# Introduction **Logentic is shaping the future of warehouse management for brands and 3PLs.** Born from real-world warehouse wisdom, Logentic delivers next-generation WMS built on intelligent software, proactive insights, and human-centered empathy. We didn’t invent warehouse software in a lab — we built it in a real warehouse under real pressure. Born from our 3.5‑year run as a Third-Party Logistics (3PL) called **Spaceful**, we processed over **1  million orders** for 60+ Shopify brands on a platform we designed ourselves, because no off‑the‑shelf tool delivered the gaps we saw in the market. Based in Montreal and founded in 2025, Logentic isn’t another bloated enterprise software suite. We’re a lean, mission-driven team laser-focused on systems that work. We build with grit, deliver with empathy, and obsess over results. ### Who We Serve **Growing Ecommerce Brands** * Selling on Shopify, WooCommerce, Magento, and others * Order volume between 500 and 50,000 orders per month and growing * 2 to 100 employees **SMB 3PLs** * 1-50 customers * Order volume between 5,000 and 100,000 orders per month * 2 to 100 employees ### Overview of Logentic's Warehouse Management Platform {% embed url="" %} ### Our Pillars of Impact 1. **Real-Time Visibility**\ Always know where inventory is, what’s shipping, and where attention is needed. 2. **Actionable Insights**\ Get proactive alerts before issues arise—no more firefighting. 3. **User-First Design**\ Easy to learn, intuitive to use. Empowers your team from day one. 4. **Seamless Integrations**\ Built to connect—with ERPs, couriers, eCommerce platforms, or your custom stack. 5. **Empathetic Support**\ Whether you're piloting or fully live, our team commits firmly as your success partner. ### Why We Exist * **We’ve done it ourselves** – As active operators, we know exactly what logistics teams need—because we’ve lived the challenges. * **Tech built for the trenches** – Our end-to-end stack was forged in the heat of real operational demands. * **Empathy with efficiency** – We blend technical excellence with a deep understanding of people and processes. ### Why High-Performing Brands & 3PLs Choose Logentic * **$250M+** in GMV processed in the past 12 months * **99.95%+** on‑time, in‑full shipments * **10M+** order lines processed per year * **50+** integrations with eco-friendly and competitive carriers Trusted by brands and 3PLs like **Bulletproof Logistics**, **Etiket**, **Sweet Sixteen**, **Norda**, **Chirp**, **Bonne Maman**, **Rose Boreal**, **Rachel and more** — Logentic supports both Brand fulfillment and 3PL fulfillment operations. ### Our Unique Value | Experience-Driven Insight | Why It Matters | | ------------------------------- | ------------------------------------------------------------------------ | | **Shopper-centric roots** | We built for true customer experience, not theoretical KPIs | | **1M+ orders fulfilled** | We solved real issues at scale, so your problems aren’t new to us! | | **Built from the ground up** | Our tools are born out of necessity, simplicity, and real-world feedback | | **Ongoing operational empathy** | We don’t only build software, we partner in your success journey | ### The Fulfillment Headaches We Solve
ChallengeWhy It Hurts Your BusinessHow We Solve These Challenges
Incorrect Product Shipped~16% of shoppers never return after a mis‑pickAccuracy Engine: Intelligent scanning & pick verification to prevent errors
Item Unavailable After Purchase~40% switch to competitors after encountering a stock‑outReal-Time Inventory: Automated stock checks & alerts to prevent overselling
Late Delivery~14% abandon a brand after one late order; ~35% cancel if delayedCarrier Integrations: Optimized routing & eco‑friendly carrier partnerships
Late Fulfillment~67% expect same‑day processing; delays damage trustProactive Alerts & Tracking: Real-time exceptions detection and incident response
Lost or Damaged Shipments~35% won’t repurchase and usually demand refundsLoss/Damage Monitoring: Shipment tracking to flag issues early and coordinate replacements
Complex Return ExperienceUp to 63% abandon repurchasing if returns are difficult or costlyReturn Simplification: Self-serve portals and streamlined processes to ease returns
### What Comes Next 1. [**Book a Discovery Call** ](https://cal.com/max-villemure-logentic/discovery) 2. **See Logentic in action during a tailored demo** — we’ll align directly with your workflows and goals. 3. **Get up and running fast** — with an agile onboarding that delivers value on day one. 4. **Keep growing with clarity** — as we evolve together, you’ll enjoy continuous enhancements and real-world insight. # Your Logentic Journey Welcome! We're thrilled you're considering Logentic. Here's exactly what to expect as you move from first touch to full onboarding. {% content-ref url="/pages/wxHD0leWgT8bqstjAzN0" %} [Discovery Call](/getting-started/your-logentic-journey/discovery-call) {% endcontent-ref %} {% content-ref url="/pages/rEZvs7GwadoubMHUhVhM" %} [Demo tailored to your needs](/getting-started/your-logentic-journey/demo-tailored-to-your-needs) {% endcontent-ref %} {% content-ref url="/pages/IKKI7eCxvsLyXl2BCt9s" %} [Signing up](/getting-started/your-logentic-journey/signing-up) {% endcontent-ref %} {% content-ref url="/pages/u2h3g9fD8J8MqP7atzrw" %} [Onboarding](/getting-started/your-logentic-journey/onboarding) {% endcontent-ref %} {% content-ref url="/pages/vtB68dH5hREswpTQEMpw" %} [Ongoing Success](/getting-started/your-logentic-journey/ongoing-success) {% endcontent-ref %} # Discovery Call **What to Expect:** * You’ll speak with an experienced sales person who’s keen to understand your challenges, goals, and what success looks like for you. * Expect a focused 20–30 minute conversation, no hard sells! **Why It Matters for You:** * Helps you define what problem really needs solving. * Enables you to check that Logentic really gets your business context and can actually help. * Lets you decide if it’s worth moving forward. **How to Prepare:** * Bring your top pain points or areas where you’d like improvement. * Think through who’s involved in decision-making on your side. * Set a couple of outcome-based goals: e.g., “I want to find out if this can reduce X time by Y%.” **After the Call:** * You'll get a recap of what you shared, and if there's a fit, a next step—usually a demo tailored to your needs. **Curious to see if we can help?** [**Book a Discovery Call with us**](https://cal.com/max-villemure-logentic/discovery) # Demo tailored to your needs **What to Expect:** * A 30–45 minute presentation focused *only* on things that matter to *your* business. * They’ll show you how Logentic could solve your challenges in real time. **Why It Matters for You:** * Moves beyond theory. You’ll *see* how this fits in your workflow. * Gives you a chance to test-drive the experience. * Lets you assess how easy it is for your team to use, and whether other stakeholders should join. **How to Maximize It:** * Send over any specific use cases or scenarios ahead of time. * Invite other key decision-makers—more voices lead to stronger buy-in. * Don’t hold back: ask, “Hey, would this do X?” or “What if we use it like Y?” **After the Demo:** * Expect a tailored proposal outlining scope, timelines, and pricing. * You’ll also get guided support during evaluation and budget cycles. # Signing up **What to Expect:** * A succinct proposal or contract, clearly laying out what you’re getting, for how long, and at what price. * Easy e-signature experience. * A warm welcome email with clear next steps. **Why It Matters for You:** * Locks in everything you agreed on, no surprises later. * Starts the transition to hands-on help and onboarding. **How to Prepare:** * Double-check contract terms like payment, scope, support, roles, and SLAs. * Ensure internal stakeholders approve. * Clarify who on your side will own the onboarding. **After Signing:** * You’ll receive a welcome package with meetings scheduled, login details ready, and resources lined up. # Onboarding **What to Expect:** * A kickoff meeting to align objectives, timelines, team roles, and metrics of success. * Guided setup support. Configuring your account, integrations, and processes. * Hands-on training for your team, tailored to roles and responsibilities. **Why It Matters for You:** * Prevents wasted time or misalignment and ensures everything gets set up correctly and efficiently. * Helps your team feel confident fast, rather than struggling through trial and error. * Establishes strong early momentum - it’s when your ROI journey begins. **How to Make the Most of It:** * Have your team ready with setup questions, data, and access needs. * Attend or record sessions so your internal team can train others later. * Set clear, realistic milestones and check-in points. **After Onboarding:** * You’ll receive a “first value” review: are core goals being met? * From there, the Customer Success or Support team takes over armed with your history and aligned on next steps! # Ongoing Success At Logentic, our commitment doesn't stop once you're live. We partner with you continuously to ensure your fulfillment operation scales with clarity, confidence, and measurable impact. ### How We Partner for Your Success | Customer Success Phase | What We Do | | ----------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Personalized Success Planning** | We align with your core business objectives and map out targeted milestones—so you can track value and stay focused. | | **Data-Driven Monitoring** | Proactively track system usage, performance trends, and health signals to flag and fix issues before they escalate. | | **Monthly Business Reviews (MBRs)** | We meet every month to measure outcomes, share insights, and adjust your growth roadmap based on real results. | | **Proactive Campaigns & Playbooks** | As you scale, we launch targeted support—feature adoption drives, performance optimization, and opportunity playbooks—tailored to your business lifestage. | | **Continuous Feedback Loops** | Your voice matters. We gather feedback regularly, incorporate it into our product roadmap, and loop you in on feature impact. | | **Expansion Support** | Ready to grow? We help identify upsell or add-on opportunities that match your evolving needs—no guesswork involved. | ### Why It Matters * **Early issue prevention** boosts retention and efficiency—by catching problems before they snowball. * **Joint success roadmaps** foster shared accountability and keep both teams moving toward the same results. * **Strategic scaling** ensures tools and support evolve as you do—so you never outgrow Logentic. ### The Real-World Impact * Gain clarity on system ROI and adoption trends * Minimize risk through early detection and intervention * Unlock untapped value with strategic upgrades * Turn your operations into an engine of continuous growth # Recommended Hardware The Logentic Brand Operations Platform makes it easy for you and your team to get rid of the paper and go digital. Here's what you need to run pick, pack, and ship. **Key Factors in Selecting Warehouse Equipment**
* **Efficiency** * The right equipment can drastically enhance the speed and accuracy of operations, from receiving and storing to picking and shipping. * **Space** * Proper equipment makes the best use of available space. For instance, the right shelving and storage solutions can maximize vertical space, freeing up floor space for other operations. * **Safety** * The correct equipment reduces the risk of workplace injuries. * **Cost** * Quality might seem costly upfront, but it leads to significant long-term savings by reducing labor costs, minimizing errors, and speeding up operations. * **Scalability** * The right equipment choices can be scaled up or modified to accommodate increased volumes without a complete overhaul. * **Compliance** * Certain industries have specific regulations regarding how goods must be stored and handled. The right equipment ensures compliance with these regulations, avoiding legal issues and fines. * **Inventory Management** * Efficient tracking and management of inventory are made possible with the right equipment, reducing losses due to misplacement, theft, or spoilage. **Note:** Logentic is not affiliated with any products recommended below.
