# Welcome to P4 Software

P4 Software Document Portal

Here you will find all the documentation for the P4 Software Collection

* P4Books Documentation
  * [English](https://docs.p4.software/english-1/)
  * [Spanish](https://docs.p4.software/p4-books-spanish/)
  * [API](https://api.p4books.cloud/index.html)

* P4Customs Documentation
  * [English](https://docs.p4.software/english-2/)
  * [Spanish](https://docs.p4.software/spanish-2/)

* P4 Warehouse  WMS Documentation

  * [English](https://docs.p4.software/p4warehouse-english/)
  * [Spanish](https://docs.p4.software/p4-warehouse-spanish/)
  * [API Documnetation](https://api.p4warehouse.cloud/swagger/index.html)
  * [ClientPortal](broken://spaces/CUc4bnZxJVlKKbm7ioGs)

* P4 Assets
  * [English](broken://spaces/NCEMdOSmVBRAuN1IrhJ7/pages/LThc2RqOxBKU56Qt3TMy)
  * [Spanish](broken://spaces/8RAYoKoI7WtlHEYAfTuD/pages/PbYb0GukRhiS4qCHdRal)


# P4 Warehouse Change Log

P4 Warehouse Change Log

**2.23.5** 

**- Added Auto count for pick tickets and totes in counting states (admin only)** 

**- Added P4P 3D packing engine integration for cartonization with config toggle** 

**- Added pack visualization to tote details with animated SVG in Dimensions section** 

**- Added P4P sandbox link on pick ticket details for cartonization review** 

**- Added inline Picture capture to PO Receiving handheld screen** 

**- Fixed Packing station dashboard not showing orders allocated from bulk LPN locations** 

**- Fixed Packing station details not displaying orders assigned to station** 

**- Fixed Ship button visibility to only show when inventory is available at the station** 

**- Added Quality Control module with workflow designer, rule management, and handheld QC handler** 

**- Added QC gate to pick ticket lifecycle with PendingQC state and configurable print behavior** 

**- Added post-QC content change guard to prevent tote modifications after QC completion** 

**- Added Discontinue/Reactivate feature for Customers with creation guards on Pick Tickets, Returns, and Truck Loads** 

**- Added AccountNumber field to Truck Load Carriers** 

**- Allowed third-party billing address on Truck Loads for all freight charge terms including Prepaid** 

**2.23.4** 

**- Improved handheld query performance for inventory lookups and picking operations** 

**- Added Picture capture toolbar to Record Driver shipping screen** 

**- Enhanced Bulk Stage Picking to allow flexible scanning order matching legacy behavior** 

**- Improved PO Receiving flow for barcode and dimension collection** 

**2.23.3** 

**- Added Packing station functionality** 

**- Added ability to set Packing stations dimensions and order count limits** 

**- Added configuration which controls Packing station ordering of orders for allocation** 

**2.23.2** 

**- Added user assignment on Allocation and Waving screens** 

**- Added Tag assignment on waving screen** 

**- Added Unallocate/Wave/Unwave on One Pick dashboard**

**2.23.1**

* Added a configuration which controls login behaviour when license count has been exceeded
* Added additional Log entry when a user attempts to login but no licenses are available
* Made Truckload, Master Truckload (bol) and Supplement page available for editing
* Updated Product Move handheld screen to provide better visibility of assigned tasks 

**2.22.1**

* Added a new handheld screen which allows an easier Pallet to Dock movement
* Made Backorder button dependant on Data Entry configuration
* Enabled Comment fields on various document types (Pick ticket, Purchase order, Customer return)
* Added a section in Allocation screen to apply tags while allocating
* Added a new set of configs which allow batching orders during waving into multiple waves
* Added a configuration which enforces PRO number to be entered on Truckload before shipping

**2.21.2**

* Added a new configuration which controls how BOL aggregates customer order information
* Added a new configuration which allows automatically shipping and closing Small Parcel orders once moved to a Dockdoor
* Added Pro bill number to Pick ticket which carriers over to Truck load and Master Truck load when generated
* Added new consolidation rule based on Pick ticket Pro number 

**2.21.1**

* Added Allocation option to Small Parcel - One-Scan replenish screen
* Added configuration which controls whether Bulk Stage Picking is enabled and visible during Waving
* Added a way to designate Stage Bin to a wave at the time of Waving which enables Bulk Stage Picking handheld function
* Added Bulk Stage Picking handheld function which allows picking multiple lines from a wave to a single bin
* Added configuration which controls whether Bulk Stage should be auto picked to a tote/pallet or just moved as product
* Added a setting on a zone level which designates the zone as Staging Area 

