AI workflows for warehousing and fulfillment.

Receiving, storing, picking and shipping goods, and fixing what goes wrong along the way.

Who does this work

  • Warehouse manager
  • Shipping coordinator
  • Receiving clerk
  • Fulfillment manager

2 workflow templates ready to adapt, and 7 workflows identified.

Updated

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Examples of the workflows identified
  1. Investigate a receiving discrepancy
  2. Review unshipped and part-shipped orders
  3. Prepare the site for an inbound deliveryIllustrative
  4. Propose order reassignment when a fulfillment site overflowsIllustrative
  5. Propose the next pick waveIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Investigate a receiving discrepancyCompares what was ordered, shipped and invoiced with what was counted on arrival, item by item, and lists the differences, evidence and draft questions for the supplier.Workflow templateReview unshipped and part-shipped ordersLists every order not yet fully sent with its age, what holds it and who owns the next step, highlighting orders with no next step or holds past the limit.Workflow template
Prepare the site for an inbound deliveryGathers shipment references, the delivery window, receiving contacts and unresolved handling requirements into a readiness sheet for the receiving team.Illustrative · not built yet
Propose order reassignment when a fulfillment site overflowsProposes which orders move to another fulfillment location, with destination checks and stock or capacity questions.Illustrative · not built yet
Propose the next pick waveGroups orders into a proposed pick wave with stock, zone workload, packing capacity and carrier-cutoff constraints for the floor lead.Illustrative · not built yet
Propose warehouse slotting changesLists candidate location moves with pick frequency, space needs, replenishment trade-offs and excluded locations for a floor review.Illustrative · not built yet
Restock inspected returnsLinks returned quantities to their approved disposition and intended stock location so inspected returns reach usable stock.Illustrative · not built yet

Workflow templates

Inbound receiving exception traceWhen what arrived does not match the advance shipment notice, the receiving supervisor or inventory controller gets the notice, the packing list and the scans side by side by item and lot, with missing references and questions to investigate. Nothing is adjusted and nobody is contacted.Workflow templateUnshipped order reviewThe fulfilment or customer-service lead gets one aged list of the orders not yet sent, whole or in part: how old each is, what is holding it, who owns the next step, and which orders have none. Nothing is released, moved or sent.Workflow template

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Where to go next

All of supply chain and inventoryEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other areas of supply chain and inventory

Supply chain and inventory workflow templates by industry