Supply Chain & Logistics
Supply chain and logistics workflows for receiving goods, controlling inventory, moving stock, fulfilling orders, managing warehouse exceptions, and coordinating day-to-day material flows.
Supply Chain & Logistics Templates(5)
Stock Transfer Workflow
Manages warehouse-to-warehouse stock transfers: intake of transfer requests, availability check, approval routing for high-value transfers, pick and dispatch, in-transit tracking, receipt confirmation with discrepancy follow-up, inventory update, and requester notification.
Order Fulfillment Workflow
Manages warehouse fulfillment of customer orders from release through allocation, pick/pack, quality/address checking, shipping, tracking, and delivery confirmation. Routes out-of-stock items or failed checks to a resolution task before dispatch, and notifies the customer when the order ships.
Inventory Adjustment Approval Workflow
Enables warehouse staff to request corrections to on-hand stock quantities with proper sign-off. Captures item/location, current and proposed quantities, reason code, and evidence. Routes low-value adjustments to a supervisor only, and high-value adjustments (based on variance value) to both supervisor and finance. On full approval, the system record is updated and the requester notified; on rejection, the requester is notified with the reason.
Inventory Cycle Count Workflow
Enables a warehouse supervisor to scope a cycle count and assign a counter, capture physical counts, identify and recount variances, investigate persistent variances, route adjustments for approval, then update inventory, close the count, and notify the supervisor.
Goods Receiving Workflow
Warehouse receiving workflow: receiver logs a delivery against a purchase/shipment reference, confirms items and quantities, and inspects for damage or shortages. The workflow branches to either accept and put away stock (creating a goods receipt record) or quarantine the goods and raise a supplier discrepancy for follow-up. The buyer is notified of the final outcome either way.