**2.20.1**

* Added a way to print pallet labels for Pick tickets and truckloads from Staging
* Added a new handheld screen which allows shipping multiple truckloads at the same time by Tag

**2.19.1**

* Added two additional handheld screens in Staging that allow printing pallet labels for Pick tickets and truckloads
* Added prompting staging bins when doing tote merge and repackaging for pallet type totes
* In addition to Address, truck load generation now also obeys carrier
* Adjusted receiving on handheld for multiple lines having the same product. Now lines will deplete in sequence on Linenumber any over receiving will be added to the last line 

**2.18.2**

* Changed how Waving works. Now a dispatcher can decide how many carton and pallet labels to print during waving
* Waving screen has been simplified and made it more flexible 

**2.18.1**

* Introduced a configuration which controls whether Pick and Pack operators are allowed to use Full Pallet Picking feature
* Added a way to do Tote to Dock door in a mix mode of both Tote Pallets and LPNs
* Allowed picking Pallets to Carton totes (in Pallet picking mode) 

**2.17.2**

* Added 2 new flavors of picking: Designation picking and Pallet picking
* Added a facility to assign picker to partial picks of an order thus allowing multiple people to pick same order
* Introduced a requirement for Pallet type totes to have a staging location (similar to LPN) so that at any given time a Pallet has a location
* Modified Pick\&Pack and Wave picking, from now on, if Pallet Picking is enabled, it could only be executed via Pallet Picking conventional Picking and Wave picking will not offer an option to pick a pallet 

**2.17.1**

* Added a way on handheld to over-receive POs
* Added UserSessionId to AuditLog and refined how logins and logouts work on handheld
* Changed how orders picked during One-Scan shipping, now the oldest order is selected during One-Scan shipping
* Added Driver Name to Handheld shipping screen
* Added additional 'guidance' prompts during picking to help pickers identify next steps 

**2.16.3**

* Added Productivity report
* Added an ability to assign Small Parcel carriers to dock doors
* Added configuration which requires Small Parcel pallets to be scanned to dock doors
* Added Pallet Tie and Pallet Height to product details and packsizes 

**2.16.2**

* Added a facility to decorate states in grids for better visibility
* Reworked Cycle Count audit report to surface not only the variances but also zero variance counts
* Changed look and feel of grids for better visibility 

**2.16.1**

* Added support Android version 14 with additional scanning requirements 

**2.15.9**

* Reworked One scan replenishment screen to give a better visibility of orders roll up and Inventory availability
* Introduced a surrogate Api Key for Integration API Gateway
* Added a new configuration both on a global and client level which controls whether entities should automatically upload on closure
* Added limited support for User defined fields. Currently available for Pickticket header, Purchase order header and Customer return header
* Added support for grid sticky columns 

**2.15.8**

* Added additional screens that allows for easier replenishment of One Scan e-comm orders
* Changed menu structure to consolidate E-Comm processing into a single submenu for clarity
* Failed One Scan e-comm orders will automatically suspend if a shipping label fails to print
* Added a way to create folder structure within Custom dashboards by separating folders with '|' character
* Added a menu search control 

**2.15.7**

* Added Redis Caching for increased performance
* Optimized Grids to retrieve less data which improves performance of the system
* Removed Excel export feature for certain grids which may result in excessive reads from the database

**2.15.6**

* Added a way to pre-rate one line orders to optimize small parcel shipping
* Added One Scan shipping for small parcel/e-comm orders
* Added a new Configurations section that controls various flavours of One Scan shipping

**2.15.5**

* Added Driver name to Pick ticket while shipping for private fleet/external
* Allowed assigning carrier on Pick ticket
* Added Tax Id to Carrier
* Extended precision of Rate on Billing Rule to allow small fractional rates (6 decimal points)
* Added a new feature which allows holding specific inventory from allocation to a user

**2.15.4**

* Added a way to assign LPNs to Totes on Shipping Station screen for various carriers without having to do that on Handheld
* Added a way to use @Rate variable on 3PL Billing Profiles
* Some advanced 3PL Billing profile screens were hidden by default to prevent users from making unintended changes
* Added detailed inventory report which surfaces quantity and detailed information like lots, serials and packsizes
* Surfaced attribute control visibility on product list
* Added a way to designate Client to Custom Action

**2.15.3**

* Added new Daily inventory snapshot report that records inventory for the passed 60 days
* Added configuration which allows failed upload document to be re-uploaded again for a certain number of attempts

