End-to-end processes
How the modules connect: from quote to invoice, from notice to stock, and from order to departure
12 articles
From notice to stock: an inbound, end to end
A complete inbound following one real case: the advance ship notice (from the system, the client portal, the API or EDI), the driver's arrival, the dock, the capture, the confirmation, the stock, the charges, the emails and what the customer sees. With the screens, the permissions and what can go wrong at each step.
From order to departure: a shipment, end to end
A complete shipment following one real case: the order (from the system, the client portal, the API or EDI), confirmation and allocation, the truck at the dock, loading and its verification, the close, the stock leaving, the documents, the charges, the emails and what the customer sees.
The driver, from arrival to departure
Everything that happens to a driver at the warehouse: the kiosk sign-in and what is asked, their visit, the SMS or WhatsApp messages, the dock or the yard spot, the operator's job, every way they get checked out, and where they end up in the driver log.
Dock, yard and cross-dock: how a job moves from one board to another
How a job moves between the dock board, the yard screen and the cross-dock: sending a trailer to the yard with or without a spot, bringing it back to a dock, picking up a trailer from the yard, and joining a delivery and a pickup into one cross-dock. What status each thing takes, who can do it and what happens to the driver.
The life of stock: every action that creates, moves or changes goods
Every action in the system that touches a stock line —receiving, relocating, changing status, adjusting, counting, allocating, shipping, cross-docking, correcting and cancelling—, what each one does to the quantity, where it is recorded and who can do it.
Integrations: where API and EDI input lands in operations
What a customer's system can send through the API or EDI, on which screen and in which status it appears within the same receiving and shipping flows, what the warehouse sends back (signed callbacks and the 945) and the limits to know before connecting a customer.
From quote to first invoice
The full path of a new customer: quoted, won, record completed, first goods received, first shipment out, invoiced and paid. Which screen each step uses, who can do it and what is ready when it is done.
Where every charge comes from
Every origin of a charge (receipt, shipment, storage in both modes, accessorials from each screen, cross-dock, special jobs and manual lines), how its price is decided and how it travels from the Services to Invoice pool to the invoice and to accounting.
What the customer sees, and when
Everything that reaches your customer: their portal sections by module and access, the email for each event (receipt, shipment, photos, documents, invoice), the daily inventory, the monthly KPI summary and which setting controls each one.
Modules, permissions and access
Why someone does or does not see a screen: the modules on in each warehouse, roles and permissions, the per-warehouse role, menus that appear and disappear and per-section portal access. With a guide to fix «I don’t see…», the access denied page and the page not found.
Document numbers and documents across the flow
Which document takes a number at each step, which setting it comes from, which paperwork is generated, printed or emailed at each moment and with which template, and how a customer can have their own numbering and their own formats.
Working with several warehouses
How an account with more than one warehouse is organized: the switcher, users and their per-warehouse access, which warehouse each customer belongs to, what is configured separately in each, transfers between warehouses and which reports see all of them at once.