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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
Put-away and replenishment3 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

Put-away and replenishment

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

Stock Events StockEvents → StockMovements SourceRevision C · Active released orders keep the revision they started on
Building and locationsReceivingPut-away and replenishmentInventory and license platesPickingPackingShippingCycle counting and exceptions
  • SE-0442 · STC-2041 Receipt1 EA
    • STC-3310 Putaway2 EA
      • STC-5107 ReceiptCorrection0.8 KG
    • STC-5140 ReceiptCorrection6 EA
StockMovements
Records in this module
  • PutawayRules
  • PutawayTasks
  • MoveTasks
  • BinReplenishments
  • Bins
  • Locations
  • LicensePlates
  • Inventory
  • InventoryReservations
  • StockEvents
  • StockMovements
  • LPNMovements
  • LocationLocks
  • Waves
  • LaborTracking

Direct stock from the dock

When a receiving plate is ready, put-away evaluates the configured rules in ascending numeric priority. Fixed-item, hazmat and velocity rules propose an eligible destination. The decision also considers bin status, capacity, occupancy, committed incoming work and handling compatibility.

A task names the plate, receiving location, suggested bin and rule used. It can be prepared before the whole receipt is closed, allowing completed plates to leave the dock while the Receiving Lead reviews other lines. Held contents are routed according to their restriction; they do not become available because a storage task exists.

Task detail Why it matters
Receipt and license plate Connect the move to its receiving provenance
Source and suggested location Tell the operator where to scan
Actual location and override reason Preserve a changed destination and its explanation
Rule used Support review of repeated routing problems
Assignee and status Separate proposed work, released work and completion

The Receiving Lead or Shift Supervisor releases put-away tasks. The Warehouse Operator scans the plate and destination before confirming the move. Confirmation transfers the plate’s underlying stock positions, writes the stock event and records container movement and task time.

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

Handle a destination that cannot be used

A full or blocked bin needs a recorded alternative. An operator’s allowed override remains within the permitted zone and must pass the same fit, weight, occupancy, item, hazmat and location-lock checks as the original destination. A reason does not waive these restrictions.

If no suitable destination is available, the task stays unresolved and an exception identifies the obstruction. The Warehouse Manager can investigate repeated overrides or change operating restrictions. Admin maintains the routing rules; completed tasks retain the decision that actually governed their move.

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

Move existing stock

Internal moves support consolidation, reslotting, put-away correction and exception resolution. A whole-plate move identifies the container; a loose-quantity move identifies the exact inventory position, including lot, serial, receipt provenance and any order ownership. The source is checked again when the task posts.

The stock ledger records a decrease at the source and an equal increase at the destination. Moving a parent pallet transfers its actual child contents without counting them twice. Soft reservations can follow an authorized transfer. Hard pick claims must be released and replanned before that stock moves; a transfer cannot strand a released pick or take another task’s source.

The Shift Supervisor, Warehouse Manager and Inventory Controller can organize moves within their permissions. Operators execute released tasks. Reslotting work waits for Warehouse Manager approval because changing pick-face locations can affect active paths and replenishment plans.

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

Replenish a pick face

Forward-pick settings define minimum and target levels. Below-minimum, scheduled top-off and manual requests use the same replenishment workflow, with their trigger retained. The proposal considers eligible reserve stock, existing commitments and already-open replenishment work before selecting a source and quantity.

A replenishment task moves stock; it does not create supply. Source reservation and replay protection prevent two tasks from claiming the same reserve quantity. The operator confirms the source, quantity and destination, and the paired stock movements leave any untransferred balance at reserve.

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

Prepare for wave demand

Wave planning compares the selected orders’ demand with usable pick-face stock. Existing order reservations are carried forward in that calculation instead of subtracted or reserved twice. Any eligible shortfall can create a wave-linked replenishment task.

Waves Pending Release shows outstanding replenishments for review. Warehouse Manager or an authorized Shift Supervisor can decide how to proceed with the proposed wave. Accepting an unfinished replenishment does not permit a hard allocation against nonexistent, held or already-claimed stock; affected work stays pending or is replanned.

Open Putaway Tasks, Open Move Tasks and Open Replenishments provide separate operating queues. Dock-to-Stock Time links arrival to completed storage work, while recorded overrides help distinguish a routing problem from a temporary obstruction on the floor.

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

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.

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
  • MoveTasks
  • Waves
  • 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
  • PutawayTasks
  • MoveTasks
  • BinReplenishments
  • Waves
  • LicensePlates
  • Inventory
  • 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
  • PutawayTasks
  • LicensePlates
  • PutawayRules
  • Locations
  • 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
  • PutawayTasks
  • MoveTasks
  • BinReplenishments
  • LicensePlates
  • Bins
  • Locations
  • 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
  • Inventory
  • StockEvents
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
  • 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
  • MoveTasks
  • LocationLocks
  • 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
  • Bins
  • 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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