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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.

Warehouse Management

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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
Manufacturer's finished-goods warehouse3 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

Manufacturer's finished-goods warehouse

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

Typical roles
  • Warehouse Manager
  • Shift Supervisor
  • 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

A finished-goods warehouse receives from production and ships to distributors, retailers or direct customers. The important handoffs are what the plant completed, what the warehouse accepted and what eventually left with a carrier. Warehouse Management retains those events separately so a movement on the floor does not rewrite production or receiving history.

Reconcile the production handoff

Link expected and confirmed quantities to the production source reference. Capture the item, unit conversion, lot or serial and expiry where required. A difference at the door stays visible for investigation with the producing team.

Identify stock as it enters the building

Give each physical container its license plate and keep the stock identity beneath it. Receiving confirmations provide the original evidence even after a pallet is moved, split or consumed by later orders.

Respect quality holds

Route stock to an appropriate held or quarantine position when review is required. The configured quality process supplies its decision; an authorized warehouse disposition applies it only after stock and identity checks. A location move alone cannot make held goods eligible.

Use storage and picking rules together

Direct put-away using the item's handling needs, space and compatibility. Replenishment brings eligible stock to forward-pick areas. Alternative locations still need capacity and compatibility checks, with the reason retained.

Keep outbound order ownership

Case, pallet and parcel work can share the building while preserving each order's reservations and picked contents. Packing validates the assigned quantities before the shipment is staged. The carrier handover removes the shipped stock once.

Agree the financial boundary

The financial inventory system owns valuation. Define which warehouse events it posts and how it uses position snapshots for reconciliation. Opening balances and repeated messages must not duplicate inventory already recognized by the plant's financial system.

Review returned product

Retain the return authorization and original stock identity where available. Decisions to restock, send to rework or scrap need the appropriate warehouse, production and quality authority, with a clear owner for each resulting quantity effect.

Dock to ship for this team

  1. 01

    Receive

    Reconcile the production handoff

  2. 02

    Put-away

    Agree the financial boundary

  3. 03

    Wave release

    Approval required

    Respect quality holds · Use storage and picking rules together

  4. 04

    Pick

    Review returned product

  5. 05

    Pack and label

  6. 06

    Manifest close

    Approval required

    Identify stock as it enters the building · Keep outbound order ownership

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
Adjustments Pending ApprovalAdjustments
approval waits for the warehouse manager
Approval conditions

Warehouse Manager: Approve independent Adjustments above threshold or requiring special review

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.

Inventory and license plates →
Open Move TasksMoveTasks
StatusOpenPendingApprovalReleasedInProgress
Open
MT-63265ITM-2600190 quantity
MT-13737ITM-3051850 quantity
PendingApproval
MT-70902ITM-1505170 quantity
MT-52591ITM-7776850 quantity
Released
MT-44768ITM-6113690 quantity
InProgress
MT-94236ITM-1182590 quantity

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.

Shift Supervisor

Coordinates the shift and may release only the waves covered by a current Warehouse Manager delegation.

Permissions
  • Reassign PutawayTasks, PickTasks, PackTasks, MoveTasks and BinReplenishments within warehouse and equipment eligibility
  • Triage and resolve floor/equipment Exceptions with evidence
  • Release Waves only with active scoped AuthorityDelegations and exact plan review
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
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
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
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 Move TasksMoveTasks
StatusOpenPendingApprovalReleasedInProgress
Open
MT-63265ITM-2600190 quantity
MT-13737ITM-3051850 quantity
PendingApproval
MT-70902ITM-1505170 quantity
MT-52591ITM-7776850 quantity
Released
MT-44768ITM-6113690 quantity
InProgress
MT-94236ITM-1182590 quantity
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

  • Receiving
    Receipt NumberWarehouseReceipt TypeSupplier

    Receiving

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

  • 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.

  • Picking
    Order NumberCustomerShip To NameShip To Address

    Picking

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

  • Cycle counting and exceptions
    Cycle NumberWarehouseBin ScopeFrequency ABC

    Cycle counting and exceptions

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

  • Packing
    Cartonization NumberOrderBundle SeqSelected Carton Type

    Packing

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

  • 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

Throughput Cockpit

Posted receipt units, completed put-away, confirmed net picks, verified handling units and manifested/tendered shipments by Warehouse, Zone, shift and local hour. Distinct event keys prevent retry inflation. Compare like-for-like weekday/hour observations from a disclosed trailing period, with coverage and no-data flags; per-operator drilldown respects permissions.

Operator Time TodayLaborTracking
StartedAt >= today
Entry NumberOperatorWarehouseTask TypeTask Number
LT-69000LTWRH-150ReceivingLT-51349
LT-75494JYWRH-130PutawayLT-89117
LT-53110LNWRH-110MoveLT-15557
LT-35182TWWRH-130PickLT-48624
LT-62384DWWRH-110PackLT-61395
LT-98679DPWRH-110ShipLT-41071

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
Can our team use handheld scanners?

The workflow is organized around task, bin, item and container confirmations. Test the actual handhelds, barcode formats and network conditions during rollout. Device compatibility and any disconnected working mode need explicit verification.

Related question
How does directed put-away work?

Configured rules propose a suitable location using item requirements, capacity and occupancy. The operator confirms the container and location. An alternative location needs a recorded reason and must pass the same compatibility and availability checks.

Related question
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
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

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.

  • This page

    Manufacturer's finished-goods warehouse

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

  • Industry

    Lot, expiry and controlled goods

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

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Previous · industry 2 of 4Wholesale and B2B distributionNext · industry 4 of 4Lot, expiry and controlled goods

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