User Manual
User Manual
Every feature of every app, explained step by step in logical order.
Glossary: Client, Merchant, Shipper, Owner, Vendor
Why the same customer is called Client, Merchant, or Shipper in different modules — and what Owner, Vendor, and Consignee mean.
Document status: OMS orders, WMS inbound & outbound
Status flows for OMS sales orders, WMS inbound receipts, and WMS outbound shipments — what each status means.
Document status: TMS loads, Drayage orders, Purchase orders
Status flows for TMS transport orders, Drayage container orders, and purchase orders — what each status means.
Document status: RMA, YMS appointments & general rules
Status flows for RMA returns and YMS yard appointments, plus the rules every document shares: cancelled, draft, and partial completion.
Sales order state machine
Sales order states, transitions, and events: from draft to delivered, including the review flow, partial fulfillment, exceptions, and OMS direct shipping.
Customer-Supplied Labels: Send by API or Upload in the Warehouse
Some customers buy their own shipping labels and send the PDF with the order. Register that PDF as the order label — by API when the order is created, or by uploading it on the order page — and the warehouse will print and stick it as-is, without buying another label.
Order Hold: pause a sales order without changing its status
Payment pending, customer asked to wait, documents missing — hold a sales order to freeze its fulfillment while its status stays exactly where it was. Linked outbound orders are held automatically. Release the hold and everything continues from the same point.
Order types: small parcel, freight, and customer pickup
The three order types, where the type comes from, who handles it in each fulfillment mode, and how to complete freight and customer pickup orders in OMS.
Product pricing: base prices, price lists and price comparison
Maintain a base price per product, channel and client price lists with quantity tiers, and let new orders pick their price automatically — every order line keeps a snapshot of the price it was placed at.
OMS Customers: Customer Master Data in OMS
The buyers your sales orders are placed for: keep a code, contact, tier and one default ship-to address per customer in OMS → Customers, so new orders can pick the customer instead of retyping everything.
AI Assistant Settings: Switches, Ability Levels, Replies and Sender Verification
One page controls both assistant channels — email ordering and the Rollie chat assistant: the master switches, what each channel may do on its own, how replies are worded and signed, and the queue of new senders waiting for your verification.
Customer Order Tracking Links: What Your Customers See
Replies from the email assistant carry a tracking link. Your customer opens it — no account, no password — and sees the status of just that one order. Here is what the page shows, when links stop working, and how you can turn a link off.
Warehouses in OMS Settings: keep your warehouse list up to date without leaving OMS
Warehouses are one shared list for the whole system. OMS Settings now carries the same warehouse maintenance page as Master Data — create, edit and deactivate warehouses right where you route orders and check stock.
Creating orders: manual, import, channels, portal, CRM
The five ways an order enters OMS, required fields, the import template, and draft editing rules.
Review, approval and allocation
Submit → approve with ATP check → allocate: the path from draft to a releasable order.
Release and fulfillment: push to WMS or ship standalone
Release action, push-to-WMS, split and multi-warehouse dispatch, standalone shipping, packing lists and labels.
Exceptions: cancel, edit, and after-sales (RMA)
Which orders can be cancelled or edited, batch cancel, and the RMA return flow.
Let Rollie draft a sales order for you
Ask Rollie in chat to draft a sales order: what your admin must switch on first, how to place and confirm the order in the conversation, where the draft lands, and how to submit or cancel it on the order page.
Fraud Blacklist: Blocking Fraudulent Buyers and Addresses in OMS
Keep one list of known fraud signals — names, emails, phones, addresses, IPs and device fingerprints — and every new order is checked against it automatically. A hit flags the order for review instead of letting it sail through.
Email Orders: Let Customers Order by Email and Get a Draft Automatically
Some customers will never use EDI or an API — they just send an email. Give them your dedicated order inbox address, and Docklify reads the email and its attachments, asks for anything missing in the same thread, and prepares a draft order for your review.
Where return orders come from: platforms, manual entry and existing orders all land in OMS
Every consumer return — pulled from a sales channel or a returns platform, created by hand, or carried over from RMS — becomes one OMS return order in one list, with one number.
Return reasons and platform reason mapping: standard reasons, the unmapped list and adding a mapping
Three things stay separate on every return line — the platform’s original reason text, your standard reason, and the customer’s own words. This article explains the standard list, how platform reasons find their match, and how to clear the unmapped list in minutes.
Which warehouse should a return go to: automatic assignment, rules and the assignment queue
Every return gets its destination warehouse through three steps — the address the customer ships to, your routing rules, then the warehouse the order originally shipped from. Anything left over waits in one queue for a person.
OMS ↔ WMS: inventory source, push, ship-back, and tracking sync
How the two apps talk: inventory source resolution, idempotent push-to-WMS, WMS ship callbacks, and channel tracking sync.
Routing engine: let the order pick its own warehouse
When you allocate or submit an order, the engine resolves the warehouse automatically: custom rules, zip zones, inventory awareness, split fulfillment, cost and SLA. Preview it before you commit.
Inbound receipt state machine
Inbound receipt states and events: from draft to closed, covering receive tasks, exceptions, and cancellation rules.
Receiving: from inbound receipt to putaway
Create inbound receipts, choose a receiving mode, and receive by pallet or direct — with variance confirmation and label printing.
Putaway: locations, moves, and exceptions
How Docklify merges putaway into receiving, and how to move inventory afterwards — by pallet or by product — plus exception rules.
Serial number collection: direct and palletized receiving
Products with serial tracking on collect serial numbers while receiving: a guided popup with scan support for direct receiving, and a batch modal with paste support for palletized receiving. The backend verifies the count matches and that every serial is unique across the warehouse.
WMS Appointments: Scheduling, Rescheduling and Dock Appointment Settings
Book dock appointments for inbound deliveries and outbound pickups in a three-step wizard, reschedule or cancel them from the list, and set the reschedule, grace-period and notification rules in Appointment Settings.
Cross dock: receive, sort and ship without putaway
Scan HUs by SSCC on mobile: receiving with condition and staging slot, loading with destination check, change destination, reprint labels, and cancel tasks — all in one place.
Cross dock damage handling: register, claim, resolve
Register damaged HUs on mobile with photos, track claim status (filed / approved / paid), and block damaged HUs from loading until resolved — all in one place.
Cross dock phase 2: dwell alerts, recommended destinations, appointment pairing
Dwell time tracking with configurable alert threshold, opportunistic destination recommendations for HUs without a destination, and inbound/outbound appointment pairing — all in one place.
Cross Dock on mobile: receive, sort, ship
Tasks are created on desktop; the phone is for doing the work. Scan SSCC codes to receive and sort, watch dwell alerts, and close tasks from the floor.
Cross dock phase 3: direct-out from stock, value-added services, returns awaiting disposition
Ship open orders straight from pallets already in storage, send HUs to labeling or assembly without losing their place in the flow, and see which returns are still waiting for a disposition decision.
Cross Dock Inventory: what is on site right now
See on-site cross-dock stock by handling unit, by product (SKU) and by destination — on-site counts, pieces, awaiting assignment and overdue, with drill-down to the HUs.
Inventory: inquiry, adjustments, counts, and transfers
Look up stock on desktop and mobile, post direct adjustments, run cycle counts (including ABC auto-counts), and move stock between warehouses.
Pallets & LPN management
The WMS → Pallets page: batch-generate LPNs, build pallets during receiving, use factory labels, and print pallet labels.
Move task: relocate inventory between locations
Create a task on desktop and assign it, or do the move on the spot from your phone — task creation, scan-based Pick/Drop, pre-printed LPN labels and FAQs, all in one place.
Replenishment task: keep pick locations stocked
When a pick location drops below its minimum, the system creates a replenishment task — same pick/drop flow as a move task, but marked urgent. Three trigger modes, manual batch creation, and mobile execution, all in one place.
Cycle count: keep inventory accurate without full shutdown
Create count tasks (cycle/full/spot, blind/open), enter counted quantities on desktop or mobile, approve variances, post adjustments, and print count sheets — all in one place.
Inventory ledger: every stock movement on record
The inventory ledger is an append-only journal: every stock change in the warehouse — receiving, putaway, pick, ship, adjust, count, move, transfer — writes one immutable row here. Read it, filter it, trace any quantity back to its source document.
Warehouse transfers: move stock between warehouses with tasks
Create a transfer order for one client, get it approved, and the system creates a Transfer Out task at the source warehouse and a Transfer In task at the destination. In-transit stock stays visible to both warehouses but cannot be used until received.
Slotting: put fast-moving SKUs closest to the shipping dock
One analysis tells you which SKUs sit in the wrong location, recommends where they should go, and creates move tasks in one click — plus a pairing analysis that keeps items often shipped together side by side.
Location Groups: Virtual Functional Areas and Compliance Grouping
Group locations virtually by what they are allowed to hold — cold storage, hazmat, one client’s goods — with putaway rules, member locations and mappings, without changing the physical zones of the warehouse.
Marketplace Fulfillment: Unified Inventory View and Transfer Orders to FBA, WFS and Other Platforms
See every SKU across your own warehouse and platform locations (FBA, WFS, TikTok FBT and more) in one matrix, then send stock into platform fulfillment centers with transfer orders you advance step by step.
Catch weight products: setup, receiving & shipping
For products sold by unit but weighed in kg/lb (e.g. a case of chicken): turn on catch weight, enter the actual weight at receiving/shipping, and let the system flag over-tolerance lines.
Picking: waves, pick tasks, and PICK-STAGE
Release waves (manual or scheduled), generate pick tasks per order, and execute step-by-step on the phone — including partial picks, skips and shorts.
Zone picking step by step: split by zone, pick by cart, merge by order
A step-by-step tutorial: prepare zones, a consolidation area, carts and pickers, then run the full flow — precheck, generate a batch, bind a cart, pick by zone, register the cart's arrival, place each tote into its slot, merge ready orders and track it all on the board.
Zone Picking phase 2: clock-in, water spider, AI explanations, billing, performance
Five new pieces on top of zone picking: zone-linked clock-in, a water spider board that keeps totes moving, a plain-language AI explanation for every task split, automatic 3PL billing, and a performance dashboard per zone.
Water spider proactive mode: dispatch board and self-service runs
Two ways to keep carts moving: the dispatcher assigns tasks from a zone cart board, or the water spider picks up work themselves by scanning carts — the system auto-creates a completed task behind the scenes.
Wave Template: define how orders become waves
One template, reused every day: who the orders belong to, how many per wave, which pick strategy, and who picks. Six sections, five minutes to set up.
Wave Monitor: track progress, add rush orders, pull back orders
After waves are released: real-time pick progress per wave, who is picking, and two emergency moves — add a rush order into a running wave, or pull back an order that has not started.
Wave Monitor: add orders, remove orders, track progress
Add a rush order into a running wave, pull back an order that has not started picking, find waves fast, and set up multi-group order selection on templates.
Tote Carts: Picking Cart and Tote Slot Master Data
Set up the picking carts used for cluster picking: one record per cart, a slot count, a unique license-plate barcode for every slot, printed labels for the cart, and the day-to-day slot care on the edit page.
Outbound order state machine
Outbound shipment states and events: from draft to closed, covering pick tasks, pack station, carrier handover, staged FTL pallets, and returns to stock.
Load state machine
Load states and events: from draft to delivered, covering load tasks, exceptions, and cancellation rules.
Outbound orders: filter, create, and edit
Always-visible combined filters on the order list, full editing while in draft, Store + UOM dropdown rules, and the Cluster wizard check moved earlier.
Packing & shipping: the packing station
Scan to pull up orders at the packing station, pack-verify every item, split into packages or ship as-is, print shipping labels, and confirm dispatch.
Printing documents to a regular printer (BOL, packing list, pick list)
Send letter-size documents straight from the page to a regular (A4/Letter) printer through Device Hub — no system print dialog, no printer hunting.
Packing Station Exceptions: Damaged, Missing, Extra or Wrong Items
What to tap when something is wrong at the packing station — and what the system does next: a replacement pick, a partial shipment, or a hold, all on the record.
Packing Video: Watch, Fetch and Export the Recording of Any Order
How support and supervisors open an order’s packing recording, fetch it from the packing station, play it back, and export an evidence pack — plus what the REC mark, the Hub mark and a “gap” note mean, and how long recordings are kept.
Label-First Batch Shipping: Buy Labels First, Then Pick and Stick
For large runs of similar orders: start from the outbound order list, buy all labels in one batch, print them together with the pick list in the same order, pick and stick by number, then close the whole batch at once.
Load tasks and milk runs: loading in the right order
How a load task works on the phone: Step 1 scan pallets in loading sequence; Step 2 record the Pro, seal and trailer numbers, take the seal and trailer photos, and collect both signatures. Milk runs define multi-stop delivery order; the system enforces LIFO loading. Short a few pallets? Close the step with a reason. Missing pallet? Report it.
Carrier handover: confirming packed shipments leave the warehouse
In manual handover mode, packed shipments do not leave on their own. On the phone, pick the carrier, spot-check by scanning tracking numbers if you like, and confirm the handover — the shipments turn fulfilled. Short shipments hand over the picked quantity with a shortage reason.
Packing Station: pick, pack, weigh, ship
Finish small parcel orders here: call up the order three ways, pack it into cartons, verify the weight and finish packing. Only small parcel orders in 'picked' status can be processed; when packing is done the order becomes packed, and it becomes fulfilled once the carrier handover is confirmed.
Order Hold: pause an outbound order without changing its status
Sometimes an order must wait — the customer asked to hold it, payment is unclear, the address needs fixing. Hold freezes fulfillment on the order while its status stays exactly where it was. Release the hold and work continues from the same point.
Outbound order types: parcel, freight pallets, and customer pickup
How the order type on an outbound order works: where it comes from, the freight summary for pallets, the pickup steps, and how parcel stays unchanged.
End of Day: Manifest Closing and Daily Cutoff
Close the shipping day per carrier: generate the manifest of every parcel shipped today, print it for the courier, and confirm the handover with the courier’s name on record.
