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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
Picking5 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

Picking

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

Orders Orders → OrderLines SourceRevision C · Active released orders keep the revision they started on
Building and locationsReceivingPut-away and replenishmentInventory and license platesPickingPackingShippingCycle counting and exceptions
  • ORD-0442 · ORD-2041 1 EA
    • ORD-3310 2 EA
      • ORD-5107 0.8 KG
    • ORD-5140 6 EA
OrderLines · OrderedQty
Records in this module
  • Orders
  • OrderLines
  • Inventory
  • InventoryReservations
  • Waves
  • WaveOrders
  • PickTasks
  • PickPaths
  • PickConfirmations
  • BinReplenishments
  • LicensePlates
  • Cartonization
  • CartonizationLines
  • StockEvents
  • StockMovements
  • Exceptions
  • LaborTracking
  • AuthorityDelegations

Bring orders into the warehouse

Orders arrive from the upstream order system with customer, ship-to address, requested quantities, warehouse, priority, carrier service and ship cutoff. Credit, address, customer-request and backorder holds remain visible before work is released. This warehouse process executes accepted demand; it does not replace the upstream authority over the sales order.

Availability checks use eligible stock after existing reservations. Held, quarantined, damaged, expired or otherwise unsuitable positions cannot support a new commitment. Required lots and minimum shelf life further restrict the stock that can serve an order.

An accepted soft reservation immediately consumes availability for later requests. InventoryReservations retains that claim as it moves through fulfillment. Order-line totals reflect the ledger rather than acting as an independent second reservation system.

Order Fulfillment BoardOrders
StatusNewHoldReadyToWaveWavedPickingPacking
New
ORD-30399CST-595
Hold
ORD-89879CST-854
ReadyToWave
ORD-20027CST-805
Waved
ORD-70908CST-250
Picking
ORD-16412CST-985
Shipping →

Prepare the carton and the wave

Cartonization proposes bundles and carton types before picking. Each bundle has planned order-line quantities, so the pack station can compare actual contents with a concrete plan. Missing dimensions or an unsuitable carton requires resolution rather than an assumed fit.

Wave planning groups eligible orders by warehouse, cutoff, carrier and operating zone. An order is claimed for one active wave; another planning run cannot create duplicate membership or duplicate pick tasks. Existing reservations carry into the proposal without being counted as new demand.

The planner compares forward-pick supply with the wave’s demand and can create replenishments from eligible reserve positions. Open replenishment work is included when computing the remaining shortfall, preventing repeated plans from proposing the same transfer again.

Waves In ProgressWaves
StatusReleasedInProgress
Released
WVS-20875CRR-7403214 order count
WVS-12755CRR-1634525 order count
WVS-16107CRR-8299211 order count
InProgress
WVS-85552CRR-830816 order count
WVS-90639CRR-4534819 order count
WVS-51489CRR-9696417 order count

Release with the right authority

Warehouse Manager reviews Waves Pending Release, including order holds, cutoff, eligible stock and outstanding replenishments. Shift Supervisor can release only under a live, scoped delegation; the release retains the actual actor and authority used. Expired or out-of-scope delegation cannot authorize the decision.

Release converts soft claims to specific hard allocations rather than adding new claims on top. Accepting an unfinished replenishment does not waive stock eligibility or allow negative availability. Work that cannot yet be supplied remains pending or is replanned.

Pick paths sequence work by aisle traversal, zone and equipment suitability. A path may span orders, but the destination tote or compartment ownership must stay order-specific. A shared walking route is not permission to mix indistinguishable customer stock.

Waves Pending ReleaseWaves
Planning
Wave NumberShip Cutoff AtCarrierZone FilterOrder Count
WVS-3443105 SepCRR-79065ForwardPick24
WVS-4583716 SepCRR-34343BulkReserve26
WVS-4303805 SepCRR-81514Mixed9
WVS-3872916 SepCRR-98482ForwardPick37
WVS-3902403 SepCRR-75662BulkReserve14
WVS-7469016 SepCRR-25481Mixed11

Confirm at the bin

Pick detail What the operator verifies
Order line and requested quantity Which demand this task serves
Exact source inventory and plate Which stock the allocation identified
Location, item, lot and serial The physical identity scanned at the bin
Destination plate The order-owned tote or pallet receiving the pick
Assignment and path sequence Who may work the task and in what order

Warehouse Operator scans the source bin, item or plate, and destination container. Controlled items retain their required lot, serial and expiry identity. A wrong-bin or wrong-item scan records the problem without confirming the expected goods by assumption.

A successful confirmation posts equal source and destination movements. The stock remains physically on hand in the tote, and its order reservation moves to the picked stage. Retrying the same confirmation cannot create another pick or another tote balance. LaborTracking records the task interval and handled units for operational review.

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

Recover from a short pick

A short pick records the quantity actually found and raises an exception for the remainder. The workflow releases the unusable part of the original claim before reserving an eligible alternative and creating replacement work. It cannot leave both the old and replacement claims consuming the same demand.

The operator cannot lower the customer’s requested quantity to make the task appear complete. If no eligible alternative exists, the unresolved balance follows the order’s short or hold handling. A suspect source location can be counted under a location lock; finding stock in another bin leads to a controlled move rather than an unexplained write-off.

My Pick TasksPickTasks
YouStatusReleasedInProgress
Released
PT-97745ITM-330550 sequence
PT-70884ITM-883420 sequence
PT-90766ITM-802450 sequence
InProgress
PT-38589ITM-691870 sequence
PT-83978ITM-651560 sequence
PT-79487ITM-527150 sequence
Picking →

Manage the shift

My Pick Tasks gives operators their released work. Waves In Progress shows completion and exceptions, while the Order Fulfillment Board connects picking with packing and shipment status. Shift Supervisor can reassign suitable work when equipment or staffing changes. Pick Accuracy and Labor Productivity support investigation without treating a scanner confirmation as proof that every later packing or carrier step succeeded.

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

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

Pick Accuracy

Unique valid PickConfirmations outcomes and net confirmed quantities by operator, Zone and Wave, with linked downstream Exceptions and retry/reversal exclusions. Show the actual count/quantity denominator and customer-impact evidence rather than an unexplained combined score.

My Pick TasksPickTasks
YouStatusReleasedInProgress
Released
PT-97745ITM-330550 sequence
PT-70884ITM-883420 sequence
PT-90766ITM-802450 sequence
InProgress
PT-38589ITM-691870 sequence
PT-83978ITM-651560 sequence
PT-79487ITM-527150 sequence

Labor Productivity

Confirmed comparable UnitsHandled divided by positive completed DurationMinutes using UTC event instants, grouped in warehouse-local shift/hour. Exclude open, overlapping duplicate, zero/negative or reversed intervals; disclose coverage and manual corrections. Never combine incompatible item units as a meaningful rate without an approved common basis.

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

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
  • Orders
  • Waves
  • WaveOrders
  • Exceptions
  • AuthorityDelegations
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
  • PickTasks
  • BinReplenishments
  • Exceptions
  • Waves
  • AuthorityDelegations
  • Orders
  • OrderLines
  • Inventory
  • WaveOrders
  • LicensePlates
  • Cartonization
  • CartonizationLines
  • StockEvents
  • LaborTracking
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
  • 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
  • PickTasks
  • PickPaths
  • BinReplenishments
  • PickConfirmations
  • 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
  • OrderLines
  • Inventory
  • Cartonization
  • CartonizationLines
  • StockEvents
  • Exceptions
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
  • Orders
  • 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
  • Inventory
  • LicensePlates
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
  • Orders
  • Inventory
  • Waves
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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