Operations & logistics
WMS — Warehouse Management
Know what is in stock, where it belongs, and what is already committed.
Manage products, warehouse locations, stock ownership, receiving, reservations, picking, and stock movements in one connected workflow.
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A product catalog your team can use
Keep product information consistent from the first receipt to the final sale. Search by name, SKU, or barcode and organize the catalog with categories and configurable attributes.
- Maintain product identifiers, units, images, prices, and costs.
- Use categories and attributes to describe different kinds of products.
- Find stock with filters for stock status, stock-owning company, location purpose, and reserved or unreserved balances.
02
Give every item a clear location
Organize physical positions within your facilities so staff can identify the right bin and understand how it is used.
- Distinguish storage, picking, receiving, returns, quarantine, and damaged-stock locations.
- Review coordinates, location policies, status, and barcode actions from the locations table.
- Compare product counts and total, reserved, and available quantities at each position.
03
Separate physical stock from legal ownership
Stock can be stored in one place while belonging to a particular company. Keep the stock owner visible alongside its location, so teams working with several companies know whose goods they are handling.
- Assign the receiving company when purchasing stock.
- Filter balances by the company that legally owns them.
- See the difference between total quantity and stock available after reservations.
04
Receive deliveries and put stock away
A confirmed purchase order creates receiving work. Warehouse staff can check a delivery against its packing slip and record the quantities actually accepted.
- Receive accepted quantities into an active receiving location.
- Keep a goods received note (GRN) reference in the workflow history.
- Transfer the received goods to their final storage bins with an audited stock movement.
05
Reserve and pick the right stock
A confirmed sales order creates fulfillment work. Allocation tries to reserve the whole order from one warehouse when possible; split allocations stay visible when consolidation is needed.
- Review the source bin and staging destination for each product.
- Choose a picking location when stock needs to be consolidated.
- Confirm only the allocations physically collected, including partial quantities.
- Fulfillment consumes the matching reservations; cancellation releases the remaining reserved stock.
06
Available picking methods
Choose how staff collect an order and which stock is reserved first. These are separate settings.
- Order picking: One employee collects the products for one order from their storage locations. For example, collect two shirts and one bag, then finish collecting and continue to packing if required. Suitable for smaller warehouses and orders with varied products.
- Zonal picking: One employee collects one order zone by zone, following the configured route, for example Clothing → Bags → Accessories. Useful when products are stored in distinct warehouse areas. Each active sellable storage location needs a zone, and every zone must be included in the route. The same order cannot be split between several pickers.
07
Stock rotation: which batch is reserved first
Use product setting follows each product’s stock rotation setting. FIFO and FEFO can be used with either picking method. New allocations use the selected rotation; existing allocations keep their batches.
- FIFO: FIFO reserves the oldest received stock first. For example, stock received on Monday is used before stock received on Friday. Useful for keeping older stock moving.
- FEFO: FEFO reserves stock with the earliest expiry date first, even if it arrived later. Useful for food, cosmetics and other products with an expiry date. Batches without an expiry date are excluded.
08
Location revisions and stock counts
Check the stock physically present at a warehouse location against the recorded quantities. Review shortages and surpluses before confirming corrections, and keep a record of each completed location audit.
- Scan the location barcode, select the stock owner, then scan products or enter the quantities counted. Stock belonging to different companies stays separate.
- Compare expected, reserved and counted quantities. For example, if the system shows 10 items but you count 8, review a shortage of 2. Products left uncounted are treated as zero, so check every line before confirming.
- Corrections are applied only after confirmation. Counts below reserved quantities or stock changes during counting require review before the audit can complete. For batch-tracked products, correct the individual batches first.
- Open the location audit history and print a document showing the recorded quantities, counted quantities and differences.
- Investigate differences using suggested locations: recent opposite differences and other locations holding the same product for the same stock owner. Suggestions help staff check misplaced stock; they do not automatically move goods or correct another location.
09
Follow stock through the warehouse
Use stock transfers and the fulfillment location-change timeline to understand how goods reached their current position. Orders, receiving work, and picking share the same product and location context.
- Review reserved quantities before moving or allocating stock.
- Follow receiving, storage, and picking as distinct steps.
- Keep the order and warehouse work aligned when an order is cancelled.
How it works in practice
- 1
Create a purchase order with the supplier, product costs, and stock-owning company.
- 2
Check the delivery, record accepted quantities, and put the goods into storage.
- 3
Confirm a sales order, reserve stock, pick the required quantities, and fulfill the order.
Connect the rest of your work
Sales & Purchasing
Connect customer orders and supplier deliveries to warehouse work.
Facilities & locations
Organize your buildings, bookable spaces, and operating locations.
Finance & Invoicing
Turn business activity into clear, consistent billing documents.
Build a plan around your business.
Choose the services and capacity your team needs. Available features depend on your plan, enabled services, and team permissions.
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