Gift services: gift wrap, gift message and greeting cards
Mark orders as gifts, print gift messages, and configure per-client print and billing modes.
Retailers: Retailer Master Data for Outbound Distribution
Keep one record per retailer — Amazon, Walmart, Target and more — so UCC and packing-list templates and To-B outbound orders link to the record instead of free text, with a clear flag for who requires UCC-128 / SSCC labels.
UCC Label Templates: Creating and Previewing UCC Shipping Labels
Keep each retailer’s SSCC pallet and carton label layouts as ZPL templates in one library: name them by the convention, edit with a live preview, test with sample data, and let printing auto-match the right template by retailer and label kind.
Retailer Requirements & Template Bindings: Declare Once, Print Right Every Time
Tell Docklify what each retailer requires — pallet UCC labels, carton UCC labels, a packing list, and in which format — then optionally bind the exact template for each slot. Printing picks bound → retailer-specific → standard → built-in, and warns you before a required template is missing.
One Packing List, Two Formats: 4×6 Label and A4 Document
Some retailers want the packing list as a 4×6 label on the carton, others as an A4 sheet inside it. Docklify keeps both formats as separate templates, prints each from the right place, and matches the format to what the retailer declared.
One Template Library: UCC Labels and Packing Lists in Both Forms
UCC label templates live in the UCC Label Templates library; packing lists live in the Packing List Templates library with both forms — the 4×6 ZPL label form and the A4 HTML document form — maintained side by side. Both libraries share the same ideas: naming convention, sample-data preview, version history, clone-to-edit for built-ins, and test print.
Freight Order Labels: Seal Pallets, Print Standard & UCC Labels
For Freight Orders (LTL/FTL), print three kinds of 4x6 labels from the order page: the warehouse standard pallet label (LPN, no SSCC), the GS1 pallet UCC label and the GS1 carton UCC label. Seal each pallet first; an SSCC is assigned once and reprints always reuse the same number; if the contents change, void and regenerate instead of reprinting.
Task Rules: configure how WMS tasks are created and assigned
One page for all WMS task rules: a tab per task type (pick / putaway / move / replenishment / count / SLA / cross dock), per-client configuration, and L1/L2/L3 rule tiers from everyday to expert.
SLA: how fast each task type should finish
The SLA tab in Task Rules: one table, nine task types, default hours per type. Tasks created without a due date get one automatically; three places flag overdue work.
Task Monitor: the shift lead’s dashboard
Every WMS task on one dashboard: five KPI cards, Realtime / Trend / People views, and overdue tasks flagged red. The shift lead’s morning routine: overdue first, then in-progress.
Task release: control when new tasks can start
New tasks can be held back and released on a steady rhythm instead of all becoming work at once. Supervisors can also release a single task right away.
Picking strategy scenarios: which pallet should be picked first?
Set a rotation strategy (FIFO / FEFO / LIFO / FMFO / LEFO) per warehouse, per client, or per product, start from one of eight scenario templates, and let the mobile app suggest the right pallet with a plain-language reason.
Assembly & kitting: BOMs, work orders, and virtual kits
Three modes explained: make-to-stock, make-to-order, and virtual kits. Create BOMs with versions, run work orders on desktop and mobile, and trace lots from components to finished goods.
Work orders: six statuses from draft to completion
How a work order moves through draft → picking → assembling → QC → completed. What to do at each step, on desktop and on mobile, and what to watch out for.
Project + Labor Task: billable VAS work with time tracking
For special work outside the standard task system — labeling, repacking, refurbishing. Create a project per client, assign one labor task per worker, track time on mobile, and have supervisors review hours before billing.
Lithium batteries: marking products, choosing a handling tier, and daily operations
How to flag lithium-battery products (5 fields + UN number chart), pick strict / standard / relaxed handling, run receiving inspection, putaway, picking, DG declaration at shipping, and what to do with a damaged battery.
Temperature zones & allergen control: setup and putaway rules
Mark temperature zones on locations and allergen flags on products. Mismatched putaway is blocked (not just warned), and products with allergens are kept away from regular food locations.
Run a WES demo — this guide has moved to the WES app guide
The WES demo is now run from the WES app. This short page points you to the current guide: “Run a WES demo in the WES app”.
Warehouse 3D visualization: see your whole warehouse at a glance
Shelves, aisles and staging areas in 3D, colored by occupancy — green means room to receive, red means full. Click anything to see what is inside; snapshot or live mode.
3D demo warehouse: a full warehouse to explore in one click
A standalone demo warehouse with zones, dock doors and demo inventory — your real warehouses are untouched.
Filters and camera: find exactly what you need in the 3D warehouse
Four stackable filters (client, occupancy, slow-moving, near-expiry), search & locate by bin, zone, SKU or LPN, mouse controls, preset views, floor switching, the minimap, and one-click screenshot export.
Pick path: watch the order get picked, in 3D
Type an order number and the system draws the pick route — glowing line, numbered stops, camera fly-through, and an estimated travel distance for the supervisor.
Layout editor: teaching the system what your warehouse looks like
Auto-generate a 3D layout from rack specs, import one from Excel, fine-tune by dragging, then publish. Needs the layout_edit permission; old versions are kept for rollback.
Layout ↔ data: draw once, it stays fresh forever
The editor writes 3D coordinates to wms_location_3d; the 3D page joins them with live inventory to compute occupancy. Change the layout, just re-publish — history is untouched.
Layout editor guide: quick, area, and expert modes
When to use auto-generate, Excel import + drag tuning, or expert mode (15° rotation, group delete, 0.1 m bin nudges) — with steps for each.
Pick path validation: is this task’s route any good?
Compare the system pick sequence against the distance-optimal order, get a verdict (excellent / good / fair / poor), and overlay the optimal route as a dashed line in 3D.
3D auto layout: new bins appear in 3D on their own
Configure the code pattern in warehouse settings to turn on auto layout, and every new standard-coded bin gets its 3D position computed from the code — no manual placement. Non-standard codes get flagged for cleanup instead of blocking.
Vision: cameras, areas and subscriptions in one place
The Vision app is where camera registration, area bindings, event subscriptions, coverage and evidence search live. The old WMS camera page is now view-only and links here.
Vision events × areas: what can be subscribed where
Why the Event Subscriptions page offers some events only for some area types — the full applicability matrix and the plain-language reason behind every “—”.
Connect an existing NVR to Vision
Already have an NVR with cameras in the warehouse? Register each of its channels as a Vision camera source — no camera rewiring, and passwords are never typed on the web page.
Location binding: get every bin onto the 3D map
A location only shows in 3D once it is bound to the layout. The Binding tab places existing locations onto the map, reconciles what is missing, and warns you before anything stays invisible.
3PL billing primer
The billing chain — charge items → rate sheets → client billing rules → statements — and the current gaps (manual quantities, no statement UI yet).
Warehouse forecast: predict outbound, labor, inbound and capacity
Four plain-language forecasts built from your own history: how many orders are coming, how many people you need, how many trucks arrive, and when you will run out of space. Every number explains how it was calculated.
WMS Control Tower: Warehouse Dashboard and KPIs
The WMS home screen: four KPI cards for pending inbound, pending outbound, open tasks and expiry alerts, plus the latest inbound receipts, the outbound orders still waiting, and quick actions to start work.
Mobile operations: scan to receive, pick, move, and print
Task center, scan-based receiving (with offload recording), scan-based picking, inventory moves, counts, replenishment execution, and cloud printing.
Device Hub: install, pair, and print
The on-premise bridge between browser apps and warehouse hardware: install on the workstation, pair once, connect printers/scales, and watch the print queue in the print center.
Report an issue on mobile: damaged goods, wrong stock, anything odd
From WMS mobile, report a problem with or without a task, add a photo, and be sure it is saved — the "Reported!" confirmation means it reached the system.
WMS loads and TMS orders: two-way auto-sync
When a load task closes, a TMS transport order is created automatically. When TMS plans a route, a WMS load is created automatically. Per-client switches, loop protection, and status write-back.
HTS Rate Overrides: Manual Duty Rate Overrides in WMS Settings
When the standard duty rate for an HTS code does not match your real rate, add a manual override in WMS Settings — it wins over the USITC weekly sync and the builtin table in every landed cost calculation.
Voice Guidance: the phone reads your next step aloud
What Voice Guidance is, how an admin enables it per warehouse, how workers turn it on, mute it and set rate and language, the exact sentences the phone says for pick, move, putaway, receive and count tasks, how Voice Picking lets you confirm locations with check digits and pick quantities by saying the number, device notes, and FAQ.
Purchase orders (PO)
Create a PO by hand (vendor, warehouse, quantity/price lines), submit it for approval, and approve or reject it. Only drafts can be edited or deleted.
ASN (advance shipping notice)
Build an ASN from an approved PO, send it, and let it create or link the WMS inbound receipt. Or release the PO straight to WMS without an ASN.
Receiving write-back and variances
Receiving happens in WMS; on completion WMS writes each PO line’s received_qty back in full, and variance_qty = ordered − received. Review the differences on the variances page.
Purchase Master Data: Merchants, Vendors and Products for Purchasing
The three lists every purchase order is built from: vendors you maintain in Purchase, plus the merchant list and the product catalog that Purchase shares with OMS and WMS and shows read-only.
Channel Label Source: Take Labels from the Channel
For channels that issue their own labels (Wayfair-style supplier fulfilment), switch the connection’s Label source to “From channel”: batch shipping then prints the channel label together with its packing slip, and those orders skip the packing station.
Connect eBay: pull orders in, push fulfillment out
Get your App ID and Cert ID from eBay Developers Program, paste them into Integration, test, map, activate — orders flow in and fulfillment flows back.
Connect Amazon SP-API: pull orders in, push fulfillment out
Get your Seller ID, LWA credentials and refresh token in Seller Central, add AWS IAM signing keys, paste all eight fields into Integration, test, map, activate.
Connect Walmart: pull orders in, push fulfillment out
Copy your Consumer ID and Private Key from Walmart Developer Portal, paste them into Integration, test, map, activate — orders flow in and fulfillment flows back.
Connect WooCommerce: pull orders in, push fulfillment out
Create a REST API key in WooCommerce, paste the Store URL, Consumer key and Consumer secret into Integration, test, map, activate — orders flow in and fulfillment flows back.
Connect BigCommerce: pull orders in, push fulfillment out
Copy your Store hash and Access Token from BigCommerce Settings → API, paste them into Integration, test, map, activate — orders flow in and fulfillment flows back.
Connect Etsy: pull orders in, push fulfillment out
Find your numeric Shop ID in your Etsy shop admin URL, copy the API key from Etsy Developers, paste both plus your OAuth access token into Integration, test, map, activate — orders flow in and fulfillment flows back.
Connect TikTok Shop: pull orders in, push fulfillment out
Copy your App Key and App Secret from TikTok Shop Partner Center, authorize your shop to get an access token, paste everything into Integration, test, map, activate — orders flow in, fulfillment and inventory flow back.
Connect Temu: pull orders in, push fulfillment out
Get your App Key and App Secret from Temu Partner Platform, authorize your app in Seller Center for an access token, paste them into Integration, test, map, activate — orders flow in and fulfillment flows back.
Connect SHEIN: pull orders in, push fulfillment out
Authorize your store on the SHEIN open platform, exchange the tempToken for openKeyId and SecretKey, paste them into Integration, test, map, activate — orders flow in and fulfillment flows back.
Connect FedEx: live rates, labels, and tracking
Get the API Key and Secret Key from your FedEx Developer Portal project plus your 9-digit FedEx Account Number, paste them into Carrier Accounts, test, map services, and start rating and shipping.
Connect USPS: live rates, labels, and tracking
Get your Consumer Key and Consumer Secret from USPS Developer Portal, paste them into Carrier Accounts, test, map services, and start rating and shipping.
Connect DHL Express: live rates, labels, and tracking
Get the API Key and API Secret from your approved MyDHL API app in the DHL Developer Portal, paste them plus your DHL Express Account Number into Carrier Accounts, test, and start rating and shipping.
Connect CJ Dropshipping: pull products, publish, then dropship orders
Fill your CJ API Key as api_key in the generic editor, test on the Sourcing side, set pull keywords, pull products into the pool, publish them, and push to Shopify.
Connect Target Plus: pull orders in, push fulfillment out
Copy the Partner API address, Client ID, and Client Secret from your Target+ onboarding email and Partner Portal, paste them into Integration, test, map, activate — orders flow in and fulfillment flows back.
Connect Best Buy: pull orders in, push fulfillment out
Copy your API Key from Best Buy Mirakl Seller Portal, paste it into Integration, test, map, activate — orders flow in and fulfillment, product and inventory updates flow back.
Connect Newegg: pull orders in, push fulfillment out
Find your Seller ID, API key and Secret key in Newegg Seller Portal under API Settings, paste them into Integration, test, map, activate — orders flow in and fulfillment, products and inventory flow back.
Connect Wayfair: pull orders in, push fulfillment out
Copy your Client ID and Client secret from Wayfair Partner Home, paste them into Integration, test, map, activate — orders flow in and fulfillment flows back.
Connect Home Depot: pull orders in, push fulfillment out
Take the API base URL and API key from your Home Depot supplier onboarding, paste them into Integration, test, map, activate — orders flow in and fulfillment flows back.
Connect Lowe's: pull orders in, push fulfillment out
Find the Mirakl API base URL in your Lowe's Mirakl Seller Portal API documentation, copy your API Key from username → API Key, paste both into Integration, test, map, activate — orders flow in and fulfillment flows back.
Connect Overstock: pull orders in, push fulfillment out
Take the API base URL and API key from your Overstock partner integration docs, paste them into Integration, test, map, activate — orders flow in and fulfillment flows back.
Connect DHgate: pull orders in, push fulfillment out
Copy the API gateway URL and App Key from the DHgate developer console, get the access token through the DHgate OAuth flow, paste them into Integration, test, map, activate — orders flow in and fulfillment flows back.
Connect AliExpress: pull orders in, push fulfillment out
Copy the gateway URL, App Key and App Secret from your AliExpress App console, get the OAuth Session for your seller account, paste them into Integration, test, map, activate — orders flow in and fulfillment flows back.