**2.15.2**

* Added Email notification settings to a customer level. Emailing Packslips, BOLs, RMAs

**2.15.1**

* Added support for latest Android SDK version
* Updated Handheld API to allow new permissions for Photo capture

**2.14.5**

* Added Password policy support
* Added automated password expiration and recovery

**2.14.4**

* Added new settings to Customer/Client/Global which control whether Carton content labels are required
* Added new settings to Customer/Client/Global which control whether to print Packslip upon generating a Carrier label
* Enhanced security by adding Access controls to module details screen
* Added failed login throttling

**2.14.3**

* Added Pallet printing template and ability to print pallets from Staging/Truckload/Pickticket views
* Added configuration which controls aggregator for pallet numbering
* Added configuration on customer/client/global levels which control whether pallets are required to be printed
* Added expiry inbound and outbound allowances on a product level
* Added UoM column to expiry grid

**2.14.2**

* Added additional dropship information on Pickticket header and line level
* Reworked Webhook, multiple webhooks are not supporting including Client specific Webhooks
* Added additional check to document level to prevent duplicated document numbering

**2.14.1**

* Changed allocation precedence in bulk bins from LPN name to LIFO
* Added Gauges to reporting
* Extended Dashboard filter capabilities to support multiple data types (date, string, number)
* Added support for additional columns in grids (Currency, Percentage)
* Added additional Handheld screen - Tote content

**2.13.1**

* Android 13 support (API level 33)
* Added stage location contents lookup

**2.12.3**

* Added Four wall report
* Added configurations that control which information is sycnrhonzed and shown on Four wall report

**2.12.2**

* Added enhanced production options

**2.12.1**

* -Added scannable Tracking number to Customer Returns
* \- Added a new Carrier Pickup handheld screen
* \- In addition to SKU and UPC, added a facility to scan BarcodeValue of a Product
* Upgraded to a newer version of OS (31)

**2.11.9**

* Added additional mapping for Receiving slip
* Improved UI when creating Scheduled Reports
* Opened Comments field for changes on PO closure
* Added Comments on Receiving slip
* Added additional mapping for Receiving slip
* Improved UI when creating Scheduled Reports
* Opened Comments field for changes on PO closure - Added Comments on Receiving slip

**2.11.8**

* Added 'Auto ship small parcel' flag on a user level

**2.11.7**

* Improved Ecom dashboard to support unallocated single unit parcels
* Added ability to set carton packsize in Ecom dashboard
* Improved Small parcel screen which now allows to scan/change Carton size

**2.11.6**

* Added Scheduled reports
* Added additional fields and configurations to enrich comercial invoice report

**2.11.5**

* Added history visibility to Packsizes
* Added a way to handle totes by carrier tracking number
* Added Ecom dashboard, a new way of processing single line, single unit SmallParcel orders in bulk
* Added actionable KPIs to E-comm dashboard and Pickticket list
* Improved Inventory visility and added Task generation controls on Product details screen

**2.11.4**

* Improved Malvern integration. Added address verification and rating for Residential deliveries
* Improved Tote staging processing while shipping using small parcel
* Added new report type: Commercial Invoice that is available for both Pick tickets and Totes
* Added automatic printing of Commercial invoices for international shipments if carrier cannot do electric submission
* Extended Packsize breakdown to allow breaking to inner packs

**2.11.3**

* Added a facility to import and export bundle components
* Improved UI for bundle components management

**2.11.2**

* Introduced configuration which controls whether BOL/MBOL could be shipping without charge terms
* Added precedence facility to shipping rules when a Pick ticket resolves to more than one rule
* Added infrastructure which allows pick ticket small parcel changes to propagate to totes

**2.11.1**

* Added collection of Dims/Weight on production
* Improved truck load shipping verifications
* Prevent changing shipping method after order has been shipped

**2.10.2**

* Removed excessive links for non Administrator users
* Changed Apply tags screen to be more user friendly
* Created restock user task automation for min/max bins

**2.10.1**

* Discontinued Kitting, Production should be used instead
* Reworked 3PL Billing
* Added a way to copy shipping settings to totes from pick ticket
* Added a way to create custom 3PL invoice templates
* Added a way to pick multiple Picktickets using Full Pack Picking at the same time

**2.09.2**

* Modified UI to aid with long running operations
* Improved performance of shipping of BOLs and Master BOLs
* Optimized and improved visibility of Auto picking for e-commerce orders