FunctionProduct typeVendorRecommended purchase linkComments
PickingTablet (iPad is recommended for performance) & CoverAmazonLink
Link
PickingMobile scannerAmazonLink
Packing StationMini PC running WindowsAmazonLink
Packing StationDesktop Barcode ScannerAmazonLink
Packing StationThermal Label PrinterAmazonLink
Handling & StorageChrome Mobile ShelvingUlineLink
Handling & StorageStorage BinsUlineLink
Handling & StoragePicking BinsUlineLinkIn order to have the fastest picking experience while doing route picking, you should order 5 different bin colors (1 color per Mobile Shelf)
Handling & StorageStorage Location LabelsUlineLink
**Tip:** For Uline purchases, get in touch with your Uline Account Manager and you should be able to get better volume discounts! # Customer Success Stories # Maison Etiket ## 🏆 Customer Success Story: Maison Etiket ### Overview [**Maison Etiket**](https://etiket.ca/), a Montreal-based luxury skincare and fragrance retailer, partnered with **Logentic** to streamline fulfillment operations, reduce shipping costs, reduce manual errors, and gain real-time visibility across their growing omni-channel business. ### 🏬 Company Snapshot | **Industry** | **Location** | **Sales Channels** | **Fulfillment Type** | **Number of locations** | | ------------------ | ---------------------------------- | ------------------------ | -------------------- | ----------------------- | | Beauty & Fragrance |

Montreal, QC
Toronto, ON

| Shopify, Retail Boutique | In-house Operations | 1 Warehouse, 2 Stores | ### ⚠️ The Challenge As Maison Etiket’s online and retail operations grew rapidly, the team faced increasing friction between inventory accuracy, fulfillment speed, fulfillment cost across multiple carriers, and visibility. Manual workflows and spreadsheet-based processes were slowing fulfillment and increasing the risk of stockouts, order errors, and delayed shipments. > “We were spending hours reconciling inventory and chasing missing items — it simply wasn’t sustainable as we scaled.”\ > — **Anne Fafard, Warehouse Manager** ### 🚀 The Solution Maison Etiket implemented **Logentic’s Warehouse Management System (WMS)** to unify order management, inventory control, and shipping workflows across all channels. The platform’s real-time Shopify integration, intelligent picking interface, and automated stock updates provided instant visibility and control. > “What stood out was how intuitive the system felt from day one.\ > The interface was built by people who clearly understand warehouse realities.”\ > — **Simon Tooley, Founder, Maison Etiket** ### 📈 Results Maison Etiket’s fulfillment team experienced measurable operational gains within weeks: * **\~52% reduction** in order preparation time * **\~38% reduction in shipping costs, with more carrier options ($60K+ per year saved)** * **Zero stockouts** during peak holiday season * **100% real-time visibility** across warehouse and retail inventory > “Logentic allowed us to focus back on the customer experience instead of operational firefighting.”\ > — **Anne Fafard, Operations Manager** ### 💡 Why It Matters Maison Etiket’s success shows how **brand-owned fulfillment** can scale without sacrificing accuracy or experience.\ For Shopify retailers managing both retail and online channels, **Logentic** bridges the gap between operational control and customer delight — ensuring every order ships fast, accurate, and on brand. ### 👉 Ready to Streamline Your Fulfillment? **See how Logentic helps modern brands like Maison Etiket simplify operations and scale confidently.**
[**Book a Discovery Call** ](https://cal.com/max-villemure-logentic/discovery) # Nuda Sunless ## ☀️ Customer Success Story: NUDA Sunless ### Overview [**NUDA Sunless**](https://nuda.com/), a Canadian leader in premium sunless tanning and skincare, partnered with **Logentic** to bring structure, visibility, and automation to their fast-growing fulfillment operations — supporting both DTC and wholesale orders across Canada and the U.S. ### 🏬 Company Snapshot | **Industry** | **Location** | **Sales Channels** | **Fulfillment Type** | Number of locations | | --------------------- | -------------- | ---------------------- | ----------------------- | ----------------------- | | Beauty & Self-Tanning | Quebec, Canada | Shopify, B2B Wholesale | Hybrid (In-house + 3PL) | 1 Warehouse, 1 3PL (US) | ### ⚠️ The Challenge NUDA’s growth was explosive — but with multiple warehouses, high SKU variability, and different packaging requirements for wholesale vs. retail, the team was losing time reconciling orders and inventory.\ Manual processes in ShipStation and spreadsheets made it difficult to track fulfillment status or pinpoint bottlenecks. ### 🚀 The Solution NUDA deployed **Logentic’s WMS** to unify order routing, picking, and shipping under one system. The platform automated Shopify and wholesale flows, enabling team members to fulfill thousands of monthly orders with real-time accuracy. Key modules used: * **Smart Order Routing** between warehouses * **Barcode-driven picking interface** for faster pack-outs * **Lot and expiry tracking** for skincare SKUs * **Integrated carrier automation** for Purolator and Canada Post ### 📈 Results * **2× faster** order processing across all channels * **99.8% inventory accuracy** maintained through peak months * **Seamless handoff** between warehouse and marketing teams for product launches ### 💡 Why It Matters NUDA’s story highlights how **Logentic helps fast-scaling beauty brands** manage complexity without losing control. From retail packaging to wholesale palletization, everything now runs in sync — supporting the same flawless experience customers expect from their brand. ### 👉 Ready to Streamline Your Fulfillment? **See how NUDA Sunless and other leading beauty brands scale with Logentic.**
[**Book a Discovery Call** ](https://cal.com/max-villemure-logentic/discovery) # Girl Crush Gang ## 💖 Customer Success Story: Girl Crush Gang ### Overview [**Girl Crush Gang**](https://girlcrushgang.com/), a rapidly growing apparel brand known for its inclusive sizing and bold identity, turned to **Logentic** to bring structure, speed, and transparency to their fulfillment process after outgrowing manual systems. ### 🏬 Company Snapshot | **Industry** | **Location** | **Sales Channels** | **Fulfillment Type** | | ------------------- | ------------ | ------------------ | -------------------- | | Apparel & Lifestyle | Montreal, QC | Shopify | In-house Operations | *** ### ⚠️ The Challenge As Girl Crush Gang’s order volume skyrocketed, fulfillment became chaotic. The team relied on manual pick lists and paper labels, which slowed packing and created order-tracking blind spots. ### 🚀 The Solution Girl Crush Gang implemented **Logentic’s WMS** to digitize and centralize fulfillment operations — connecting inventory, picking, and shipping within one unified interface. Key features leveraged: * **Batch Picking** to handle large campaign drops * **Real-time Shopify sync** for order updates * **On-hold order editing** to fix SKU mismatches instantly * **Automatic carrier selection** to cut shipping costs ### 📈 Results * **35% faster** pick-and-pack cycle times * **Zero errors** on top-selling product restocks ### 💡 Why It Matters Girl Crush Gang’s experience shows how creative, fast-moving brands can **scale sustainably** when fulfillment is built on solid systems. \ Logentic helps teams like theirs stay agile, data-driven, and focused on what matters — their community and brand experience. ### 👉 Ready to Streamline Your Fulfillment? **Join brands like Girl Crush Gang using Logentic to scale their operations and delight customers.** [**Book a Discovery Call** ](https://cal.com/max-villemure-logentic/discovery) # norda™ ## 🏔️ Customer Success Story: norda™ ### Overview [**norda™**](https://nordarun.com/), a performance trail-running brand engineered for athletes who push limits, partnered with **Logentic** to bring precision, reliability, and speed to its global fulfillment operations — ensuring that every pair of its high-performance shoes ships with the same craftsmanship that defines the product. ### 🏬 Company Snapshot | **Industry** | **Location** | **Sales Channels** | **Fulfillment Type** | | -------------------- | ------------ | ------------------------------- | ----------------------- | | Performance Footwear | Montreal, QC | Shopify, Global Retail Partners | Hybrid (In-house + 3PL) | ### ⚠️ The Challenge norda™ faced the operational strain of balancing global demand with a commitment to sustainable production and direct-to-consumer excellence.\ As volumes increased, the team needed a system capable of maintaining **100% accuracy** while scaling with international growth. > “Our brand is built on precision and performance — we needed that same mindset in our logistics.\ > Before Logentic, it was hard to maintain speed and control as orders scaled globally.”\ > — **Nick Martire, Co-Founder, norda™** ### 🚀 The Solution norda™ adopted **Logentic’s Warehouse Management System (WMS)** to centralize fulfillment for both DTC and wholesale channels.\ With real-time Shopify integration, detailed SKU tracking, and batch picking automation, the team gained total visibility and consistency across every shipment. Key capabilities implemented: * **Smart batch picking** for global drops * **Multi-warehouse support** with stock transfer visibility * **Integrated carrier automation** (USPS, UPS, FedEx, Canada Post, DHL) * **Real-time reporting dashboards** for fulfillment metrics > “What impressed us most was how fast the system felt.\ > Every step — from order sync to label printing — just flows. It feels engineered, not improvised.”\ > — **Nick Martire** ### 📈 Results * **50% faster** fulfillment turnaround during product launches * **99.9% inventory accuracy** maintained across all warehouses * **Complete visibility** across wholesale and DTC channels > “With Logentic, we operate with the same precision in our logistics that we demand in our shoes.\ > It gives us confidence to scale globally without compromise.”\ > — **Nick Martire** ### 💡 Why It Matters norda™ proves that high-growth performance brands can scale fulfillment without sacrificing craftsmanship or sustainability.\ By combining Logentic’s operator-built WMS with norda’s disciplined approach to excellence, every order now ships as intentionally as the product itself is made. ### 👉 Ready to Streamline Your Fulfillment? **Join performance brands like norda™ using Logentic to achieve operational precision at scale.**\ \ [**Book a Discovery Call** ](https://cal.com/max-villemure-logentic/discovery) # Inbound Processing Manage inbound receiving and stock placement in a guided workflow that tracks time spent on each receipt. Support accurate client billing with validated records and adjustments before invoicing. {% content-ref url="/pages/Bb2hnYrHCxhrFOEPYnab" %} [Inbound Receiving](/workflows/inbound-processing/inbound-receiving) {% endcontent-ref %} {% content-ref url="/pages/kb5Q272NDU2AZvbXTAJb" %} [Storage Allocation](/workflows/inbound-processing/storage-allocation) {% endcontent-ref %} # Inbound Receiving ### Overview Inbound Receiving transforms the most chaotic part of warehouse operations — intake — into a structured, traceable process. Every shipment is logged, verified, and organized the moment it arrives, ensuring complete visibility from day one. By standardizing how products enter the warehouse, the WMS eliminates discrepancies at the source and builds trust that inventory is accurate before it ever reaches fulfillment. ### How It Works Inbound Receiving starts in the Receiving section of the WMS, where the receiver inputs the receiving order ID. This ID is generated automatically whenever a Warehouse Receiving Order (WRO) is created in the system. In a brand WMS setup, staff can retrieve it directly from the platform. In a 3PL setup, the shopper creates the WRO and provides the file to their distributor, who must print and apply it to the shipment so the warehouse has the correct documentation at intake. {% embed url="" fullWidth="false" %} Opening a Receiving order and signing off on lane assignment. {% endembed %} Once identified, the shipment is assigned to a receiving lane to keep intake organized. If the delivery includes a new product, the WMS requires the receiver to capture its weight and dimensions before proceeding. For existing products, this step is skipped. {% embed url="" %} Entering product weight and dimensions for new items. {% endembed %} The system then displays the expected products and quantities, and the receiver validates them against what has physically arrived. Any discrepancies are flagged in the system, while confirmations can be done either by scanning each individual unit or through box scanning, depending on whether the warehouse or the shopper is responsible for labeling. {% embed url="" %} Scanning inbound products during receiving, either individually or by full box to validate quantities. {% endembed %} All scanned items are then placed into temporary bins defined by the receiver, with the option to use multiple bins to split up large or mixed shipments. Receiving is only considered complete once all product quantities have been accounted for — either scanned or flagged as missing — and the [storage allocation](/workflows/inbound-processing/storage-allocation) (Putaway) has been finalized. At this stage, the system generates a receiving invoice, which must be reviewed and approved by a manager before billing the shopper. ### Why It Matters * Stop inventory errors at the source by validating quantities and quality as products arrive, instead of discovering problems later during fulfillment. * Keep intake organized with receiving lanes and temporary bins, so even peak-day shipments are processed without congestion or misplaced stock. * Capture complete product data from the first receipt — weights and dimensions for new products — ensuring downstream storage and shipping decisions are always accurate. * Adapt seamlessly to different shopper or warehouse responsibilities with both unit-level and box-level scanning options. * Build shopper trust and protect revenue with receiving invoices that reflect exactly what was delivered, reviewed and approved by managers before billing. ### Best Practice Map out a dedicated receiving section to keep intake organized and prevent congestion during busy periods. Plan ahead by creating the storage locations before shipments arrive so receivers can move products seamlessly into temporary bins and later into permanent storage during allocation. For large or mixed shipments, use multiple temporary bins to split stock in a way that simplifies sorting and reduces errors. Finally, make invoice review a routine step for managers so shoppers are only billed once all quantities are confirmed and storage allocation is complete. # Storage Allocation ### Overview Storage Allocation transforms the putaway process into a seamless step that connects receiving to active inventory. Instead of delaying stock availability or risking