Connect Wish: pull orders in, push fulfillment out
Get a Wish Merchant OAuth2 access token, paste it plus the API base URL into Integration, test, map, activate — orders flow in and fulfillment, products, and inventory flow back.
Connect TrueCommerce: order messages in, shipment and invoice messages out
Ask your TrueCommerce account team for the Base URL, fill in an API key or your OAuth client credentials, test, set up trading partner mapping, activate — order messages flow in and shipment and invoice messages flow back.
Connect B2BGateway: orders in, shipments and invoices out by EDI
Ask your B2BGateway account team for the Base URL, copy the API Key from your B2BGateway account, paste both into Integration, test, map each trading partner, and activate — order messages flow in and shipment and invoice messages flow out.
Connect Amazon FBA: sync FBA inventory only
A separate connection from Amazon SP-API that reuses the same credentials: paste the same eight fields into Integration, test, check the SKU mapping, activate — FBA inventory flows in, nothing else does.
Connect SPS Commerce: EDI orders in, ASNs and invoices out
Copy the API Base URL from your SPS onboarding documents, take the Client ID and Client Secret issued together when your SPS account was opened, paste all three into Integration, test, map each trading partner, and activate — 850 orders flow in and 856 / 810 documents flow out.
Connect Rithum (Dsco): orders in, ASN and invoice messages out
Get the Client ID and Client Secret for your Rithum supplier account, leave the API Base URL empty for production or fill in the sandbox address to try first, test, set up trading partner mapping, activate — orders flow in and ASN and invoice messages flow back.
Connect Cleo Integration Cloud: exchange EDI files through partner mailboxes
Fill in your Cleo instance address and the mailbox username and password your Cleo administrator issued, test the sign-in, map each partner, activate — EDI files flow in and out through the partner mailbox.
Connect Ordoro: verify your API credentials
Create an API key in Ordoro under Settings → Account Settings → API Keys, paste its Client ID and Client Secret into Carrier Accounts, and test — the test uses HTTP Basic to list your shippers read-only and confirm the credentials work.
Connect ShippingEasy: verify your API credentials
Copy your API Key and API Secret from the same ShippingEasy API Credentials page, paste them into Carrier Accounts, and run the signed test — this verifies credentials only.
Connect AliExpress Dropshipping: pull sourcing products into the pool
Create a Dropshipping app on AliExpress Open Platform, fill its App Key and App Secret into the Sourcing-side connection form, test there, then pull products into the pool and review them into your own products.
Connect OpenText Trading Grid: EDI documents in and out
Create the connection in Integration under EDI connections, fill in the transport method, host, username and password or private key exactly as your OpenText onboarding pack gives them, test what the credential shape looks like, map each trading partner, and activate.
Connect NetSuite: pull orders in, sync customers, invoices and products
Find your Account ID in NetSuite, paste a ready OAuth2 access token with the rest_webservices scope into Integration, test, map, activate — sales orders flow in, and customers, invoices and products sync both ways.
Connect Dynamics 365 Business Central: pull orders and customers in, check inventory
Register an app in Microsoft Entra, create the matching app record inside Business Central, paste the Tenant ID, Client ID and Client Secret into Integration, test, map, activate — sales orders and customers flow in.
Connect Microsoft Dynamics 365 Finance & Supply Chain: pull sales orders in
Register an app in Microsoft Entra ID, register that same app inside Finance & Operations and bind a user, paste the environment URL and the three credential fields into Integration, test, check the mapping, activate — sales orders flow in.
Connect SAP S/4HANA: pull sales orders and customers in
Enter your S/4HANA OData base URL, add one complete credential set — a Basic communication user or an OAuth2 client-credentials set — then test, map, and activate to pull sales orders and customers.
Connect SAP Business One: pull orders and customers in, check inventory
Fill in the Service Layer URL without the /b1s/v2 suffix, the CompanyDB, and a B1 username and password, then test, map, and activate — orders and customers flow in and inventory can be checked.
Connect Sage Intacct: sync customers, invoices, and products
Get a Client ID and Client Secret in the Sage Developer Portal, authorize a dedicated Web Services user, paste the values into Integration, test, map, and activate — customers, invoices, and products sync both ways.
Connect Sage X3: verify Sync API connectivity for your folder
Collect the seven values issued at tenant onboarding — environment, Sync API base URL, folder, tenant API key and the Sage identity OAuth pair — fill them into Integration and test: the test exchanges a token and probes your folder. This connection verifies connectivity only and does not sync orders, inventory or customers.
Connect Sage 100 / Sage 300: verify Sage 300 Web API connectivity
One connection covers both products and the variant field decides which one you mean: sage300 runs a real connectivity test against the Sage 300 Web API with your service address, company code and user account, while sage100 returns an honest not-available result. Fill in variant, base URL, company, username and password, then test — Sage 300 first.
Connect Acumatica: pull orders and customers in, check inventory
Sign in to your Acumatica instance with a dedicated API user, fill in the instance URL, company, and endpoint version in Integration, test, map, and activate — sales orders and customers flow in and inventory can be checked.
Connect Odoo: pull orders and customers in, check inventory
Create an API Key in Odoo under My Profile → Account Security, fill in the instance URL, database, username and API Key in Integration, test, map, activate — sales orders and customers come in and inventory can be checked.
Connect Epicor Kinetic: pull orders and customers in, check inventory
Create a service account and an API Key in Epicor Kinetic, fill in the server base URL, Company ID, username, password and API Key in Integration, test, map, activate — sales orders and customers come in and inventory can be checked.
Connect Oracle Fusion ERP: pull orders and invoices in
Fill in your Oracle Fusion instance URL in Integration and sign in with either a Fusion REST username and password or a pre-obtained OAuth bearer token, test, map, activate — sales orders and invoices come in.
Connect IFS Cloud: verify IAM credentials and list projections
Fill your IFS Cloud URL, IAM Client ID, Client Secret and IAM Token URL into Integration and test: the system exchanges a token and lists projections to prove the credentials work. This connection verifies connectivity only and does not sync orders, customers or inventory.
Connect QuickBooks Online: orders, customers, invoices, payments and inventory
Take the Realm ID (Company ID) from QuickBooks under the gear icon → Account and settings → Billing & subscription, get an access token in the Intuit Developer OAuth2 playground for your app, fill both into Integration, test, map and activate. The token expires after 1 hour, so a failed test usually just means a fresh token is needed.
Connect Xero: pull orders, customers, invoices and products, check inventory
Complete the OAuth2 flow for your app on developer.xero.com with the three read scopes, copy the Tenant ID from the connections list, paste both values into Integration, test, map, activate.
Connect Fishbowl: pull sales and purchase orders in, check inventory
Point Integration at your own Fishbowl Server address, sign in with a Fishbowl username and password, approve the integration app once under Settings → Integrated Apps in the Fishbowl client, then test, map, activate.
Connect Cin7: pull orders and customers in, check inventory
In Cin7 Omni at go.cin7.com, open an API connection and note its username and password, fill just those two fields into Integration, test, map and activate — sales orders and customers come in and inventory can be checked.
Connect Brightpearl: pull orders in, check inventory
First get app_ref and dev_ref from your app in the Brightpearl developer portal, then run the OAuth authorization for your account to get the access token and the api_domain for datacenter, fill all five fields into Integration, test, map and activate — sales orders come in and inventory can be checked.
Connect Logiwa: push orders out, check inventory
Use a Logiwa account email and password with API access in the WMS connection, test the real token sign-in, map, and activate — orders go to Logiwa and inventory can be checked.
Connect Oracle WMS: check inventory only — no order push
Fill in the IDCS Client ID, Client Secret, Token URL and your tenant instance address in the WMS connection, test the OAuth token exchange, and activate for inventory checks. Orders are not pushed to Oracle WMS by this connection.
Connect Item WMS: push orders and receipts, sync products and inventory
Ask UNIS for your Company ID, Customer ID and Facility ID, fill in your Item WMS username and password in Integration, test the sign-in, check the mapping, then activate outbound, inbound, labels, products and inventory.
Connect FedEx Freight: get LTL rates and track freight shipments
Get a Client ID and Client Secret from the FedEx Developer Portal, fill them in with your Freight Account Number in Integration, test with sandbox credentials first, then switch test_mode to production for live LTL rates and tracking.
Connect Google Maps: route distance, duration and ETA for TMS lanes
Create a project in Google Cloud Console, enable the Routes API, create an API key, fill that single api_key into Integration, test it with one real Routes call, pick the route planning template and activate — TMS then gets distance, duration and route for lane cost and ETA.
Connect Mapbox: route distance, duration and ETA for TMS lanes
Copy an Access Token from account.mapbox.com → Access Tokens, fill that single access_token into Integration, test it with one real Directions call, pick the route planning template and activate — TMS then gets distance, duration and route for lane cost and ETA.
Connect Motive: bring fleet vehicle locations into tracking
Complete the Motive OAuth 2.0 flow outside this system, paste the access token into Integration, leave the API base URL on its default unless you use a regional endpoint, test, map and activate — vehicle locations then feed TMS tracking.
Connect Samsara: bring fleet vehicle GPS into tracking
Generate an API Token in the Samsara Dashboard under Settings → API Tokens with fleet, vehicles and stats read access, paste it into Integration, pick the US or EU base URL for your region, test, map and activate — vehicle GPS then feeds TMS tracking.
Connect Terminal49: track containers by container, bill of lading or booking number
Get a free Developer Key yourself at app.terminal49.com/developers/api-keys, paste it as the single api_key field in Integration, test, map and activate — container milestones, vessel schedules and terminal availability then feed your drayage tracking.
Connect Vizion: track containers with milestones from a sales-issued API key
The Vizion API Key is issued by Vizion sales when your account is opened — there is no self-service signup. Paste the key as the single api_key field in Integration, test, map and activate, and container milestones then feed your drayage tracking.
Connect ShipsGo: track containers by container number or master bill of lading
Create a free ShipsGo account, copy the API Key from the INTEGRATION section of the dashboard, paste it as the single api_key field in Integration, test and activate — carrier milestones and vessel ETAs then feed your drayage tracking. New accounts get 3 free tracking credits.
Connect TimeToCargo: track containers, bills of lading and bookings
Generate an API key in your TimeToCargo Personal Account under "API for Developers", paste it as the single api_key field in Integration, test and activate — carrier milestones and ETAs then feed your drayage tracking. The 7-day trial includes 50 shipments with full API access.
Connect DoorDash Drive: quote, dispatch and track local deliveries
Copy Developer ID, Key ID and Signing Secret from the Credentials page of the DoorDash Developer Portal, set one pickup option in Integration — a pickup address, or an External Business ID plus External Store ID pair — test, and start requesting DoorDash Drive deliveries.
Connect Uber Direct: quote, dispatch and track local deliveries
Copy Client ID and Client Secret from your app at direct.uber.com → Developer → API credentials, copy the separate Customer ID from the Developer page, fill the pickup address as a JSON string in Integration, test the token exchange, and start requesting Uber Direct deliveries.
Connect Loop Returns: returns arrive by webhook, flag and process them in the warehouse
Create an API key with the returns scope in Loop admin under Returns Management → Tools & integrations → Developer Tools, fill that single key into Integration, understand why the test stays pending verification, then activate — returns arrive by webhook and the warehouse can flag and process them.
Connect ReturnGO: pull RMAs in by API, with return labels
Generate an API key in ReturnGO dashboard under Settings → API, copy the API server URL from the Servers section of the official API documentation, fill in the key, shop domain and server URL in Integration, pass a real read-only probe, then activate — RMAs are pulled in by API and return labels are supported.
Connector directory: sales channels & EDI platforms
Every sales-channel and EDI connector: what it syncs, exactly which fields the connection wizard asks for, and where to get each value in the platform’s own admin.
Connector directory: carriers & shipping aggregators
Direct carrier connections (UPS, FedEx, USPS, DHL) and one-key aggregators (Shippo, EasyPost, ShipEngine, ShipStation, Easyship, AfterShip, Sendle): the exact fields each wizard asks for and where to get them.
Connector directory: ERP, external WMS & operations platforms
ERP systems, external WMS platforms, fleet/telematics, container tracking and last-mile delivery platforms: the exact fields each connection wizard asks for and where to get them.
Create a Connection: the general flow
The same five steps work for every connector: pick it in the Marketplace, name the connection, fill the credentials, test, then map and activate. Plus simulation mode for when you have no keys yet.
From Flow Template to Flow: build, configure, activate
How the three pieces fit together — Connection, Flow Template, Flow — and the steps to turn a template into a running flow: bind connections, dry-run, publish, and manage it afterwards.
Flow monitoring & troubleshooting
Where to watch flow runs, how to read a failed run down to the node that broke, and the five failures you will actually meet — symptom, cause, and the fix you can do yourself.
Public Webhooks: push order, shipment, and invoice events to your own system
Subscribe to Docklify events — order created, order fulfilled, shipment shipped, invoice issued, delivery completed — and receive them as signed HTTPS posts on your own endpoint, with test pings, automatic retries, and a delivery log.
Connect Shopify: pull orders in, push fulfillment out
Create a custom app in Shopify Admin, paste the Admin API token into Integration, test, map, activate — orders flow in and fulfillment flows back.
Connect UPS: live rates, labels, and tracking
Create an app in UPS Developer Kit, paste the OAuth Client ID / Secret plus your 6-digit Shipper Number into Carrier Accounts, test, and start rating and shipping.
Connector Marketplace: browse and connect
All platforms, carriers, aggregators, ERPs and EDI providers in one place: filter by category and start a connection.
EDI Management: EDI Connections and Partner Setup
Connect a retailer through an EDI platform in one wizard, map its documents without code, and follow every transmission in plain language.
Flow Templates: reusable blueprints
Templates are generic blueprints (placeholder nodes, not runnable). Clone one into a real flow, or save a working flow as a template.
Inventory allocation: split one warehouse’s stock across channels without overselling
Sell the same SKU on Amazon, Shopify, and eBay at once: decide how much each channel may sell, keep a safety buffer, and let the system push the right number to each channel.