**2.09.1**

* Introduced a new step in Small Parcel shipping: Carrier pickup and manifest
* Removed redundant link between Truck Loads and Pick tickets
* Removed unused 'Mark for cycle count' option on Handheld skipping
* Added a new way to auto generate truck loads based on grouping algorithm

**2.08.6**

* Added 'History search' utility which allows searching deleted records
* Moved 'Export to XLSX' and 'Reset Grid' button further apart
* Moved ability to build packsizes duriong production
* Added ability to suspect orders that were shorted during picking
* Added two additional fields to pick ticket
* Appt number and Appt date
* Relaxed restriction on Production orders to have duplicate Consume/Produce lines

**2.08.5**

* Introduced a new configuration setting which controls whether shorted orders are allowed to be shipped
* Added Bill To information to Shipping rules

**2.08.4**

* Introduced a shipping options default facility based on shipping rules (client/customer/scac/zip)
* Per above, removed all shipping related default that used to be setup on the customer level
* Allowed multiple pick tickets (same customer/address) to be full pack picked to the same pallet
* Added Bin quarantine override for allocation
* QR Code scanning is always enabled for 'sa' user

**2.08.3**

* Added a way to create custom Packslip/Proforma/Receiving/RMA reports
* Above reports could be applied to Tenant -> Client -> Customer/Vendor

**2.08.2**

* Added LotNumber field to PO line to force receiving specific lots
* Added a set of configurations which controls allowing custom document numbering
* Upgraded to a newer version of EasyPost api

**2.08.1**

* Optimized performance of full pack picking
* Improved cartonization screen, added additional relevant columns
* Implemented new mobile app versioning to support Update notification

**2.07.1**

* Emergency fix to Handheld to supress new version check
* Extension to Production
* Surfaced additional fields on Production List to show finished/disassembled product

**2.06.1**

* Reworked Production module. Old production is now Kitting
* Added additional handheld screens to support new production
* Added additional configurations that drive production
* Move Workflows to Setup

**2.05.1**

* General cumulative fixes

**2.04.1**

* Enabled ability to do packsize breakdown to an LPN instead of a pickable bin

**2.03.1**

* Additional work to enable Malvern shipping
* Improved performance while handling large, cartonized orders

**2.02.1**

* Added Commercial Invoice generation for Small Parcel shipping
* Added a way to reprint Commercial invoice from Web UI 2.01.2
* Major version update
* Substantial changes to backend infrastructure
* Address change to Subdomains
* Added Direct Move Bin suggestion flag will propose bins on product moves

**1.45.1**

* Added configuration that controls maximum ordered quantity for full pack picking
* Improved performance of Pick Ticket details screen

**1.44.1**

* Added quoted weight fields to capture quoted shipping costs
* Added invoiced weight/cube fields to capture actual invoiced costs
* Added Print LPNs option on Staging LPNs screen
* Improved Cartonization performance for order needed a large number of boxes

**1.43.1**

* Extended Lot allocation capabilitiles on Pick Ticket line level
* Added Background allocation for Packsize breadkdown/LPN Letdown to improve performance

**1.42.1**

* Added a way to record an invoice number when capturing shipping costs on Truck load
* Added a configuration Client/Customer/Vendor which controls Back order creation for PO/Pick tickets

**1.41.1**

* Added additional fields to product master needed to generate customs documentation
* Added automatic Packslip and Truckload printing

**1.40.1**

* Added a facility to track quoted and actual shipping costs for Truck Loads
* Added a way to add additional shipping options (Residential, SOD, etc...) for small parcel

**1.39.1**

* Added expanded set of configuration for Small Parcel shipping
* Added 3rd Party shipping/billing options
* Added various payment types when shipping Small Parcel
* Added ability to support international shipping using Int. Tax Id

**1.38.1**

* Added Malvern small parcel shipping broker - Moved Malvern/EasyPost small parcel configuration to a client level

1.37.2

* Fixed Directed putaway query to consume different parameters
* Fixed Android GPS collection when screen goes/device goes to sleep

**1.37.1**

* Added an option to Unpick whole Pick tickets instead of just one Tote
* Added a facility to assign zones and bins to a client
* Added a facility to specify allowed product categories for zones/bins
* Added Receiving Put-a-way Bin suggestion flag - will propose bins during PO receiving
* Added Returns Put-a-way Bin suggestion flag - will propose bins during RMA receiving
* Added section to Configuration which contains SQL queries that drive put-a-way logic
* Added Production Workflow management
* Added Workflow designer and ability to assign workflows to BOM/Client

**1.36.1**

* Moved Audit records from Mongo DB to SQL for easier reporting
* Added ShipTo name in Pick ticket/Tote selection while building Truck loads
* Added Staging LPNs report for visibility into truck load planning
* Added a setting which controls whether a BOL document could be printed without signature or not .