errors during storage, the system guides operators to place items directly into bins or overstock while updating the WMS in real time. This ensures every item is accurately tracked, immediately usable, and stored in the most efficient location — turning receiving into ready-to-fulfill inventory without extra steps. ### How It Works From the receiving interface, a putaway phase is created by assigning a temporary container to handle the transfer. Once generated, the process can be reopened at any time through a direct link under the received products. Operators then follow a guided scanning workflow. They begin by scanning the temporary container and the product code to confirm what is being moved. The system displays all available storage locations — including picking bins and overstock — and, if needed, new locations can be created instantly through the Inventory Manager. Once the destination is selected, operators scan the location, then scan individual units or use box-level scanning for speed. As each step is completed, the WMS updates in real time, ensuring that the virtual allocation mirrors the physical putaway. The process can be repeated for each container until all received inventory has been properly stored and made ready for use. {% embed url="" fullWidth="false" %} Putaway workflow: transfer from receiving containers into designated bins, with real-time inventory updates. {% endembed %} ### Why It Matters * Accelerates fulfillment by turning received stock into usable inventory without delay. * Eliminates misplacements and errors by guiding operators through every step of the storage process. * Keeps operations adaptable with the ability to create new storage locations instantly when needed. * Improves labor efficiency by supporting both fast box-level scanning and precise unit-level scanning. ### Best Practice The best results come when Storage Allocation is used to move stock into active inventory without delay, turning received goods into available capacity right away. Operators should balance speed with precision, using box scanning for high-volume receipts while switching to unit-level scanning when handling sensitive or mixed items. Putaway works best as a continuous flow, processing containers as they arrive rather than in large end-of-shift batches. Over time, patterns in allocation can reveal when slotting or capacity adjustments are needed, making Storage Allocation not just a workflow step but a driver of long-term efficiency. # Inventory Management Gain real-time control of stock with dashboards, replenishment, cycle counts, and expiry tracking to keep products accurate and available. {% content-ref url="/pages/rrmdXbaJT1QVzK9wq61Z" %} [Inventory Dashboard](/workflows/inventory-management/inventory-dashboard) {% endcontent-ref %} {% content-ref url="/pages/GcY7cXz4ozIZZkyDfpSB" %} [Inventory Manager](/workflows/inventory-management/inventory-manager) {% endcontent-ref %} {% content-ref url="/pages/FDy16JsuUTHHVHJrQ9o5" %} [Smart Replenishment](/workflows/inventory-management/smart-replenishment) {% endcontent-ref %} {% content-ref url="/pages/51bmL8s9UrtQseB2roOf" %} [Cycle Count](/workflows/inventory-management/cycle-count) {% endcontent-ref %} {% content-ref url="/pages/LsSJi6rGxZQsiD23V8F4" %} [Multi-SKU](/workflows/inventory-management/multi-sku) {% endcontent-ref %} # Inventory Dashboard ### Overview The Inventory Dashboard gives complete visibility into every brand’s products, from stock levels and allocations to detailed SKU history. It consolidates real-time data across warehouses, making it easy to track inventory status, review movements, and maintain accurate product information. With built-in filters, search tools, and export options, managers can monitor, adjust, and act on inventory with speed and confidence. ### How It Works The Inventory Dashboard provides a unified view of all SKUs across brand's product. Managers can track quantities by status — expected receipts, in stock, allocated to orders, back-ordered, and shopper-defined back-order limits — ensuring nothing falls through the cracks. A wide range of filters makes it easy to focus on the right data. Options include filtering by brand, product age (from newest to oldest), or Shopify-synced tags, with a quick search bar for instant lookups.
Drilling into a SKU opens its product details, which include core information such as dimensions, weight, product codes, and barcodes, pulled directly from integrations or shopper configurations. Managers can also define return protocols at the SKU level for consistent handling. Granular visibility comes through detailed tables that break down pallet and bin allocations, warehouse locations, lots, expiration dates, and quantities per warehouse. SKU history provides a complete record of inventory movements — including receiving, returns, allocations, and fulfillment actions like picking and packing. {% embed url="" %} Viewing the Inventory Dashboard — from full SKU visibility to detailed product information, allocations, and movement history. {% endembed %} In addition to viewing data, managers can use a dedicated adjustment component to update product information, such as dimensions, weights, or other attributes inherited from integration sources. Products can also be archived or removed, and the dashboard provides quick actions to export data or open the Inventory Manager module for deeper controls. {% embed url="" %} Editing product details from the Inventory Dashboard — adjusting dimensions, weights, and integration attributes for accurate data. {% endembed %} ### Why It Matters * Acts as the centralized hub for all inventory activity, connecting stock levels, product details, and history in one place. * Delivers real-time visibility with granular data down to warehouse locations, lots, and expiration dates—ideal for investigation and control. * Builds client trust with transparent tracking of SKU history, including receiving, returns, and fulfillment actions. * Enables better planning and accurate fulfillment by breaking down stock across every status—on hand, allocated, back-ordered, to be received, or delivered—so availability is always clear. ### Best Practice Use the Inventory Dashboard as the starting point for any inventory investigation. Reviewing stock across all statuses—on hand, allocated, back-ordered, to be received, and delivered—gives managers a complete picture before making decisions. Pairing these insights with regular cycle counts validates system data against physical stock, reducing discrepancies, preventing stockouts, and keeping fulfillment accurate. The dashboard is also the best place to identify and resolve duplicated barcodes, ensuring scanning errors don’t disrupt operations. # Inventory Manager ### Overview The Inventory Manager gives users full control over product stock levels across every warehouse location. It combines flexibility and traceability by allowing managers to create virtual bins, adjust product quantities, and rename containers to match their own warehouse logic — making the layout intuitive for operators. With built-in visibility tools, it ensures inventory data stays accurate and aligned with the physical warehouse. ### How It Works The process begins at the product level. A manager selects a specific product within the Inventory Manager to review or update its stock details. From there, virtual bins can be created to represent the physical bins or pallets where that product will be stored. Locations can be fully customized to match a warehouse’s own logic, but they work best when created in a structured location format. This consistency is what allows the system to leverage advanced batch picking methods such as [Bulk Order Processing](/workflows/order-fulfillment/bulk-order-processing) and [Route Optimization](/workflows/order-fulfillment/route-picking). Locations created outside of this format remain functional for storage and tracking but are not included in those fulfillment workflows. Once the location format is in place, product quantities can be assigned or adjusted directly in the system so records always reflect physical stock. Containers tied to these products — such as bins or pallets — can also be renamed with clear, operator-friendly conventions instead of relying on system-generated codes. For visibility, the system provides a stats page that highlights any products not tied to a valid location. From this page, managers can generate QR codes for containers or barcodes for individual units. QR codes can be applied to bins or pallets for quick scanning, while barcodes can be reprinted and applied to units when original labels are missing. When pallets are deemed overflow and used strictly for storage rather than fulfillment, managers can flag them as overstock. Once flagged, these pallets are automatically excluded from the system’s batch picking methods, ensuring fulfillment routes stay clean and optimized. {% embed url="" %} Viewing the Inventory Manager — showing stock and storage locations, with options to adjust quantities and toggle pallet usage for storage or fulfillment. {% endembed %} ### Why It Matters * Correct stock levels quickly once the source of an issue is identified, preventing errors from carrying over into fulfillment. * Reduce training time and operator mistakes by using clear container names and structured location formats that make the warehouse easier to navigate. * Trace discrepancies to their source with data that highlights unassigned or misplaced products, making problems easier to resolve before they impact operations. * Manage all stock adjustments, location creation, and container naming in a single solution instead of juggling multiple tools or workarounds. * Bridge the digital and physical warehouse by printing QR codes for containers and barcodes for product identification, reinforcing accuracy on the floor. ### Best Practice The foundation of an efficient warehouse is a clear and consistent location format. Establishing this standard from the start ensures operators can navigate intuitively while keeping products eligible for Bulk Order Processing and Route Optimization. Without a reliable format, fulfillment workflows quickly become fragmented. Once a format is in place, create virtual bins ahead of inbound shipments. This preparation prevents last-minute improvisation and gives every product a defined home from the moment it enters the warehouse. From there, use the stats page as part of regular routines to surface any products not tied to a valid container. Correcting these discrepancies early keeps stock records clean and fulfillment uninterrupted. To reinforce accuracy on the floor, print QR codes for containers and barcodes for products, tying physical storage back to digital records. Finally, when pallets are stored in overflow for storage only, flag them as overstock so they remain outside of fulfillment workflows and do not slow down high-volume operations. # Smart Replenishment ### Overview Smart Replenishment is designed to keep picking bins stocked at the right time and in the right quantities. By moving product from overstock pallets into active picking locations, the system ensures operators never run into shortages during order fulfillment. The module bridges planning and execution by giving supervisors control over replenishment creation and assignment, while providing operators with a streamlined workflow that mirrors the physical warehouse process. ### How It Works Within the Smart Replenishment module, managers and supervisors have full visibility into product activity: how much inventory is already allocated to orders, what remains available in bins, and where overstock pallets are located. The system recommends replenishment amounts based on product dimensions and demand, and supervisors can decide how to act on them. They can create replenishment tasks one by one, in bulk for selected products, or all at once for every recommended replenishment identified by the system. Filters and search make it easy to narrow down by shopper or product. Once created, tasks can be assigned to specific operators so that each operator’s dashboard shows only what they are responsible for. Operators then execute the replenishment process step by step. They select the quantities to move from pallets, scan them into a temporary container, and transfer them into the appropriate bins. A single replenishment can be split across multiple bins if needed by simply scanning the container and directing units accordingly. Box-level scanning is available for speed, while unit-level scanning ensures precision when required. If too many units were pulled, operators can reverse the move by returning the excess to its pallet location. Throughout the process, every action reflects the physical move on the warehouse floor, ensuring full inventory accuracy. Managers maintain oversight and can cancel any replenishment task that hasn’t yet been started. {% embed url="" %} Viewing the Smart Replenishment module — full visibility into stock activity, with system-recommended restocks and guided task execution for precise inventory control. {% endembed %} ### Why It Matters * Smart Replenishment scales seamlessly as order volumes increase, keeping bins stocked without adding extra steps or oversight. * Managers and supervisors can create replenishment tasks on the fly using simple search and filtering, giving them the agility to react instantly to changing priorities. * The process is flexible by design, allowing operators to pull from multiple pallets in one go and distribute inventory across multiple bins within the same task. * Every move is scanned and tracked in real time, which guarantees accuracy, eliminates misplacements, and keeps the WMS perfectly aligned with what happens on the floor. * Operators can choose between unit-level precision or box-level speed, ensuring replenishment is both fast and reliable depending on the workload. * Replenishment data doubles as a planning tool, highlighting which products require constant refills and helping supervisors adjust slotting strategies for long-term efficiency. ### Best Practice Smart Replenishment delivers the most value when it’s used to stay ahead of demand rather than reacting to empty bins. Supervisors should monitor product movement and create tasks before shortfalls occur, ensuring operators never lose time waiting for stock. Assigning tasks directly to operators keeps accountability clear and prevents dashboard clutter. Operators should adapt their scanning method to the situation — box-level for speed when handling larger volumes, unit-level for sensitive or high-value items where precision matters most. Over time, managers should track which products require frequent replenishment, using that data to optimize slotting strategies and right-size bin allocations. This turns replenishment from a tactical activity into a continuous improvement tool that drives both efficiency and accuracy across the operation. # Cycle Count ### Overview Cycle Count ensures product quantities in the system remain