Before you start
Available actions depend on role, record status, company configuration, and subscription. Work in the correct company and review every validation message before continuing.
Recommended operating sequence
- Set the product as piece, lot-expiry, or serial tracked and complete SKU, barcode, GTIN, manufacturer, MPN, brand, and origin where applicable.
- At receiving, select the PO line and capture the required lot and expiry rows or one serial per received piece.
- Print or scan product, internal QR, or GS1-compatible labels as operationally appropriate.
- Include the tracked product in physical count sessions and investigate quantity, lot, expiry, or serial variances.
- Pick and dispatch the correct identity through warehouse and route workflows.
- Capture delivery outcome and proof, then preserve eligible identity allocation when processing a return.
Modules
Live
Inventory & Product Master
Control products, valuation context, images, identifiers, manufacturer data, and piece, lot-expiry, or serial tracking.
Open guide → LiveWarehouse Operations · Purchase Receiving
Capability access for supplier receipts and inbound transfers inside the unified Warehouse Operations hub.
Open guide → LiveStock Count
Run physical inventory sessions with scanning, lot, expiry, serial, approval, variance, and posting controls.
Open guide → LiveWarehouse Operations
Run fulfillment, purchase receiving, customer returns, and warehouse transfer queues from one warehouse-scoped operations hub.
Open guide → LiveDriver Route & Proof of Delivery
Give drivers a mobile route for shipments, pickups, navigation, exceptions, collections, and policy-based delivery proof.
Open guide → LiveWarehouse Operations · Customer Returns
Capability access for inspecting customer RMAs inside the unified Warehouse Operations hub.
Open guide →Verify after completion
- Confirm the final record status and generated document.
- Review the downstream module instead of assuming the handoff succeeded.
- For finance activity, verify source, treasury, and ledger context as authorized.
- Use the official correction or reversal path when an error is found.