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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 Modules
Building and locations1 of 8
  • Building and locations1 of 8
  • Receiving2 of 8
  • Put-away and replenishment3 of 8
  • Inventory and license plates4 of 8
  • Picking5 of 8
  • Packing6 of 8
  • Shipping7 of 8
  • Cycle counting and exceptions8 of 8

Building and locations

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

Warehouses Warehouses → Zones StockRevision C · Active released orders keep the revision they started on
Building and locationsReceivingPut-away and replenishmentInventory and license platesPickingPackingShippingCycle counting and exceptions
  • WAR-0442 · WRH-2041 1 EA
    • WRH-3310 2 EA
      • WRH-5107 0.8 KG
    • WRH-5140 6 EA
Zones
Records in this module
  • Warehouses
  • Zones
  • Aisles
  • Racks
  • Bins
  • BinTypes
  • Locations
  • Items
  • Carriers
  • CarrierServices
  • PutawayRules
  • PackStations
  • Users
  • WarehousePolicies
  • LocationLocks
  • AuthorityDelegations

Map the building

A warehouse represents a site. Zones divide it by function, aisles establish traversal order, racks identify storage structures, and bins give stock an address. A bin code can reflect aisle, rack, side and position so operators can match a task to a physical label.

Aisle traversal order influences pick paths. Active, Blocked and Maintenance bin states determine which destinations can be proposed. A temporary count lock is separate from the bin’s operating status: it protects the counted location until reconciliation finishes, without blocking work throughout the warehouse.

LevelWhat it carries
WarehouseSite code, address, time zone, ship-from details, default carrier and manager
ZoneReceiving, BulkReserve, ForwardPick, Pack, Ship, Quarantine, Returns or Hazmat purpose
Aisle and rackTraversal order, rack identity and side
BinPosition, bin type, velocity class, pick-face settings and operating status

Match space to stock

Bin types describe usable dimensions, weight capacity, tare weight and permitted handling. The same catalog covers storage spaces, totes, pallets and shipping cartons. Put-away checks storage capacity; cartonization uses carton dimensions and tare when planning a pack.

Capacity decisions account for existing occupancy and committed incoming work. A physically empty-looking bin may already have an inbound task. Fixed-item or hazmat rules do not waive fit, weight, compatibility or blocked-location checks. Those checks run again when an operator confirms a destination, including an override.

Locations provides a common reference for bins and places outside the racks. Receiving docks, shipping docks, pack stations, staging lanes and returns areas can therefore appear as task endpoints. Outbound cartons remain in warehouse inventory while staged, through label generation and manifest close, until carrier handover is confirmed.

Keep handling details with each item

The upstream item master supplies the SKU and physical handling data: base unit, case and pallet conversions, dimensions, weight, lot and serial controls, expiry requirements, hazmat class and freight class. Warehouse velocity class and minimum shelf life support local slotting and allocation decisions.

Case and pallet scans convert to the item’s base unit before changing stock. A missing or invalid conversion needs correction before posting; it must not become an assumed quantity of one. Unit cost supports adjustment approval thresholds. It does not make this system the financial valuation ledger, and an unknown cost cannot silently qualify an adjustment for low-value approval.

Configure carriers and workstations

Carriers and their services hold account, mode, service selection, pickup cutoff and dimensional-weight settings. Parcel, LTL and full-truckload operations can use different document and dispatch requirements. Cutoffs are evaluated in the warehouse’s time zone; operational event timestamps retain their actual sequence across shifts.

A catalog entry describes a carrier. Label generation, status lookup, manifest transmission and voiding additionally require a configured and tested carrier connection. Adding a row alone does not supply those capabilities. Service transit information and dimensional divisors are configured inputs, rather than delivery or billing guarantees.

Pack stations link a location with scale, printer and operator settings. Warehouse policy supplies pack-weight tolerances, count tolerances, approval thresholds and operating controls. Admin prepares policy revisions and an independent Warehouse Manager approves them before activation. Equipment and connection readiness should be checked against the actual station before its work is assigned.

Direct put-away and replenish pick faces

Put-away rules run in ascending numeric priority, with the first eligible match selecting a destination. Fixed-item, hazmat and velocity rules remain subject to physical and stock restrictions. Velocity classes map to configured zones; a class does not create an undeclared zone type.

