floor problems with controlled counts, corrections and approvals.

  • Receiving
    Receipt NumberWarehouseReceipt TypeSupplier

    Receiving

    Reconcile deliveries, resolve discrepancies and move received goods into storage.

  • Picking
    Order NumberCustomerShip To NameShip To Address

    Picking

    Release prepared waves and guide operators from the right stock into the right order tote.

  • Put-away and replenishment
    Rule CodeNamePriorityItem Velocity Class

    Put-away and replenishment

    Guide stock into suitable storage and replenish pick faces for upcoming work.

  • Order Fulfillment BoardNew
    Order NumberCustomerCarrier ServiceCarrier

    Shipping

    Reconcile the staged load, close carrier manifests and record what leaves the warehouse.

Relevant reports

Reports and dashboards

Expiring Lots

Exact Inventory identities grouped by expiry date and remaining life at planned/actual shipping date, with lot/serial, plate, physical quantity, reservation stage and hold status. Show applicable Items.MinShelfLifeDays and order lot conditions; 30/60/90-day buckets are reporting ranges, not release authority.

Inventory by LocationInventory
on hand
ItemLocationLicense PlateLot NumberSerial Number
ITM-4871LCT-120LP-86838L26-8833INV-45431
ITM-4207LCT-120LP-43172L26-5968INV-74718
ITM-7739LCT-110LP-75864L26-7286INV-30305
ITM-4992LCT-140LP-23247L26-7236INV-18410
ITM-7408LCT-150LP-56789L26-2838INV-60717
ITM-5403LCT-110LP-92944L26-4521INV-99000

Carrier Manifest Summary

By manifest day, Warehouse, Carrier, account and service: frozen included shipments, cartons/pallets and reviewed billable weight, with transmission acknowledgement and actual tender shown separately. Reconcile label/void/request outcomes and carrier billing references; a manifest close is not pickup evidence.

Shipments Not Yet ManifestedShipments
StatusPendingLabelsReadyStaged
Pending
SHP-44651CRR-5419415 order count
SHP-79095CRR-129036 order count
LabelsReady
SHP-59863CRR-916273 order count
SHP-68983CRR-1969519 order count
Staged
SHP-43826CRR-628618 order count
SHP-37985CRR-3978021 order count

Dock-to-Stock Time

Receipts.ActualArrivalAt to the last required PutawayTasks.CompletedAt once every required plate is safely stored or has an explicitly reviewed terminal disposition. Receipts with open/held/unresolved plates remain incomplete, with current age shown separately rather than appearing fast; show variance and override context.

Common questions

All questions
Who releases a picking wave?

The Warehouse Manager reviews the proposed work, shipping cutoffs and replenishment needs. A Shift Supervisor can release within a valid delegation. Stock reservations and planning ownership are checked before work becomes released pick tasks.

Related question
How are the cartons chosen?

Carton planning uses item quantities, dimensions, weights and the configured carton catalog. Planned contents stay linked to order lines. Packing verifies actual contents and weight; missing data or a mismatch needs resolution before labeling and shipping.

Related question
Which carriers can we connect?

Confirm the supported connector, account, service and required documents for each parcel or freight carrier. Adding catalog information is different from implementing another carrier connection. Test labels, uncertain responses, voids and handover evidence before rollout.

Related question
Does it support lots, serials and expiry dates?

The model carries controlled-stock identity through receiving evidence, current inventory and recorded movements into picked and packed contents. Required identity must be captured before the stock can proceed. Shelf-life and hold rules determine eligibility for a particular order; customer and quality requirements need configuration.

Related question
How are stock counts handled?

Counts retain the location and stock identity being checked, with a controlled boundary for concurrent warehouse work. Differences can require a recount and a stock correction. Value thresholds determine the confirmation or independent approval required; missing cost and stale evidence need review.

Related question
Does it calculate inventory value?

Warehouse Management owns the documented physical quantity and location workflow. The financial inventory system owns valuation. Agree stock-event and snapshot behavior with that destination so reconciliation does not duplicate postings. Item cost here supports adjustment decisions.

Related question
Can we run multiple warehouses?

The model separates warehouses, locations, work and authority by site. Floor access is scoped to assigned warehouses; authorized managers can oversee more than one. Inter-site handoffs and the financial posting owner need explicit rollout design.

Related question
How long does a rollout take?

Timing depends on the source data, building setup, devices, connections and work that needs migration. Plan rehearsals and readiness checks with the implementation team. A clean switch between completed waves is the baseline; migrating in-flight picks or carrier commitments needs additional scope.

Related question

Other industries

  • Industry

    Parcel e-commerce fulfillment

    Keep small orders moving from pick faces to packed parcels, with clear control over cutoffs and exceptions.

  • Industry

    Wholesale and B2B distribution

    Coordinate case and pallet orders, customer shipping requirements and freight handover.

  • Industry

    Manufacturer's finished-goods warehouse

    Connect production receipts with storage and outbound orders while keeping quality and valuation responsibilities clear.

  • This page

    Lot, expiry and controlled goods

    Preserve stock identity and apply shelf-life, handling and hold rules throughout warehouse work.

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