**1.35.1**

**-** Added ability to restrict expiring product on PO and RMA Receiving

\- Added additional configuration settings that control expiry allowance

\- Added settings to Vendor and Customer that control expiry allowance

**1.34.1**

* Added Percentage picked to Pick ticket header
* Added a 'Back to Picking' function which allows taking shorted Rating orders back to picking
* Added new Handheld function LPN merge which allows consolidating staged LPNs .

**1.33.1**

* **Added new handheld function to Adjust Out full bin/LPN without scanning product**
* **Added ability to download most recent APK directly without Google Play Store**
* **Added Help button with Reseller's information**
* **Added additional information fields to pickticket detail screen to help with load planning**
* **Added additional information to packslip report**

1.32.1

* **Added facility to assign/unassign truck loads to pick tickets even before pick tickets are picked or allocated**
* **Added a separate setting for handheld weight/dims from default reporting UoM**

1.31.1 - **September 25th, 2021**

* **Added total number of cartons to Packslip report**
* **Cosmetic fixes to BOL report**
* **Added facility to create Master BOL for multiple customers**
* **Added a restriction for zone names. Now cannot create zones with the same name**
* **Added an option to do Bulk Updates to Pick tickets and Purchase orders**
* **Added facility to configure dimensions data to Bins/Zones**
* **Added new handheld screens to capture dimensions and weight of Totes and LPNs**

**1.30.1**

* **Added new handheld tag list screen to fulfillment**

1.29.1

* **Added facility to activate and deactivate users to temporarily prohibit access to the system**
* **Added Appointment date to pick tickets**
* **Added Must Arrive date to pick tickets**
* **Enabled printing tags from the pick ticket list**
* **Made comments editable past Draft state**
* **Surfaced comments in the pick ticket grid**
* **Added facility to run an import over existing tenants to retain previous settings (ex: integrations or print station)**

**1.28.1**

* **Decoupled Email sending to improve PDT performance when emails are enabled**
* **Improved Allocation performance on large orders**

**1.27.1**

* **Added facility to change allocated quantities and partially release reserved stock.**
* **Added facility to Unallocate individual lines.**
* **Carrier now propagates to Pick Ticket and Tote when shipping Truck loads.**

**1.26.1**

* **Added pick skipping to Production picking.**
* **Minor changes to component consumptions in Production when using By Recipe option.**
* **Added Handheld activity dashboard.**
* **Added facility to redirect handheld to an alternative cloud server on tenant selection.**

**1.25.1**

* **Added facility to maintain min/max inventory per Bin for product dedicated bins.**
* **Added a way to preview handheld screen of an active user session.**

**1.24.1**

* **Added ability to setup zone with Single Bin per Product (to support POS).**
* **Added ability to setup bins with dedicated products (to support POS).**

#### **1.23.1**

* **Extended support for older version of Android (Lollipop SDK v19)**
* **Added a configuration that controls whether to display Product locations on Product Move**
* **Added Skip button to Product Letdown handheld option**
* **Modified LPN Letdown to display all LPNs that are in the queue instead of just the first one**

#### **1.22.1**

* **Added facility to re-allocate orders that have already started being picked**
* **Added facility to move allocated stock (based on configuration)**
* **Added Quantity prompt on Packsize Break down handheld function**

**1.21.1**

* **Added additional Packsize handling option to Zones/Bins. Zones/Bins could be setup to auto break Packs to Eaches**
* **Added Letdown by product handheld function to avoid pulling down the whole pallet**

**1.20.1**

* **Introduced new Picking mode**
  * Carton Picking (pick individual cartonized boxes) - Renamed former 'Carton Pick' to 'Full pack picking'
  * Added additional allocation flavor for Packsize controlled items


# Overview

P4 Warehouse Overview

## User types

In P4 Warehouse there are two completely unique styles of users.

1. **Web Dispatcher**, the web dispatcher uses a computer and a modern web browser to manage the flow in and out of the warehouse. The web dispatcher also controls the workflow of the PDT users. Think of the web dispatches as the control tower at an airport.
2. **PDT user**, the PDT user is the people out in the warehouse executing the instructions set to them from the Web Dispatcher. These are the people physically receiving Purchase Order and RMA's, picking and shipping outbound orders, Cycle Counting inventory. These users work from a mobile device typically with a barcode scanner.

