Role catalogs

Warehouse & Materials workflow catalog

a warehouse professional who receives, stores, counts and moves materials and reports damage, shortages and overages for follow-up

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76
workflows in this catalog
1
industryManufacturing 76
2
areas of workLargest: Receiving, Inventory & Warehouse (41)
302k
hrs/yr across these workflowsPlanning estimates from the Process Atlas

Warehouse & Materials

Area

76 workflows

Warehouse & Materials · 2 areas · about 302k hrs/yr

Manufacturing (76 workflows)

Receiving, Inventory & Warehouse (41)

about 158,118 hrs/yr

  1. Inbound appointment scheduling (Daily, about 4,750 hrs/yr) Receiving books dock appointments for inbound truckloads, checking expected POs, dock capacity, and labor, and confirms times with carriers by email or carrier portal.
  2. Receiving document intake (Daily, about 4,750 hrs/yr) When a shipment arrives, receiving collects the packing slip, BOL, and any certificates, matches them to the PO, and files or scans them for inspection, AP, and traceability.
  3. Receipt quantity/UOM validation (Daily, about 4,750 hrs/yr) Suppliers ship in their own units, such as feet, pounds, or boxes, while the ERP stocks in another.
  4. Packing slip to PO validation (Daily, about 4,750 hrs/yr) Receiving compares the packing slip line by line with the PO, covering part number, revision, quantity, and PO line, to catch wrong parts, wrong revisions, and shipments against closed lines before receipt.
  5. Lot/heat/serial capture (Daily, about 4,750 hrs/yr) For traceable materials, receiving records the supplier lot, heat number, or serial numbers from labels and certs into the ERP, tying each to the receipt so later jobs can be traced.
  6. Incoming label printing (Daily, about 4,750 hrs/yr) After receipt, receiving prints internal labels carrying part number, lot, quantity, and location barcodes for each container, so material can be scanned through putaway, issue, and counting.
  7. Incoming inspection routing (Daily, about 4,750 hrs/yr) Some receipts need inspection before stock: new suppliers, critical parts, or skip-lot samples.
  8. Receipt discrepancy handling (Daily, about 4,750 hrs/yr) Wrong parts, wrong quantities, missing certs, or damage found at receiving are logged as discrepancies.
  9. Over-receipt approval (Daily, about 4,750 hrs/yr) When a supplier ships more than ordered, receiving checks the over-receipt tolerance on the PO.
  10. Under-receipt/shortage handling (Daily, about 4,750 hrs/yr) Short shipments are received as partials, the PO line stays open or is closed short, and the buyer contacts the supplier about the balance and a new date.
  11. Damaged shipment claim (Daily, about 4,750 hrs/yr) Damage found on delivery is noted on the BOL and photographed.
  12. Return-to-vendor (Daily, about 4,750 hrs/yr) Rejected or excess material goes back to the supplier.
  13. Inventory putaway (Daily, about 4,750 hrs/yr) Received material moves from the dock to storage.
  14. Bin assignment (Daily, about 4,750 hrs/yr) Warehouse staff assign default bins to parts based on size, velocity, and storage conditions, and update assignments in the ERP whenever layouts change.
  15. Bin transfer (Daily, about 4,750 hrs/yr) Material moves between bins in one warehouse for consolidation, replenishment, or reorganization, and every move must be recorded so on-hand by location stays correct.
  16. Warehouse transfer (Daily, about 4,750 hrs/yr) Inventory ships between warehouses or plants.
  17. Intercompany inventory transfer (Daily, about 4,750 hrs/yr) Moving inventory between legal entities requires a transfer at intercompany price, with matching shipment, receipt, and intercompany invoice records on both sides of the books.
  18. Cycle count scheduling (Daily, about 4,750 hrs/yr) Inventory control plans which parts or bins to count each day, often by ABC class, value, or recent errors, and issues count lists so every item is counted at its required frequency.
  19. Cycle count execution (Daily, about 4,750 hrs/yr) Counters count assigned bins and record quantities on sheets or scanners, and the counts are entered in the ERP without the counter seeing the system quantity.
  20. Cycle count variance approval (Daily, about 4,750 hrs/yr) Count variances above a quantity or value limit need investigation before posting.
