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(8)
Return to Vendor Workflow
Manages the end-to-end return of goods to a supplier: requester logs the RTV with PO reference, items, reason and quality evidence; procurement reviews and secures a return authorisation; warehouse quarantines stock and adjusts inventory; supplier outcome (credit or replacement) is tracked; goods are packaged and dispatched; requester is notified when closed.
Delivery Exception Workflow
Manages resolution of a delivery exception (delayed, lost, or damaged shipment). The owner logs shipment/customer details and exception type, opens a carrier investigation, keeps the customer informed, records a recovery decision (redeliver, replace, or refund) and routes to the matching fulfilment or finance action, tracks any cost recovered from the carrier, and notifies the customer once the exception is resolved and closed.
Shipment Dispatch Workflow
Manages the end-to-end dispatch of a warehouse order: recording order and item details, verifying packing against the order, resolving discrepancies, selecting carrier/service, producing labels and documents, obtaining approval for high-value shipments, handing off to the carrier, capturing tracking, and notifying the customer.
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.