accurate without shutting down operations for a full physical inventory. Through the Inventory tab, managers can schedule, assign, and track cycle counts across specific products, locations, and warehouses — giving operators focused tasks while providing managers complete oversight. ### How It Works From the Cycle Count dashboard, managers can view all pending and completed counts along with key details such as product ID, location, initial recorded quantity, and the operator assigned to the task. New counts can be created directly from this dashboard by selecting the product to be verified, assigning an operator (either immediately or later), and choosing the warehouse and locations to be included. When an operator begins a cycle count, they first scan the container’s QR label to confirm they are at the correct location. They then scan each individual unit until the count is complete. As soon as the process is finished, the system updates the product’s inventory in real time and records the time spent on the task. {% embed url="" %} Viewing the Cycle Count dashboard — creating, assigning, and completing counts to maintain accurate, real-time inventory. {% endembed %} For billing purposes, the manager reviews and validates the completed work. This validation does not affect the inventory — it simply confirms the task so that a billing transaction is generated and the shopper is charged for the cycle count service. Operators only see the cycle counts assigned to them, keeping their dashboards focused and free of unrelated tasks. Counts are arranged sequentially by creation date so operators can move directly from one count to the next without returning to the dashboard, keeping the process efficient and uninterrupted. A search bar is available when a specific product needs to be located quickly. For managers, cycle counts can also be scheduled to repeat automatically at set day intervals, ensuring ongoing accuracy without the burden of constant manual scheduling. The result is a workflow where operators stay focused, and managers stay firmly in control of inventory accuracy. ### Why It Matters * Eliminate costly errors by keeping inventory records continuously aligned with reality, without shutting down the warehouse for a full physical inventory. * Resolve issues faster by targeting specific products and locations where discrepancies are most likely, instead of wasting resources on blanket counts. * Guarantee accuracy with a simple workflow where operators scan every unit — removing guesswork and manual counting errors. * Strengthen accountability by assigning tasks to operators, tracking completion times, and giving managers full visibility into the process. * Protect long-term accuracy with automated cycle counts that run at set intervals, reducing the management burden of scheduling and oversight. * Turn accuracy checks into a value-added service by automatically billing shoppers for completed counts, creating a transparent and traceable revenue stream. ### Best Practice Cycle counts are most effective when they focus on the products that matter most. High-value or frequently moving products should be placed on shorter recurring intervals, while lower-value or slow movers can be scheduled less often. This ensures accuracy where it has the greatest financial and operational impact without overloading staff. Managers should make the Cycle Count dashboard part of their routine. Discrepancies shown here are often early warning signs of mis-picks, mis-puts, or labeling issues. Addressing them quickly prevents those small problems from snowballing into order delays or fulfillment errors. Tracked completion times are more than a log — they’re a diagnostic tool. If counts take longer than expected, it could point to a training gap, a layout inefficiency, or even mislabeled containers. Using this data to fine-tune operations turns cycle counting into a driver of continuous improvement, not just an audit process. Finally, validate completed counts promptly. Quick validation not only keeps shopper billing transparent but also reinforces operator accountability by closing the loop on the work performed. # Multi-SKU ### Overview Multi-SKU enables multiple items to be virtually assigned to the same container within the WMS, ensuring a one-to-one match between physical storage and system records. This allows different inventory to share the same pallet or bin while maintaining full visibility and traceability in the system. By consolidating stock into shared containers, warehouses can maximize capacity, eliminate wasted space, and stay fully accurate in how inventory is tracked and managed. ### How It Works Before using Multi-SKU, the feature must be enabled in the shopper SLA settings. Once active, managers can configure it directly in the Inventory Manager by selecting a specific item and opening its container settings. From there, a dedicated menu allows additional inventory to be added into the same container by searching and selecting the items required. Multiple items can be assigned in one step, and once the configuration is saved, the container is flagged as Multi-SKU. From that point forward, any of the items assigned to that container will display the shared container setup, giving full visibility into exactly what stock is stored together at the container level. {% embed url="" %} Showing the Multi-SKU workflow in action. {% endembed %} ### Why It Matters * Maximizes warehouse capacity by consolidating smaller or slower-moving items into shared containers. * Reduces wasted space, which lowers storage costs and extends the life of available capacity. * Provides flexibility to adapt storage strategies as inventory mix and demand patterns evolve. * Maintains complete traceability in the WMS, ensuring operators always know what inventory is stored together. * Delays the need for additional racking or warehouse space by making better use of existing capacity. # Orders Management Manage every order in one place — from creation to fulfillment to exception handling. Gain full visibility into status, resolve issues quickly, and maintain client trust with complete traceability. {% content-ref url="/pages/JKaMGeNAfSszL7MyNdiO" %} [Order Dashboard](/workflows/orders-management/order-dashboard) {% endcontent-ref %} {% content-ref url="/pages/O7xfLPK36pOnyZnd3GBw" %} [Back Order Dashboard](/workflows/orders-management/back-order-dashboard) {% endcontent-ref %} {% content-ref url="/pages/I8oktw5G07RoWJKalkrE" %} [Shopper Complaint Handling](/workflows/orders-management/shopper-complaint-handling) {% endcontent-ref %} {% content-ref url="/pages/220LqI2UjIWwwCaMsqW8" %} [Exception Order Processing](/workflows/orders-management/exception-order-processing) {% endcontent-ref %} # Order Dashboard ### Overview The Order Dashboard is the central hub for order visibility and control. From a single screen, managers and operators can track every order status, apply filters to focus on what matters, and take immediate action — whether that’s bulk edits across hundreds of orders or fine-grained adjustments on a single one. With full transparency into each order’s history, the dashboard turns complexity into clarity, ensuring orders move smoothly from creation to fulfillment. ### How It Works The Order Dashboard displays every order flowing through the warehouse, with extensive filtering options to surface exactly what you need. Orders can be filtered by status (pending, in progress, shipped, delivered, backordered, on hold, exception), by attributes like creation date, warehouse, product, or tags, and many others. To save time, commonly used filters can be stored as predefined views, giving managers and operators one-click access to the information most relevant to their workflow. The dashboard supports all order types, including returns, receiving, commercial, direct-to-consumer, and transfers. With multi-select, users can perform bulk actions such as canceling, splitting backorders for partial shipments (with shopper or internal approval), adding or removing products, updating tags, or releasing holds. {% embed url="" %} Viewing the Order Dashboard — showing all order types with advanced filters, saved views, and multi-order management options. {% endembed %} Drilling into a specific order provides full control at the detail level: update customer information (name, address, contact), select carriers, mark priority or signature-required orders, adjust products, apply or remove tags, place holds, or cancel/delete the order. Each order also carries a complete audit history from creation to fulfillment, capturing every adjustment along the way. {% embed url="" %} Viewing the Order Details — full control to update customer info, adjust products, and review complete order history. {% endembed %} ### Why It Matters * Establish a single source of truth for every order type — commercial, returns, transfers, or direct-to-consumer — all in one centralized view. * Keep orders clean and accurate before they enter fulfillment by validating details, updating customer information, and applying the right carriers, tags, and priorities. * Shape fulfillment strategy upstream with bulk tools to split, cancel, or reconfigure orders so the warehouse only works on orders that are ready to ship. * Eliminate confusion by giving managers and operators a definitive hub to reference whenever an order status or history is in question. * Strengthen operational discipline with a full audit trail, ensuring every change is documented and traceable across the order lifecycle. # Back Order Dashboard ### Overview Back orders are one of the biggest pain points in fulfillment — they delay shipments, frustrate clients, and put pressure on service levels. By default, the system automatically clears back orders as soon as replenished stock is available. The Back Order Dashboard adds an extra layer of control, giving 3PLs a dedicated workspace to manually resolve back orders in seconds. Instead of digging through filters in the Order Dashboard, administrators can release orders the moment stock is ready, ensuring nothing stays stuck and clients see issues resolved without delay. ### How It Works The dashboard displays all outstanding back orders across merchants, with missing items highlighted in red alongside their required quantities. Administrators can filter by shopper to narrow the view or search directly for specific orders. Once stock is available, back orders can be resolved in two ways: release all orders for a merchant in one step, or select and resolve individual orders. With a single click, orders are cleared and flow back into fulfillment. {% embed url="" %} Viewing the Back Order Dashboard — unresolved orders remain open, awaiting stock reception before they can be fulfilled. {% endembed %} ### Why It Matters * Cuts resolution time by giving a dedicated place to clear back orders without filtering through the Order Dashboard. * Puts you in control for exceptions, letting you manually release orders when auto-resolution hasn’t caught up. * Matches your workflow with bulk release by merchant or precise one-by-one fixes. * Clarifies blockers at a glance—missing items and quantities—so you can communicate ETAs and protect SLAs. ### Best Practice The Back Order Dashboard works best as a safeguard rather than a primary workflow. Let the system’s automatic resolution handle the majority of back orders as inventory is replenished, and use the dashboard to quickly clear exceptions or urgent cases. Administrators should check the dashboard during peak periods or after large receipts to ensure no order remains stuck. By treating the dashboard as a control lever for exceptions, 3PLs maintain both speed and reliability without adding unnecessary manual work. # Shopper Complaint Handling ### Overview Shopper Complaint Handling provides a centralized dashboard for managing customer feedback on orders, whether you’re a 3PL or a Brand Company. Instead of scattered emails or messages, every complaint is tied directly to the order, its delivery timeline, and the warehouse activity behind it. This gives teams a transparent, structured way to investigate issues, assign accountability, and resolve complaints while also capturing valuable insights to improve service quality over time. ### How It Works The dashboard consolidates all shopper complaints into a single view, making it easy to filter by warehouse, shopper, problem category, cause, or by specific order and delivery date. Each complaint is displayed alongside full order details: shipment and delivery times (from both carrier data and the WMS), the shopper account linked to the order, and the operators responsible for each step in the process. Administrators can review the shopper’s message, categorize the cause, and add context to build a clearer picture of where issues occur. Once a complaint is investigated, it can be marked as resolved with notes on the identified root cause and corrective action. The system also allows internal reporting — if a process gap is detected, teams can log the issue themselves and flag potentially impacted orders. Over time, this structured workflow feeds into analytics, helping companies uncover recurring problems and strengthen their operations before complaints escalate. {% embed url="" %} Viewing the Shopper Complaint Handling dashboard — centralized visibility to review, categorize, and resolve complaints with full order context. {% endembed %} ### Why It Matters * Connects customer complaints directly to order and warehouse data, removing guesswork from investigations. * Speeds up resolution by giving teams a structured process with full visibility into timelines and responsibilities. * Strengthens accountability by showing exactly which stage and operator were involved in the order. * Transforms feedback into insights by categorizing causes and building analytics on recurring issues. * Enhances customer confidence by demonstrating that every complaint is tracked, investigated, and resolved transparently. ### Best Practice Shopper complaints are best handled at the management level, where they become drivers of both service quality and customer loyalty. By categorizing issues consistently and analyzing patterns, leadership can uncover recurring gaps that affect performance across warehouses. Using the dashboard proactively to flag potential problems before shoppers raise them demonstrates accountability and builds confidence. When handled this way, complaints aren’t just resolved — they become proof of a company’s commitment to transparency and continuous improvement. # Exception Order Processing ### Overview Exception Order Processing ensures inventory accuracy when orders are cancelled, deleted, or fail — whether by the shopper or internally. Instead of losing track of stock tied to invalid orders, the WMS automatically recovers it and guides operators through a simple workflow to return items back into inventory. This prevents revenue loss, reduces manual work, and protects fulfillment from errors caused by “ghost orders.” ### How It Works