Product sync is now four nodes: inventory, price, images, profile
The old “inventory + products” nodes ran everything at one rhythm — it never quite worked. Now four separate nodes: inventory every 15 minutes, price daily, images and profile on demand.
WES Control Tower: watch devices, queues and due-time risk on one screen
The Control Tower is the WES app home screen: a device wall, throughput KPIs, station queues, due-time risk and the automation switch status, refreshed live.
Devices and stations in WES: register equipment, set up the simulator, mirror packing stations
Devices and stations are managed inside the WES app: register a device with its capabilities, tune simulator latency and fault injection, create stations and mirror packing stations so automation can send them work.
Release and dispatch policies in WES: immediate, drip, pass-through
Policies decide how warehouse tasks are released to automation and how device jobs are dispatched. Set them in WES → Policies: release rhythm (immediate or drip), direct pass-through, plus the dispatch and exception rules.
Run a WES demo in the WES app: start a fresh round and walk the three storylines
The demo lives in the WES app now: open the Demo Center, check the current round, and walk the AMR, conveyor and fault storylines with the Control Tower and 3D view filtered by round.
Docklify IoT: turn the module on and find your way around
IoT is an add-on module that starts switched off. An organization admin turns it on once, then the whole team manages sensors, gateways and lights from one place.
Onboard a device: register, bind and accept it in the wizard
The wizard takes four steps — category, adapter, registration details, then binding and acceptance. Registration is not acceptance: a device only counts as in service once it is accepted.
Health board, thresholds, groups and bindings: day-to-day care
Health is derived live from real reports — never typed in by hand. Tune how strict it is per device category, keep devices grouped, and keep bindings honest about where things actually are.
Give your AI assistant write access and check the audit trail
For Owners and Admins: turn on Rollie’s sales-order drafting tool by tool, set the daily limits, read the recent write operations audit on the same page, and switch everything off again in one move.
Agent Crew: hire and manage digital employees
Manage AI employees like people: roster, a 7-step onboarding wizard, knowledge pack, written exam, Copilot probation, and approval queue.
Documents: upload and find files
Get files in with structured metadata, auto-captured task photos from WMS/TMS/Drayage/LastMile, then search and download via signed URLs.
Documents: sharing links and permissions
Send files to outside partners with password-optional share links, run batch operations, and understand who can see what.
Documents: OCR and power features
Search the text inside images with OCR, recover deleted files from the 30-day trash, plus audit logs, storage quotas, duplicate detection, and watermarks.
Documents: ask AI about a file
Open a contract or invoice and ask the AI "what are the payment terms?" — the answer comes straight from the document’s OCR text.
Documents: AI auto-classification & tagging
Uploaded documents are automatically analyzed by AI: document type (contract/invoice/BOL…) plus key info like contract number, amount, dates and counterparty. Wrong tags can be corrected — corrections teach the AI.
Knowledge App: your tenant knowledge base
A private knowledge base per tenant: build categories, upload documents (auto-chunked and vectorized), full-text search, and Q&A with cited sources.
Knowledge Base Admin: Maintaining Your Knowledge Base
Maintain your own tenant knowledge bases in the Knowledge app: create bases, add documents from the document center or by upload, organize categories, fix chunks, test retrieval, work the feedback queue and read the statistics.
Documents: electronic signatures
Send a contract for signing right inside the system — signers draw their signature on phone or desktop, no printing or scanning.
AI Rollie: the AI assistant
Chat with your business data: ask about orders, inventory, shipments, tickets, and KPIs in plain language.
AI Rollie scheduled tasks: let Rollie work on a schedule
Set up recurring tasks in AI Rollie: pick a report or write an instruction, see the Credit estimate before you enable, and let results, pauses, and monthly limits manage themselves.
YMS: appointments before arrival
Book a time window for each truck (AP-000001) with carrier, driver and plate numbers; editable only while scheduled.
YMS: Entries — gate check-in and check-out
Check trucks in under Entries, print the Entry Ticket (ET-000001), and scan the same ticket to check out; on mobile, link a receipt or load by Reference # and take driver and vehicle photos.
Dock recommendations: area-to-dock preferences, time windows and dock capabilities
Tell the system which dock to suggest first for each staging or storage area, set the two time windows, review the change history, and record what each dock can handle.
YMS: equipment and yard spots
See which trailers and containers are in the yard, who sits where, and spot occupancy on the dashboard.
YMS: movement tasks (move equipment between spots)
Create a move order (MV-) to take a trailer from one spot to another; the mobile app walks the driver through pick and drop.
YMS: yard check (counting what is actually in the yard)
Periodically count the equipment actually sitting in the yard and compare it against the system records.
YMS Yards: Creating and Configuring a Yard
Create a yard in YMS, link it to a warehouse if you want, fill in its address, then find, edit or delete it from the yard list.
YMS Yard Layout Editor: Generating and Editing the Yard Layout
Generate a yard layout in one click, or draw it yourself in four steps — outline, zones, spots and docks — then preview in 3D, save the draft and publish.
Yard 3D visualization: see your whole container yard at a glance
Blocks, slots, gate lanes and trailers in 3D, colored by occupancy — green means room, red means full. Click anything to see the stack detail; snapshot or live mode.
Filters, camera and pick path: work the 3D yard like a pro
Six stackable filters (zone, equipment type, occupancy, reefer, hazmat, overdue), mouse controls, preset views, the minimap, screenshot export and container pick-path planning.
Zones mode: draw functional areas on the yard map
Layout Editor zones: ten area types (container, reefer, hazmat, gate…), drawn as polygons, auto-colored, rendered flat on the 3D yard. How to add, edit and delete them.
Claim Your Warehouse on Yardor
Your facility may already be listed in the Yardor directory. Claim it with a 6-digit verification code — or manual review — to take ownership of the page and open your free Yardor workspace.
Correct or Remove a Directory Listing
Wrong phone number, old address, or a listing that should not be there? Submit a correction or a removal request from the facility page — no account needed.
Ask Rollie: the assistant on yardor.com
The chat bubble at the bottom right of yardor.com is Rollie, our AI assistant. Here is what it can help with, and how to reach a person instead.
Reschedule an Appointment, or Join the Waitlist
Plans changed? Move your appointment to a new time in one step. The day you want is full? Join the waitlist and we hold the first opening for you.
Assign a Driver and Get Their Confirmation
After a booking is confirmed, assign the driver right in Yardor. The driver confirms through a link — no account needed — and both sides see the answer.
Managing Your Carriers on Yardor
Add carriers from the directory, approve applications, group carriers, and block a carrier when you have to.
Book an Appointment for a Carrier (Proxy Booking)
When a carrier phones or emails you a load instead of booking online, create the appointment for them in Yardor. It is confirmed right away, and the carrier sees it in their own portal.
Working the Gate: the Gate Screen and the Gate Role
If your warehouse has a dedicated person at the gate, give them the Gate role: they sign in straight onto a big-button gate screen that only does arrivals — scan, check in, assign a door, check out.
Walk-Ins and the Gate Blocklist
A truck with no appointment is a walk-in: the driver can register themselves, or your team registers them at the gate. Either way nothing is approved until your staff check it — and drivers or vehicles you never want back go on the gate blocklist.
Gate Check-In and Yard Management on Yardor
Check trucks in and out at the gate by scanning their visit code, handle walk-ins from the poster code, and manage yard spots, on-site trailers and move tasks.
Auto-Approval: Let Straightforward Bookings Confirm Themselves
Turn on auto-approval so carrier bookings that pass your rules are confirmed automatically — and learn how to read the checklist card on the ones that still come to you.
Optimization Suggestions: Load Alerts, Off-Peak Options, Door Suggestions and Long-Dwell Flags
How to read the suggestion panel in your warehouse console: busy-day alerts, off-peak options, suggested doors, risk notes and long-dwell flags — and what the data notes underneath them mean.
Gate Check: Compare the Truck at the Gate With the Booking
How to check a vehicle at the gate: add the gate photos, type what you see on the plate, trailer and seal, read the three results, and decide what to do when a number does not match.
Reports: How Your Dock Performed
See how your dock performed in any period you choose: appointment counts, on-time and cancellation rates, door utilization, and a CSV export of the appointment detail.
Your Scorecard and Appointment Export
Your carrier scorecard shows your own record across all warehouses and per warehouse — appointments, completions, on-time and no-show rates — and you can export your appointments as a CSV.
The Schedule Board: Week, Month, and Dock Board Views of Your Appointments
Planning views live on their own page: the Schedule board. See the week (or a single day) laid out by door and time, scan a whole month, or watch today’s dock board door by door. Working the appointments themselves still happens in Appointments.
Invite Carriers in Bulk
Bring the carriers you already work with onto Yardor in one batch — build the list, check every match, and track who joins.
Reservation Rules: Hold Capacity for Carriers You Count On
Set aside part of your capacity for a chosen carrier, carrier group or client — and let anything unused return to the open pool at the release time you set.
Doors, Schedule and Capacity: Set Up How You Take Bookings
Set up your dock doors, weekly schedule, load types, capacity and booking rules so carriers can only book slots you can actually take.
Your Facility Page and Arrival Guide
After claiming, your facility profile is your public page: contacts, hours, services, brand images, publishing and the arrival guide drivers read before they come.
Register Your Carrier Company
Your company may already have a listing in the Yardor directory. Claim it with a quick code check — or register a new profile if there is none.
Company Profile and Verification
Keep your public carrier profile current, finish verification, and understand your trust tier and the unverified booking quota.
Warehouse Settings: Notifications, Reminders, Gate, Blocklist, Verification, Team and Billing
The Settings page runs your warehouse’s everyday rules in eight tabs — Notifications, Reminders, Gate & walk-ins, Blocklist, Auto-approval, Driver verification, Team & tiers, and Billing & upgrade. Each tab saves on its own, and only an admin can change them.
Upload Documents to an Appointment
Attach the bill of lading, packing list or purchase order to an appointment so the warehouse and the carrier both work from the same papers.
Your Appointments on a Calendar, and Warehouse Details in the Portal
My appointments now has a calendar view next to the list — Yardor remembers which one you picked. And warehouse names across the carrier portal now open a warehouse detail page inside the portal: address, receiving hours, contact details and the arrival guide, without leaving your account.
Recurring Appointments: Set the Weekly Pattern Once
If you visit the same warehouse at the same time every week, save it as a recurring series: Yardor books the appointments for you a few weeks ahead, and you can skip, reschedule or cancel any single visit without touching the rest.
Let Yardor Read the Photo First: Gate Recognition and Document Prefill
Gate photos and booking documents can be read right in your browser: recognized numbers are prefilled with a confidence mark for the gate check, and BOL details are offered as suggestions you confirm one by one — nothing is filled in or changed without a person.
Driver Check-In: Find Your Appointment at the Gate
Arrived at the warehouse without a check-in link? Open the warehouse’s public page, tap “Check in with an appointment”, enter your phone number, confirm it is you — and your check-in pass appears.
Driver Verification (DriverPass): Checking Driver Documents Before Arrival
How driver verification works end to end: the warehouse reviews a driver’s licence, insurance and vehicle photos before the visit; carriers keep the vehicle list current and follow each result; drivers send their documents from a link — no account needed.
Install the Yardor Yard App
Download the Yardor Yard App for Android from yardor.com, allow the one-time install permission, sign in with Remember me, and keep the app up to date with in-app updates.
Your Warehouse Overview: Today, What Needs You, and Your Plan Usage
The Overview is the home page of your warehouse console: today’s appointments, the requests waiting for your confirmation, whether your directory listing is published, and how much of your free plan you have used.
The Appointment Inbox: Requests Waiting for Your Answer
The Appointments page opens on the Inbox — every request waiting for your confirmation, across all days. Confirm one by one or in bulk, propose another time, decline, restore expired requests, and switch to the List or Waitlist when you need them.
One Appointment, in Full: Details, Dock Door, Messages and Timeline
Open any appointment to see everything about it in one place — and to confirm it (with its dock door), propose a new time, decline it, change its door later, message the carrier, and read its full timeline.
Yard Check Differences: Review and Resolve What the Yard Check Found
When a yard check reports something that does not match the yard record — a trailer somewhere else, a number read differently, a vehicle already gone — it lands here for a supervisor to confirm a fix or dismiss the report.
Onboarding: Set Up Your Warehouse — and Upgrading When You Outgrow the Free Plan
The Onboarding wizard takes you from a claimed listing to a bookable warehouse in three steps: facility profile, docks and doors, done. And when the free plan is no longer enough, the upgrade keeps the same warehouse, doors and appointments — nothing migrates.
Your Account and Signing In: Password, Remember Me, Google, and Your Memberships
One Yardor account signs you in everywhere. Set or reset your password, choose how long you stay signed in, optionally connect Google, and see — and grow — the warehouses and carriers your account belongs to.
Download and Install Yardor Device Hub on Your Warehouse Computer
Device Hub is the free desktop app that connects your label printer and scale to Yardor, so printing and weighing happen right at the dock. Download it for Windows or Mac, pair it once with your warehouse, and plug in your devices.
The Public Side of Yardor: Directory, Facility Pages, and the Pages Everyone Can See
Before anyone signs in, Yardor is a public directory: a home page, a searchable warehouse directory with a map and distance search, a public page for every facility, pages for warehouses and for carriers, the Help Center, and a note on where the data comes from.
Book an Appointment as a Carrier
Find a bookable warehouse, walk the four booking steps — time slot, load details, driver, review — and understand what happens after you send the request.
Find and Save Warehouses
Search the directory by name, place, service or distance, read the Bookable and Partner badges, and save the warehouses you use often so they stay one tap away.
Your Carrier Team and Invitations
Invite teammates by email, give each person the right role, accept invitations sent to you — and connect when a warehouse invites your company.
The Carrier Portal Home Page
What the carrier portal home page shows: your companies and their verification, your unverified booking quota, and your next open appointments across every warehouse.
Driver Links: Check Out and Report a Late Arrival
One link carries the driver through the whole visit — confirm the trip, show the gate pass, check out when leaving, and send a late notice when running behind.
