Warehouse Pro
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Warehouse Pro

User Guide

Step-by-step directions to set up a facility, receive cargo, and move freight through check-in and check-out.

Get ready

Facility setup

Create the facility shell, build storage, and capture standard tasks and checklists.

Create a new facility

  1. Go to Facility > Overview > New Facility.
  2. Enter facility details and save.
  3. Click Open on the facility.
  4. Add storage locations.
  5. Set default free days.
  6. Create receiving check list.

Create a task template

Task templates define standard warehouse tasks that can be assigned to shipments and tracked.

  1. Go to Facility > Task Manager.
  2. Complete the Task Template form and save.

Inbound

Receiving cargo

Capture receiving details whether the shipment arrived as a pre-alert, via TMS lookup, or manual entry.

Via Inbound Board

Pre-alerts sent from the TMS appear on the Inbound Board.

  1. Click Receiving on the applicable row.
  2. Complete the receiving details:
    • Drop Off Trucking Company
    • Driver Name
    • Location
    • Last Free Day (optional)
  3. Click Photos to add photos (optional).
  4. Click Check-List and complete the checklist.
  5. Save, then choose:
    • Save & Enter New Shipment to receive another shipment.
    • Save & Go To Shipment Details to open the received shipment.

Via Receiving Wizard

Import from TMS

Look up shipments in the TMS that do not have a pre-alert.

  1. Enter the reference number and click Fetch Shipments.
  2. Click Use Shipment to import the matching shipment.
  3. Edit shipment details if needed and save.
  4. Complete the receiving details:
    • Drop Off Trucking Company
    • Driver Name
    • Location
    • Last Free Day (optional)
  5. Click Photos to add photos (optional).
  6. Click Check-List and complete the checklist.
  7. Save, then choose:
    • Save & Enter New Shipment to receive another shipment.
    • Save & Go To Shipment Details to open the received shipment.

Enter Manually

Use when the shipment is not in the TMS.

  1. Click Enter Manually.
  2. Enter shipment details and save.
  3. Enter reference numbers and save.
  4. Complete the receiving details:
    • Drop Off Trucking Company
    • Driver Name
    • Location
    • Last Free Day (optional)
  5. Click Photos to add photos (optional).
  6. Click Check-List and complete the checklist.
  7. Save, then choose:
    • Save & Enter New Shipment to receive another shipment.
    • Save & Go To Shipment Details to open the received shipment.

Staging

Check In

Use Check In for cargo received but not yet available for pickup; clear tasks and holds before marking available.

Complete tasks

  1. Open the shipment/cargo details.
  2. Select Tasks.
  3. Select the task to complete.
  4. Click Open task to add notes/details.
  5. Click Mark Complete when done.

Complete holds

  1. Open the shipment/cargo details.
  2. Select Holds.
  3. Select the hold to work.
  4. Click Open Hold to add notes/details.
  5. To release the hold, add a Resolution Summary and click Release Hold.

Mark available

Shipments need zero open holds and tasks before they can be made available.

  1. Open the shipment/cargo details.
  2. Click Mark Available.
  3. Set the Last Free Day.
  4. Click Make Available.

Outbound

Check Out

Check Out lists shipments with status Available, Awaiting Pickup, or Dispatched.

  1. Click the shipment row in the Check Out board.
  2. Open the Check Out tab (all holds and tasks must be resolved).
  3. Click Start Check Out.
  4. Fill out the form with trucker details.
  5. Click Complete Check-Out.