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Dashboard

Welcome back.

Your warehouse work, in one place.

Current work

Orders and inbound shipments

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Quick actions

Attention & review

Open exceptions that block or degrade fulfilment, newest condition first within each section. Every count is the server's own total, not the number of rows loaded.

Short picks

    Orders on hold

      Inventory on hold

        Damaged inventory

          Quarantined inventory

            Counts awaiting review

              Damaged serials

                Held serials

                  Quarantined serials

                    Vendor companies

                    Manage the vendor companies whose materials and stock you handle.

                    A company's banner appears in that vendor's own sidebar when they sign in.

                    CodeNameContact emailVendor bannerStatusActions

                    Product master

                    One searchable, vendor-scoped source of truth for every item you store.

                    Filters
                    Materials matching the current filters
                    VendorCategoryUnitStatusOrderableAction

                    Expected receipts

                    Plan incoming shipments, follow their timeline, and continue directly into receiving.

                    Filters
                    Inbound shipments matching the current filters
                    InboundVendor shipmentVendorWarehouseExpected arrivalProgressStatusUpdatedAction

                    Final-location receiving

                    Count physical stock once and place it directly into its final location — including damaged and quarantined stock.

                    Filters
                    Inbound shipments ready for receiving
                    InboundVendorWarehouseRemainingStatusExpected arrivalAction
                    Received history

                    Open any receipt to review exactly what was accepted, damaged, quarantined, rejected, and where it was placed.

                    Completed and voided receiving records
                    ReceiptInboundVendorWarehouseQuantitiesStatusCompletedAction

                    Warehouse work

                    Work through the picks assigned to you.

                    My picks
                      Not yet claimed

                        Pack

                        Box up orders that have finished picking. Weight and size are optional.

                        Ready to pack

                          Stage for pickup

                          Move packed orders to the outbound area so they are ready for the carrier.

                          Packed, waiting to be staged

                            Ship

                            Hand staged orders to the carrier and record the shipment.

                            Ready to ship

                              Move items

                              Scan an item, choose where it is going, and move it.

                              Physical stock

                              See the exact warehouse, location, condition, lot, and reservation behind every quantity.

                              Filters
                              Inventory balances matching the current filters
                              NameLotExpirationReservedAction

                              Check physical inventory

                              Compare the quantity in the system with what is physically found. Inventory changes only after review and approval.

                              Filters
                              Counts matching the current filters
                              CountVendorWarehouseReasonProgressStatusAssigned toCreatedUpdatedAction

                              Order processing

                              Pick, pack, stage for pickup, and ship from one canonical order queue.

                              Filters
                              Orders matching the selected queue and filters
                              VendorCustomer POShip-toItemsAssigned toAction

                              Digital warehouse map

                              Build the same rack and storage-location structure your team sees on the floor.

                              Filters
                              Physical structure

                              Racks & locations

                              Immutable activity trail

                              Review who changed operational data, what action they took, and which vendor was affected.

                              Filters

                              What happenedWhoWhenCompanyDetails

                              Administrator

                              Inspect approved business data, read only. Records are corrected on their own screens (Companies, Warehouses, Materials), where every rule and permission applies.

                              Protected by design.Accounts, passwords, sessions, permissions, configuration, migrations, audit history, and the inventory ledger are never exposed here.
                              Read-only SQL console

                              Direct data query

                              SELECT only

                              Only one bounded SELECT against one approved table can run.

                              Raw business data

                              Table browser

                              Read only. Companies, their addresses, warehouses, locations and material categories are changed on their own screens, where every rule and permission applies.

                              Choose an approved table.

                              Accounts

                              Give each person only the company and warehouse access they need.

                              Filters
                              PersonUsernamePermission groupsCompanyStatusLast loginActions

                              Permission groups

                              Create reusable groups from the available permission list, then assign one or more groups to each account.

                              Filters
                              GroupCategoryScopeHierarchyPermissionsMembersTwo-factorStatusActions

                              Settings & appearance

                              Manage operational defaults, plus the Frontend Studio — the names, colors, imagery, and words people see across this server.

                              General

                              Operational defaults

                              Set by the deployment

                              Security and limits in force

                              Read only. These values come from the server's environment or are fixed in the application; changing them here would have no effect. Your system administrator changes them in the deployment configuration.

                              System access

                              Local network access

                              Frontend Studio
                              Application

                              Identity & locale

                              Appearance

                              Theme & imagery

                              3P
                              Logo

                              Shown on login and navigation.

                              Login background

                              Used behind the welcome panel.

                              Browser icon

                              The favicon in browser tabs. PNG or ICO, up to 256 × 256 pixels and 64 KB.

                              Shared sign-in

                              Welcome message

                              Changes are previewed before saving.
                              Change history

                              Who changed the configuration

                              WhenWhoWhat changed
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                              Safe diagnostics

                              Health, versions, storage, and background work — no credentials, connection strings, or host paths are shown here.

