Quick-reference cards

Two one-page cards to print and keep by the desk or the pack bench: one for the office, one for the warehouse floor. Each lists the daily tasks, where to start them, and the page in this manual that explains them.

To print: press Ctrl+P (or ⌘P on a Mac). The menus and this introduction are left off, and each card prints on its own page. Choose Save as PDF as the printer to keep a copy.

Office card

Desktop. Everything starts from the sidebar on the left.

When	Task	Where	How-to
Start of day	Check what needs you	Dashboard	The dashboard
Start of day	Clear pick exceptions	Sidebar, Pick exceptions	The triage queue
As orders arrive	Enter an order	New Order, at the top of the screen	Entering an order
As orders arrive	Release it to the floor	The order, Release (click twice)	Releasing an order
As needed	Tell a supply partner about direct lines	Sidebar, Direct Ship	Direct ship
As trucks arrive	Receive a shipment	Receiving, new batch or spreadsheet import	Receiving a shipment
After counting	Inspect, then post	The batch, Ready to Inspect, then Post to Inventory	Posting to inventory
Daily	Approve count corrections	Cycle counts, Approve Adj	Reading variance
On the phone	Check stock for a caller	Inventory check	Inventory check
End of day	Add missing tracking numbers	Sidebar, Pending tracking	Pending tracking
End of day	Review what shipped	Sidebar, End-of-day shipments	Reports & exports

Remember

• Buttons that change stock or orders ask you to click again to confirm.
• A red Order blocked banner means an open pick exception. Resolve it first.
• Stuck? Look up the status in Statuses, or the message in Common problems.

Warehouse card

Phone. The bar along the bottom has Pick, Pack, Ship, Excpt and Me. Pickup appears when a customer collection is waiting.

Task	On the phone	How-to
Pick an order	Pick, open the top order, Start picking. Go to the bin shown in large type, pick, tap ✓ Picked.	Picking
Not enough on the shelf	Short pick, enter what you found, Confirm short pick. Then stop: the office decides.	Picking
Finish picking	Hand off to packing (tap twice), then answer Where did you put it?	Staging areas
Pack an order	Pack, open it, tick each line as you check it, Mark packed.	Packing, shipping & pickup
Ship an order	Ship, open it, Scan tracking label for each box, Confirm shipment.	Packing, shipping & pickup
Label won't scan	Can't scan — flag for office. The office adds the number.	Packing, shipping & pickup
Customer collects	Pickup, open it, Take a Photo, fill in Picked up by, Confirm pickup.	Packing, shipping & pickup
Count a delivery	Open the receiving, enter each line's quantity.	Receiving, quarantine & counts
Daily cycle count	Open the count, Start counting, count each bin.	Receiving, quarantine & counts
Find an item or bin	Me, then Inventory or Locations.	Looking things up

Remember

• Scan, don't type. Codes are read by the camera.
• Photos come from the camera. There's no file picker on the phone.
• Buttons that change stock ask you to tap again to confirm.
• A red STOP screen means the office has to decide. Move on to the next order.