Put the Gate Screen on Your Phone’s Home Screen
Install the Yardor gate screen as a home-screen app on Android or iPhone: one tap opens it full screen, straight to the gate. Installing is optional — the gate screen works exactly the same in your browser.
Working the Gate in the Yardor Yard App
Gate work in the Yardor Yard App: today’s queue, scanning a driver’s code, confirming entry and exit, plate checks, picking a spot, handling pending verifications, registering walk-ins, gate photos, and showing the arrival credential.
Yard Moves in the Yardor Yard App
Claim a yard move on your phone, run it step by step — scan to verify the equipment, confirm the pick with a photo, drop it at the target — and report an exception with a reason when the move cannot go as planned.
Yard Checks in the Yardor Yard App
Walk a yard check on your phone: work the list zone by zone, confirm what is in place, report what is not — missing, misplaced, wrong number, seal issue, or an extra vehicle — and close the check with the four-count summary.
More, Sync and Offline Work in the Yardor Yard App
Everything under More in the Yardor Yard App — sync and conflicts, language settings, your device, switching warehouse, signing out — and how the app keeps your work safe offline: the outbox, stale snapshots, and which actions need a connection.
TMS: transport orders
Create transport orders (TO-000001) by hand or from WMS loads, and pick the right mode: LTL, FTL, or parcel.
TMS orders: bulk import and create from a WMS load
Create many transport orders at once from a CSV/Excel file, or prefill the new-order wizard from a WMS load.
TMS Shipments: Consolidating Orders into Shipments
Pick two or more pending-dispatch transport orders in TMS → Shipments and consolidate them into one shipment that travels together — then advance it step by step to Delivered and Billed on its detail page.
TMS: dispatch & tendering
Assign a carrier directly, or send tenders for carriers to accept/decline in the Carrier Portal; consolidate orders into a shipment (SH-).
Dispatch Center: using the dispatch board
Drag cards across the four columns, open an order to see smart recommendations, and dispatch manually, automatically, or by tender.
Dispatch Center: reading smart recommendations
How the 9-dimension score is built, what each line of the explanation means, and how to read the DAT price comparison.
Dispatch Center: configuring the rule engine
Build IF/THEN rules, order them by priority, and dry-run any order to see which rule matches — before anything goes live.
TMS Appointments: Dock Scheduling and Check-in
Book a pickup or delivery appointment with a time, location, driver and truck, then work the day’s list: filter by date, expand a row, check the driver in and mark it done.
TMS: in-transit tracking
The status chain picked_up → in_transit → out_for_delivery → delivered, GPS-stamped tracking events, driver updates from the mobile app, and POD sign-off.
TMS: freight billing
Build freight bills (FB-), audit them against quoted costs within tolerance, add accessorials, file claims, and split by merchant.
TMS: DAT benchmark rates
Import DAT rate exports (CSV) and compare them against your carrier rates — see whether a quote sits above or below the market.
TMS Claims: Filing and Tracking Freight Claims
File a freight claim for damage, loss, shortage or delay in TMS → Claims, then track it from Open to Investigating to Resolved — claimed and settled amounts side by side.
TMS Reports: Transport Performance and Cost Reports
Five standard reports in TMS → Reports — volume, on-time rate, cost, exceptions and carrier payables — over the last 7, 30 or 90 days, with summary cards on top and a CSV export on every tab.
Driver App: accept jobs, check in, and close POD
Swipe to accept a dispatch, check in at the four stops (arrive/load/arrive/unload), capture signature POD, and report exceptions — all offline-capable.
Driver App: voice announcement settings
Turn announcements on/off, pick all or critical-only mode, adjust speed and volume, choose a language, and test the voice — all free and offline.
Drayage orders (DRY-): create a container move
Import pull, export return, empty return, or chassis reposition — every order needs a merchant (cargo owner), locations, and container details.
Drayage quotes (QT-): price before you haul
Base rate plus accessorials; an accepted quote can generate the drayage order. Only draft quotes can be deleted.
Drayage Locations: Terminals, Yards and Delivery Locations
Save every place your drivers go — port terminals, warehouses, customer sites — once, with a structured address, phone and notes, then pick it on orders instead of retyping it.
Drayage Rate Tables: Standard Drayage Pricing
Set your standard prices once — a customer rate per shipper, move type, box size and lane, plus what a driver earns per trip — and quotes and settlements stop being typed from memory.
Drayage Profit Report: Profit per Order, Client, Driver, Vehicle and Terminal
See what each drayage order actually earned: revenue minus driver pay and payable pass-through costs, with every fee line one click away.
Drayage Stage Durations: Where Do Containers Wait — Terminal, Road or Warehouse?
See the average, median (P50) and P90 time each container spends in pickup, transit, delivery and empty return — split by terminal, driver and warehouse.
Drayage Chassis Usage: Days, Daily Rates and Pool Bill Checks
Every chassis trip is recorded — which container, which chassis, which pool it came from, and the start and end dates — so days are counted automatically and you can check your numbers against the pool bill.
Drayage Bills of Lading: One Bill, Many Containers
Every container on the same bill of lading is grouped under one bill, so the whole shipment can be followed by its B/L number.
Drayage DO Intake: From Delivery Order to a Draft Order, With Your Confirmation
Delivery orders that arrive by email — or that you paste in — are read automatically and wait in a review queue. You check the highlighted fields, then confirm to create the draft order. Nothing is ever created without your confirmation.
Drayage Accessorials: What Charges Itself, and Where the Proof Is
Pre-pull, chassis flip and yard storage are charged automatically from job events; overweight needs one confirmation with the weight from your scale ticket or bill of lading. Every automatic charge keeps its proof — the event, the time and the photos — on the charge itself.
Drayage Empty Returns: Terminal Receiving Schedules, Return Recommendations and Site Requirements
Keep each terminal’s empty-receiving hours (by carrier and weekday) in one place, and Docklify will recommend where and when to return an empty — on the dispatch board and on the order. Location notes (site requirements) now show in dispatch, on the order, and in the driver app.
Drayage Demurrage & Per Diem: Dual Deadlines, Return Check and Evidence Pack
Every container runs on two free-time clocks — the terminal one (demurrage) and the carrier one (per diem). See both deadlines on the order, check the actual return against each, preview the possible fees, and export a one-click evidence pack when a charge is disputed.
Moving to Docklify: Import Your Rates and Past Orders
Switching systems does not mean retyping everything: import your rate sheet first, then your historical drayage orders — with a per-row report that shows exactly what landed and what did not.
Drayage Driver Performance: Trips, On-Time Rate, Turnaround and Waiting Time by Driver
See how each driver is doing — trips, containers, on-time rate, average turnaround and waiting time — all from the order events you already record.
Check your container status by email or with the portal assistant
Ask about your own container by email or in the portal assistant: ETA, both last free days, holds, and pickup availability — every answer shows the time the data is from.
Contact support and get container alerts on WeCom (WeChat Work)
Bind your WeCom account once with a one-time code from the portal, then ask about your containers and receive pickup, last-free-day, and appointment alerts right in WeCom.
Drayage dispatch: the board, assignment, and Street Turn
Assign available drivers (shared_drivers) and chassis from the dispatch board; dispatched drivers go on_job, chassis go in_use; Street Turn pairs import empties with export needs.
Drayage tracking & billing (INV-): free time, per-diem, and invoices
Track the container (vessel, discharge, customs hold, last free day), auto-accrue per-diem, then invoice: base + detention + per-diem; POD photos go to the Documents center.
Drayage Appointments: Port and Terminal Appointments
Book a port or terminal time window for a drayage order — by hand or with auto booking — then reschedule, complete, or rebook it from one page.
Drayage Chassis: Chassis Pool and Assignments
Keep one list of every chassis you can use — number, owner, size, location, status and maintenance due date — and assign an available one to an order from Dispatch.
Drayage Settlements: Carrier and Driver Settlements
Pay drayage drivers per trip: generate a settlement for one driver and one period, check every trip line, adjust deductions while it is a draft, then confirm it and mark it paid.
Drayage P0: dual moves, street turns, and smart dispatch
What is new in Drayage P0: warning dashboard, dual-transaction and street-turn pairing, smart dispatch recommendations, accessorial quotes, driver settlements, and the driver mobile app.
Drayage P1: auto booking, container tracking, live map, client portal
What is new in Drayage P1: terminal appointment auto-booking, automatic container tracking, driver live map, client self-service portal, customs inspection linkage, and voice alerts everywhere.
CRM leads: capture and qualify prospects
Create leads with company, contact, source, and tags; move them new → contacted → qualified; convert qualified leads into companies + primary contacts with one click.
CRM companies: one page per customer, full timeline
Click a company to open its detail page: overview (profile, contacts, deals) and the 360 timeline (activities, emails, tickets, deal moves, orders).
CRM deals: the sales pipeline board
Create deals with amount, stage, win probability and product line items; drag them across the kanban board; record lost reasons; convert won deals into OMS sales orders.
CRM activities: log every touch
Record calls, meetings, notes, and tasks against leads, companies, and contacts; tasks carry due dates with overdue badges.
CRM Contacts: Managing Contacts
Keep the people at your customer companies in one list: search by name, email or phone, filter by company, mark one primary contact per company, call from the list and log follow-ups.
CRM Quotes: Creating and Sending Quotes
Build a quote from a deal or from scratch, price it line by line with discounts and tax, then send it, download the PDF, email it to the contact and track it through accepted, rejected or expired.
Workflow automation: if this happens, then do that
Three triggers (deal stage changed, new lead created, quote status changed), AND-conditions, and four actions: send email, create task, assign salesperson, update field. Set it once and stop doing follow-ups by hand.
Lead scoring: Hot / Warm / Cold, automatically
Profile points (company size, industry, source…), engagement points (calls, meetings…), and inactivity decay add up to a score. Hot ≥ 70, Warm ≥ 40 by default — sales starts with the hot pile.
Dedupe & merge: one company, one record
Scan leads, contacts and companies for duplicates (same email, same phone, or a name that matches ≥ 0.85 after normalization). Pick the primary record, pick the winning value for each conflicting field, and merge — related records move to the survivor.
CRM Sequences: Automated Follow-up Sequences
Build a sequence of email and wait steps, enroll leads, and let Docklify send on schedule while you track opens, clicks, and every enrollment.
CRM Templates: Message Templates
Write an email once as a template — name, subject, and body with fill-in variables — then reuse it in every sequence step that needs it.
Sales reports: performance, funnel, export
Two tabs: Performance (won revenue, won deals, win rate, avg deal size, 12-month trend, breakdowns by salesperson and by lead source) and Funnel analysis (per-stage entered counts and conversion). One click exports the numbers to CSV or Excel.
CRM Forecast: Sales Forecast
See what this month or this quarter is likely to close: open deals weighted by win probability, compared with what has actually been won, in total and per salesperson.
AR: accounts receivable invoices (INV-)
Invoice a merchant for what you are owed, track draft → sent → partial / overdue → paid, and collect with the AR aging report.
AP: accounts payable bills (BILL-)
Record bills from vendors, track draft → sent → partial / overdue → paid, and see what you still owe with the open filter.
Payments: record receipts and payments, apply to documents
Record a real receipt or payment (amount, date, method), apply it against an invoice or bill, and watch paid / partial / overdue derive from the remaining balance.
Journals: manual journal entries and fiscal periods
Write a journal entry (debits must equal credits), post it draft → posted, and keep posting out of closed fiscal periods.
Reports: AR aging, profit & loss, balance sheet, and 3PL billing tables
Read AR aging to chase money, profit & loss to see profit, and balance sheet to see what the business owns and owes; the /billing area reuses the 3PL billing rate tables.
Chart of Accounts: Setting Up the Account Structure
Build your account tree in five types — asset, liability, equity, revenue and expense — add sub-accounts under a parent, and disable accounts instead of deleting ones already used.
Client Statements: Generate, Reconcile, Review and Send
Send each client one statement per period — opening balance, charges, payments and balance due, with every invoice and every shipment charge listed. Docklify checks each charge line against the contract rate sheet before the statement can be reviewed and emailed.
LastMile pickups: sending a driver to collect parcels
Create LMP- pickup tasks (contact, address, counts, time window, hub), assign a driver, and mark picked up or failed.
LastMile sort wall: scan-to-sort at the hub
Scan barcodes at the hub, let the system recommend an open slot by route or zone, flag exceptions, and close the slot after loading.
LastMile routes & dispatch: plan the run, assign the driver
Build LMR- routes, run heuristic optimization (nearest-neighbor + time windows + capacity), dispatch manually or by auto-dispatch rules, and monitor the dispatch board.
LastMile delivery & returns: proof, tracking, and take-backs
LMD- deliveries with POD proof (signature/photo/barcode/OTP), public customer tracking links, failed-stop redispatch, and LRT- returns.
LastMile Hubs: Managing Delivery Hubs
A hub is where deliveries gather, get sorted and go out on routes. Create and maintain your hubs — address, coordinates, operating hours and status — and register the vehicles that run from them, all on one page.
LastMile Pool: Delivery Pool and Batching
All deliveries and pickups waiting to be routed land in one pool. Filter them, tick a batch, then assign a driver, send them to the Routing Center, or cancel them.
Control Tower: KPIs, live map, and exception stream
The dispatcher’s morning screen: six KPI cards, a live driver map, a red/yellow exception feed, and today’s route list.
Routing Center: one-click optimization and drag-and-drop
How the PDPTW routing engine plans delivery+pickup routes in ~8 seconds, and how to fine-tune by dragging stops between vehicles.
Deviation re-planning: like Google Maps for your route
When a driver leaves the planned path, the system re-optimizes from the live GPS position — completed stops stay locked.
LastMile Dispatch & Routing Rules: Configuring Assignment and Routing Rules
Two rule pages that work as a pair: dispatch rules decide which driver gets a delivery, routing rules decide how that driver’s route is built — conditions, strategies, hard rules and weighted preferences.
LastMile Zones: Delivery Zones
Draw delivery zones on the map (or import them as GeoJSON), let orders fall into their zone, then run one-click routing per zone and confirm to create the routes.