You will need a good amount warehouse / WMS experience to use this document, contact your P4 Warehouse sales partner if you run into subjects, you do not fully understand.

[Here you can find the support contact information for your country.](/p4warehouse-english/contact-us/support)

## Android

Android Nuget and above will function with the P4 Warehouse System, P4W Handheld can be downloaded to an Android device from <https://play.google.com/store/apps/details?id=com.pro4soft.p4w&hl=en_US&gl=US>

It is recommended the Android device has a built-in barcode scanner, hardware from Zebra Technologies works best as the P4 Warehouse WMS is validated by Zebra to function correctly on their Android Mobile Computers.

## Definitions

There are specific words related to the logistics industry that are sometimes not clearly understood, below are some of the definitions of words you will find in this documentation:

**Web Dispatcher** — A user who works from a computer using a web browser to manage warehouse operations, create orders, configure the system, and monitor warehouse floor activities.

**PDT User** — Portable Data Terminal user; warehouse floor workers who use Android mobile devices with barcode scanners to execute warehouse tasks (receiving, picking, shipping, cycle counting).

**SKU** — Stock Keeping Unit; a unique product identifier used to track inventory.

**LPN** — License Plate Number; a unique identifier for a pallet, carton, or container that groups multiple products together for tracking and movement.

**Pick Ticket** — An order document that instructs warehouse workers which products to pick, quantities, and locations.

**Wave** — A group of pick tickets released together for picking, typically organized by zone, carrier, or ship date.

**Allocation** — The process of reserving inventory for specific orders before picking begins.

**Cartonization** — The automated process of determining optimal carton sizes and packing configurations for outbound orders.

**Putaway** — Moving received inventory from the dock to its designated storage location.

**Cycle Count** — A regular inventory counting process that verifies physical stock matches system records without requiring a full warehouse shutdown.

**Lot Control** — Tracking inventory by production batch or lot number, typically for traceability and quality control.

**Serial Control** — Tracking inventory at the individual unit level using unique serial numbers.

**Expiry Control** — Managing products with expiration dates to ensure FIFO/FEFO rotation and prevent shipping expired goods.

**Packsize** — P4 Warehouse's 5-level unit of measure hierarchy (Each, Inner Pack, Case, Pallet, Container) that can include decimal quantities for weight-based products.

**3PL** — Third-Party Logistics; a warehouse operator that stores and fulfills orders for multiple client companies.

**BOM** — Bill of Materials; a list of components required to manufacture a finished product (used in production, not fulfillment).

**Product Bundle** — A single SKU that represents multiple component products for fulfillment purposes (pick ticket shows components, not the bundle SKU).

**ASN** — Advanced Shipping Notice; electronic notification sent before a shipment arrives, containing product details and quantities.

**BOL** — Bill of Lading; a legal document between shipper and carrier detailing the shipment contents.

**Cross-Dock** — Receiving inventory and immediately shipping it out without putaway to storage, minimizing handling time.

**FIFO** — First In, First Out; inventory rotation method where oldest stock is picked first.

**FEFO** — First Expired, First Out; inventory rotation method where products with the earliest expiration dates are picked first.

**Reason Code** — A system-defined code used to document why an adjustment, return, or inventory change occurred.

**Tote** — A container used to consolidate picked items for an order during the picking and staging process.

**Dock Door** — A designated loading/unloading area where trucks are assigned for receiving or shipping.

**Zone** — A logical subdivision of warehouse space used for organizing inventory and optimizing workflows.

**Bin** — A specific storage location within a zone where inventory is stored (shelf, rack position, floor location).

For a complete glossary of supply chain terms, see [Supply Chain Glossary](/p4warehouse-english/getting-started/supply-chain-glossary).


# FAQ

P4 Warehouse FAQ

## Do I need to buy a server?

No, P4 Warehouse is only sold as SAAS (software as a service)

## Can P4 Warehouse run on an Apple Computer?

Yes, P4 Warehouse can run on any modern web browser. We do not recommend Safari as we have seen errors in how this browser manages the data. The mobile devices for P4 Warehouse only run on Android devices.

## Will the Android app run on a smartphone?

Yes, the app can run on a normal Android Smartphone, however one of the advantages of P4 Warehouse is the speed of scanning barcodes. To see the full potential of the WMS you need to use an Android device with an integrated barcode scanner.