  21. Inventory adjustment (Daily, about 4,750 hrs/yr) Adjustments correct on-hand quantity for damage, found stock, errors, or count results.
  22. Negative inventory investigation (Daily, about 4,750 hrs/yr) Negative on-hand balances signal missed receipts, backflush errors, or transactions posted out of order.
  23. Inventory reservation/allocation (Daily, about 4,750 hrs/yr) Stock is reserved for specific orders or jobs so it cannot be used elsewhere.
  24. Kitting (Daily, about 4,750 hrs/yr) Components for an assembly or job are picked into kits, verified against the BOM, labeled, and moved to the line or held until the job starts.
  25. Material issue to job (Daily, about 4,750 hrs/yr) Components are issued from stock to a job in the ERP, by hand or by scan, recording quantity, lot, and location so job cost and inventory stay correct.
  26. Material return from job (Daily, about 4,750 hrs/yr) Unused components come back from the floor, are received into a location with their lot information, and are credited to the job they were issued to.
  27. Kanban replenishment (Daily, about 4,750 hrs/yr) An empty kanban card signals a refill.
  28. Stockout escalation (Daily, about 4,750 hrs/yr) When a needed part hits zero, materials escalates to buyers and planners, checks open supply, and decides whether to expedite, substitute, or reschedule.
  29. Lot trace inquiry (Daily, about 4,750 hrs/yr) For a quality issue or customer question, staff trace a lot forward to jobs, shipments, and customers, or backward to receipts and suppliers, through ERP lot transactions.
  30. Serial trace inquiry (Daily, about 4,750 hrs/yr) For serialized products, staff trace a serial number through build history, components, test results, and shipment to answer warranty, recall, or customer questions.
  31. Quarantine inventory management (Daily, about 4,750 hrs/yr) Suspect material is moved to a quarantine location and blocked from use until quality decides disposition, with the hold reason and date recorded.
  32. Customer-owned inventory tracking (Daily, about 4,750 hrs/yr) Material owned by customers, such as supplied components or tooling, is tracked separately, with receipts, usage, and balances reported back to each customer.
  33. PO receipt entry (Daily, about 2,250 hrs/yr) Receiving records quantities received against PO lines in the ERP, with lot or serial numbers and location, which updates inventory and creates the receipt record AP matches against.
  34. Slow-moving inventory review (Daily / Weekly, about 546 hrs/yr) Materials and finance review parts with little recent usage, compare stock with demand, and decide on supplier returns, use in other products, discounts, or a reserve.
  35. Excess and obsolete inventory review (Daily / Weekly, about 546 hrs/yr) Finance and materials calculate excess and obsolete quantities against demand and policy, set the reserve, decide disposition, and record the reserve in the ledger.
  36. Material staging (Daily / Weekly, about 546 hrs/yr) Before a job starts, warehouse staff pick components to a staging area near the line so operators have everything on hand, recording each move so stock stays accurate.
  37. Backflush exception review (Daily / Weekly, about 546 hrs/yr) When backflushed components fail to post, usually from shortage, wrong location, or lot rules, the transactions queue as errors that inventory control must investigate and repost.
  38. Shelf-life review (Daily / Weekly, about 546 hrs/yr) Materials with expiry dates, such as adhesives, resins, or chemicals, are reviewed as expiry approaches, then used first, retested, or scrapped.
  39. Consignment inventory reconciliation (Daily / Weekly, about 546 hrs/yr) For supplier-owned consignment stock, staff reconcile usage with supplier reports and create purchase transactions for consumed quantities, matching them to supplier invoices.
  40. VMI reconciliation (Daily / Weekly, about 546 hrs/yr) Under vendor-managed inventory the supplier replenishes from shared stock data.
  41. Annual physical inventory (Annual / Periodic, about 46 hrs/yr) Once a year the plant counts everything: transactions freeze, tags print, counts and recounts happen, adjustments post, and the book-to-physical difference is reconciled for the auditors.

