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User manual

Supply Chain & Warehouse

Every item has a known location, the picker walks an ordered route between the shelves, and the batch with the earliest expiry leaves first without anyone having to remember.

A warehouse where every item has a location, and every order is picked on an ordered route, earliest expiry first.

21 tasks

What the system does

  • Storage locations
  • Always reconciled with stock
  • Receiving
  • Dispatch
  • Transfers
  • Cycle counts
  • Worker "My tasks" screen
  • Performance indicators

Works with

This system needs the following and switches them on with it:

Tasks

How do I define a new storage location or bin in the warehouse?

  1. Go to the Bin locations menu.
  2. Click the Add new bin location button to open the registration window.
  3. Specify the warehouse, aisle, rack, level, and bin position to generate the unified location code (e.g., W1-A03-R02-S1).
  4. Define the volumetric capacity and maximum weight limit, then click Save.
Screen
Supply chain and warehouse › Bin Locations
Permission needed
Warehouse - Bin locations / Add

How do I view inventory items stored inside a specific bin or rack?

  1. Navigate to the Stock by bin menu.
  2. Search by bin location code or scan the bin barcode using a handheld inventory scanner.
  3. The system displays the list of items, quantities, and batch numbers physically stored within that location.
Screen
Supply chain and warehouse › Stock By Bin
Permission needed
Warehouse - Stock by bin / View

How do I create a new inbound shipment?

  1. Go to the Expected receipts menu.
  2. Click the Create new inbound shipment button to open the entry window.
  3. Specify the supplier, associated purchase order number, receiving warehouse, expected arrival date, and list of shipped items and quantities.
  4. Click Save shipment.
Screen
Supply chain and warehouse › Expected Receipts
Permission needed
Warehouse - Expected receipts / Add

How do I receive and inspect inbound goods at the receiving dock?

  1. In the Expected receipts list, open the desired shipment.
  2. Click the Receive and inspect items action.
  3. Scan product barcodes or enter accepted and rejected quantities, batch numbers, and expiration dates.
  4. Click Confirm receipt to move the shipment to the temporary put-away staging area.
Screen
Supply chain and warehouse › Expected Receipts · View
Permission needed
Warehouse - Expected receipts / Receive

How do I direct warehouse workers to put away goods in their bin locations?

  1. Go to the Put-away tasks menu.
  2. Review the goods received at the dock, and click the Assign put-away task action.
  3. The system suggests optimal storage locations based on smart storage algorithms and item attributes, then assigns the task to a warehouse keeper.
Screen
Supply chain and warehouse › Put-away Tasks
Permission needed
Warehouse - Put-away tasks / Assign or slot into bin

How does a warehouse worker perform assigned put-away and picking tasks?

  1. The worker opens the My tasks page via their smartphone or mobile scanner.
  2. Assigned tasks appear in sequence (put-away tasks, pick tasks, or internal move tasks).
  3. The worker taps the task, scans the target location barcode and item barcode to confirm completion step-by-step.
Screen
Supply chain and warehouse › My tasks
Permission needed
Warehouse - Worker tasks / Work assigned tasks

How do I create a warehouse outbound order?

  1. Navigate to the Outbound orders menu.
  2. Click the Create warehouse order button to open the creation window.
  3. Specify the customer or requesting entity, required delivery date, and list of items with requested quantities.
  4. Click Save order.
Screen
Supply chain and warehouse › Outbound Orders
Permission needed
Warehouse - Outbound orders / Add

How do I create a pick list for an outbound order?

  1. In the Outbound orders table, select the approved order.
  2. Click the actions button and select Create pick list.
  3. The system generates an optimized picking path directing the worker across aisles via the shortest distance.
Screen
Supply chain and warehouse › Pick Lists
Permission needed
Warehouse - Pick lists and waves / Add

How do I release and assign a pick list to fulfillment workers?

  1. Open the pick list detail view in Pick lists.
  2. Click the Release and assign button.
  3. Select the worker assigned to pick the goods so it appears immediately on their task list.
Screen
Supply chain and warehouse › Pick Lists · View
Permission needed
Warehouse - Pick lists and waves / Release

How does a worker confirm full item picking from bins?