The process begins when the operator enters the **order ID**. If the order was cancelled, deleted, or failed before fulfillment began, the WMS instantly returns the products to available inventory with no manual input required. If the order had already been picked, the system guides the operator through a structured put-back process. All items from the order appear in a dropdown, and the operator selects each product, assigns it to the correct storage location, and scans it back into stock. This is repeated until all items are reconciled. In both scenarios, Exception Order Processing ensures that stock tied to invalid orders is properly tracked, accounted for, and returned to inventory — preventing discrepancies and keeping records accurate. ### Why It Matters * Protect revenue by making sure products from cancelled, failed, or deleted orders are never lost or left unaccounted for. * Keep inventory accurate by instantly returning stock from unfulfilled orders back into available inventory. * Reduce wasted labor with automation that handles simple cases, while guiding operators step by step when manual put-backs are required. * Prevent “ghost stock” from tying up products that should be available for new orders. ### Best Practice Process exception orders as soon as they occur to prevent stock from being tied up unnecessarily. When restocking picked items, always confirm locations with a scan to avoid misplacements. Create a dedicated section for exception stock so operators can quickly identify and move cancelled, failed, or deleted orders flagged during picking and packing. Finally, review exception order patterns regularly to uncover upstream issues — such as repeated shopper cancellations or failed payments — and address them before they affect fulfillment at scale. # Order Fulfillment Real-time visibility into picking, packing, and urgent orders, with SLA prioritization, batch picking, and smart routing for faster fulfillment. {% content-ref url="/pages/Fu59P3JoHmvAi85UjXx3" %} [The Trinity of Picking](/workflows/order-fulfillment/the-trinity-of-picking) {% endcontent-ref %} {% content-ref url="/pages/X9rRCeLS3yL0wsNmFZkr" %} [Single Order Processing](/workflows/order-fulfillment/single-order-processing) {% endcontent-ref %} {% content-ref url="/pages/9b0bOkT61u5cvfEJr90L" %} [Bulk Order Processing](/workflows/order-fulfillment/bulk-order-processing) {% endcontent-ref %} {% content-ref url="/pages/e0GYothU6gD5LqlX1VIU" %} [Route Picking](/workflows/order-fulfillment/route-picking) {% endcontent-ref %} {% content-ref url="/pages/r5822nO6eGidYpy2JVUA" %} [Packing](/workflows/order-fulfillment/packing) {% endcontent-ref %} {% content-ref url="/pages/hw9uzDTdxloE9fTo5s6a" %} [Fulfillment Dashboard](/workflows/order-fulfillment/fulfillment-dashboard) {% endcontent-ref %} {% content-ref url="/pages/SoUaLW1UVaBipuZf5rwb" %} [Priority Orders](/workflows/order-fulfillment/priority-orders) {% endcontent-ref %} # The Trinity of Picking Every warehouse faces a mix of order types — identical, complex, and exception-based. Our Trinity of Picking ensures there’s an optimized method for each scenario: Bulk for identical orders, Route for mixed and complex, and Single for exceptions. Together, they provide complete coverage, giving managers the flexibility to triage orders intelligently while maintaining both speed and accuracy. This unified approach makes fulfillment more predictable, scalable, and cost-efficient across all demand cycles. ## [Single Order Processing](/workflows/order-fulfillment/single-order-processing) - Precision at every step The ultimate safety net. Single Order Processing gives operators full traceability and control by handling one order at a time, ensuring accuracy when exceptions or special requests arise. ## [Bulk Order Processing](/workflows/order-fulfillment/bulk-order-processing) - High-Volume Efficiency The fastest method for identical orders. Bulk Order Processing clears large volumes quickly with minimal downtime, making it ideal for subscription programs, promotions, or product launches. ## [Route Picking](/workflows/order-fulfillment/route-picking) - Optimized for Complexity The bridge between Bulk and Single. Route Picking uses optimized warehouse paths to manage mixed and complex orders efficiently, adapting to demand with flexible parameters and scalable route generation. # Single Order Processing ### Overview Handle orders one at a time with full accuracy and traceability. The system automatically assigns the next available order in sequence, so operators can stay focused on fulfillment without manual intervention. ### How It Works Within the order dashboard, operators can select an order and assign it to a physical picking bin to track it through the warehouse. Each order generates a guided picking list, sorted by warehouse location, helping operators move faster with fewer errors. Every item is scanned to validate accuracy, and once all items are confirmed, a *Complete* action closes the picking task. The system then automatically assigns the next order on a first-come, first-served basis, ensuring a fair and efficient workflow. Multi-user operations are fully supported: order assignments are unique, preventing overlap so multiple pickers can work in parallel without conflict. {% embed url="" %} Viewing the Single Order Processing workflow — managing each order through its fulfillment steps. {% endembed %} ### Why It Matters * Standardizes fulfillment by guiding operators through a consistent order flow. * Provides flexibility to process individual or ad-hoc orders outside of normal waves or batches. * Ensures efficient operations by automatically assigning the next available order in sequence. ### Best Practice Use Single Order Processing for ad-hoc, low-volume, or sensitive orders that need dedicated handling. This method ensures precision and traceability when speed is less critical, making it ideal for client-specific or exception-driven requests. # Bulk Order Processing ### Overview Bulk Order Processing transforms identical orders into one streamlined workflow. By consolidating item quantities into a single pick and pre-generating shipping labels based on predefined rules, the system eliminates downtime at packing. Instead of waiting for carrier selection order by order, operators can simply pack, print, and apply — driving faster fulfillment at scale. ### How It Works From the Batch Orders dashboard, operators filter by shopper to identify identical orders that can be consolidated into a batch. Once grouped, the operator selects the packaging type that will be used for the individual orders in the batch. The system then pre-generates all shipping labels using stored item dimensions and weights. Operators bulk pick the summed quantity of each item, following the same guided flow as Single Order Processing. {% embed url="" %} Generating a new batch order directly from the dashboard to consolidate multiple orders. {% endembed %} {% embed url="" %} Picking multiple orders simultaneously through the batch picking workflow. {% endembed %} At the packing stage, each order in the batch is processed individually: items are scanned for accuracy, the package is closed, and the pre-generated label is retrieved, printed, and applied. The system then automatically advances to the next order in the batch, ensuring operators move through the entire list without interruption. Multiple batch orders can also be queued in advance, keeping work steady and throughput high. {% embed url="" %} Batch packing follows the same flow as single-order packing, with slight adjustments for grouped orders. {% endembed %} ### Why It Matters * Accelerates fulfillment by grouping identical orders into a single streamlined workflow. * Boosts efficiency by combining item quantities, eliminating the need for repetitive picking runs. * Eliminates downtime at packing with pre-generated labels, removing the complexity of carrier selection across multiple destinations. * Supports higher throughput by allowing multiple batch orders to be created and queued in advance. * Reduces training needs since the picking flow mirrors [Single Order Processing](/workflows/order-fulfillment/single-order-processing), with a seamless handoff into the standard packing workflow\.. ### Best Practice Bulk Order Processing is best suited for high volumes of identical orders, such as subscription shipments, promotions, or product launches where speed outweighs flexibility. Since packaging is defined upfront, shipping labels are pre-generated for every order in the batch, eliminating downtime at packing and keeping the process seamless. To maximize efficiency, managers can prepare multiple batch orders in advance, ensuring operators always have work ready and throughput remains consistent even during peak demand. # Route Picking ### Overview Route Picking organizes diverse orders into optimized routes, reducing warehouse travel and maximizing efficiency. By defining batch size and item limits, managers can generate multiple routes at once and assign them directly to operators. Each route guides the operator through the warehouse in the most efficient sequence, with the system calculating the total quantities needed per location so every order in the route is fulfilled in a single run. With pre-assigned, transferable routes, fulfillment flows without interruption — helping maximize throughput during peak periods while keeping labor costs lean in low season. ### How It Works Within the Batch Orders dashboard, managers create optimized picking routes by selecting a specific shopper or all shoppers. Batch size is defined by the number of orders, the number of items allowed per order, and the number of bins per cart — which together determine how many routes are generated. Routes can be created using either alphanumeric sorting of item locations or a map-based shortest-path calculation for maximum travel efficiency. A preview shows all orders and items allocated to each route, and managers must assign each route to an operator at this stage. Orders can also be reassigned or removed from the route before finalizing. {% embed url="" %} Generating optimized picking routes from the Batch Orders dashboard — defining batch size, previewing allocations, and assigning operators. {% endembed %} Once routes are created, operators access them from the Fulfillment Dashboard and follow a guided workflow. The system directs them through the warehouse in the most efficient sequence, instructing them on the quantities to pick and which bins to place them in. This ensures each item location is visited only once per route to fulfill all associated orders in a single pass. Operator assignments can be changed later within the dashboard if needed, though best practice is to have the original operator stop their work before reassignment to avoid errors during the transition. {% embed url="" %} Executing the Picking Workflow — guided routes direct operators through the warehouse for efficient, accurate order fulfillment. {% endembed %} Routes are processed sequentially, progress is automatically tracked, and operators can continue a reassigned route from where it was left off — ensuring work continues without interruption. Unlike Bulk or Single Order Processing, Route Picking only affects the **picking phase**; the packing phase follows the same workflow as [Packing](/workflows/order-fulfillment/packing). ### Why It Matters * Delivers optimized picking paths for complex and mixed orders, bridging the gap between Bulk’s identical batches and Single Order Processing. * Offers flexible configuration by defining batch size, item limits, and cart capacity to fit any operational scenario. * Scales effortlessly by producing as many routes as needed in one step, ensuring the system adapts to demand rather than slowing it down. * Lowers labor costs by minimizing warehouse travel, directing operators to fulfill all route orders in a single pass per location. ### Best Practice Route Picking is best applied when handling mixed or complex orders that cannot be grouped into Bulk Order Processing but still require more efficiency than processing them individually through Single Order Processing. By fine-tuning parameters such as batch size, item limits, and cart capacity, managers can adapt routes to strike the right balance between throughput and control. A proven strategy is to prioritize simpler orders with lower item counts in early routes, locking in rapid throughput and reducing overall workload. More complex, higher-item orders can then be handled in smaller, tightly controlled routes to preserve accuracy and keep SLA commitments on track. This strategic use of Route Picking maximizes the efficiency of batch methods while giving managers the flexibility to adjust complexity as needed — making it a valuable tool for sustaining peak throughput during high demand while minimizing labor in slower periods. # Packing ### Overview Packing completes the fulfillment cycle with accuracy, speed, and traceability. Orders are validated, packaged, and shipped with labels generated automatically from predefined rules — ensuring every order leaves the warehouse without delay. ### How It Works Packing begins in the Handling section, where scanning the assigned container links the order and retrieves its details. Each item is then scanned to validate accuracy before packing. Once items are confirmed, the operator selects the appropriate packaging. For multi-package orders, items are scanned and packed into the first package, then saved in the system. The process repeats for the next package until all items are packed. This scan-as-you-go approach keeps accuracy high while allowing operators to work seamlessly through multiple packages. {% embed url="" %} Executing the Packing workflow — confirming items and finalizing the order for shipment. {% endembed %} With packaging defined, the system automatically generates shipping labels based on predefined rules. These rules can use the cheapest available carrier rate, follow a carrier preference defined by the shopper or customer, or apply specific conditions set through order automations. Once labels and any required documentation are created, the operator prints and applies them — completing the order with full traceability and no downtime. ### Why It Matters * Guarantees accuracy with item-level scanning before sealing any order. * Increases flexibility by allowing orders to be split into multiple packages seamlessly. * Eliminates delays with automated label generation driven by shopper preferences, customer rules, or automation logic. * Ensures shipping compliance by automatically generating required documents, from labels to commercial invoices. # Fulfillment Dashboard ### Overview The Fulfillment Dashboard is the command center for order processing, giving teams real-time visibility into pending, in-progress, and exception orders. By consolidating all activity into one view, it keeps operators focused, managers in control, and fulfillment running without delays. Beyond oversight, it also serves as