Operations
Take a truck in, keep the numbers right, get the orders back out the door, and bill the customer for it. This is the work that happens every shift.
Floor page or desk page?
Receiving and shipping each have two pages. The floor page is the work you do with a scanner in your hand. The desk page is the work you do on a screen, before and after. Pick by where you're standing.
Taking stock in
| Guide | What it covers |
| Receiving shipments | On the floor, truck at the dock: scan the shipment in, capture serial and lot numbers, finish the receipt, and put the stock away |
| Managing receiving orders | At a desk, before the truck arrives and after it leaves: create a receiving order and track it through to closed |
Keeping the numbers right
| Guide | What it covers |
| Viewing inventory | See on-hand stock by location, lot, serial, and container for your active warehouse |
| Inventory adjustments | Correct a quantity outside a count — damage, loss, or any other exception — and record why |
| Cycle counting | Count the stock in one location and correct it when the shelf and the screen disagree |
| LPN movements | Move a pallet or container — a License Plate Number (LPN) — between locations, staging areas, and shipments |
Getting orders out
| Guide | What it covers |
| Order processing | Take a customer order from creation through allocation, picking, and packing to dispatch |
| Pick lists | Track every picking job in the warehouse from one screen |
| Load planning | Build a load by picking LPNs, watching weight and cube as you go, and generating the pick lists |
| Packing and shipping | On the floor, at the staging area: pack what's been picked, print the label, and hand it to the carrier |
| Shipping and outbound | At a desk, on the Shipments page: create the shipment, manifest it with a carrier, print the documents, dispatch, and track it to the door |
| Freight forwarding | Quote, book, and track a freight shipment |
Handling customer requests and billing
Where to go next
- Doing this work on a phone? See Mobile.
- Serial-tracked, lot-tracked, and hazardous stock have extra steps. See Advanced.
- Locations, staging areas, and customer records are set up under Administration.