| Role | View stock & batches | Record receipt | Record adjustment | Create / edit product | Write off / quality-hold batch |
|---|---|---|---|---|---|
| Owner | Allowed | Allowed | Allowed | Allowed | Allowed |
| Manager | Allowed | Allowed | Allowed | Allowed | Allowed |
| Warehouse | Allowed | Allowed | Allowed | Not allowed | Allowed |
Overview
The pack queue is your floor's to-do list. Confirmed orders land here, your hand pulls the stock, packs the carton, and prints a packing slip — no shouting across the godown, no paper register. The advanced half of this page, bin locations, lets you track exactly which rack a batch sits in, but that runs on a separate add-on.
Bin locations, put-away, pick-by-bin and cycle counts are the Warehouse Bins Capability
(capability.warehouse-bins), off by default — the Owner turns it on per tenant. Be honest
about where it stands today: the bins engine and data are built, but its on-screen tools
are not surfaced in the warehouse console yet, and the bin permissions are not wired into
the live role catalog — so no role, not even Owner, can run bin actions right now. The pack
queue below needs no add-on and works today.
Where to find it
Open Warehouse from the sidebar — route /warehouse. It opens on the Pack tab.
Owner, Manager and Warehouse staff see it. The console has four tabs along the bottom —
Pick · Pack · Stock · Returns — but only Pack is live today; the other three show a
"coming soon" card. The Pack screen is built phone-first with big ≥56px buttons for the
floor, and works the same on a counter screen or a warehouse tablet.
Key concepts
- Pack queue — the live list of confirmed and allocated orders waiting to be packed, due-date first. Overdue and same-day jobs sort to the top as red "urgent" cards.
- Picking list — the line-by-line sheet of what to pull for one order, fetched per order before you pack it.
- Packing slip — the document you generate for the carton once it's packed; it can then be downloaded and printed.
- Allocated — stock has been set aside for the order. These show a PK badge; plain confirmed orders show CN.
- Bin location — under Warehouse Bins, a six-level place: warehouse → zone → aisle → rack → shelf → bin. Only the bottom bin holds capacity and a storage class — ambient, cold (2–8°C), frozen, controlled (narcotics / Schedule-X) or quarantine.
- Cycle count — under Warehouse Bins, a spot stock-check of one bin: the system records what it expected and what you actually counted, and flags the gap.
Common workflows
Sidebar → Warehouse. The Pack tab shows To-pack, Packed-today and Low-stock counts across the top, then the queue — urgent (overdue / due today) above, the rest below.
Tap an order to pull its picking list, then pull each line from the shelf and tick it off. Pulling stock is part of the floor job; you don't create or change the order here.
As each line goes into the carton, record the packed quantity. Short or substituted lines get logged here, not fixed silently.
Mark packing complete, generate the packing slip, then download it to print and stick on the carton. The order is now ready for dispatch.
With the add-on enabled, scan or pick the bin and place the batch — the batch-to-bin record is created. One batch can split across bins; one bin can hold several batches.
When an order needs that stock, pick it out of the bin so the bin's on-hand drops. Moving a batch between bins uses the same put-away right.
Start a count on a bin, enter your physical count, and submit. If your count differs from the system, you must add a note explaining the gap before it saves.
Role notes
This page leans on one real power today — orders.pack — held by Owner, Manager and
Warehouse. The bin actions below are listed for when the Capability is switched on and its
permissions registered; no role can run them today.
| Role | See pack queue | Record pack & slip | Download slip | Create/confirm/dispatch order | Bin put-away / pick (when on) |
|---|---|---|---|---|---|
| Warehouse | Allowed | Allowed | Allowed | Approval | Approval |
| Manager | Allowed | Allowed | Allowed | Approval | Approval |
| Owner | Allowed | Allowed | Allowed | Approval | Approval |
- Warehouse is the floor role: see the queue, pull stock, record packed lines, generate and download the packing slip, plus stock-in receipts, batch adjustments and receiving customer returns. Warehouse cannot create, confirm or dispatch orders, cannot edit the product master, and has no invoice or payment access at all.
- Manager can do everything on the pack queue and run day-to-day ops, but cannot install Packs or turn on Capabilities — that's Owner-only.
- Owner holds every non-Pack permission and is the one who enables the Warehouse Bins Capability. Even so, the bin permissions are not in the live catalog yet, so Owner cannot run bin actions today either.
Tips & time-savers
The pack queue already sorts itself — overdue and same-day orders rise to the top as red urgent cards, so your floor works the right carton first without anyone re-ordering the list by hand. Just work top-down.
The To-pack and Packed-today counters across the top give the owner a live floor read without a phone call — the number is the status report.
Gotchas
Only the Pack tab is live. Pick, Stock and Returns show a "coming soon" card — don't send your floor there expecting a working screen. For inbound returns use the Returns section of the app, and for receiving supplier stock use Inventory.
Bin locations, put-away, pick-by-bin and cycle counts are part of the Warehouse Bins add-on, which is off by default and has no on-screen tools yet. Turning the Capability on does not surface those buttons in the warehouse console today — plan around the pack queue for now.