We highly recommend Zebra Android devices as Zebra has a utility named DataWedge. This utility forces the warehouse worker to follow the process by not allowing them to sit in the office and type in the information.&#x20;

## Does P4 Warehouse have built in production?

Yes, P4 Warehouse has a full production line functionality.

## Do I have to buy each function of P4 Warehouse separately like in other WMS systems.

No, we do not sell P4 Warehouse in modules. We sell the complete solution for one very reasonable cost. We do not nickel and dime our clients. There are no hidden costs with P4 Warehouse.

## Does P4 Warehouse manage multi companies?

Yes, P4 Warehouse is a multi-company, multi-warehouse solution.

## I have a specific need to install P4 Warehouse on my own server, is this possible.

Yes, we offer P4 Warehouse in three different models.&#x20;

1. SAAS - Software as a service, this is the most economical solution.
2. Hybrid Cloud - This is installed on your server, however the licensing is in the cloud. This allows for easy adjustment of the user licenses. Meaning if you need to increase the license count, up or down it is very simple.
3. Full on premise- This model allows you to have your WMS completely disconnected from the internet.

It is important to note models 2 and 3 do not include updates as we do not have access to your private server. Model #1 does include automatic updates meaning you always have the newest version of the software.

{% hint style="info" %}
Option 2 & 3 are only available to projects over 150 users.&#x20;
{% endhint %}


# Supply Chain Glossary

P4 Warehouse WMS Comprehensive Logistics & Supply Chain Glossary

## Comprehensive Logistics & Supply Chain Glossary&#x20;

Whether you’re a new warehouse owner just starting out in logistics, or an experienced 3PL operator looking for a comprehensive list to share with warehouse teams, our handy warehouse glossary resource shares all the information you need in one place.

[**P4 Warehouse**](https://p4warehouse.barrdega.com) has worked with countless 3PL warehouses, we know the ins and outs of the logistics and supply chain industries. Below you’ll find a glossary of industry terms and phrases of warehouse terminology.

**2D BARCODE**: Two-dimensional barcode based on a flat set of rows of encrypted data in the form of bars and spaces, normally in a rectangular or square pattern.

**3D BARCODE**: Three-dimensional barcode based on a physically embossed or stamped set of encrypted data interpreted by variations in height rather than the contrast between spaces and bars (as used in 2D barcodes). Often used in environments where labels cannot be easily attached to items.

**3PL** (THIRD PARTY LOGISTICS):

This is a business’ use of a third-party company to manage warehouses activities/inventories including distribution, warehousing, and fulfillment services.

**4PL** (4TH PARTY LOGISTICS): Manages the logistics contract with a customer for consulting, technology, and logistics management through a series of 3PLs for warehousing storage or fulfillment. A 4PL creates a network infrastructure of 3PL warehouses for fulfilling goods and materials with optimal efficiency and a distributed geographic footprint.

**ABC ANALYSIS**: To assign importance to a classification of items in an warehouse’s inventory based on certain criteria like sales or order volume.

**ACCEPTABLE QUALITY LEVEL (AQL)**: During quality assurance management, when a continuing series of product lots are considered, AQL will represent a quality level limit that, if failed, will deem the entire lot unsatisfactory.

**ACCESSIBILITY**: The ability of a carrier to provide service between origin and destination.

**ACCESSORIAL CHARGES**: Fees from a carrier for certain logistics services such as: loading/unloading, pickup, delivery, or any other relevant charge.

**ACCUMULATION BIN**: A physical location used to accumulate all the parts that go into an assembly before it’s sent out to the assembly floor.

**ACTIVE STOCK**: Goods in active pick locations of the warehouse that are ready for order fulfillment.

**ADVANCED SHIPPING NOTIFICATION (ASN)**: A document that’s sent to a warehouse management system (WMS) from a supplier that provides detailed information about an incoming shipment.

**AGING**: The categorization and ordering of invoices, orders, inventory, and lots based on due dates, receipt dates, expiration dates, or other criteria. Aging is used to focus a warehouse’s attention on past due and urgent items.

**ALLOCATION**: Allocations in inventory management refers to actual demand created by sales orders or work orders against a specific item. The terminology and the actual processing that controls allocations will vary from one software system to another. A standard allocation is an aggregate quantity of demand against a specific item in a specific facility, I have heard standard allocations referred to as normal allocations, soft allocations, soft commitments, regular allocations. Standard allocations do not specify that specific units will go to specific orders. A firm allocation is an allocation against specific units within a facility, such as an allocation against a specific location, lot, or serial number. Firm allocations are also referred to as specific allocations, frozen allocations, hard allocations, hard commitments, holds, reserved inventory. Standard allocations simply show that there is demand while firm allocations reserve or hold the inventory for the specific order designated.

