User Guide

Welcome to the Warehouse 3PL User Guide. This guide explains every feature of the system with step-by-step instructions.

Whether you work on the warehouse floor, in the office, or manage operations, this guide will walk you through each task clearly and simply.

Who is this for?

• Warehouse operators -- receiving goods, putting them away, picking orders, packing shipments
• Office staff -- creating orders, managing client accounts, handling billing
• Managers -- monitoring daily operations, reviewing reports, setting up policies

Quick Navigation

I want to...	Go to
Set up a new client	Client Setup
Add items to the system	Items & Client Items
Set up warehouse bins	Warehouses & Locations
Configure rules (FIFO/FEFO etc.)	Inventory Policies
Set pricing for a client	Rate Cards
Track a full job end-to-end	Warehouse Job Record
Receive incoming goods	ASN (Incoming Goods Notice)
Check in a shipment at the dock	Receiving Goods
Put away goods to bins	Putaway Tasks
Process a customer order	Client Orders
Group orders for picking	Waves (Batch Processing)
Pick and pack an order	Picking & Packing
Check billing charges	Billing & Charges
View stock levels	Reports & Stock Checks

How the System Works — End to End

Every warehouse operation follows this flow. The Warehouse Job Record sits at the center, connecting all the pieces together:

Typical Day-to-Day Workflow

Morning -- Inbound

1. Client tells you goods are coming -- you create an ASN
2. Goods arrive at the dock -- you do Receiving
3. System creates Putaway Tasks -- operators move goods to bins

Afternoon -- Outbound

4. Client sends orders -- you create Client Orders
5. You group orders into a Wave and release it
6. Operators Pick & Pack the orders
7. Goods ship out the door

End of Day

8. Check Billing charges for the day
9. Review Reports for stock levels and activity
10. Check Job Record dashboards for overall status

Before You Start

Make sure these are set up first (usually done once by a manager):

1. Client accounts for each customer
2. Items for each product you store
3. Warehouse locations (bins) where goods are stored
4. Inventory policies (rules like FIFO or FEFO)
5. Rate cards (pricing for each client)

Then for each new engagement, create a Warehouse Job Record to track everything in one place.

Need help?

If something is not working as expected, check the warning boxes on each page. They explain common problems and how to fix them.