                              Clock check

                              Time & timezone

                              Async work

                              Background Jobs

                              Imports, exports, and other queued work. Only failed jobs can be retried.

                              TypeCompanyStatusProgressCreatedStartedFinishedErrorActions
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                              Administration

                              Create PostgreSQL backups, import an external backup, and restore the database. Restore replaces all current data and signs everyone out.

                              Create a backup

                              The worker runs pg_dump, computes SHA-256, and validates the custom archive with pg_restore before it is listed as successful.

                              Import a backup

                              Upload a .dump archive created by this app (or by pg_dump --format=custom). It is validated and listed below so it can be restored. Requires a recent re-authentication.

                              Restore replaces everything. Restoring drops and reloads every table, forcibly signs out all users, and briefly interrupts the app. A backup protects PostgreSQL business data only — not uploads, generated documents, non-PostgreSQL configuration, Docker volumes, the host, or off-host copies. A backup on the same disk may be lost with that disk. Restore is limited to system administrators.
                              FilenameOriginCreatedSizeSHA-256Application / schemaActions
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                              Provenance

                              Restore history

                              The restores this database records: which archive replaced it, when, by whom and with what result. A restore that failed without changing anything is in the activity log, not here.

                              WhenArchiveResultSchemaBy
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                              Email activity

                              Provider acceptance does not confirm receipt. A 202 from Microsoft Graph means the request was accepted for processing; this installation receives no bounce, read receipt or delivery notification.

                              Extensions

                              Installed Plugins and Function Modules: governance, scopes, triggers, and signing. Only visible to Developer and Plugin-governance accounts. The Code Workspace (writing plugin code in-browser) isn't available yet.

                              Installed Plugins

                              Function Modules and Full Plugins registered with Extension Manager. Select a row to manage its scopes and triggers below.

                              Namespace / NameKindStatusTrustUpdatedActions
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                              Signing: trusted keys

                              Customer-local signing keys trusted for this installation, in addition to the baked-in Official key.

                              LabelAdded byAddedActions
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                              Signing: revocation list

                              Content hashes or signing keys refused regardless of an otherwise-valid signature.

                              KindValueReasonActions
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                              Logs

                              Recent event-relay and dispatch activity across all installed plugins.

                              WhenPluginStatusDetail
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                              Integrations

                              API keys external systems use to call this installation, each for one vendor company.

                              Read-only browser for the /api/v1/extensions/* schema plugins call into Core through. Sourced from Core's own OpenAPI schema, so this keeps working even if the Extras control plane is offline.

                              MethodPathSummary
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                              Extensions

                              Browse and edit the whole extensions/ tree, including Extension Manager's own source. Requires the Developer Platform to be fully unlocked (entitlement, verified Developer Runtime image, docker-compose.developer.yml applied) -- not just this permission.

                              Files

                              No file open

                              Terminal

                              Runs inside the Developer Runtime container only -- no path to Core's network, Postgres, or the Docker socket.

                              
                                        
                              Backup & Restore

                              Authorize this restore

                              This replaces all current data with the selected backup, signs everyone out, and cannot be undone.

                              Backup:

                              Order archiving

                              Confirm archiving these orders

                              Material detail

                              Material

                              Material master

                              Create material

                              Identity
                              Descriptions
                              Units and ordering
                              Packaging
                              Dimensions and weight
                              Tracking requirements
                              Storage and handling
                              Status
                              Guided import

                              Import materials

                              1. 1 Vendor
                              2. 2 File
                              3. 3 Validate
                              4. 4 Review
                              5. 5 Confirm
                              6. 6 Result
                              Expected receipt

                              Create inbound

                              Expected items

                              Search by material number or description, then set the quantity the warehouse should expect. The XLSX import uses the same expected-item fields.

                              Material # or descriptionExpected quantityLotExpirationRemove
                              Inbound detail

                              Inbound

                              Receive to final location

                              Receive inbound

                              MaterialRemainingDestinationAcceptedDamagedQuarantineRejectedLotExpirationSerialsNotes
                              Receiving record

                              Receipt

                              Inventory detail

                              Inventory

                              Change condition

                              Mark damaged or hold

                              Physical correction

                              Fix the count

                              System says0
                              New count0
                              Difference0
                              This is recorded permanently, with your name on it. The old number is not erased — both are kept.
                              Correct lot or expiry

                              Correct the recorded lot

                              The units move to the stock record with the corrected lot and date at this same location and condition (joining it if it exists). Reserved units stay where they are. Both movements are recorded in the stock ledger.
                              Amend inbound

                              Correct the shipment

                              MaterialLotExpiryReceivedExpectedRemove
                              Add a line the vendor sent
                              A line with received goods keeps its material, lot and expiry and cannot expect less than arrived. The vendor shipment number is fixed once anything is received. Every change is recorded with your name.
                              Vendor company

                              Company

                              The contact email receives this company's order emails when an order names no one else. Only System-scope administrators can change it.

