Lesson 1Receiving and cross-dock support: PO matching, ASN handling, quality holdsDescribes receiving and cross-docking capabilities, including PO and ASN matching, quality holds, and direct transfer to outbound staging, enabling accurate inbound processing and reduced handling for flow-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 prioritization, capacity checksExplains how the WMS decides where to store inbound goods, using rules for product and location attributes, capacity checks, and work prioritization so put-away tasks are efficient, compliant, and aligned with layout strategies.
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 integrationExplores how the WMS drives picking execution, from generating pick waves and optimized paths to pick lists, validation, and packing integration, ensuring accurate, efficient order fulfillment across picking 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)Explains how the WMS manages lot, batch, and serial tracking when required, including data capture, assignment, and traceability across receiving, storage, picking, and shipping to support quality, recall, and compliance 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 audit logging are modeled so access is controlled, segregation of duties is enforced, and all sensitive actions are traceable, supporting compliance, security, and operational accountability in the WMS.
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 WMS maintains real-time inventory at location level, tracking quantities, statuses, and ownership so every move updates stock instantly, enabling accurate availability, traceability, and operational decision-making.
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 inventory adjustments are initiated, approved, and recorded, including reason codes, transaction history, and reversal controls, so corrections are transparent, auditable, and aligned with financial and compliance 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 dashboardsDefines reporting and analytics needs, from basic stock and movement reports to advanced KPIs, stock aging, valuation, and replenishment alerts, enabling operational monitoring and strategic decision-making in the WMS.
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 integration requirements for exposing and consuming data via APIs, events, webhooks, file exchanges, and EDI, ensuring the WMS can synchronize orders, inventory, and execution data with external enterprise 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 WMS supports continuous inventory accuracy through cycle counting programs, scheduled audits, variance thresholds, and automated adjustment rules, ensuring reliable stock records without relying only on full physical 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 WMS allocates and reserves inventory for orders, handling holds, backorders, and partial shipments while respecting priorities, constraints, and business rules to optimize service levels and stock utilization.
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 capture requirements, including supported device types, online and offline workflows, and scan validation rules to ensure fast, accurate execution of warehouse tasks on the floor.
Supported mobile and RF devicesOnline and offline app behaviorTask-driven mobile workflowsBarcode formats and label standardsScan validation and error prompts