Driver app: one screen per stop, POD, voice, and offline
Start of day, one-screen-per-stop focus mode, photo/signature/scan POD, voice announcements, and offline-first sync.
COD: cash on delivery collection and settlement
How drivers collect cash/card/QR payments at the door, and how the end-of-day handover reconciles.
Ticket lifecycle: fields, states, SLA, and the daily five steps
TKT- numbering, category and priority fields, the open → in_progress → pending → resolved → closed state machine, auto-computed SLA, and the daily open → read → reply → reassign → close loop.
Assignment & AI triage: who works the ticket
Auto-assignment rules (direct or round-robin), AI triage modes AUTO / REVIEW / HUMAN, auto-linking of related order documents (SO-/OO-/IR-/INV-/RM-), the human review queue for AI-drafted replies, and assigning a ticket to an AI agent (with hand-back).
Tickets AI Drafts: AI-drafted Replies
Review AI-drafted ticket replies in Tickets → AI Drafts: a pending queue with confidence and waiting time, a side-by-side review of the original message and the editable draft, then send, edit and send, reject back to a human, or save the reply to the knowledge base.
Channels & replies: where tickets come from and how to answer
Ticket sources: merchant portal filing with two-way sync, email-to-ticket (IMAP monitoring with dedup), manual creation; replying from the detail page (internal notes vs public replies); batch assign and batch close from the list.
CSAT: customer satisfaction surveys
After a ticket is resolved or closed, the merchant automatically gets a 1–5 star survey by email; results land on the dashboard.
Tickets Performance: Support Team Performance
See how the support team is doing: new and resolved volume, first response and resolution times, SLA attainment, CSAT, a daily trend, breakdowns by status, channel and priority, and one table for human agents and AI agents alike.
People: onboarding & offboarding checklists
Turn onboarding chaos into a checklist: template tasks auto-generated per new hire, ticked off until active; offboarding covers account revocation, handover, and asset return.
Job titles: pick from the master list, never type freehand
Job titles live in one master list per organization. HR maintains it under People → Org chart → Job Titles; employee profiles and Academy job requirements both pick from it, so a position is always spelled the same way everywhere.
People: skill matrix (licenses, skills, languages)
Track licenses, skills and languages per employee with proficiency levels and expiry dates; see the warehouse skill matrix and gap analysis at a glance.
People: performance review cycle (goals, self & manager review, rating)
The standard review cycle: set goals with your manager, self-review, manager review, 1-on-1 meeting, and a final A/B/C/D rating. How each step works and what to write.
Attendance: punching, leave & approvals
Punch in and out on the mobile Attend app (GPS geofence, offline punches, badge scans), check your records, request leave and punch fixes — and for supervisors: approvals, dashboard, reports and attendance rules.
People Badges: Employee Badges and Printing
Print employee badges in People → Badge Studio: pick employees, choose one of six badge templates or the A4 cut-sheet, preview live, lay the badges out on an Avery sheet and print.
People Employees: employee records
People → Employees is the one employee record for each person: contact and organization details, documents with expiry dates, status history, and the login, badge and driver links that other Docklify apps rely on.
Labor: Operators, Dashboard and Workforce Overview
See how the warehouse team is performing: output, hours and units per hour for every operator, measured against your labor standards — plus who is leading, who needs coaching, and what is happening right now.
Labor: Hours Reconciliation — Clock Time vs Work Time
In Labor → Hours Reconciliation, check each person-day: time on the clock should be explained by approved work time and indirect time. Anything left over is listed for a supervisor to review — with the reason shown on the row.
Labor: Indirect Time — Training, Cleaning, Meetings and Other Non-Task Work
Not all paid time is task time. Record indirect time — training, cleaning, equipment maintenance, meetings, count support — by starting it in the WMS App and stopping it when done; a supervisor reviews each entry, and approved indirect time explains the day in Hours Reconciliation.
Labor: How Performance Numbers Are Worked Out
How Labor works out achievement and on-time rates: each kind of work is judged against its own due time with its own denominator, full records are counted with nothing cut off, and the dashboard shows how many days in a row someone has been below target.
Labor Reports: productivity and performance reports
In Labor → Reports, pick a date range and group work by operator, by task type or by day to see output, hours, UPH, errors and damage — then export the same view to CSV.
Labor: Payroll Export — Hours Your Payroll Provider Can Take
From Labor → Reports, export one row per person for a pay period: paid hours, approved work hours, indirect hours, hours pending review and the unexplained remainder — ready to hand to ADP, Gusto or your payroll provider.
Labor Shifts: Define and Manage Shift Patterns
Define the shifts your warehouse runs — a name and a start and end time for each — then switch them on or off, edit them, or remove them. One short list that every supervisor reads the same way.
Labor Standards: engineered labor standards and goals
Set one standard UPH per task type in Labor → Standards. That standard is the goal everyone is measured against: achievement = actual UPH ÷ standard.
View dashboards
The home page has two tabs (Overview and Reports); dashboards now live on their own pages. Read the KPI overview, open and rearrange dashboards, and build reports with the drag-and-drop Builder.
KPIs and exports
The KPI library: 50 ready-made KPIs with definitions and industry benchmarks. How the unified query engine keeps every number consistent, and how exports work — export is a separate permission.
KPI real-time values
How the numbers on KPI cards are computed live: the real-time engine, the 15-minute cache, which 25 KPIs have real values (and their formulas), and why 25 show "not available yet".
Subscription Center: reports to your inbox on a schedule
Subscribe to a report or dashboard and get it by email on a schedule — daily, weekly or monthly (Pacific Time), as PDF, CSV or Excel. A built-in scheduler runs every 10 minutes, and every delivery is recorded in a log you can check.
AI Insights: anomaly stream & ask-your-data
AI Insights watches your KPIs against industry benchmarks and your own alert rules, and answers plain-language questions with real numbers — it never invents figures.
Admin dashboard: one screen for the whole company
KPI cards, subscription & billing, resource usage and 30-day trends — where to read each, and what to do when a quota runs low.
App enablement: turn tenant apps on or off
Hide apps your company does not use; disabled apps leave the app switcher and are blocked on direct access. Admin itself is locked on.
Language settings: display language vs data language
Display language switches all on-screen text and can be changed any time. Data language decides what language built-in data (reason codes, statuses, document templates) uses — it is set at tenant creation and locked afterwards.
Account Profile: Your Profile and Password
See your sign-in email, change the display name others see, and set a new password — all on one page, no administrator needed.
Admin Audit Log: Who Changed What
A read-only record of administrative changes in your organization — filter by date, person or action type to find exactly who did what, and when.
Admin Billing: Subscription Invoices and Payments
See your current subscription at a glance, download past invoices as PDF, and manage text messages — the Credit wallet balance they draw from, the channel switch, send scenarios and send history — all on Admin → Billing.
Admin Scheduled Jobs: Cron Run History
Check whether a background job ran, how long it took and whether it failed: filter your organization’s cron run history by job, status and date on Admin → Scheduled Jobs.
Admin Data Export and Account Closure
Download a complete copy of your data from Admin → Data & Account, follow an export in Recent Exports, and — only after exporting — walk the guarded steps for closing the account.
Admin Staff, Roles and Permissions
Invite people and control their accounts on Staff, shape the role list on Roles, and tick what each role may do in the permission matrix.
Opening the Mobile Panel on Your Computer
Open the mobile web view in a floating phone-shaped panel on your desktop — handy for training, walkthroughs, and light checks without picking up a phone.
Usage and Credit: See What You Have Used and Top Up Before You Run Out
The Usage section on Admin → Billing shows this period’s SMS, AI, storage and order usage, the Credit each one consumed, and your wallet — monthly allowance plus purchased balance — with a daily average, a forecast and an expected run-out date, plus Credit packs you can request in a few clicks.
Platform Agents: Create an Agent with the Wizard
Create a platform agent in six saved steps: basics and employee number, role charter, external account checks, onboarding prompt and restatement review, equipment and exam settings, then enable.
Platform Template Library: Versions, Publishing, Retire & Emergency Disable
How platform staff maintain the built-in UCC label and packing list templates: clone or create drafts, publish versions, push copies to tenants, retire old versions and use the emergency disable only when you must.
App Center: install and manage apps for your organization
Find apps in App Center, review what each app can access, install, upgrade, manage event subscriptions, and uninstall — all in one place. Docklify’s built-in apps — like WMS, Vision, AI Models and IoT — are not marketplace apps: turn them on or off in Admin’s organization settings, under App availability, and open them from the app switcher.
AI usage controls: per-app switches, usage and token packages
Turn AI features on or off per app, see which app burns the most tokens, and buy AI token add-on packages.
Print center: the shared print queue
Every app prints through here: the job queue (cancel queued, reprint failed), printers and hubs, and where the scheduled-job logs live.
Ops: register, certify and govern marketplace apps
How platform operators register apps and versions, run certification reviews, use kill switches, handle dead-letter event deliveries, and control the “App Store open to the public” switch.
Ops: send a service quote and handle negotiation
How ops staff price a service from the catalog, send a quote version to a customer, reply to negotiation messages, and keep internal notes the customer never sees.
Ops: record offline payments and settle service invoices
How ops staff register a wire or check payment against a service invoice, attach the receipt, confirm settlement with a second person, retry a failed card charge, and write off an invoice that cannot be collected.
For customers: review and approve a service quote
How a billing admin reviews a service quote version in the portal, what approving means (including the instalment charge authorization), the $10,000 offline-contract threshold, and how to decline or ask questions.
Ops: mark delivery, handle acceptance, plan changes and refunds
How ops staff mark a milestone delivered, what happens when the customer accepts, disputes, or lets the 7-day acceptance window lapse, how to change a payment plan with a plan change note, and how refunds of received milestones are run with two people.
m.ops: watch operations from your phone (read-only)
The ops monitor in your pocket: five screens — overview, exceptions, tickets, Rollie live, system — at m.ops.docklify.com. It only watches: it never changes anything, and signing in asks for a second verification code.
Support response and resolution times
The first-response and resolution targets that apply when you contact our support team, by ticket priority.
Reaching support and escalating an issue
How to reach our support team, what happens when a chat is handed over, and how to escalate when an issue cannot wait.
Service quotes: what you receive and what approval means
How a service quote reaches you, how long it stays valid, how versions work, and exactly what approving a quote authorizes.
Paying for services: cards, offline payments and invoices
How service milestones are charged, when an offline payment counts as paid, what happens if a card charge fails, and where your invoices live.
Service delivery and your 7-day acceptance window
What you see when a milestone is delivered, how to accept it or raise a concern, and what happens if the 7 days pass.
Payment plan changes and refunds
The rules that protect you when a payment plan changes after approval, and how refunds of money already received are handled.
Subscription billing: invoices, changes and trials
How subscription invoices work, why an issued invoice never changes, how upgrades and downgrades take effect, and what a trial includes.
If a subscription payment fails: retries, grace and suspension
The ladder that applies when a subscription payment cannot be collected — and the promise that suspension never deletes your data.
Your data: retention and export commitments
Your business data belongs to your organization: how long we keep it across the subscription lifecycle, and how you can take it with you.
Access control and payment card data
Who can see your organization’s data, how access is governed by your own admins, and what payment card information we do and do not store.
Asset registry: every device gets an ID card
Forklifts, pallet jacks, scanners, label printers, dock doors — register each device with a number, type, warehouse and status, and stick a QR label on it. Scan to open its page.
Asset loans: who has what, and when it comes back
Request, approve, check out and check in warehouse equipment — scanners, pallet jacks, forklifts. Overdue loans are flagged red automatically.
Daily inspection: the OSHA forklift checklist on your phone
OSHA requires a daily safety check before a forklift starts work. Do it on your phone — one big card per item: pass, fail, or N/A. A failed critical item locks the asset to Under repair automatically and can raise a repair ticket in one tap.
Maintenance: service plans, repair records, and what each asset costs
Stop relying on memory for oil changes: set service plans per asset or asset type, get reminded when they are due, do the work on your phone, and log repairs with parts and costs. Every dollar lands on the asset page.
Spare parts: know you have it before the machine breaks
Parts master data with live stock: part number, category, safety stock and reorder point. In/out/adjust moves per part; anything below its reorder point shows red at the top.
Academy: learn the system, pass the exam, earn the badge
Self-paced courses for every Docklify system. Watch, read, practice, then take the AI-generated exam. Pass (80+) to earn a certificate and a profile badge. Managers can require courses by job role with deadlines.
Courses: one course per system, learn at your own pace
Each Docklify system has its own course with videos, readings and key points. Filter by system and level, enroll, and work through the lessons one by one — finishing unlocks the exam.
Exams & certificates: AI writes the questions, 80 to pass
When you finish a course, the AI writes an exam from the course content — 20 questions: single choice, true/false and short answer. Score 80 or more and you get a certificate on the spot, valid for one year.
Badges: your certificates, shown on your profile
Every course you pass adds a badge to your employee profile — a visible record of what you’re certified in. Passing also stamps the matching skills as certified in your skills matrix.
LabelFlow Overview: Buying and Printing Labels
LabelFlow is the desk where you buy shipping labels for your merchants: carrier accounts and rates on one side, merchant wallets in the middle, and every label — its cost, what you charged, and your markup — on record.
LabelFlow Accounts: Carrier Accounts
Keep every carrier account you ship with in one list: add an account, give it an alias, turn it on or off, and remove it when you stop using it.
LabelFlow Deposits: Wallet and Balance Top-ups
Record every top-up a merchant makes, keep the payment evidence files on the record, and check one merchant’s deposit count and total in seconds.
LabelFlow Invoices: Billing and Invoice History
Import the carrier’s invoice as a simple CSV, run reconciliation, and see line by line — by tracking number — where the carrier billed differently from what you charged.
LabelFlow Labels: Label Inventory and Reprinting
Every shipping label bought in LabelFlow lands on the Labels page as a permanent record — tracking number, merchant, carrier, carrier cost, amount charged and profit. Filter by merchant, carrier, date or tracking number, read the totals, and find any past label again in seconds.
