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All training videos

Short, task-sized episodes that accompany the manual — 0 published, 48 planned. Each page of the manual ends with the episode that goes with it.

Getting Started

For everyone — signing in, finding your way around, how consignment flows through the warehouse.

  • A1 · Welcome to ConsignTrak — recorded, not yet published.
    Sign in, dashboard tour, finding items
    2:17
  • A2 · How consignment flows through the warehouse — planned.
    Supply partners own the stock; receive → stock → order → pick → ship; why the audit trail matters
  • A3 · Why part numbers still match: items, aliases and fuzzy search — planned.
    Item identity concept, aliases, the fuzzy-match confirm
  • A4 · Turning on two-factor authentication — planned.
    Enable MFA, use a code, recovery codes
  • A5 · Who sees what: roles and personas — planned.
    The four roles, personas on the phone

Office

Desktop work for office staff: supply partners, customers, items, receiving, orders, administration.

  • B1 · Supply Partners — recorded, not yet published.
    Partner list/detail hub, creating one, manufacturer code, per-partner orders
    2:10
  • B2 · Customers & Contacts — recorded, not yet published.
    Customer master, aliases, inline create, drop-ship locations, role-based contacts
    1:53
  • B3 · The Item Master — recorded, not yet published.
    New item, aliases/cross-references, item detail, movement & sales history
    1:54
  • B4 · Finding Anything Fast — recorded, not yet published.
    Two-level item search, customer search, filters/facets, fuzzy matching
    1:42
  • B5 · Receiving — recorded, not yet published.
    Staged receiving batch, lines, Ready to Inspect, QC pass/fail, Post to Inventory
    2:27
  • B6 · Receiving: spreadsheet import — planned.
    Stock-transfer spreadsheet import wizard, mapping profiles
  • B7 · Entering an Order — recorded, not yet published.
    Order entry, customer autocomplete, lines, ship-via, will-call, third-party freight billing
    2:17
  • B8 · Releasing an Order — recorded, not yet published.
    Release (click-twice confirm), release numbers, printed release, staging slots
    1:45
  • B9 · The Order Lifecycle — recorded, not yet published.
    Edit, cancel, statuses, filters, direct-ship & split fulfillment
    1:55
  • B10 · Shipping & tracking — planned.
    Ship station, multi-box tracking, pending-tracking queue, WorldShip/FedEx import
  • B11 · End-of-day & reports — planned.
    EOD shipment report, supply-partner activity report (ISO 9001)
  • B12 · Locations & Bins — recorded, not yet published.
    Location list/detail, bulk create, CSV import, health reports
    1:47
  • B13 · Cycle Counts — recorded, not yet published.
    Generate batch, count, variance review, approve adjustment
    1:57
  • B14 · Adjustments & quarantine — planned.
    Inventory adjust, adjustments review ledger, quarantine dispositions
  • B15 · Pick exceptions (office view) — planned.
    Short-pick/mispick/quality triage queue, awaiting-supply-partner
  • B16 · Documents & attachments — planned.
    Per-entity file browser, uploads, photo evidence
  • B17 · Bulk imports — planned.
    Items / customers / contacts spreadsheet imports
  • B18 · Users & Security — recorded, not yet published.
    User management, roles, manufacturer scoping, MFA, account security
    1:52
  • B19 · Settings, API Keys & the Wallboard — recorded, not yet published.
    System config, accounting periods, API keys, operations wallboard
    1:46
  • B20 · Direct ship & split fulfillment — planned.
    Supply partner ships part or all of an order
  • B21 · Third-party freight billing on an order — planned.
    Bill-to reveal, saved payer address book
  • B22 · The pick floor from the office — planned.
    Staging panel, pack checks, ship-short resolution
  • B23 · Importing tracking numbers from WorldShip — planned.
    Export from WorldShip / FedEx, upload, review, apply
  • B24 · Adjusting stock the right way — planned.
    Adjust vs count vs receive, reason codes, adjustments review
  • B25 · Printing and scanning bin labels — planned.
    Labels PDF, scanning a bin
  • B26 · Connecting other tools with an API key — planned.
    Start-from-role presets, scopes, revoking
  • B27 · Closing an accounting period — planned.
    Rollup → reconcile → close, statements, audit chain
  • B28 · Reading the operations wallboard — planned.
    Every tile and rail, putting it on a TV

Warehouse

The phone is the terminal — receiving, picking, packing, shipping, counts.

  • C1 · Your Phone Is the Terminal — recorded, not yet published.
    Mobile home, login, navigation, camera-first philosophy
    1:33
  • C2 · Receiving on Mobile — recorded, not yet published.
    Batch, lines, photos (camera-only), QC, quarantine
    1:35
  • C3 · Picking a Batch — recorded, not yet published.
    Pick queue, picking flow, staging slots, auto-complete
    1:40
  • C4 · Pack & Ship — recorded, not yet published.
    Packing list, multi-box, camera tracking-number scan
    2:10
  • C5 · Will-Call Pickup — recorded, not yet published.
    Pickup queue, proof-of-pickup photo
    1:27
  • C6 · Reporting a Pick Problem — recorded, not yet published.
    Short-pick / mispick / quality exception with photo
    1:48
  • C7 · Cycle Counts on the Phone — recorded, not yet published.
    Daily counts on the floor
    1:12
  • C8 · Locations on the Phone — recorded, not yet published.
    Scan a bin, relocate stock
    1:16
  • C9 · Staging Areas — recorded, not yet published.
    Areas as staging-type locations, bulk create, stage step, office staging panel, area on order page + printed release, packer's per-line check gate (#1377/#1413). Mixed desktop+mobile via `parts`
    4:43
  • C10 · Looking things up on your phone — planned.
    Item / bin / customer / partner quick views, relocate

Consignor portal

What supply partners see when they sign in.

  • D1 · Your window into the warehouse — planned.
    Portal dashboard, inventory list/detail
  • D2 · Orders & receivings — planned.
    Portal orders/receiving views, CSV/XLSX exports
  • D3 · Managing prices — planned.
    One-at-a-time, bulk import, %-adjust, missing-price KPI
  • D4 · Activity & statements — planned.
    Activity report, statements
  • D5 · Onboarding a supply partner to the portal — planned.
    Portal user, set-password invite, per-partner settings

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