                              Vendor company

                              Correct the company code

                              Current code:

                              Orders, stock and history stay with the company. Downloads and searches use the new code from now on; the change is recorded with the old code.

                              Vendor company

                              Addresses and notification recipients

                              Address book

                              Default notification recipients

                              Vendor company

                              Freight billing

                              People & Access

                              Account details

                              Session policy

                              Inactivity re-authentication

                              API key

                              API key

                              Scopes

                              The company a key acts for is fixed when it is made. Granting write scopes, or keeping a key alive longer, asks for your password.

                              Inventory audit

                              Reassign the count

                              Counted figures stay. On a blind count the new counter stops seeing the stock being counted.

                              Inventory audit

                              Edit notes

                              Notes never change a quantity. The change is recorded with your name.

                              Correct a serial number

                              Fix a mis-recorded serial

                              Only a unit in stock can be corrected. Picked, shipped, voided and removed units are history and keep their number. The change is recorded with your name.
                              Stock ledger

                              Every stock movement

                              Check physical inventory

                              Start a count

                              SelectMaterialNameWarehouseLocationConditionLotExpirationSystem quantity
                              Choose a vendor and warehouse, then find inventory.
                              Physical count

                              Count

                              Order processing

                              Order

                              Print document

                              Edit Bill of Lading

                              Values come from the order; Save Draft keeps your changes with this BOL. They never change the order, its shipment or stock.

                              Bill of lading
                              Ship from and ship to
                              Carrier and billing
                              More BOL fields (trailer, seal, SCAC, SID, pallet/slip, additional shipper info)
                              Commodity rows

                              Freight lines summarise the handling units by package type; order lines itemize every SKU. Both are prefilled from the order and can be changed for this printout. Extra items are added here and print only on this BOL. Unchecking a box keeps its rows here but leaves them off the print.

                              Row typeHandling qtyHandling typePackage qtyPackage typeWeightUOMDescriptionNMFCClassRemove
                              Order details

                              Edit order

                              Order
                              Items

                              Change quantities, remove items, or search for a material to add it. Saving revalidates inventory and reservations.

                              MaterialQuantityLine noteActions
                              Ship-to address
                              Shipping
                              Shipped and completed orders are locked. Editing a waiting-for-pickup order resets fulfillment to processing and records your reason in the timeline.
                              Pick and pack

                              Pick and pack

                              Shipment confirmation

                              Ship

                              Confirming shipment deducts packed inventory and consumes reservations.
                              Order

                              Ship from another warehouse

                              Only before picking starts. The reservations are released here and made again in the chosen warehouse; if it cannot cover every line, nothing changes.
                              Warehouse

                              Add warehouse

                              Ship-from address Used on BOLs and reserved for future carrier labels.
                              Physical storage

                              Add rack or location

                              Correct code

                              Correct the code

                              Current code:

                              Message

                              Confirm

                              Sends a real email

                              Send a fresh copy of this message

                              This queues a new message, it does not rewind this one. The new message carries the text frozen when the original was queued — not a fresh render, so a template edited since cannot change what the customer reads. The original row, its counters and its attempt history are left exactly as they are.
                              Operator decision required

                              Resolve a delivery-unknown message

                              This message may already have reached the customer. The request left this server and no definitive answer came back, so nobody — including Microsoft — can tell us whether the mail went out. Whichever way you resolve it, you are making a judgement, not reading a fact.
                              What do you judge happened?

                              This is irreversible. The database trigger admits no transition out of either resolved state, so there is no undo — here or anywhere else.

                              Bulk action

                              Act on the selected messages

                              Confirmation

                              Reason required

                              API key

                              Copy this key now

                              This is the only time the full key is shown. It cannot be retrieved again once this dialog is closed.

                              Permission group

                              Edit group

                              Permissions
                              Only applies to members who have no authenticator app and are not required to have one. It never replaces an enrolled authenticator.

                              Account

                              Materials

                              Material categories

                              Shipment

                              Correct shipment

                              Carrier references only. To change what shipped, void the shipment.

                              Account

                              Account access

                              Assign permission groups

                              Permissions combine across all selected groups. The highest-authority group controls account hierarchy.

                              Warehouse access

                              Warehouses

                              Choose every warehouse this person may work in. Someone with no warehouse sees no work at all — not every warehouse.

                              Vendor access

                              Companies

                              Select every company this account may act as. When it belongs to more than one, it chooses which company it's working as each time it signs in.

                              Order communication

                              Send a message about this order

                              Preview before queueingRecipients are derived from this order. Nothing is queued until you press Queue message.

                              Preview

                              Attachments

                              Maximum 2 MiB total and 10 files. A document that is filed against the order cannot always be emailed: the limit is much tighter than the one for storing it.

                              Communication record

                              Message