LabelFlow Markups: Markup Rules
A markup is the difference between what the carrier charges you and what the merchant pays you for a label. Set one base markup per carrier for everyone, then give individual merchants their own override rate — percent or fixed — and every quote and label purchase follows the same two-step rule.
LabelFlow Merchants: Merchant Management
A LabelFlow merchant is a buyer of your labels: they keep money in a prepaid wallet and every label they buy is paid from that balance. The Merchants page watches every merchant’s balance, wallet status, label count and violation count, opens a detail page with their deposits and labels, and lets you unban a disabled merchant.
Rate Shopping Has Moved: Settings Now Live in Master Data
The rate shopping setup that used to live under LabelFlow now lives in Master Data — carriers and services, carrier accounts, and the comparison rules each have one home there. This article points you to the right pages.
LabelFlow Shipments: Creating Shipments and Buying Labels
Find any label shipment in one list, follow its status from draft to printed, and open it to check addresses, packages, rate options and the label result.
LabelFlow Violations: Billing Violations and Disputes
See every violation record in one list: how many there are, which merchants are involved, and the type, detail and time of each record — filtered by merchant when you need to dig in.
Return policies: rules that decide what a return gets
Write the return rules once: how many days, whether there is a restocking fee, whether it needs a receipt, whether small returns can be auto-approved. The system matches each return to the right policy by priority and tells you: eligible or not, how much fee, auto-approve or manual review.
Returns dashboard: how returns are really doing
Open RMAs, returns waiting for QC, and what got done in the last 30 days — plus a bar chart of return reasons and the disposition mix. One page to answer "how bad is it, and why?"
Mobile receiving: take returns in on the dock with a phone
Scan or type the RMA number, check the expected vs. received quantities line by line, tap one big Receive button. Big buttons, one column, works with gloves on.
After inspection: shipping out, destroying, locations and return charges
Once a return is graded, each line gets a disposition. Lines that leave the building go through a ship-out confirmation, destroyed lines need a second person to review, restocked lines become a warehouse putaway task, and every step is recorded as a billing event your clients can see.
RMS Return Orders: Create, Inspect and Process Returns
The warehouse-side return document: create a return order with lines, approve or decline it, receive and inspect the goods, set a disposition per line, then resolve the money and close it.
Vehicle files: one record per truck, QR on the body
Plate, VIN, make, model, year, odometer — new vehicles get a 6-tab file (Overview / Documents / Maintenance / Repairs / Fuel / Cost), a QR sticker for the body, and an automatic entry in the Assets registry.
Drivers: who drives which truck
Bind drivers to trucks: scan the body QR on the phone ("I drive this truck") or assign on desktop. The driver name links to the Master Data driver file in a new tab; the Reminder hub watches license expiries.
Preventive maintenance: service plans, a fleet calendar, due reminders
Set service plans by time or mileage ("every 5,000 miles or 3 months, whichever comes first"). The fleet calendar shows what’s due across all trucks; the due list says in plain words how soon; unplanned vehicles get a plan in one tap.
Daily DVIR inspection: pre-trip and post-trip, one screen at a time
Drivers inspect the truck on the phone — one big screen per item: tires, lights, brakes, fluids, documents. A failed critical item locks the truck automatically and can become a repair work order. No signal? The inspection is saved offline and uploads when you’re back online.
Repairs and fuel: work orders that flow, refuels in 30 seconds
Repairs reuse the Tickets engine: photo reports from the phone, dispatch → fix → accept → settle on desktop, costs audited by parts and labor. Fuel: log a refuel in 30 seconds on the phone; the desktop shows MPG trends and flags sudden drops or impossible fill-ups.
Commerce Starter: sell on marketplaces, let Docklify handle orders and shipping
For small sellers who only sell on marketplaces. Orders from Amazon / Shopify / Walmart / TikTok Shop sync into one OMS, shipping labels print in Label Flow, and simple inventory stays up to date. No warehouse system needed.
Commerce Pro: your own warehouse, run from a phone
For sellers with their own warehouse. Everything in Starter, plus full WMS, a phone app for the floor, CRM and Purchase. Billed by order volume + warehouse count + users.
3PL Suite: run a multi-client warehouse and bill every box
Our flagship for third-party warehouses: multi-client WMS with 3PL billing, plus RMS, YMS, Labor, Assets and 3D visualization. Billed by client count + order volume + users.
Transportation Suite: trucks, containers, parcels and customs in one plan
For trucking companies, logistics providers, couriers and customs brokers: TMS + Drayage + LastMile + Fleet + Customs. Billed by vehicle count + order volume + users.
Enterprise: the whole family — commerce, warehouse, transport, plus AI
For large companies that need everything: all four suites plus Analytics Pro, Agent Crew and Academy. Annual contract, best-value bundle pricing.
Create and submit a customs declaration
Import and export declarations: new → edit → submit → withdraw. Status flow draft → submitted → inspecting → released → completed, in plain language.
ISF filing guide (US imports)
Importer Security Filing: the 10+2 data elements, the 24-hour rule before vessel loading, and how to track filed / confirmed status.
HS classification lookup: find the right code for your product
Type product name keywords, get recommended HS codes with duty rates. The system remembers your last choice per client + product.
Duty and tax calculation, explained in plain words
How duty, VAT and excise are calculated, multi-currency, and what the "total payable" on your bill means.
Inspection handling: from notice to release
Record the customs inspection notice, move goods to the inspection area, handle the result (released / fix / detained) and close the loop.
Billing: service fees, advanced duties and monthly statements
Bill customs service fees, advanced duties and inspection fees per declaration; monthly statements per client; bills flow into Accounting.
Landed cost calculator: the true cost of every unit
FOB is not your cost. Nine cost pieces, three allocation rules and a worked example — then use the calculator to get every SKU’s unit landed cost.
AI product scene images: studio shots without the studio
Turn a plain product photo into a lifestyle scene image right inside the product file — no switching apps, no photoshoots. Pick a photo, remove the background, choose a template, confirm the cost, and archive it in six steps.
Container loading calculator: how many containers will this shipment need?
Tell it how big and heavy your cargo is, and it tells you the cheapest way to pack it — then turn the result into a Drayage booking with one click.
BOL generator: a standard VICS truck bill of lading in 2 minutes
Fill a truck bill of lading without staring at a blank form: import from TMS shipments, address book, auto totals, NMFC/class helper — then print one page.
Barcode Generator: Create and Print Barcodes
Type a value, pick one of 12 symbologies (Code 128, EAN, UPC, QR Code and more), preview it live, then download a PNG or PDF — one at a time, or in batches of up to 50.
Document Converter: Convert Documents in the Browser
Eight everyday conversions — PDF to images, images to PDF, Excel to CSV or PDF, Word and PDF to text, and PDF splitting — all running 100% in your browser. Your files never leave your device.
Invoice Generator: Create Invoices in the Browser
Pick one of four templates, fill in company and client details, add line items with automatic totals, preview live, then download a PNG or PDF — or save a draft in this browser.
Label Print: Print Warehouse Labels
Print item, location, LPN, tote and carton labels from your live WMS data: search and multi-select, set copies per row, pick 4×6, 4×3 or 2×1, preview the Code128 barcode, then send it to a label printer via Device Hub (or print from the browser).
PDF Editor: Edit PDFs in the Browser
Upload one or more PDFs, see every page as a thumbnail, then reorder, rotate and delete pages and download one merged PDF — everything runs in your browser, files are never uploaded.
PDF Sign: Sign PDF Documents in the Browser
Open a PDF, draw, type or upload your signature, place it on any page and download the signed file — everything happens in your browser, nothing is uploaded.
Quote Generator: Create Quotes in the Browser
Pick an industry template, fill in company and client details, let the line items price themselves, preview the quote live and download it as PNG or PDF.
ZPL Viewer: Preview ZPL Labels
See a ZPL label on screen before it ever reaches a printer: pick a retailer template from UCC Templates and fill in the form, or paste your own ZPL, then preview, copy or download it as ZPL, PNG or PDF.
Product Mapping: channel SKUs ↔ internal products
Pair each channel SKU with an internal product so pulled orders can build OMS orders automatically. Field reference for Client, Channel Product ID and Channel Inventory Item ID included.
Carrier Service Mapping: channel carrier/service ↔ internal codes
Translate channel-side carrier/service text (e.g. UPS / Ground) into your standard carrier_code / service_code automatically when orders are pulled. Field reference and setup steps included.
Custom fields
Add your own attributes to documents — at the document header level or on each line. Define them once in Settings → Custom Fields; they appear on the matching forms automatically.
Extension fields on printed documents
Retailer-specific data (like a Target DPCI) often has no system field. Define it once as an extension field — or adopt a platform preset — fill it on the order, and reference it in your packing list or label template.
Carriers and Carrier Accounts: Maintain Carriers and Their Account Credentials
Keep one profile per carrier, then store each Client’s shipping account and API credentials under it — so rating and label printing always use the right account.
Rate Shopping Settings: Decide When Orders Compare Carrier Rates
Turn rate shopping on or off for everyone, for one customer, or for one customer on one channel — and choose which carrier accounts take part and how the winning rate is picked.
Choosing a barcode scanner: wired, wireless, ring or industrial?
Receiving, picking, counting and packing all start with a scan. This guide explains 1D vs 2D, scan distance, and the four scanner types — wired, wireless, ring and industrial long-range — with prices and the traps to avoid.
Handheld terminals (PDA): the warehouse worker’s phone, done right
A PDA is an Android terminal with a real scan head, a big battery and a body built for drops. This guide compares phone-plus-scanner, ruggedised phones and industrial PDAs, explains the key specs, and walks through a PDA’s working day from charging rack to shift handover.
Label printers: desktop vs industrial, and why 4×6 rules shipping
Shipping labels, location labels, barcodes and pallet LPNs all come from the same machine. This guide explains thermal vs thermal-transfer, desktop vs industrial, and how to pick the right printer for your daily volume.
Scales in the warehouse: bench, platform and checkweighers
Freight is billed by weight, 3PL fees are charged by weight, and overweight parcels get fined. This guide covers bench scales, platform scales and truck scales, accuracy and calibration, dimensional weight, and daily weighing habits.
Supported printers and scales: what to buy for Docklify
Docklify talks to your bench hardware through Device Hub, and it is firm about two things: label printers must speak ZPL, and scales must be able to send their readings to the computer. This guide lists exactly what is supported, what is not, and the pre-purchase checklist for each device.
Dimensioning cameras (CubeTrue): mounting, measurement zones and calibration
A depth camera over the packing bench or receiving dock measures cartons and pallets in about a second — dimensions, volume and weight evidence for rating and billing. This chapter covers where to mount it, how to mark the measurement zone, how to connect it in Device Hub, and how calibration keeps the numbers trustworthy.
Printer connection problems: what to do when labels will not print
Fixes for the errors you actually run into: No route to host, PRINTER_OFFLINE, a printer IP that changed, the same printer listed three times, "Out of ink" on a Mac, an update stuck on "Downloading update…", blank or garbled labels — starting with the one check that splits every problem in two: the Device Hub Test Print.
The life of a shipment: how goods flow through a warehouse
Follow one shipment from the dock door to the outbound truck: receiving, QC, putaway, storage, picking, consolidation, packing, staging and shipping — what happens at each stop, how long it should stay, and where warehouses get stuck.
Functional areas: what each zone of a warehouse is for
Receiving, QC, storage, picking, consolidation, packing, staging, returns, office and equipment: where each area belongs, what it does, how much space it needs in a 3,000 sqm e-commerce warehouse, and which areas must never be merged.
Location codes and types: giving every shelf slot an address
How to build a location code like A-03-12-2 (zone–aisle–bay–level), the practical rules for numbering and labelling, and the four location types — picking, storage, staging and dock — and how they work together.
The forklift family: counterbalance, reach truck, order picker and electric pallet jack
Four machines all get called “forklift”, but they do four different jobs. This guide compares counterbalance trucks, reach trucks, order pickers and electric pallet jacks by job, aisle width, lift height and price — and what it costs to buy the wrong one.
What a standard packing station looks like: kit list and layout
A packing station is a small production line on one bench: bench, scanner, label printer, bench scale, display, sealer, consumables rack and tote positions. This guide lists the full kit, how to arrange it within arm’s reach, and how a one-person bench differs from a packing line.
Packing photo stations: photograph every parcel before it leaves
When a customer says an item was missing, damaged or swapped, a dated photo of the open box — showing the goods and the shipping label — is often the only proof you have. This guide covers camera position, linking photos to order numbers, how long to keep them, and what makes a photo count as evidence.
Packing consumables: do not buy the wrong labels, ribbon, film and cartons
Packing stops more often for a wrong roll of labels than for a broken machine. This guide explains label paper sizes and materials, how to match ribbon (wax, wax-resin, resin) to the label, stretch-film thickness, carton specs and fillers — and the classic ways each purchase goes wrong.
Packing bench cameras for PackVision: what to buy and how to mount one overhead
PackVision records video of every order you pack — but only if the bench has a camera that can actually prove what happened. This guide gives you the buying checklist, a coverage table for mounting height, three mounting setups with step-by-step diagrams, and how to turn recording on in Device Hub.
Zone picking layout: one picker per zone, orders relay between zones
How zone picking works on the floor: split the warehouse into zones, give each zone a fixed picker, let orders relay from zone to zone in totes, and merge them at a consolidation area next to packing — plus which warehouses should use it and which should not.
Designing the pick path: routes, the golden zone and ABC placement
Picking is half walking. This article compares S-shaped, traverse and return routes, puts best sellers in the waist-to-shoulder golden zone, lands ABC classes on real locations, and explains one-way aisles — with the system settings that hold the design in place.
Docks and the loading area: doors, levelers, trailer parking and seals
How many dock doors you actually need (a simple count from daily truck turns), dock height and levelers, where trailers park and queue, and canopies and dock seals — the outside half of the warehouse that decides whether the inside half can work.
Racking types compared: selective, drive-in, push-back, flow, cantilever and shelving
Six racking types in one table — what each one stores, how dense it is, whether it can do first-in-first-out, how easy picking is and what it roughly costs — then a plain-language walk-through of each type and how to mix them in one warehouse.