  1. On the pick list view page in Pick lists.
  2. After scanning items and picked quantities from specified locations, click Confirm picking.
  3. Items are automatically transferred to the packing and staging area.
Screen
Supply chain and warehouse › Pick Lists · View
Permission needed
Warehouse - Pick lists and waves / Confirm picking

How do I pack a shipment and generate the shipping manifest?

  1. Go to the Shipments menu.
  2. Select the shipment ready for packaging and click the Prepare packages action.
  3. Specify carton or pallet types, sizes, gross weights, and print shipping labels and external package barcodes.
Screen
Supply chain and warehouse › Shipments
Permission needed
Warehouse - Packing and shipping / Pack

How do I record shipment handover to the shipping carrier or driver?

  1. In the Shipments list, select the packed shipment.
  2. Click the Dispatch button.
  3. Enter the carrier name or driver and bill of lading / tracking number for confirmation; quantities are permanently deducted from the warehouse and status changes to "Dispatched".
Screen
Supply chain and warehouse › Shipments
Permission needed
Warehouse - Packing and shipping / Dispatch

How do I transfer goods internally from one bin to another inside the warehouse?

  1. In the Stock by bin list, select the item at its current location.
  2. Click the Inland transport action.
  3. Scan the new location barcode, enter the transferred quantity, and click Confirm move.
Screen
Supply chain and warehouse › Stock By Bin
Permission needed
Warehouse - Stock by bin / Move between bins

How do I create a goods transfer order between two different branches or warehouses?

  1. Go to the Transfers menu.
  2. Click the Create warehouse transfer button to open the transfer window.
  3. Select the source warehouse, destination warehouse, and list of items and quantities.
  4. Click Save and send.
Screen
Supply chain and warehouse › Transfers
Permission needed
Warehouse - Inter-warehouse transfers / Add

How do I receive inbound transfer goods from another warehouse?

  1. On the transfer view page in Transfers.
  2. Once goods arrive at the receiving warehouse and are verified, click the Receive transfer button.
  3. Goods are posted into the target warehouse receiving area ready for put-away.
Screen
Supply chain and warehouse › Transfers · View
Permission needed
Warehouse - Inter-warehouse transfers / Receive

How do I create a continuous cycle count plan?

  1. Go to the Cycle counts menu.
  2. Click the Create cycle count order button to open the creation window.
  3. Specify the warehouse, count type (specific aisle count, specific items by ABC classification, or designated locations), scheduled count date, and assigned team members.
  4. Click Start count.
Screen
Supply chain and warehouse › Cycle Counts
Permission needed
Warehouse - Cycle counts / Add

How does the counting team record physical quantities during field counting?

  1. On the count details page in Cycle counts.
  2. Click the Record count results action.
  3. The employee scans location and item barcodes, inputs physically counted quantities, and clicks Save results.
Screen
Supply chain and warehouse › Cycle Counts · View
Permission needed
Warehouse - Cycle counts / Enter counted quantities

How does the warehouse manager approve count results and update balances?

  1. On the Cycle counts page, review match percentages and discrepancies.
  2. Click the Approve count button.
  3. The system automatically updates book inventory balances and logs any variances into the warehouse discrepancies ledger.
Screen
Supply chain and warehouse › Cycle Counts · View
Permission needed
Warehouse - Cycle counts / Approve variances

How do I address and reconcile warehouse discrepancies resulting from inventory counts?

  1. Go to the Inventory discrepancies menu.
  2. Review items showing shortages or overages, and click the Resolve discrepancy action.
  3. Specify the discrepancy cause (damage, prior receiving error, shortage) and approve accounting and inventory reconciliation adjustments.
Screen
Supply chain and warehouse › Receiving Discrepancies
Permission needed
Warehouse - Receiving discrepancies / Resolve discrepancy

How do I reconcile book inventory with physical inventory?

  1. Open the Bin reconciliation page.
  2. Review the comprehensive reconciliation report comparing inbound and outbound movements against bin balances to detect any accounting discrepancies.
Screen
Supply chain and warehouse › Bin reconciliation
Permission needed
Warehouse - Stock by bin / Correct bin quantities

How do I export warehouse activity and operational efficiency reports?

  1. Open the Warehouse reports page.
  2. Select the desired report (inventory turnover rate report, picker productivity report, aisle and bin occupancy rate report).
  3. Click View report or Export to Excel/PDF.
Screen
Supply chain and warehouse › Warehouse reports
Permission needed
Warehouse - Reports / View

Part of ready-made solutions

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