Lesson 1Receiving and cross-dock support: PO matching, ASN handling, quality holdsThis lesson describes receiving and cross-docking features, including matching purchase orders and advance ship notices, quality holds, and direct moves to outbound areas for accurate inbound handling and less work on through shipments.
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 checksThis lesson explains how the system chooses storage spots for incoming goods using rules for products and locations, capacity checks, and task priorities to make put-away efficient, rule-compliant, and layout-friendly.
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 integrationThis lesson explores how the system handles picking from creating waves and paths to lists, checks, and packing links, ensuring accurate and efficient order completion across methods.
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)This lesson explains managing lot, batch, and serial tracking when needed, covering data capture, assignment, and tracing from receiving to shipping for quality, recalls, and compliance.
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 dutiesThis lesson details user roles, permissions, and logs to control access, enforce duty separation, and track sensitive actions for compliance, security, and accountability 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)This lesson describes real-time stock tracking per location with quantities, statuses, and ownership, updating instantly for accurate availability, tracing, and decisions.
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 controlsThis lesson explains starting, approving, and recording stock changes with reason codes, histories, and reversals for transparent, auditable fixes matching financial and compliance rules.
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 dashboardsThis lesson defines reporting needs from basic stock reports to advanced KPIs, aging, valuation, alerts, and dashboards for monitoring and decisions.
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 supportThis lesson outlines connections for sharing data via APIs, events, webhooks, files, and EDI to sync orders, stock, and execution with other 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 rulesThis lesson covers ongoing stock accuracy via cycle counts, audits, thresholds, and auto-adjusts, keeping records reliable without full counts only.
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 shipmentsThis lesson defines allocating and reserving stock for orders, managing holds, backorders, partials with priorities and rules to optimise 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 validationThis lesson covers barcode scanning and mobile capture needs, device types, online/offline flows, and validation for quick, accurate floor tasks.
Supported mobile and RF devicesOnline and offline app behaviorTask-driven mobile workflowsBarcode formats and label standardsScan validation and error prompts