the launchpad for fulfillment workflows, allowing Single, Bulk, and Route Order Processing to begin directly from the same dashboard. ### How It Works The Fulfillment Dashboard brings every stage of order processing into a single view. Managers can monitor pending and in-progress orders across Bulk, Route, Single Order Processing, Packing, and Warehouse Receiving Orders (WROs), with progress tracked by percentage for each. Problematic orders are flagged whether they occur during picking or packing, ensuring exceptions are visible and addressed quickly. The dashboard allows users to drill into order details by toggling to see the items within each order, or stay at a high level with the overview section, which aggregates all shopper orders across different phases. Flexible filtering makes it easy to focus on specific merchants or exclude them entirely, with the option to apply multiple filters at once. This centralized visibility keeps fulfillment flowing smoothly, giving operators the context they need to work efficiently while giving managers the oversight to resolve exceptions before they become bottlenecks. {% embed url="" %} Viewing the Fulfillment Dashboard — displaying all order types by status, with detailed views, advanced filters, and merchant-level summaries. {% endembed %} ### Why It Matters * Provides real-time visibility into every order stage, from picking to packing. * Tracks progress with clear percentage bars, keeping workloads transparent. * Offers flexible filtering across one or multiple merchants for precise control. * Consolidates order management into a single view, reducing the need to switch screens or tools. # Priority Orders ### Overview Priority Orders give merchants the flexibility to fast-track urgent shipments without disrupting the overall fulfillment flow. Orders can be flagged manually or automatically through predefined rules, pushing them to the top of the queue across Bulk Order Processing, Route Optimization, or Single Order Processing. This ensures time-sensitive requests are handled immediately while keeping fulfillment adaptable to client and shopper needs. ### How It Works Priority Orders can be flagged either by merchants or by warehouse management, giving both sides control over urgent requests. They can also be triggered automatically through existing order automation rules, ensuring priority handling without manual intervention. Once flagged, these orders are immediately pushed to the top of the queue. In [**Single Order Processing**](/workflows/order-fulfillment/single-order-processing), the system serves the urgent order next before resuming the normal sequence. In [**Bulk**](/workflows/order-fulfillment/bulk-order-processing) **or** [**Route Order Processing**](/workflows/order-fulfillment/route-picking), flagged orders are prioritized during batch creation so they are processed ahead of standard orders. Priority Orders are also surfaced at the top of the Fulfillment Dashboard, giving managers immediate visibility and control over time-sensitive shipments. By embedding priority handling directly into each fulfillment method, the WMS ensures urgent shipments are completed without disruption, keeping fulfillment flexible and responsive to client needs. {% embed url="" %} Toggling an order as Priority for expedited handling. {% endembed %} ### Why It Matters * Keeps urgent shipments moving by embedding priority handling directly into existing workflows. * Provides flexibility for both merchants and warehouse management to fast-track requests. * Supports client commitments by handling ad-hoc demands and exceptions quickly. ### Best Practice Priority Orders deliver the most value when they are flagged before batch creation begins. If an urgent order is already part of a generated batch, its priority may be reduced since batches are processed as a unit. For truly time-sensitive requests, the most reliable approach is to use Single Order Processing as the picking method, ensuring the order is completed immediately. Clear communication between clients and warehouse management is essential to avoid delays and to make sure urgent requests are captured and fulfilled without disruption. # Returns Management Streamline returns with dashboards, configurable policies, carrier integrations, and analytics to keep workflows efficient and visible. {% content-ref url="/pages/2LOogqyGNe4l0QyTBeTe" %} [Processing](/workflows/returns-management/processing) {% endcontent-ref %} {% content-ref url="/pages/xPmx39B6k15mH3X3oJ9E" %} [Dashboard](/workflows/returns-management/dashboard) {% endcontent-ref %} {% content-ref url="/pages/hVckJOT6gx2pLvwRVzTf" %} [Policy Control](/workflows/returns-management/policy-control) {% endcontent-ref %} {% content-ref url="/pages/HVDGDh5EqroXOdiAnh2t" %} [Analytics](/workflows/returns-management/analytics) {% endcontent-ref %} {% content-ref url="/pages/kFmvxRpeotfAajdqXybj" %} [Automation](/workflows/returns-management/automation) {% endcontent-ref %} # Processing ### Overview Returns are one of the most expensive and sensitive parts of fulfillment — they affect shopper trust, tie up inventory, and can quickly eat into margins if not handled well. Returns Processing turns that challenge into a streamlined workflow. By guiding teams through item validation, reason tracking, and inventory updates in real time, it ensures every return is handled consistently and fairly. The result is faster resolution, accurate stock levels, and a returns experience that builds confidence instead of friction. ### How It Works Operators begin in the **Returns tab**, where return orders can be selected using the ID found on the package label or inside the shipment. Each return order opens into a detailed view of its items, with every product tied to the reasons it was returned. For each item, the operator must validate against those reasons — marking every condition as either **Pass** or **Fail**. If all conditions pass, the system prompts the operator to select a container or location for restock. As soon as the location is confirmed, inventory is automatically adjusted upward and the item disappears from the interface to confirm it has been processed successfully. If one or more conditions fail, the item is considered a failed return. In these cases, no storage location is requested, but the operator can leave notes to capture context or condition details. Once all items in the return order have been reviewed, the workflow concludes by asking whether a return slip was included in the package. After selecting the appropriate outcome, pressing **Complete** finalizes the entire return process. This step-by-step approach ensures that every item is evaluated individually, every reason code is accounted for, and only valid returns make their way back into inventory. ### Why It Matters * Controls the high cost of returns by ensuring only approved items are restocked and failed items are properly flagged. * Creates full accountability by recording the outcome, reason codes, and notes for every return — building a data trail that drives process improvements. * Improves efficiency with a step-by-step workflow that reduces handling time and eliminates operator guesswork. * Strengthens shopper loyalty by turning a traditionally frustrating process into a clear, consistent, and fair experience. ### Best Practice Returns are best managed when the warehouse layout reflects the system workflow. Dedicate physical zones for failed, pending, and approved items so that operators handle returns consistently and without confusion. Approved items should have their destination locations identified in advance to streamline restocking, while failed or pending items should be held in clear, separate areas for follow-up. Beyond processing, management should review return reason codes regularly to uncover recurring issues that drive costs or shopper dissatisfaction. Finally, assigning returns handling to trained staff ensures items are validated fairly and consistently, protecting both inventory accuracy and customer trust. # Dashboard ### Overview Returns are often messy, but the Returns Dashboard turns them into a streamlined, controlled process. Every request — whether created by a shopper or initiated internally — is captured with full details like order ID, customer information, reason for return, and approval status. Teams can act quickly to approve, deny, or create returns on behalf of shoppers, even managing exchanges that generate new fulfillment orders with labels included. With flexible filters and clear status tracking, the dashboard eliminates confusion and ensures returns are handled consistently across the warehouse. ### How It Works The Returns Dashboard displays every return in the system, showing key details such as return order ID, customer name, reason for return, request date, status (approved, pending, or not approved), and who created it. Managers can act directly from the Approval column to approve or deny pending requests, keeping workflows fast and controlled. To keep information manageable, the dashboard includes flexible filters that allow users to sort by request date, status, warehouse, item name, customer name, and more. This makes it easy to surface priority returns or spot trends without digging through lists manually. In addition to managing incoming requests, operators can also create a return order internally on behalf of a shopper. By entering the original order ID, they can select items, quantities, and reasons for return, initiate an exchange that generates a new fulfillment order, assign the warehouse, and decide whether to include a return label. The request can then be approved immediately or left pending for validation by another operator or manager. ### Why It Matters * Centralize all return activity in one place, eliminating scattered requests and manual tracking. * Speed up approvals with a clear workflow that shows pending requests and who created them. * Keep teams efficient by filtering returns by date, status, warehouse, item, or customer to focus on what matters most. * Improve shopper support with the ability to create return orders internally, including exchanges and labels, without leaving the dashboard. * Maintain accountability with full visibility into each request’s details, from reason codes to approval status. ### Best Practice Use dashboard filters regularly to surface pending or high-priority returns and prevent bottlenecks. Establish clear rules on which requests can be approved immediately versus those requiring manager validation for consistency across teams. When creating return orders internally, double-check product quantities and the designated warehouse before approval to avoid downstream errors in fulfillment. # Policy Control ### Overview Returns are not one-size-fits-all. Policy Control gives companies the ability to tailor every part of their returns workflow to match their operational goals, client agreements, and customer expectations. From setting return windows and fees to customizing reasons and carrier options, it puts full control in the hands of management — ensuring that returns are handled consistently, fairly, and profitably across warehouses. ### How It Works Policy Control is managed under Return Settings, where administrators can configure returns at the warehouse level. Here, companies decide whether clients are allowed to create their own return orders or if requests must be handled internally. They can also define if labels should be auto-approved when a client initiates a return, set the number of days returns remain eligible, and establish refund processing fees. Fees can be customized on a per-country basis and linked directly to the client’s return policy so that terms are automatically communicated in return emails. The dashboard also includes reason code management. Administrators can activate or deactivate reasons, allow shoppers to include descriptions or photos, and even create new custom reasons through the “Create Custom Return Reason” function. Finally, companies can select which carriers they want to support for return shipments, ensuring the process aligns with existing logistics partnerships. ### Why It Matters * Protects margins by controlling return windows, applying processing fees, and tailoring policies to each market. * Builds trust with shoppers by linking policies directly to return emails, ensuring expectations are clear before items are sent back. * Gives companies flexibility to adapt — whether returns are client-initiated, warehouse-controlled, or customized by geography. * Improves operational consistency with standardized carriers and clearly defined reason codes. * Turns a traditionally painful process into a structured, transparent experience that strengthens long-term loyalty. ### Best Practice Returns policies work best when they strike the right balance between protecting margins and delivering a positive customer experience. Companies should use Policy Control to set return windows that align with product value and lifecycle, apply processing fees that cover handling costs without discouraging future purchases, and tailor terms by country to account for local market expectations. Clear communication is essential — linking the policy directly to shopper emails reduces disputes and builds trust. Finally, regularly reviewing return reasons and carrier performance ensures that policies stay aligned with both operational goals and customer satisfaction. # Analytics ### Overview Returns Analytics transforms return activity into insights you can act on. From spotting trends in return volumes to breaking down reasons by product, warehouse, or outcome, it gives managers the clarity to see where problems start and the data to fix them. With flexible filters and multiple chart views, it turns returns from a hidden cost into a driver for smarter decisions. ### How It Works Returns Analytics can be accessed directly from the navigation bar under **Return Analytics**. From here, managers can drill into return activity across warehouses and products, filtering by warehouse, return reason, item ID or name, and custom date ranges. The module offers several chart types to tailor insights: * **Orders returned over time** — track overall return trends and seasonality. * **Number of returned products by reason** — identify the leading causes of returns. * **Products returned over time** — analyze patterns tied to specific SKUs. * **Products that passed inspection by reason** — understand which items are fit to be restocked. * **Products that failed inspection by reason** — pinpoint items consistently lost due to damage, quality, or policy issues. By combining filters with these views, teams can zoom in on specific problems, compare performance across warehouses, and uncover where policies or processes need adjustment. ### Why It Matters * Turn return data into actionable insights instead of letting it sit unused. * Identify the root causes of returns — from product quality to order accuracy — and fix them upstream. * Compare warehouses to uncover where