Lesson 1Receiving and cross-dock support: PO matching, ASN handling, quality holdsOutlines receiving and cross-docking features, including purchase order and advance shipment notice matching, quality holds, and direct moves to outgoing areas, for precise incoming handling and less effort for pass-through loads.
PO and ASN data validationDock and door assignment rulesReceiving and put-away optionsCross-dock eligibility criteriaQuality inspection and holdsLesson 2Put-away logic and location selection: rules-based, work prioritisation, capacity checksExplains how the system chooses storage spots for incoming items, using rules for goods and place features, capacity reviews, and task ranking so placement jobs are effective, rule-following, and fit layout plans.
Rule-based put-away strategiesLocation attributes and zoningCapacity and compatibility checksWorkload balancing and prioritiesException handling for no-fit casesLesson 3Picking execution and optimisation: pick paths, pick lists, pick validation, packing integrationExamines how the system guides picking tasks, from creating pick groups and best routes to lists, checks, and packing links, ensuring correct and efficient order completion across picking styles.
Pick wave and batch creationPick path optimisation rulesPick list formats and contentPick validation and error handlingIntegration with packing and stagingLesson 4Support for lot/batch and serial number tracking (if required)Explains how the system handles lot, batch, and serial tracking when needed, including data recording, assignment, and tracing through receiving, storage, picking, and shipping to meet quality, recall, and rule needs.
Lot and batch master dataSerial number capture rulesTraceability across processesExpiry and shelf-life controlsRecall and investigation supportLesson 5User roles, permissions, and audit logging: role-based access, segregation of dutiesDetails how user roles, permissions, and activity logs are set up so access is managed, duty separation is applied, and sensitive actions are trackable, aiding rule following, security, and responsibility in the system.
Role and profile definitionsPermission granularity and scopesSegregation of duties rulesAudit log content and retentionUser provisioning and reviewsLesson 6Real-time inventory by location and quantity tracking (location-level granularity)Describes how the system keeps up-to-date stock records at each spot, tracking amounts, conditions, and owners so every shift updates stock right away, allowing precise availability, tracing, and operation choices.
Inventory balance data modelLocation-level stock visibilityInventory status and ownershipReal-time move and transfer updatesHandling of negative and blocked stockLesson 7Inventory adjustments and audit trails: reason codes, transaction history, reversal controlsExplains how stock changes are started, approved, and noted, with reason codes, past records, and reversal checks, so fixes are open, checkable, and match money and rule requirements.
Adjustment types and triggersReason codes and categoriesApproval workflows for changesTransaction history and traceabilityReversals and correction controlsLesson 8Basic and advanced reporting: stock valuation, stock ageing, replenishment alerts, KPI dashboardsSets out reporting and analysis needs, from simple stock and movement reports to advanced measures, ageing views, value checks, and restock warnings, for operation watching and planning in the system.
Operational stock and movement reportsStock ageing and slow-mover viewsInventory valuation perspectivesReplenishment and exception alertsKPI dashboards and drill-downsLesson 9Integration endpoints and APIs: events, webhooks, file exchange, EDI supportOutlines connection needs for sharing and receiving data through APIs, events, webhooks, file shares, and EDI, so the system can match orders, stock, and task data with outside business tools.
Inbound and outbound data domainsSynchronous API operationsEvent publishing and webhooksBatch file and flat file exchangeEDI messages and mapping needsLesson 10Cycle counting and scheduled audits: count plans, variance thresholds, auto-adjust rulesCovers how the system aids ongoing stock accuracy via cycle counting setups, planned checks, difference limits, and automatic fix rules, keeping reliable records without full counts alone.
Cycle count program designCount triggers and schedulingCounting methods and proceduresVariance thresholds and tolerancesAuto-adjustment and approvalsLesson 11Order allocation and reservation logic: holds, backorder handling, partial shipmentsDefines how the system assigns and holds stock for orders, managing holds, delays, and partial sends while following priorities, limits, and business guidelines to improve service and stock use.
Allocation strategies and rulesReservation timing and scopeHolds, blocks, and release rulesBackorder and shortage handlingPartial shipment decision logicLesson 12Barcode scanning and mobile data capture: device types, workflows, scan validationCovers barcode scanning and mobile data needs, including device kinds, online and offline processes, and scan checks to ensure quick, correct task completion on the warehouse floor.
Supported mobile and RF devicesOnline and offline app behaviourTask-driven mobile workflowsBarcode formats and label standardsScan validation and error prompts
