Supply Chain & Logistics
Supply chain and logistics workflow templates for goods receiving, inventory cycle counts and adjustments, stock transfers, order fulfilment, shipment dispatch, delivery exceptions and returns to vendors. Each movement of stock is checked, approved where needed and recorded, so discrepancies are easy to trace.
Benefits
- Check deliveries on arrival and act on discrepancies
- Approve stock adjustments before inventory changes
- Keep customers updated from dispatch to delivery
Common Use Cases
Supply Chain & Logistics Templates(8)
Goods Receiving Workflow
Manages the end-to-end receiving process for warehouse deliveries: intake via a receiving form, receiver inspection of goods, put-away for accepted goods, and quarantine/resolution handling for discrepancies, with status tracking and notifications throughout.
Inventory Cycle Count Workflow
Manages the end-to-end inventory cycle count process: supervisor submits a count request, a counter records the physical quantity, variance is calculated, and recounts and investigations are triggered automatically when discrepancies occur, culminating in manager-approved inventory adjustment.
Stock Transfer Workflow
Manages inter-location stock transfer requests from submission through availability check, approval (for high-value transfers), dispatch, receipt, discrepancy resolution, and completion.
Order Fulfillment Workflow
Manages a customer order from intake through warehouse allocation, picking and packing, dispatch, and delivery, with rework loops for stock issues and quality check failures, customer notifications, and status tracking throughout.
Shipment Dispatch Workflow
Manages dispatch of warehouse orders from packing check through discrepancy resolution, manager approval for high-value shipments, carrier handoff, and customer notification with tracking details.
Delivery Exception Workflow
Captures a delivery exception (delayed, lost, or damaged), notifies the customer while it is investigated, has the owner investigate with the carrier and decide on redelivery, replacement, or refund, executes the recovery action via dispatch or finance with customer notification, then closes out the case by recording the carrier claim outcome and cost recovered.
Inventory Adjustment Approval Workflow
Collects inventory adjustment requests, calculates adjustment value, routes through supervisor approval and (for high-value adjustments) finance approval, then has the inventory controller apply the change in the system — with status tracking and requester notifications at each outcome.
Return to Vendor Workflow
Manages the end-to-end process of returning goods to suppliers from any warehouse: intake of the return request, quarantining stock, obtaining supplier return authorisation, handling refusal or approval (credit/replacement), inventory adjustment, dispatch, and final closure with notifications at each key stage.
Frequently Asked Questions
What Supply Chain & Logistics workflow templates are included?
Supply Chain & Logistics includes templates for goods receiving, inventory cycle counts, inventory adjustment approval, stock transfers, order fulfilment, shipment dispatch, delivery exceptions and returns to vendor.
Who are the Supply Chain & Logistics templates for?
They're designed for warehouse, logistics and inventory teams. Staff record receipts, counts and dispatches on their tasks, and customers are kept updated by email.
Can I change a supply chain template to suit my organisation?
Yes. Publish the template and it runs straight away, with no installation. Describe the change in plain English — for example, add a quality inspection on receipt or change the approval threshold — or edit the steps in the workflow editor. Earlier versions are kept.