processes, training, or policies need improvement. * Protect margins by tracking inspection outcomes and reducing preventable product losses. * Support smarter decisions in procurement, merchandising, and customer service with concrete data. ### Best Practice Review return reasons regularly and share insights with procurement or merchandising teams to reduce upstream product issues. Track pass/fail inspection rates by warehouse to identify training needs or gaps in quality control. Use time-based charts to measure the impact of new policies, process changes, or supplier adjustments. Finally, align return trends with shopper feedback to get a complete picture of where improvements will have the biggest impact. # Automation ### Overview Return Order Automation transforms returns from an ad-hoc, manual process into a structured, rules-driven workflow. Instead of handling every case one by one, companies can pre-define how returns should be managed under different conditions. This ensures consistency, saves time, and allows businesses to scale their returns handling while still tailoring the process to their policies, products, and customers. ### How It Works Return Order Automation is managed from the **Returns navigation** under **Return Automations**, where all active and inactive rules are listed. The core of the feature is the **Create Automation** function, where you can combine multiple conditions with multiple actions to match your exact return policies. **Conditions** can be based on product tags, order tags, or return reasons, and can be layered together. **Actions** then define what happens once those conditions are met — such as approving or declining the return, adding or removing prepaid labels, refunding the order, failing inspection, or categorizing it as a gift order. {% embed url="" %} Viewing the Return Order Automation module — combining conditions and actions to automate and standardize return processing. {% endembed %} #### Example If you want to make returns frictionless for your customers, you could set an automation that instantly approves apparel returns marked “wrong size,” issues a prepaid label, and refunds the order in one step. * **Conditions**: Product tag = “apparel” + Return reason = “wrong size.” * **Actions**: Approve return + Add prepaid label + Refund order. Or, if you’re handling fragile electronics, you could allow the return but control costs by removing prepaid labels so that customers arrange their own shipping. * **Conditions**: Product tag = “electronics” + Tag = “fragile.” * **Actions**: Approve return + Remove prepaid label. By combining multiple conditions with multiple actions, you eliminate repetitive decisions, enforce policy consistently, and process returns at scale without sacrificing flexibility. ### Why It Matters * Eliminates repetitive manual decisions by letting the system handle routine return scenarios automatically. * Enforces policies consistently across warehouses and clients, reducing exceptions and disputes. * Saves time and labor by resolving common return cases instantly instead of routing them through manual review. * Improves the shopper experience with faster approvals, labels, and refunds for straightforward cases. * Adapts to business needs by allowing you to activate or deactivate rules for seasonal promotions, peak periods, or temporary policies. * Scales effortlessly as return volumes grow, giving you full control without adding operational overhead. ### Best Practice Automation is at its most powerful when it’s managed with intention. As rules accumulate, overlaps can create conflicting outcomes, so reviewing automations on a regular schedule — such as quarterly — ensures the system stays clean, predictable, and effective. Seasonal or promotional rules should be activated only when needed, then deactivated promptly to avoid clutter. Not every scenario should be automated; keeping edge cases manual preserves flexibility and oversight. The goal is a governance rhythm where automation handles the heavy lifting, while managers keep control of exceptions and adapt policies as business needs change. # Carriers & Shipping Control every shipment with configurable carrier services and integrations that balance cost savings, flexibility, and seamless label generation. {% content-ref url="/pages/OHknsZMO4YZOBwJvW6tb" %} [Carrier Services](/workflows/carriers-and-shipping/carrier-services) {% endcontent-ref %} {% content-ref url="/pages/VCFTUunt4STtefCaxLwh" %} [Shipping Integrations](/shipping-integrations/totalship) {% endcontent-ref %} # Carrier Services ### Overview Carrier Services puts shipping configuration directly in the hands of the operator — whether as a 3PL setting up options for their merchants, or a brand managing their own WMS. Carriers and service levels can be tailored per warehouse, covering domestic, international, and regional options, while the system automatically selects the cheapest available rate among the enabled services. ### How It Works Carrier Services are configured by managers or admins, not by operators. Access depends on how the WMS is deployed: * Brands configure carriers under Shipping Settings in the Orders section. * 3PLs allow merchants to configure their own carriers from the Shipping section within their merchant account. Settings apply per warehouse, with carriers grouped into categories — Canada Domestic, International, U.S. Only, and Others. Managers simply select the carriers or service levels they want active. If no carriers are selected, all available carriers are enabled by default, giving the system the full range of options when generating a label. By selecting specific carriers or services, managers limit label generation to only those choices, ensuring compliance with merchant agreements or internal preferences. From there, the process is seamless for operators: they scan, press print, and the WMS generates the label automatically. When multiple services are enabled, the system compares them behind the scenes and applies the cheapest available option, delivering cost savings without slowing down the floor. In cases where order automations are configured, those rules take priority. Automations can enforce a specific carrier or service for certain orders, while Carrier Services continues to provide the baseline setup — ensuring exceptions are handled consistently without manual intervention. {% embed url="" %} ### Supported Carriers & Services

Canada Domestic 🇨🇦

| Carrier | Services | | ----------- | ----------------------------------------------------------------------------- | | FedEx | Ground, Express, Priority Overnight, Express Saver | | Canpar | Ground, Select Parcel, Overnight Parcel | | Purolator | Ground, Express, Express 10:30 AM, Express 9 AM, Ground 10:30 AM, Ground 9 AM | | GLS | Standard | | Loomis | Express | | Canada Post | Expedited Parcel, Priority | | UPS | Standard | | Intelcom | Standard |

International 🇺🇳

| Carrier | Services | | ----------- | --------------------------------------------------------------- | | DHL | Express Worldwide | | FedEx | International Economy, International Priority | | Canada Post | International Parcel Surface, Small Packet International Air | | UPS | Standard, Three-Day Select, Worldwide Expedited, Saver, Express |

Other (via EasyPost) ⚙️

| Carrier | Services | | ------- | --------------------------------------------------------------------------------------------------- | | UPS | Ground, 3 Day Select, 2nd Day Air, Next Day Air, Next Day Air Saver, Next Day Air Early AM, Express | | USPS | Priority, Express | | FedEx | Express Saver, Ground, 2 Day, 2 Day AM, Standard Overnight, Priority Overnight |

U.S. Only 🇺🇸

| Carrier | Services | | ----------- | ------------------------------------------------------------------- | | Canada Post | USA Small Packet Air Mail, Tracked Packet USA, Expedited Parcel USA | | Purolator | Ground U.S. | | FedEx | Ground U.S. | ### Why It Matters * Automatically cut costs by letting the system apply the cheapest available rate among enabled carriers. * Control shipping options by limiting carriers and services to those that match agreements or preferences. * Keep fulfillment fast and simple since operators only scan and print while the system applies the right label. * Configure carriers per warehouse to give each location or merchant its own optimized shipping setup. * Scale easily as new carriers or services are added without disrupting existing workflows. # Shipping Integrations ### Overview Shipping Integrations give brands and 3PLs the freedom to connect their own carrier accounts directly into the WMS. While Logentic provides default integrations for all supported carriers, you can supplement these with third-party connections like ShipStation, Parcelz, 2Ship, or Obibox. This flexibility lets you decide how labels are generated, which accounts are used for fulfillment or returns, and ensures every shipment runs through the setup that best fits your business. ### How It Works Shipping Integrations are managed from the same menu as **Carrier Services**. Managers simply select an available integration and input the account credentials (e.g., API keys). Once saved, these accounts can be designated as the **main integration** for fulfillment and/or return label generation. If an integration isn’t set as default, it can still be leveraged through **Order Automations**, which apply specific integrations on a per-order or conditional basis (e.g., routing international orders to ShipStation while using Logentic defaults for domestic). This ensures flexibility without adding complexity to operator workflows. {% embed url="" %} Viewing the Shipping Integrations module — connect carrier accounts, set defaults, and enable conditional routing through Order Automations. {% endembed %} ### Why It Matters * Gain flexibility by supplementing Logentic’s default integrations with your own accounts. * Use your own negotiated carrier rates to protect margins and reduce shipping costs. * Control how labels are generated by choosing which integration applies to fulfillment and which to returns. * Keep operations seamless by pairing integrations with order automations that apply the right account for the right order. * Empower 3PL merchants to connect their own accounts, giving them transparency and control while you maintain operational efficiency. ### Best Practice Use integrations strategically: set your own accounts as defaults to capture negotiated savings, or give merchants the option to bring theirs for added transparency. Combine integrations with order automations to route specific order types — such as international shipments or oversized items — to the most cost-effective carrier without adding manual work. # Order Automation ### Overview Order Automation removes the need for constant manual oversight by letting you define rules that drive how orders are handled. Instead of operators making repetitive decisions, the system reacts instantly to triggers, checks conditions, and executes actions automatically. This ensures consistency across every order, reduces labor, and minimizes errors. At the same time, automation is flexible enough to handle exceptional cases — from seasonal promotions to quarterly rules — with policies that can be activated, adjusted, or deactivated as needed. Whether you’re managing multiple warehouses, diverse clients, or peak season volumes, automation adapts to your business and scales effortlessly with demand. ### How It Works Order Automation is accessible either from the navigation search panel or within the Orders tab under Order Automation. The dashboard displays all existing automations at a glance, showing their name, triggers, conditions, actions, and whether they are active. From here, automations can be edited, activated, or deactivated as needed. Creating a new automation follows a simple flow: **Trigger → Condition → Action.** * **Triggers** define when the automation starts, such as when an order is created, updated, split, tagged, or marked problematic. Multiple triggers can be set to cover different scenarios. * **Conditions** refine the logic by checking order details such as SKU quantity, postal code, ecommerce source, country, or weight. Multiple conditions can be chained together, passing or failing based on the outcome of the previous condition. * **Actions** determine what happens once conditions are met. Options include putting the order on hold, selecting a carrier, prioritizing the order, splitting SKUs or bundles, canceling the order, or setting signature requirements. {% embed url="" %} #### Examples * **Client-Specific Carrier Rules**\ Some merchants prefer to use their own carrier accounts instead of Logentic’s native shipping options. With Order Automation, you can set rules that automatically assign the correct third-party integration whenever that client’s orders are created. This removes back-and-forth decisions, ensures compliance with each client’s SLA, and prevents shipping errors. * **SKU Splitting for Special Handling**\ Certain products may need to be handled differently — for example, fragile goods or items that require additional checks before shipping. Automation allows you to detect these SKUs at the order level and automatically split them into a separate order. This ensures they receive the right care without slowing down the fulfillment of the rest of the order. * **Order Prioritization**\ High-priority items, such as those tagged “express” or “priority,” can automatically be pushed to the front of the queue and paired with the fastest carrier options. Instead of operators manually flagging these orders, the system enforces service levels instantly and consistently. * **Promotional Campaigns**\ During seasonal campaigns like Black Friday, automation can detect orders tagged with the promotion and apply specific rules: automatically select faster carriers or add a gift item to the shipment. This ensures promotions are executed exactly as promised, even under heavy volumes. * **Channel-Specific Rules**\ Orders from different sales channels often require different handling. For example, marketplace orders may need to be automatically assigned to a specific carrier or placed on hold until verified. Automations ensure every channel follows its own rules without operators constantly double-checking. By chaining multiple conditions and actions together, you can design automations that manage both everyday order flows and exceptional cases with precision. ### Why It Matters * **Keeps client promises** by automatically applying each merchant’s carrier preferences, ensuring SLAs are met without manual oversight. * **Protects sensitive SKUs** by splitting items that need special handling, guaranteeing they’re processed correctly without slowing other orders. * **Delivers faster service** by prioritizing urgent or express-tagged orders and pairing them with the fastest carriers automatically. * **Supports seasonal peaks** by applying promotion-specific rules — like adding gifts or upgrading shipping — without extra workload