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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
Packing6 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

Packing

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

Cartonization Cartonization → CartonizationLines PlanRevision C · Active released orders keep the revision they started on
Building and locationsReceivingPut-away and replenishmentInventory and license platesPickingPackingShippingCycle counting and exceptions
  • CAR-0442 · CRT-2041 Carton1 EA
    • CRT-3310 Carton2 EA
      • CRT-5107 Pallet0.8 KG
    • CRT-5140 Pallet6 EA
CartonizationLines
Records in this module
  • Cartonization
  • CartonizationLines
  • Cartons
  • CartonContents
  • PackTasks
  • PackStations
  • BinTypes
  • LicensePlates
  • Inventory
  • InventoryReservations
  • StockEvents
  • StockMovements
  • ShippingLabels
  • CarrierRequests
  • WarehousePolicies
  • Exceptions

Plan what belongs in each carton

Cartonization proposes a carton type and bundle for each part of an order. CartonizationLines records the planned order lines and base quantities inside that bundle. The plan is more than a weight estimate: it identifies the contents the packer should expect.

Item dimensions, weight, carton capacity and tare inform the proposal. Dimensional weight uses the configured carrier divisor, and the greater of actual and dimensional weight provides a planning comparison. That estimate does not guarantee the carrier’s invoiced charge. Missing dimensions, invalid unit conversions or an unsuitable carton must be resolved before relying on the plan.

A full-pallet plan uses the same contents and weight verification through a PackTasks record, with an output pallet instead of an invented carton. If the picked goods already occupy that pallet, verification changes the reservation stage without posting a second physical quantity transfer. Freight documents then follow the verified shipment. A multi-carton order retains separate bundle contents. An order-specific picked tote can feed those cartons without losing which customer owns the stock. If the physical pack differs from the proposal, the changed contents and carton choice must be reconciled before verification and labeling.

Cartons Awaiting LabelCartons
Packed
Carton NumberOrderShipmentCarton TypeContents Weight Lb
CRT-12895ORD-30138SHP-30594BT-7934500
CRT-11238ORD-48877SHP-63308BT-827990
CRT-93928ORD-65319SHP-60250BT-7225520
CRT-67046ORD-64793SHP-33944BT-2237950
CRT-59679ORD-36147SHP-70373BT-5518260
CRT-94539ORD-82152SHP-24493BT-5291390

Work at a configured station

Pack stations identify the bench location, scale, printer and assigned packer. The task links the order, source tote, carton and station so the work can resume after an interruption. Device and carrier connections depend on the site’s configured implementation; a catalog record alone does not establish a working scale or label service.

The Packer works assigned tasks in My Pack Tasks. A tote scan opens the appropriate order work, with planned contents and any outstanding exceptions available before packing starts. A tote belonging to another order cannot be treated as interchangeable stock.

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
Packing →

Scan, transfer and verify

  1. Scan the source tote and the destination shipping carton.
  2. Confirm each order line’s actual quantity, including required lot and serial identities.
  3. Transfer those exact stock positions from the tote into the carton and record the carton contents.
  4. Weigh the completed carton and compare it with the expected contents and tare under the configured tolerance.

The paired stock movements conserve quantity. The carton holds the transferred positions and their Picked claims; the tote no longer holds those units. Only complete bundle and weight verification converts Picked claims to Packed, without another stock movement. An incomplete carton remains order-owned Picked stock and cannot be tendered. Replaying a pack confirmation cannot leave stock in both containers. Parent-pallet nesting describes how cartons are carried without creating another inventory balance.

A weight difference can reveal a packing problem, but a passing weight check is not proof that every item is correct. Item scans, quantity reconciliation and tracking identity remain required. Wrong items, missing goods, damage, missing cartons and weight differences put the task on hold with a reason and supporting evidence.

Open ExceptionsExceptions
StatusOpenRoutedInTriage
Open
EXC-16475ITM-4561110 impacted
EXC-82995ITM-1676910 impacted
Routed
EXC-51008ITM-8326490 impacted
EXC-44900ITM-9118400 impacted
InTriage
EXC-72267ITM-5090610 impacted
EXC-97093ITM-8026900 impacted

Resolve holds before labeling

The Packer can correct authorized task details and raise an exception, but cannot waive a pack hold. Warehouse Manager reviews the discrepancy and records the resolution, followed by corrected verification. Hold release cannot waive missing or wrong stock. A quantity correction follows a controlled transfer or adjustment path; it is not an edit that makes the measured weight appear acceptable.

Cartons Awaiting Label separates verified physical packs from those with completed carrier documents. Order contents, service and ship-to details must agree before a label is requested. GS1 or other compliance labels and LTL documents depend on the requirements configured for the order and carrier.

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

Keep carrier requests traceable

CarrierRequests gives each logical label operation a stable identity. A definitive rejection can be corrected and retried under the request rules. If the carrier may have accepted a request but the response was lost, the outcome is uncertain: reconcile it with the carrier before issuing a replacement request.

Reprinting an existing valid label uses the existing tracking identity. It is different from voiding and issuing a new label. Shipping Clerk manages void and reissue, with confirmed void evidence and any affected shipment or manifest corrections. Neither a timeout nor a local void flag proves that the carrier has canceled a charge.

Successful labeling prepares the carton for staging. It does not ship the order, decrement warehouse stock or prove carrier handover. Those effects belong to the shipping process after manifest checks and evidenced tender.

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

Cartonization Efficiency

Actual verified bundle contents and occupied volume against the physical handling-unit type, compared with the frozen CartonizationLines plan; show dimensional/actual weight, splits and type mix by CarrierService. Missing geometry or unsupported packing basis is Unknown, not zero or perfect fill.

Cartons Awaiting LabelCartons
Packed
Carton NumberOrderShipmentCarton TypeContents Weight Lb
CRT-12895ORD-30138SHP-30594BT-7934500
CRT-11238ORD-48877SHP-63308BT-827990
CRT-93928ORD-65319SHP-60250BT-7225520
CRT-67046ORD-64793SHP-33944BT-2237950
CRT-59679ORD-36147SHP-70373BT-5518260
CRT-94539ORD-82152SHP-24493BT-5291390

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
  • Exceptions
  • WarehousePolicies
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
  • PackTasks
  • Exceptions
  • Cartonization
  • CartonizationLines
  • LicensePlates
  • Inventory
  • StockEvents
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
  • LicensePlates
  • Exceptions
  • BinTypes
  • Inventory
  • StockEvents
  • StockMovements
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
  • LicensePlates
  • Exceptions
  • Inventory
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 and records
  • 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
  • Verify exact bundle and ownership before guarded status transitions
  • Cartonization
  • CartonizationLines
  • Cartons
  • CartonContents
  • PackTasks
  • Inventory
  • StockEvents
  • Exceptions
  • ShippingLabels
  • CarrierRequests
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 and records
  • 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
  • Reconcile uncertain carrier operations
  • ShippingLabels
  • CarrierRequests
  • Cartons
  • LicensePlates
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 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
  • WarehousePolicies
  • LicensePlates
  • Inventory
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
  • Inventory
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

Shipments Not Yet ManifestedPending
Shipment NumberCarrierCarrier ServiceShip To Name

End of day manifest close

Match the staged load to carrier documents, close the manifest and confirm handover.

6 stages · 1 approval

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