Level height and clear height: beam pitch, building clearance and sprinkler gaps
How to work out beam level pitch (goods height + pallet height + lift clearance), why building clear height is not usable rack height, the sprinkler clearance to leave above the top load, and what a wrong level height costs — a lost level, or a forklift that cannot reach.
Aisle width and forklift matching: wide aisles, narrow aisles and VNA
Wide aisles (about 3.5 m and up, counterbalance trucks), narrow aisles (about 2.5–3 m, reach trucks) and very narrow aisles (about 1.8 m, turret trucks) compared — width, truck, density gain and the price you pay — plus why aisle width must be measured for turning, not just for driving straight.
Storage by category: the right rack for every kind of goods
Full pallets, small parts, garments, long materials and high-value goods each need a different rack form, slot size and way in and out. This guide walks through all five, category by category.
Racking safety: load signs, column guards, safety pins and inspections
A rack is a steel structure holding tonnes over people’s heads. This guide covers load signs, column protection, beam safety pins, how to judge a forklift-damaged upright, a monthly and annual inspection rhythm, and anchoring in earthquake areas.
The e-commerce warehouse: many SKUs, many orders, few pieces per order
How an e-commerce warehouse differs from a bulk warehouse: shelving and totes for piece picking, orders flowing in all day, batch and cluster picking, a packing line, and how to survive the promotion peak.
The 3PL multi-client warehouse: many owners, one building, separate books
What makes a 3PL warehouse different from an own-goods warehouse: client zones and location segments, inventory books kept per client, whole-pallet and piece work side by side, and where the billing points are — storage, handling and value-added services.
Cold-chain warehouses: temperature zones, doors, equipment and people
How a cold-chain warehouse actually runs: chilled, frozen and controlled zones, why the buffer room and fast doors matter, what low temperature does to batteries, scanners and plastic totes, and how to rotate people so nobody works frozen.
Bulky and furniture warehouses: big spans, floor stacks and fragile giants
How a bulky-goods and furniture warehouse runs: why span matters more than height, floor stacks mixed with low racks, clamp trucks and flat carts, how sofas, mattresses and stone tops are stored, and where the damage really happens.
New warehouse opening checklist: from empty floor to first receipt
The full sequence for opening a new warehouse: measure the building and check floor load, plan the functional areas, buy racks and equipment, finalise location codes, build the warehouse and locations in the system, import products and opening stock, commission printers, scales and scanners, run a small trial, then open.
Warehouse terms in plain words: 20 words you will hear every day
Pallet, LPN, tote, wave, cross-dock, SKU, ASN, location, zone, pick, replenishment, put-away, dock, 3PL, client, FEFO/FIFO, slow-moving, cycle count, inbound and outbound orders — each explained in plain words, with what it physically looks like on the floor.
Warehouse safety red lines: the rules that are never “just this once”
The lines that must never be crossed: people and forklifts separated, aisles and markings kept clear, fire lanes empty and exits unlocked, racks never overloaded, no improvised work at height, and a ventilated battery charging area — why each line exists, what happens when it is crossed, and how to hold it every day.
Reports: run a report, export it, subscribe to it
Reports is the one place for the standard reports — inventory, inbound, outbound and billing. Pick a report, set the dates, run it, download the CSV, or subscribe so it lands in your inbox on a schedule.
INV-01 Stock Status Report
On-hand quantity by client, warehouse and SKU at a point in time.
INV-02 Inventory by Location
Stock detail per location for finding goods and location governance.
INV-03 Inventory by Lot
Stock by lot with on-hand / allocated quantities and expiry dates.
INV-04 Inventory by Serial
Serial-level in-stock list by status, SKU and location.
INV-05 Inventory Aging Report
Daily snapshot stock presented with first-in dates, for reviewing aging by first-in date.
INV-06 Inventory Turns
Turnover computed from outbound quantities over average on-hand stock.
INV-08 Dead Stock Report
Stock whose last ledger movement falls inside the selected window, with on-hand quantity.
INV-09 Expiry / FEFO Alert Report
On-hand and allocated quantities grouped by lot expiry date, soonest dates first in use.
INV-10 Safety Stock & Replenishment Report
Pick-face minimums vs current quantity with the suggested replenishment quantity.
INV-11 Inventory Valuation
On-hand stock valued at the resolved unit cost, by client, warehouse and SKU, split by currency.
INV-12 Inventory Adjustment Report
Inventory ledger entries with transaction type and reason code for audit.
OUT-01 Order Status Report
Order counts and amounts by status and client.
OUT-02 Fulfillment Progress Report
Outbound orders by fulfillment stage (status) - the progress board numbers.
OUT-03 Backorder & Shortage Report
Orders waiting for allocation or only partially fulfilled, by status and client.
OUT-06 Outbound Transaction Detail
Line-level outbound quantities by shipment, SKU and lot.
OUT-07 Open Orders Report
Outbound orders not yet shipped, by status, client and warehouse.
OPS-01 Picking Accuracy Report
Monthly picking accuracy by warehouse under the current accuracy definition.
OPS-02 Task Completion Report
Daily completed and in-progress task volumes by type and status.
OPS-03 Wave Performance Report
Wave counts and order volumes by wave status and pick method.
OPS-04 Packing Productivity Report
Packing station activity by station, action and result.
OPS-05 Outbound Productivity Dashboard
Daily outbound task rhythm by task type, as a dashboard card in the KPI domain composition.
OPS-06 Operations Exception Report
Operation issue and exception-related audit actions by action and target type.
CMP-05 Temperature Compliance Report
Daily temperature compliance by warehouse and zone: over-limit minutes, over-limit episodes, and record completeness.
INB-01 Receiving Report
Received, damaged and rejected quantities by SKU from receiving events.
INB-02 ASN Compliance Report
Advance shipping notices by status and type for follow-up on expected arrivals.
INB-03 Putaway Report
Daily task volumes by type and status from the task daily summary; read the putaway type rows for putaway work.
INB-06 Open Receipts Report
Inbound receipts that are not yet closed, by client and status.
BIL-01 Storage Charges Report
Storage charges from the billing period summary, by client and currency.
BIL-02 Handling Charges Report
Handling billing events (receiving, putaway, picking, packing) by event type, client and currency.
BIL-03 VAS Charges Report
Value-added service executions (return labels, gift cards, special packaging, inserts) by action and client.
BIL-04 Client Statement
Periodic client statement (existing accounting statements page); WMS charge drill-down runs on the billing period summary dataset.
BIL-06 Client Profitability Report
Revenue side per client from the billing period summary; cost allocation lands in P3.
BIL-07 Unbilled Charges Report
Billing events not yet invoiced, by client and currency — the anti-missed-billing list.
ACC-01 Profit & Loss
Profit and loss statement built from posted journals: revenue, cost and profit by accounting period under the statutory definition.
ACC-02 Balance Sheet
Balance sheet built from posted journals: assets, liabilities and equity at period end under the statutory definition.
ACC-03 AR / AP Aging
Aging analysis of accounts receivable and payable: outstanding balances bucketed by age from the accounting reports aging tab.
CRM-01 CRM Sales Reports
CRM sales reporting definitions catalogued in the report registry; the CRM report pages keep running unchanged in this phase.
SHC-01 Carrier On-Time Performance
On-time delivery performance by carrier: the share of shipments delivered on time, from the TMS reports on-time tab.
SHC-02 Freight Cost Analysis
Freight cost breakdown by carrier, lane and transport mode, including average cost per shipment, from the TMS reports cost tab.
SHC-03 Rate Shopping Savings Report
Savings of the chosen rate versus the most expensive quote, by carrier and currency.
SHC-04 Carrier Reconciliation Report
Carrier payables by carrier: bill count and total payable amount per carrier, from the TMS reports carrier payables tab.
SHC-05 Small Parcel Transactions Report
Parcels handed over per carrier manifest, by carrier and manifest status.
SHC-06 Freight Audit Report
Payable bills by vendor and status: billed total vs amount paid, by currency.
TMS-01 Transport Volume Report
Daily transport order volume trend for capacity planning, counted by day from the TMS reports volume tab.
TMS-02 Transport Exception Report
Transport exceptions grouped by carrier to spot delay and failure patterns, from the TMS reports exceptions tab.
OB-01 Seller Profit Report
Seller sales totals by store (client) and status. Ledger refund netting has landed - read with OB-07 (period refunds) in the same store and currency for the net figure.
OB-02 Seller Product Report
Shipped quantity and line count by SKU - best and slow sellers read from the same rows.
OB-03 Seller Inventory Report
Seller stock quantity by SKU and warehouse, derived from the base inventory datasets.
OB-04 Seller Freight Report
Chosen-rate freight totals by carrier and currency.
OB-05 Seller Returns Report
Return counts by reason code, aligned with the base RMA data.
OB-06 Seller Purchase Report
Purchase order amounts by status and client (store).
OB-07 Seller Refund Report
Refunds posted in the Money ledger for the period, by store (client) and currency - the refund line to net against OB-01 sales.
SAL-01 Sales Report (unified)
The Orderball Sales report aggregation, re-registered on the base sales-order dataset.
LAB-01 Units per Hour (UPH) by Employee
Tasks per hour by worker and task kind from approved time entries. Warehouse staff hours — not driver hours of service.
LAB-03 Team & Shift Performance
Net and paused time by worker and task kind for team comparison. Warehouse staff hours — not driver hours of service.
LAB-06 Labor Analytics Dashboard
Monthly labor rhythm by task kind as a dashboard composition. Warehouse staff hours — not driver hours of service.
CNT-01 Cycle Count Schedule & Progress
Count lines by status: how many lines are pending, counted, recounted and approved.
CNT-02 Count Variance Report
Book vs counted quantities and the variance by SKU and location.
CNT-03 Inventory Accuracy Report
Monthly exact-match inventory accuracy from count lines (also registered as KPI-04).
CNT-04 Shrinkage Report
Adjustment and count ledger movements by reason code - the shrinkage trail.
CNT-05 Count Productivity Report
Counted lines and quantities by operator, with their variance total.
RTN-04 Sellable Return Rate
Return outcomes by resolution and status; restocked resolutions are the sellable share.
RTN-05 Open RMA Backlog
Open returns by status for backlog follow-up.
SPC-02 Location Utilization Report
Location counts by zone and type - the supply side of utilization, read with SPC-04.
SPC-04 Empty Location Report
Active locations with no stock rows, by zone and type.
CMP-01 Lot Traceability Report
Lot stock by location - the in-warehouse leg of lot traceability.
CMP-02 Serial Traceability Report
One row per serial number with its current status - the serial lifecycle anchor.
CMP-03 Recall Report
In-stock quantities per lot and SKU - the recall exposure list.
CMP-04 Operation Audit Report
Audit-log volumes by action, target type and operator.
CMP-06 Hazmat & Incident Log
Battery and hazmat incident records by status and SKU.
KPI-03 Perfect Order Rate
Fulfilled share of outbound orders by client and month - the measurable part of the perfect order composite, live first.
KPI-06 Warehouse Throughput
Total tasks processed per day across types - the warehouse throughput trend.
KPI-08 Executive KPI Dashboard
The preset executive dashboard composition in Reports.
WES-01 WES Queue Depth
Live depth of the device job queue by status and station, with an hourly backlog series.
WES-02 WES Completion Rate
Device jobs completed per hour over the selected window, with failures alongside.
WES-03 WES SLA Risk
Open tasks grouped by how close they are to their due time: overdue, due within 1 hour, due within 4 hours, on track, or no due time.
WES-04 WES Device Utilization & Faults
How busy each device was in the window, and how often its jobs failed.
WES-05 WES Reroute Rate
Share of device jobs that were rerouted to another device, and how many were handed to people instead.
Accounting KPI Guide
Definitions and reading notes for every Accounting KPI in the KPI Library: definition, formula, industry benchmark and reporting period.
Fleet · Assets KPI Guide
Definitions and reading notes for every Fleet · Assets KPI in the KPI Library: definition, formula, industry benchmark and reporting period.
CRM · Sales KPI Guide
Definitions and reading notes for every CRM · Sales KPI in the KPI Library: definition, formula, industry benchmark and reporting period.
Drayage / LastMile · Final delivery KPI Guide
Definitions and reading notes for every Drayage / LastMile · Final delivery KPI in the KPI Library: definition, formula, industry benchmark and reporting period.
OMS · Orders KPI Guide
Definitions and reading notes for every OMS · Orders KPI in the KPI Library: definition, formula, industry benchmark and reporting period.
People · Labor KPI Guide
Definitions and reading notes for every People · Labor KPI in the KPI Library: definition, formula, industry benchmark and reporting period.
Purchase KPI Guide
Definitions and reading notes for every Purchase KPI in the KPI Library: definition, formula, industry benchmark and reporting period.
RMS · Returns KPI Guide
Definitions and reading notes for every RMS · Returns KPI in the KPI Library: definition, formula, industry benchmark and reporting period.
TMS · Transportation KPI Guide
Definitions and reading notes for every TMS · Transportation KPI in the KPI Library: definition, formula, industry benchmark and reporting period.
WMS · Warehousing KPI Guide
Definitions and reading notes for every WMS · Warehousing KPI in the KPI Library: definition, formula, industry benchmark and reporting period.
YMS · Yard KPI Guide
Definitions and reading notes for every YMS · Yard KPI in the KPI Library: definition, formula, industry benchmark and reporting period.
PAK-01 Packing Throughput Overview
Completed orders and throughput per active hour, by packing station.
PAK-02 Packing Bottleneck Breakdown
Where packing time goes, segment by segment, by station.
PAK-03 Packing Exceptions & Rework
Exception rate, weigh-block and label-failure rates, and the time exceptions cost.
PAK-04 Order Structure & Packing Time
How order size and shape drive packing time and exceptions.
PAK-05 Hourly Throughput & Queue Wait
By local hour: cycles finished, queue wait P50/P90, and what is still waiting.
PAK-06 Long Packing Orders
Orders that packed longer than their warehouse’s long-order line.