Operations Pro
Search step-by-step guides for warehouse setup, receiving, check-in, check-out, storage lookup, portal access, and shipment tracking controls.
Showing 15 guides.
Get ready
Create the facility shell, define storage, and add reusable task templates before freight starts arriving.
Facility admin
Build reusable warehouse tasks by facility so receiving, check-in, and consolidation teams can launch the same work consistently.
Inbound
Receive freight from the Inbound Board, import it through the Receiving Wizard, or enter it manually when the TMS does not have a record.
Staging
Use Check In to clear tasks and holds, then mark the shipment available once the freight is ready for pickup or downstream work.
Outbound
Move freight through pickup by starting checkout, recording the trucker details, and completing the outbound confirmation.
Finance setup
Create a draft rate, review the charge settings, and publish it when the billing rules are ready to be used on invoices.
Finance operations
Load billable shipments, tasks, or pieces for a customer, create an invoice draft, then finalize it once the draft is correct.
Finance adjustments
Open the finalized invoice that needs an adjustment, select the remaining billable lines to credit, and issue the credit note from the invoice detail page.
Finance reporting
Load a customer’s finalized invoices, choose the invoices to include, and print a statement for that customer.
Document intake
Upload a document, choose whether it should create a warehouse shipment or tracking shipment, and let the intake workflow create or attach the shipment.
Warehouse lookup
Use Shipment Inventory for board-level warehouse visibility and SKU Inventory when you need to trace specific goods, pieces, or PO-linked stock.
Warehouse movement
Split a goods line when needed, then move selected goods lines into a new shipment from the source shipment’s goods tab.
Warehouse movement
Select available goods from a facility, enter the outbound shipment details, and create a new consolidated shipment from multiple goods lines.
Customer access
Set up Portal users, limit them to the correct entities, and control whether they can open the tracking workspace.
Tracking visibility
Enable tracking on the shipments customers should see, manage customer tracking defaults, and retry failed tracking registrations when needed.
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