Lesson 1Receiving and cross-dock support: PO matching, ASN handling, quality holdsDescribes receiving and cross-docking features, including matching purchase orders and advance notices, quality holds, and direct moves to outgoing areas, allowing correct incoming handling and less work for pass-through loads in the warehouse.
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 system chooses storage spots for incoming goods, using rules for items and places, capacity checks, and task ordering so put-away work is smooth, follows rules, and fits the warehouse layout plans.
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 system guides picking work, from making pick groups and best paths to lists, checks, and packing links, making sure orders are filled right and fast across different picking ways in the warehouse.
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 system handles lot, batch, and serial tracking when needed, including recording data, assigning numbers, and following traces from receiving to 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, duties are separated, and all important actions are tracked, helping follow rules, keep security, and hold operations accountable 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, conditions, and owners so every move updates stock right away, allowing correct availability, tracing, and decisions in daily warehouse work.
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, including reason codes, past actions, and undo controls, so fixes are clear, checkable, and match money and rule needs in the warehouse.
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 movement reports to advanced measures, aging views, value checks, and restock warnings, helping watch operations and make 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 connection needs for sharing and getting data through APIs, events, webhooks, file shares, and EDI, making sure the system can match orders, stock, and work 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 helps keep stock correct through regular counting programs, planned checks, difference limits, and auto-fix rules, ensuring trusted stock records without always doing 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 assigns and holds stock for orders, managing holds, delays, and partial sends while following priorities, limits, and business ways 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 recording needs, including device types, online and offline flows, and scan checks to ensure 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
