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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
Shipping7 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

Shipping

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

Order Fulfillment BoardOrders
Building and locationsReceivingPut-away and replenishmentInventory and license platesPickingPackingShippingCycle counting and exceptions
StatusNewHoldReadyToWaveWavedPickingPacking
New
ORD-30399CST-595
Hold
ORD-89879CST-854
ReadyToWave
ORD-20027CST-805
Waved
ORD-70908CST-250
Picking
ORD-16412CST-985
Records in this module
  • Shipments
  • ShipmentOrders
  • ShipManifests
  • ShippingLabels
  • CarrierRequests
  • Carriers
  • CarrierServices
  • Cartons
  • CartonContents
  • LicensePlates
  • Inventory
  • InventoryReservations
  • StockEvents
  • StockMovements
  • Orders
  • OrderLines
  • WarehouseDeliveries

Assemble the shipment

Parcel work commonly links a carton with its order and tracking number. LTL and full-truckload work can group cartons or pallets, including compatible orders for the same consignee. ShipmentOrders retains those order links instead of hiding them in a free-text load description.

A shipment carries the warehouse, consignee, carrier, service, physical counts, weight and relevant freight information. Cartons retain their own contents and shipping labels. The shipment’s totals should agree with its actual linked containers before it moves into the dispatch queue.

Pallet nesting is a handling relationship: a pallet containing several cartons does not create a second copy of their stock. Staging records where the containers are waiting, so the Shipping Clerk can compare the planned load with the physical lane.

Shipments Not Yet ManifestedShipments
StatusPendingLabelsReadyStaged
Pending
SHP-44651CRR-5419415 order count
SHP-79095CRR-129036 order count
LabelsReady
SHP-59863CRR-916273 order count
SHP-68983CRR-1969519 order count
Staged
SHP-43826CRR-628618 order count
SHP-37985CRR-3978021 order count
Shipping →

Prepare parcel and freight documents

Parcel labeling supplies the configured service and ship-to details to the carrier connection. LTL work additionally retains the bill of lading, freight class, pallet and carton counts, weight and PRO reference where applicable. Carrier-specific and compliance documents must be configured and tested for the intended workflow.

CarrierRequests tracks each logical document, transmit or void operation. A confirmed failure and a lost response need different handling. When an accepted response may have been lost, the Shipping Clerk reconciles the stable request identity before trying an operation that could create another tracking number or load.

The label is evidence of a label operation. It does not prove that the carrier collected the goods. Carton document states remain distinct from the license plate’s physical handling state; the system does not need a fictional inventory movement just to represent a printed label.

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

Build the open manifest

The manifest groups shipments for a warehouse, carrier, account and operating day. An eligible shipment joins only one active manifest, and the open batch exposes its shipment count and weight for review. Different service close arrangements follow the configured carrier setup.

Shipping Clerk works Today’s Shipping Manifests and Shipments Not Yet Manifested. Warehouse Manager can add an eligible shipment to an open manifest but cannot close it. Packer prepares cartons and Warehouse Operator moves released handling units; neither action substitutes for the clerk’s dispatch check.

Before close, the clerk compares listed shipments with staged containers, labels and unresolved pack tasks. A missing carton is located or removed through the controlled correction path. A carton in the lane without a shipment is reconciled before inclusion. Cutoff pressure does not make an incomplete pack eligible.

Today's Shipping ManifestsShipManifests
ManifestDate = today
Manifest NumberCarrierCarrier AccountManifest DateShipment Count
SM-27434CRR-13761CA-23729 Sep29
SM-34245CRR-37179CA-90327 Sep36
SM-91739CRR-82506CA-55521 Sep28
SM-43769CRR-39828CA-89928 Sep16
SM-69694CRR-47506CA-20021 Sep38
SM-85298CRR-52043CA-89914 Sep25
Shipping →

Close without declaring handover

Only Shipping Clerk closes the manifest. Close freezes the reviewed shipment membership and records the decision. Transmission to the configured carrier and generation of freight documents retain their own request outcomes. A closed or transmitted manifest is still preparation for dispatch, not evidence that the driver took custody.

No shipment is appended to the closed batch. Late cartons use a subsequent eligible manifest. Corrections retain the original close and require the applicable void or replacement handling, including carrier reconciliation where the batch or label has already been accepted.

If a request is uncertain, the clerk resolves its status before repeating it. An assumed failure must not produce duplicate carrier documents, and an assumed success must not conceal missing dispatch paperwork.

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

Confirm tender and issue stock once

Shipping Clerk records carrier handover with its timestamp, actor and supporting evidence. Only that confirmed tender authorizes the outbound stock event, for verified cartons or full-pallet contents. The event issues the exact packed positions, consumes their remaining order reservations and updates shipped quantities once.

Label generation, staging, manifest close and transmission do not decrement inventory. A replayed handover or an outward-message retry cannot issue the same carton twice. Tracking and shipment events can then be delivered to the upstream order system through WarehouseDeliveries, independently of the local posting.

Reconcile documents and charges

Shipping Clerk manages void and reissue with recorded reasons and carrier confirmation. Reprinting a valid label preserves its tracking number. Replacing one requires the original request to be reconciled and the affected carton, shipment and manifest to remain consistent.

Carrier Manifest Summary brings dispatch totals together for later invoice comparison. Configured dimensional weight and freight information provide a basis for review, while actual carrier charges and dispute outcomes remain external evidence. On-Time Ship compares the order’s completed fulfillment time with its original ship cutoff. A partial handover or early label does not make the whole order on time.

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

On-Time Ship

Fully fulfilled orders with Orders.FulfilledAt on or before immutable OriginalShipCutoffAt divided by all fully fulfilled eligible orders in the reporting period. FulfilledAt is the latest evidenced tender needed for all non-cancelled units, including split shipments; calendar ShipDate and manifest transmission cannot satisfy the cutoff. Outstanding/late unshipped orders and cancellations are reported separately to expose denominator coverage.

Today's Shipping ManifestsShipManifests
ManifestDate = today
Manifest NumberCarrierCarrier AccountManifest DateShipment Count
SM-27434CRR-13761CA-23729 Sep29
SM-34245CRR-37179CA-90327 Sep36
SM-91739CRR-82506CA-55521 Sep28
SM-43769CRR-39828CA-89928 Sep16
SM-69694CRR-47506CA-20021 Sep38
SM-85298CRR-52043CA-89914 Sep25

Carrier Manifest Summary

By manifest day, Warehouse, Carrier, account and service: frozen included shipments, cartons/pallets and reviewed billable weight, with transmission acknowledgement and actual tender shown separately. Reconcile label/void/request outcomes and carrier billing references; a manifest close is not pickup evidence.

Shipments Not Yet ManifestedShipments
StatusPendingLabelsReadyStaged
Pending
SHP-44651CRR-5419415 order count
SHP-79095CRR-129036 order count
LabelsReady
SHP-59863CRR-916273 order count
SHP-68983CRR-1969519 order count
Staged
SHP-43826CRR-628618 order count
SHP-37985CRR-3978021 order count

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
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
  • LicensePlates
  • Inventory
  • StockEvents
  • Orders
  • OrderLines
  • WarehouseDeliveries
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
  • Inventory
  • StockEvents
  • StockMovements
  • WarehouseDeliveries
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
  • 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
  • Cartons
  • CartonContents
  • Inventory
  • OrderLines
  • StockEvents
  • 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
  • Shipments
  • ShipmentOrders
  • ShipManifests
  • ShippingLabels
  • CarrierRequests
  • Orders
  • 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
  • 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
  • Shipments
  • ShipManifests
  • Inventory
  • Orders
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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