Shipping & Logistics (35)

about 143,642 hrs/yr

  1. Customer shipment planning (Daily, about 4,750 hrs/yr) Shipping reviews orders due to ship, groups them by customer, carrier, and route, checks inventory and paperwork, and sets the day's shipping schedule.
  2. Pick list generation (Daily, about 4,750 hrs/yr) Pick lists are printed or sent to scanners for each shipment, sorted by location and listing part, lot, and quantity, so warehouse staff can pick efficiently.
  3. Warehouse picking (Daily, about 4,750 hrs/yr) Warehouse staff pick parts from locations for each order, scanning part, lot, and quantity, and move them to packing or staging.
  4. Pick confirmation (Daily, about 4,750 hrs/yr) After picking, the pick is confirmed in the ERP, which moves inventory to a shipping location and updates the order's status for packing and invoicing.
  5. Packing (Daily, about 4,750 hrs/yr) Packers load picked items into cartons or onto pallets per packaging rules, record weights and dimensions, and create the pack list and container IDs.
  6. Packing verification (Daily, about 4,750 hrs/yr) A second check confirms each carton holds the right parts and quantities before it is sealed, usually by scanning contents against the packing list.
  7. Shipping label generation (Daily, about 4,750 hrs/yr) Shipping prints carrier labels and customer labels, such as AIAG or GS1-128 formats, carrying part number, quantity, PO, and serial so the customer can receive by scan.
  8. Carrier selection (Daily, about 4,750 hrs/yr) Shipping picks the carrier and service level for each shipment based on customer routing guides, cost, transit time, and freight terms.
  9. Freight rate shopping (Daily, about 4,750 hrs/yr) For prepaid shipments, logistics compares rates and transit times across carriers in the TMS or carrier portals and books the cheapest option that meets the delivery date.
  10. Shipment booking (Daily, about 4,750 hrs/yr) Logistics books pickups with carriers through carrier portals, email, or phone, confirming date, time window, equipment type, and reference numbers on the ERP shipment.
  11. Parcel manifesting (Daily, about 4,750 hrs/yr) Parcel shipments are manifested with the carrier, generating tracking numbers and an end-of-day close so the carrier receives the day's package data.
  12. LTL/TL dispatch (Daily, about 4,750 hrs/yr) For LTL and truckload moves, logistics tenders the load to a carrier, confirms acceptance, arranges dock time, and records carrier and PRO numbers.
  13. EDI ASN exception (Daily, about 4,750 hrs/yr) ASNs rejected by the customer or failing validation, for a wrong PO, quantity mismatch, or late transmission, must be corrected and resent quickly to avoid chargebacks.
  14. Export document preparation (Daily, about 4,750 hrs/yr) For international shipments, logistics prepares export documents: commercial invoice, packing list, certificate of origin, export classification, and any license or filing data.
  15. Certificate of origin (Daily, about 4,750 hrs/yr) When a customer or trade agreement requires it, logistics prepares a certificate or certification of origin from the product's origin determination and supporting records.
  16. Hazmat documentation (Daily, about 4,750 hrs/yr) Hazardous material shipments need shipping papers with UN number, proper shipping name, hazard class, packing group, quantity, and emergency contact, plus correct labels and markings.
  17. AES/export filing coordination (Daily, about 4,750 hrs/yr) For exports that require it, logistics or the forwarder files Electronic Export Information in AES, and the shipment documents carry the resulting ITN.
  18. Routing-guide compliance (Daily, about 4,750 hrs/yr) Customer routing guides set carriers, labels, ASN timing, and appointment rules, and violations bring chargebacks, so shipping checks each shipment against the guide.
  19. Proof-of-delivery capture (Daily, about 4,750 hrs/yr) After delivery, logistics retrieves the signed proof of delivery from carrier portals and attaches it to the shipment record to support billing disputes and claims.
  20. Freight claim (Daily, about 4,750 hrs/yr) Loss or damage in transit leads to a freight claim with the carrier, supported by BOL, POD notations, photos, invoice, and repair or replacement cost, and tracked to payment.
  21. Freight audit (Daily, about 4,750 hrs/yr) Logistics or AP audits each carrier invoice against contracted rates, billed weight, accessorial charges, and the BOL and shipment record, disputing overcharges before payment.
  22. Shipment tracking (Daily, about 4,750 hrs/yr) Customer service and logistics monitor in-transit shipments in carrier portals, update expected delivery dates on ERP orders, and warn customers of delays.
  23. Late shipment exception (Daily, about 4,750 hrs/yr) When an order misses its ship date, shipping and customer service find the cause, set a new date, notify the customer, and log the reason for on-time delivery reporting.
  24. Customer pickup coordination (Daily, about 4,750 hrs/yr) For customer-arranged freight, shipping schedules the pickup, confirms the BOL and paperwork, releases goods to the carrier, and records who collected them.
  25. Intercompany shipment (Daily, about 4,750 hrs/yr) Shipments between company plants or entities need a shipment, a transfer, and an intercompany invoice, with matching records on the receiving side.
  26. Drop shipment coordination (Daily, about 4,750 hrs/yr) For drop shipments, the supplier ships straight to the customer.
  27. Return shipment authorization (Daily, about 4,750 hrs/yr) When a customer needs to return goods, customer service issues an authorization with RMA number, return instructions, and shipping label, and sets up the expected receipt.
  28. Customer return receipt (Daily, about 4,750 hrs/yr) Returned goods arrive and are received against the RMA, counted, inspected for condition, and routed to evaluation, restock, or scrap.
  29. Reverse logistics disposition (Daily, about 4,750 hrs/yr) After evaluation, returned goods are restocked, reworked, returned to supplier, or scrapped, and the customer credit or replacement is triggered.
  30. Commercial invoice preparation (Daily, about 2,250 hrs/yr) The commercial invoice lists buyer, seller, goods description, harmonized codes, quantities, values, incoterms, and country of origin for customs clearance.
  31. Freight invoice reconciliation (Daily, about 2,250 hrs/yr) AP matches freight invoices to shipments and accrued freight, codes them to the right accounts, and bills recoverable freight to customers.
  32. Customer-specific packaging compliance (Daily / Weekly, about 546 hrs/yr) Many customers specify packaging, labels, and documents.
  33. 3PL reconciliation (Daily / Weekly, about 546 hrs/yr) Where a third-party warehouse holds stock, staff reconcile 3PL inventory reports, receipts, and shipments with the ERP and check 3PL invoices.
  34. Bill of lading creation (Per event / project, about 150 hrs/yr) For LTL and truckload shipments, shipping creates the BOL with shipper, consignee, pieces, weight, freight class, and special instructions, and gets the driver's signature at pickup.
  35. ASN creation (Per event / project, about 150 hrs/yr) Customers require an advance ship notice, usually EDI 856, listing shipment, order, pack, and item details, sent at shipment so they can receive by scan.

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