Lesson 1Receiving and cross-dock support: PO matching, ASN handling, quality holdsExplains receiving and quick transfer features, including matching orders and notices, quality stops, and direct move to outgoing areas, for correct incoming work and less handling 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 prioritization, capacity checksShows how the system chooses storage spots for incoming goods, using rules for items and places, space checks, and task order so storage work is quick, follows rules, and fits the layout plan.
Rule-based put-away strategiesLocation attributes and zoningCapacity and compatibility checksWorkload balancing and prioritiesException handling for no-fit casesLesson 3Picking execution and optimization: pick paths, pick lists, pick validation, packing integrationLooks at how the system guides picking work, from making pick groups and best paths to lists, checks, and packing links, for correct and quick order filling in different picking ways.
Pick wave and batch creationPick path optimization rulesPick list formats and contentPick validation and error handlingIntegration with packing and stagingLesson 4Support for lot/batch and serial number tracking (if required)Shows how the system handles lot, batch, and serial tracking when needed, with data recording, assigning, and following through receiving, storage, picking, and sending 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, access rights, and record keeping are set so entry is controlled, duties are split, and key actions are tracked, for rule following, safety, and work 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 at each spot, tracking amounts, states, and owners so every move updates stock right away, for correct availability, following, and work 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 undo controls, so fixes are clear, checkable, and match money and rule needs.
Adjustment types and triggersReason codes and categoriesApproval workflows for changesTransaction history and traceabilityReversals and correction controlsLesson 8Basic and advanced reporting: stock valuation, stock aging, replenishment alerts, KPI dashboardsSets reporting and analysis needs, from simple stock and move reports to advanced measures, aging, value, and refill warnings, for watching work and making smart choices in the system.
Operational stock and movement reportsStock aging and slow-mover viewsInventory valuation perspectivesReplenishment and exception alertsKPI dashboards and drill-downsLesson 9Integration endpoints and APIs: events, webhooks, file exchange, EDI supportOutlines link needs for sharing and getting data through APIs, events, webhooks, file shares, and EDI, so the system can match orders, stock, and work data with outside business systems.
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 helps keep stock correct with regular count programs, planned checks, difference limits, and auto-fix rules, for trusted records without only full counts.
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 sets aside stock for orders, managing holds, delays, and part sends while following priorities, limits, and business ways to best serve customers and use stock.
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 reading and mobile data needs, with device types, online and offline work flows, and scan checks for quick, correct task doing on the warehouse floor.
Supported mobile and RF devicesOnline and offline app behaviorTask-driven mobile workflowsBarcode formats and label standardsScan validation and error prompts
