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Open Warehouse

Open Warehouse from the main app navigation. The breadcrumb and title show the active tab, while each tab focuses on one physical inventory task.
Warehouse Bins tab with active bin counters, search, zone filters, type filters, Add Bin, and bin cards

Warehouse starts on Bins, where operators can review active bins, binned products, pending picks, open counts, and bin cards by zone.

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Choose The Right Warehouse Tab

  • Bins: maintain the physical storage map for aisles, racks, shelves, staging, receiving, picking, and shipping areas.
  • Pick Lists: create and complete pick work tied to unfulfilled orders.
  • Receiving: route inbound work to purchase order receiving, return receiving, or manual receiving.
  • Returns: review returned items sitting in holding while they wait for inspection and disposition.
  • Relocations: move stock between bins and keep a movement history.
  • Cycle Counts: count stock, review variances, and approve inventory corrections.
  • Transfers: move stock between locations, entities, or FBA workflows.
Warehouse is not one generic adjustment screen Use the tab that matches the real physical event. Receiving, relocation, transfer, return inspection, count adjustment, and fulfillment picking have different inventory and audit effects.

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Maintain Bins

Use Bins to keep physical locations readable for warehouse staff. A bin can represent storage, picking, receiving, staging, shipping, or another physical area. Good bin codes make picking, receiving, counting, and relocation faster.
  • Search by bin code or location detail.
  • Filter by zone when a warehouse is divided into aisles or operating areas.
  • Filter by bin type when you need only picking, receiving, staging, storage, or shipping bins.
  • Click a bin card to review products and movement history for that bin.
  • Use Add Bin when the physical warehouse layout changes.
Keep bin names walkable A good code should help a person find the spot on the floor. Avoid long internal names that make sense in a spreadsheet but not while picking or counting.

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Use Pick Lists

Use Pick Lists when warehouse work should be separated from order entry. Pick lists pull work from orders, show status, track picked versus required quantities, and can be assigned to a person.
Warehouse Pick Lists tab with status filter, New Pick List action, and empty pick-list state

Pick Lists is the queue for active warehouse picking work. Empty states are normal when no order has generated a pick list.

  1. Open Pick Lists.
  2. Use the status filter to find pending, in-progress, completed, or cancelled pick work.
  3. Click New Pick List when you need to generate pick work for an unfulfilled order.
  4. Open a pick list to mark items picked.
  5. Complete the pick only after every required item is picked.
Pick work is not the same as fulfillment completion Picking confirms warehouse selection. The order still needs the proper packing, label, shipment, or fulfillment step before customers and downstream inventory state are fully updated.

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Receive Inbound Stock

The Receiving tab separates three inbound paths: purchase orders, customer returns, and manual receiving. Choose the path that matches why stock arrived.
Warehouse Receiving tab with Receive PO, Receive Return, Manual Receive modes and pending purchase orders

Receive PO routes users to the purchase order receiving workflow so quantities, vendor receipt, inventory, and purchasing history stay connected.

  • Receive PO: use when stock arrived against an open purchase order.
  • Receive Return: use when an authorized customer return is ready to receive or inspect.
  • Manual Receive: use only for stock that arrived without a PO or RMA, such as found stock or opening balances.
Manual Inventory Receive form with product, location, quantity, unit cost, reason, GL offset account, notes, and disabled receive button

Manual Receive requires a product, location, quantity, reason, and offset account so the stock movement and accounting entry remain explainable.

Do not use Manual Receive for PO stock If there is a purchase order, receive from the PO. Manual Receive bypasses the purchase order trail and should be reserved for non-PO stock with a clear reason and offset account.

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Process Returned Items In Holding

The Returns tab shows returned items that have been received and still need inspection or disposition. Use it as the warehouse holding queue rather than a place to create new RMAs.
Warehouse Returns tab with search and empty holding queue

The Returns tab is the holding queue for received customer returns that still need inspection or disposition.

  • Search by RMA number or customer when holding has many returned items.
  • Open the return when an item needs inspection or disposition.
  • Use the customer return workflow for refund, credit, restock, writeoff, or exchange decisions.
  • Keep holding clear so returned stock does not sit without ownership.

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Relocate Stock Between Bins

Use Relocations when the same inventory is physically moved from one bin to another inside the warehouse. Relocation keeps a movement history and avoids treating a physical move as found or lost stock.
Warehouse Relocations tab with Movement History and Relocate Product action

Relocations records bin-to-bin movement history for stock that physically moved within the warehouse.

Relocate Product form with product search, from bin, to bin, quantity, notes, cancel, and relocate controls

Relocate Product asks for the product, source bin, destination bin, quantity, and optional notes.

  1. Open Relocations.
  2. Click Relocate Product.
  3. Search for the product.
  4. Choose the source bin and destination bin.
  5. Enter the quantity physically moved.
  6. Add notes when the move was corrective or unusual.
  7. Click Relocate.

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When To Use Transfers Or Counts Instead

  • Use Transfers when stock moves between locations, entities, or FBA workflows.
  • Use Cycle Counts when the counted quantity does not match the system quantity.
  • Use Inventory Adjustments for controlled corrections outside a count workflow.
  • Use Receive Inventory for standalone inbound stock when there is no PO or RMA.
  • Use Returns when stock came back from a customer and needs inspection or settlement.

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Common Blocks

  • No bins appear: clear filters, confirm the active entity/location, or create the first bin.
  • No purchase orders to receive: confirm the PO is open or processing and still has remaining quantity to receive.
  • Manual receive is disabled: enter the required product, location, quantity, reason, and offset account.
  • Relocate is disabled: choose product, source bin, destination bin, and quantity.
  • Returned items are missing: confirm the RMA has been received into holding and has not already been dispositioned.
  • Inventory looks wrong after warehouse work: review Inventory Transactions to see the movement history and source.

Bin Locations

Use warehouse bins to organize stock by physical location.

Inventory Transfers

Move stock between locations, entities, and FBA while keeping transfer status and inventory impact auditable.

Cycle Counts

Create physical count work, use open or blind counting, review variances, and approve stock corrections.

Receive Inventory

Receive standalone stock, choose the right PO receiving path, and protect FIFO cost basis.

Inventory Transactions

Audit stock movement history, movement types, supply and demand rows, and FIFO layer detail.

Customer Returns

Create RMAs, receive returned items, inspect condition, choose disposition, and close customer returns.