during high volumes. * **Streamlines multi-channel fulfillment** by applying tailored rules to marketplace, DTC, or wholesale orders so each channel is handled consistently. * **Scales without added labor** by removing repetitive decisions, freeing operators to focus only on exceptions. ### Best Practice Order Automation is most effective when treated as a living framework that evolves with your operation. Because rules can easily overlap or conflict, it’s important to review them regularly — at least once per quarter — to make sure outcomes are still predictable and aligned with client SLAs. Seasonal or promotional rules should be activated only when needed, then deactivated promptly to avoid clutter and unintended triggers. When creating automations, keep the logic as clear and simple as possible: complex chains may look powerful but can introduce unnecessary risk. To strengthen control even further, run test orders against new rules before applying them at scale, deliberately leave rare edge cases for manual handling, and audit rules by client to ensure automations don’t cross over or compromise service agreements. Together, these practices keep automation lean, reliable, and fully under your control. # Shopper Care {% hint style="info" %} **GitBook tip:** A succinct video overview is a great way to introduce folks to your product. Embed a Loom, Vimeo or YouTube video and you're good to go! We love this video from the fine folks at Loom as a perfect example of a succinct feature overview. {% endhint %} ## Awesome Feature One Get amazing things done with awesome feature one. But remember that awesome feature two and three exist too. In fact, Awesome Product is full of awesome features. ![](https://images.unsplash.com/photo-1555774698-0b77e0d5fac6?crop=entropy\&cs=tinysrgb\&fm=jpg\&ixid=MnwxOTcwMjR8MHwxfHNlYXJjaHwyfHxhcHB8ZW58MHx8fHwxNjYwNTgzMzQz\&ixlib=rb-1.2.1\&q=80) ## Awesome Feature Two Get amazing things done with awesome feature two. But remember that awesome feature one and three exist too. In fact, Awesome Product is full of awesome features. ![](https://images.unsplash.com/photo-1569144157591-c60f3f82f137?crop=entropy\&cs=tinysrgb\&fm=jpg\&ixid=MnwxOTcwMjR8MHwxfHNlYXJjaHwxfHxmZWF0dXJlfGVufDB8fHx8MTY2MDU4MzM1OQ\&ixlib=rb-1.2.1\&q=80) # Purchase Orders {% hint style="info" %} **Content coming soon!** {% endhint %} ## # Reporting & Analytics {% hint style="info" %} Content coming soon! {% endhint %} # Customer Service Management Manage client relationships directly in the WMS. Define service-level agreements, onboard new clients, and oversee billing and transactions with transparency and control at every stage. ## Service Level Control *** ## Shopper Onboarding *** ## Billing & Transactions # System Admin & Settings System Administration centralizes internal controls for your WMS. Manage users, permissions, and audits, and maintain company profiles, tax details, and client access settings. {% content-ref url="/pages/gBwHlMxFMwPZtXFAdCuw" %} [Internal User Accounts](/workflows/system-admin-and-settings/internal-user-accounts) {% endcontent-ref %} {% content-ref url="/pages/UpmO1XKhdzTAHzLg0RE3" %} [Access Control](/workflows/system-admin-and-settings/access-control) {% endcontent-ref %} {% content-ref url="/pages/51C8HPu7wGzmDEzxxwxY" %} [Client Visibility Dashboard](/workflows/system-admin-and-settings/client-visibility-dashboard) {% endcontent-ref %} {% content-ref url="/pages/x8RDkd9ba133LUoMvUey" %} [Business Info](/workflows/system-admin-and-settings/business-info) {% endcontent-ref %} # Internal User Accounts ### Overview Internal User Accounts allow warehouses to scale teams freely as operations grow. Operators, managers, and supervisors can each have their own login, making it easier to track individual activity and maintain accountability across the system. Language preferences ensure the platform remains accessible to multilingual teams, reducing training friction and supporting clear communication on the floor. ### How It Works New accounts are created through the Admin section of the platform. A manager enters the user’s name, email, and preferred language, then chooses whether the account will be created as an Admin or a Merchant. Once created, the account becomes active immediately, with all actions tied to that user for full accountability. For Admin accounts, permissions must be configured to define which WMS capabilities they can access — from inventory controls to reporting tools. This ensures each internal user has the level of visibility and control appropriate to their role. In 3PL environments, the “Create Admin” option is available to set up operations accounts across multiple client warehouses. In single-brand WMS deployments, this option is hidden to keep the setup simple, since multi-client functionality is not required. {% embed url="" %} Creating Internal User Accounts — assigning Admin or Merchant roles for immediate access and full accountability. {% endembed %} ### Why It Matters * Scale operations freely by creating accounts as your team grows, without bottlenecks or shared logins. * Strengthen accountability by tying every action in the WMS to a specific user, making it clear who did what and when. * Reduce training friction with language preferences that make the system accessible to multilingual teams. * Adapt easily to different warehouse environments — supporting multi-client 3PL operations while keeping single-brand WMS setups simple. ### Best Practice Regularly audit internal accounts to disable inactive users and remove access for staff who no longer require it. This keeps the environment secure, reduces clutter, and ensures only the right people are active in the system. # Access Control ### Overview Access Control ensures the right people have the right permissions in the WMS, protecting critical operations while keeping day-to-day workflows simple and efficient. From a single dashboard, administrators can define who can access specific warehouses, assign role-based permissions, and make real-time adjustments as responsibilities change. This not only safeguards sensitive processes but also reduces errors and improves accountability across the entire operation. ### How It Works Within the Admin section, the Manage Permissions panel provides full visibility into every user account, the permissions they hold, and the warehouses they are authorized to access. A search function makes it simple to locate specific users, review their current settings, and apply changes instantly. Administrators can grant or restrict access with just a few clicks, tailoring permissions to match each role’s responsibilities. As a result, operators only see the tools they need, while supervisors and managers retain control over more advanced functions — keeping the system organized, secure, and efficient.
### Why It Matters * Protects critical operations by preventing unauthorized users from making changes that could disrupt workflows. * Reduces costly mistakes by limiting each user’s access to only the functions they need. * Increases accountability with a clear record of who has access to which warehouses and permissions. * Simplifies system use for operators by removing unnecessary tools and options from their view. * Provides agility for growing teams by allowing permissions to be updated instantly as roles evolve. * Strengthens compliance and security standards by enforcing structured, role-based access across the organization. ### Best Practice # Client Visibility Dashboard ### Overview The Client Visibility Dashboard gives 3PLs a powerful tool to strengthen client relationships by combining account management and direct visibility in one place. Instead of relying on client explanations when issues arise, administrators can log directly into a shopper’s account to see exactly what the client sees. With the ability to instantly update account status or add credit, the dashboard turns client management into a proactive, seamless experience that builds trust and delivers faster support. ### How It Works Within the Merchant User Dashboard, administrators can view a full list of shopper accounts and quickly locate a client using the search function by company name or account holder. Once selected, the dashboard provides three key controls: the ability to adjust account status (active, inactive, or on hold), the option to add credit directly to the client’s balance, and the ability to log into the client’s account with a single click. This last function gives administrators the same view as the client, making it simple to understand reported issues, confirm configurations, and deliver immediate, informed support. {% embed url="" %} Viewing the Client Visibility Dashboard — providing 3PLs direct access to client accounts for real-time insight and management. {% endembed %} ### Why It Matters * Strengthens client relationships by enabling faster, more informed support. * Improves understanding of client issues by letting administrators view the system exactly as the client does. * Speeds up resolution times and reduces back-and-forth communication. * Simplifies account management with instant updates and credit adjustments. # Business Info ### Overview Business Info turns a one-time setup into lasting consistency. By centralizing your company profile — name, contact details, address, and tax numbers — the WMS automatically applies this information to every invoice, shopper email, and tracking message. No more retyping, no more mistakes: your brand stays professional, your records stay compliant, and your team saves time. ### How It Works Business Info is managed directly in the **Settings** menu under *Manage Profile*. From there, managers enter the company’s core details: name, billing and support phone numbers, billing emails, federal and provincial tax numbers, and company address. Once saved, the WMS uses this profile automatically whenever it generates an invoice, sends a shopper communication, or creates a tracking email. Because the system pulls information directly from the profile, every outbound document carries the correct company identity without additional effort. A change made once — like updating a phone number or tax ID — cascades across all future invoices and communications, ensuring accuracy and consistency without repetitive updates. {% embed url="" %} Viewing the Business Info section — showing available fields. {% endembed %} ### Why It Matters * Guarantee consistency across all invoices, emails, and tracking messages with one central company profile. * Protect your brand image by ensuring every shopper-facing document looks professional and reliable. * Eliminate costly errors — outdated addresses, phone numbers, or tax IDs never slip through. * Stay compliant by storing federal and provincial tax registrations directly in the system. * Build shopper confidence with clear and accurate company details on every touchpoint. ### Best Practice Assign a manager or finance lead to keep Business Info current, especially tax IDs, addresses, and billing contacts. Review the profile regularly — such as at the start of each tax period — to ensure all information is accurate before it cascades across invoices and shopper communications. # Billing (3PL) Content coming soon! # Logentic Preferred Rates ## Step 1 - Start journalling Donec sed odio dui. Curabitur blandit tempus porttitor. Vivamus sagittis lacus vel augue laoreet rutrum faucibus dolor auctor. Donec ullamcorper nulla non metus auctor fringilla. Maecenas sed diam eget risus varius blandit sit amet non magna. Aenean lacinia bibendum nulla sed consectetur. ![](https://images.unsplash.com/photo-1522881451255-f59ad836fdfb?crop=entropy\&cs=tinysrgb\&fm=jpg\&ixid=MnwxOTcwMjR8MHwxfHNlYXJjaHw0fHx3cml0ZXxlbnwwfHx8fDE2NjA1ODc5Nzk\&ixlib=rb-1.2.1\&q=80) ## Step 2 - Create Post Praesent commodo cursus magna, vel scelerisque nisl consectetur et. Maecenas faucibus mollis interdum. Cras mattis consectetur purus sit amet fermentum. Fusce dapibus, tellus ac cursus commodo, tortor mauris condimentum nibh, ut fermentum massa justo sit amet risus. Donec ullamcorper nulla non metus auctor fringilla. Nullam quis risus eget urna mollis ornare vel eu leo. Aenean eu leo quam. Pellentesque ornare sem lacinia quam venenatis vestibulum. ![](https://images.unsplash.com/photo-1515378791036-0648a3ef77b2?crop=entropy\&cs=tinysrgb\&fm=jpg\&ixid=MnwxOTcwMjR8MHwxfHNlYXJjaHw2fHxwb3N0fGVufDB8fHx8MTY2MDU4ODAzMg\&ixlib=rb-1.2.1\&q=80) # Intelcom ## How Projects work Nullam quis risus eget urna mollis ornare vel eu leo. Fusce dapibus, tellus ac cursus commodo, tortor mauris condimentum nibh, ut fermentum massa justo sit amet risus. Maecenas sed diam eget risus varius blandit sit amet non magna. Fusce dapibus, tellus ac cursus commodo, tortor mauris condimentum nibh, ut fermentum massa justo sit amet risus. Etiam porta sem malesuada magna mollis euismod. Donec id elit non mi porta gravida at eget metus. Donec id elit non mi porta gravida at eget metus. ### The Basics Praesent commodo cursus magna, vel scelerisque nisl consectetur et. Duis mollis, est non commodo luctus, nisi erat porttitor ligula, eget lacinia odio sem nec elit. Fusce dapibus, tellus ac cursus commodo, tortor mauris condimentum nibh, ut fermentum massa justo sit amet risus. Aenean eu leo quam. Pellentesque ornare sem lacinia quam venenatis vestibulum. ### Creating a Project Nullam quis risus eget urna mollis ornare vel eu leo. Cras justo odio, dapibus ac facilisis in, egestas eget quam. Praesent commodo cursus magna, vel scelerisque nisl consectetur et. ### Organizing your Projects Sed posuere consectetur est at lobortis. Curabitur blandit tempus porttitor. Donec ullamcorper nulla non metus auctor fringilla. Donec sed odio dui. Curabitur blandit tempus porttitor. Donec id elit non mi porta gravida at eget metus. Nullam id dolor id nibh ultricies vehicula ut id elit. Aenean eu leo quam. Pellentesque ornare sem lacinia quam venenatis vestibulum. # obibox # UniUni # Nationex # Canada Post # Canpar # DHL # FedEx # GLS # Loomis # Purolator # UPS # USPS # Shopify
Step1: Creating your organization
Step 2: Inviting your team
Step 3: Making your first post
Step 4: Publishing a post
# Setting permissions {% hint style="info" %} **GitBook tip:** your product docs aren't just a reference of all your features, use them to encourage folks to perform certain actions and discover the value in your product. {% endhint %} ## Permission levels There are 4 types of permission levels in the product.
RoleCapabilities
AdministratorHas all admin privileges
EditorCan edit posts
ViewerCan only view posts
GuestCan only view posts they are inivted to
# Inviting Members {% hint style="info" %} **GitBook tip:** Try out a range of different content types to keep folks engaged and interested in each feature, some content types work for different chunks of information {% endhint %}
As a Guest User
As an Editor
As an Admin
# WooCommerce # eBay # Magento 2 # PrestaShop # CommerceHub # TotalShip # 2Ship # ShipStation # Untitled # 2Ship # ShipStation # API Documentation # Webhooks