Forward-pick settings identify replenishment destinations and their minimum and target levels. Reserve stock, incoming tasks and existing reservations determine the quantity that can actually be moved. Rule changes guide future decisions without rewriting completed task history.

Modules

  • Building and locations
    Warehouse CodeNameAddressState

    Building and locations

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

  • Receiving
    Receipt NumberWarehouseReceipt TypeSupplier

    Receiving

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

  • Put-away and replenishment
    Rule CodeNamePriorityItem Velocity Class

    Put-away and replenishment

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

  • Adjustments Pending ApprovalPendingApproval
    Adjustment NumberLocationItemLot Number

    Inventory and license plates

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

  • Picking
    Order NumberCustomerShip To NameShip To Address

    Picking

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

  • Packing
    Cartonization NumberOrderBundle SeqSelected Carton Type

    Packing

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

  • Order Fulfillment BoardNew
    Order NumberCustomerCarrier ServiceCarrier

    Shipping

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

  • Cycle counting and exceptions
    Cycle NumberWarehouseBin ScopeFrequency ABC

    Cycle counting and exceptions

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

Reports

All reports

Bin Occupancy

Physical occupied volume/weight and unexpired incoming capacity claims against reviewed BinType limits by Zone and velocity class. Count nested child stock once; distinguish empty pick faces, blocked/count-locked slots and capacity held by planned moves.

Open ReplenishmentsBinReplenishments
StatusOpenInProgress
Open
BR-93767ITM-4711830 requested qty
BR-40810ITM-8333960 requested qty
BR-67142ITM-9696560 requested qty
InProgress
BR-51648ITM-4615380 requested qty
BR-14342ITM-3038910 requested qty
BR-37703ITM-5672190 requested qty

Roles and permissions

Warehouse Manager

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

Permissions and records
  • Manage draft Receipts, Waves, WaveOrders, MoveTasks, Exceptions and PackStations within site
  • Release exact reviewed Waves
  • Grant AuthorityDelegations to eligible Shift Supervisors
  • Approve WarehousePolicies and Bin/BinType physical changes
  • PackStations
  • AuthorityDelegations
  • WarehousePolicies
  • Bins
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 and records
  • 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
  • Manage draft MoveTasks and BinReplenishments
  • AuthorityDelegations
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 and records
  • 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
  • Set supported receipt/return disposition with evidence
  • BinTypes
  • Locations
  • Items
  • PutawayRules
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 and records
  • 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
  • Override a PutawayTask destination with reason only after full capacity/compatibility checks
  • Bins
  • Locations
  • Items
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
Inventory Controller

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

Permissions and records
  • Manage CycleCounts, CycleCountTasks, CountResults and draft MoveTasks
  • Acquire/release authorised LocationLocks for counting/correction
  • Confirm count results and request Adjustments
  • Confirm and post eligible below-threshold existing-stock corrections under WarehousePolicies, including own draft where this explicit policy permits
  • LocationLocks
  • WarehousePolicies
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
Viewer

Reads permitted warehouse and fulfillment summaries without operational write authority.

Permissions and records
  • View Warehouses, Zones, Aisles, Racks, Bins status, Inventory, Orders, Waves, Shipments, ShipManifests and CycleCounts summaries within granted scope
  • Access all reports except Labor Productivity and restricted per-person drilldowns
  • No write, release, confirmation, carrier or correction actions
  • Warehouses
  • Zones
  • Aisles
  • Racks
  • Bins
Order Fulfillment BoardOrders
StatusNewHoldReadyToWaveWavedPickingPacking
New
ORD-30399CST-595
Hold
ORD-89879CST-854
ReadyToWave
ORD-20027CST-805
Waved
ORD-70908CST-250
Picking
ORD-16412CST-985

Related processes

Today's Inbound Dock ScheduleScheduledArrival
Receipt NumberReceipt TypeScheduled Arrival AtActual Arrival At
Production

Dock to stock

Reconcile each delivery and move confirmed stock from the receiving dock into storage.

6 stages · 1 approval

Order Fulfillment BoardNew
Order NumberCustomerCarrier ServiceCarrier

Order to ship

Take an accepted order through reservation, wave release, picking and packing to carrier handover.

6 stages · 2 approvals

My Cycle Count TasksAssigned
Cycle CountLocationItemLot Number

Cycle count to adjustment

Turn a protected physical count into an evidenced, authorized stock correction.

6 stages · 2 approvals

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