Warehouse Management

Template

Pipefy’s Warehouse Management Template was designed to support and optimize the day-to-day operations warehouse or distribution center management allowing to control tasks such as tracking inventory levels and stock locations.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Form

 

  • 1. Part description

  • 2. Date and time of the arrival

  • 3. Who received the items?

  • 4. Documentation ID

  • 5. Attach the documents received.

Inbound

 

  • 1. Is it a return?

    • Yes
    • No
  • 2. Checklist

    • Register the items.
    • Scan bar code.
    • Identify and match each item to a corresponding inbound source document.
  • 3. Storage position

Inspection

 

  • 1. Did we receive the right items and in the right amount?

    • Yes
    • No
  • 2. Checklist

    • Check quality or possible damage.
    • Repack items to store them.
    • Check and organize the material on pallets.
    • Inventory control.
  • 3. Quantity

Putaway

 

  • 1. Checklist

    • Identify handling units with bar codes.
    • Carry the handling unit to the selected warehouse slot.
    • Verify the correct destination by scanning the warehouse slot bar code

Staging area

 

  • 1. Type of data record

    • Tables in relational databases
    • Text-based flat files (or XML files) stored in file systems
    • Proprietary formatted binary files stored in file systems
  • 2. Data archiving

    • Yes
    • No
  • 3. Documentation ready to be shipped?

    • Yes
    • No

Packing & shipping

 

  • 1. Handling checklist

    • Picking goods
    • Proper packing
    • Labeling
    • Bar code labeling
    • Load the correct vehicle
  • 2. Shipping date

Shipped

 

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