**ANNIVERSARY BILLING**: An annual recurring bill date that is resolved on the same day of the year as their initial sign-up or charge date.

**ANY-QUANTITY (AQ) RATE**: A carrier rate that applies to shipments of any size; no discount rate is available- even for large shipments.

**API** (APPLICATION PROGRAMMING INTERFACE): A set of functions and procedures that allow applications to access the data of an operating system, application, or other service.

**ASSEMBLE TO ORDER**: A production environment where a product can be assembled after receipt of a customer’s order. The key components (bulk, semi-finished, intermediate, etc.) used in the assembly or finishing process of production are planned and usually stocked in anticipation of a customer order. Assembly of the product starts once the receipt is processed.

**ATA**: An acronym standing for “actual time of arrival”, or also known as the American Trucking Associations.

**ATD**: An acronym standing for “actual time of departure”.

**AUTO ID**: Referring to an automated identification system. This includes technology such as barcoding and radio frequency tagging (RFID)

**AUTOMATED GUIDED VEHICLE SYSTEM (AGVS)**: A computer-controlled materials handling system consisting of small vehicles (carts) that move along a guideway.

**AUTOMATED STORAGE/RETRIEVAL SYSTEM (AS/RS)**: A high-density rack inventory storage system with unmanned vehicles automatically loading and unloading products to/from the racks.

**B2B**: An acronym standing for “business-to-business” and refers to dealings between two businesses.

**B2C**: An acronym standing for “business-to-customer” and refers to dealings between a business and end consumer.

**BACK ORDER**: A product that’s been promised to ship when it first becomes available because it was out of stock when initially ordered.

**BALE**: A large compressed, bound, and often wrapped bundle of a commodity, such as cotton or hay.

**BARCODE**: A series of alternating bars and spaces printed or stamped on products, labels, or other media, representing encoded information which can be read by electronic readers called bar.. A popular example is the UPC code used on retail packaging.

**BARCODE PARSING**: The extraction and of multiple data values from a single barcode.

**BARCODING**: A method of encoding data for fast and accurate readability and turning such data into a barcode.

**BASING-POINT PRICING:** A pricing system that includes a transport costs from a city or location, even though the shipment does not originate at the basing point.

**BATCH PICKING**: The process of fulfillment order picking from a warehouse in which all the items for multiple orders are picked by a single picker.

BATCH TERMINAL COMMUNICATIONS: The connection and transfer of information between the batch handheld and PC for purposes of warehouse management systems integrations.

BEST PRACTICE: A specific process or group of processes which have been recognized by the community at large as the most efficient or effective method for accomplishing a specific goal.

BIG DATA: Extremely large data sets that may be analyzed computationally to reveal patterns, trends, and associations. In warehousing, big data is used to identify patterns and associations that can make your business more profitable.

BILL OF LADING (BOL): A document that details items in a shipment that acts as a receipt given by the carrier of the shipment to the recipient of the shipment.

BILL OF MATERIALS: The list of materials or components required to produce an item. Multilevel BOMs also show subassemblies and their components. Other information such as scrap factors may also be included in the BOM for use in materials planning and costing. Commonly known as a BOM or just a Bill.

BILLING SCHEDULE: The cadence that a warehouse generates an invoice to their customer.

BIN CENTER: A drop off facility that is smaller than a public warehouse.

BLANKET PURCHASE ORDER: A long-term commitment to a supplier for material against which short-term releases will be generated to satisfy requirements. Oftentimes, blanket orders cover only one item with predetermined delivery dates.

BLANKET RATE: A flat rate that does not increase depending on the distance shipped.

BLIND RECEIVING: Receiving goods in warehouse without any purchase order or advanced shipping notice.

BRACING: Securing cargo inside a carrier’s vehicle to prevent damage to said cargo.

BREAK-BULK: Separation of a consolidated load into smaller individual shipments for delivery to the final consignee. The freight may be moved intact, or it may be interchanged to connecting carriers.

BREAK-BULK CARGO: Cargo that is shipped as a unit or package. Examples include: pallet cargo, boxed cargo, large machinery, trucks, etc. and are not held in a container.

BUFFER STOCK: A quantity of goods set aside and kept in storage to prevent against unforeseen shortages or demands.

BULK AREA: A storage area for large items which at a minimum are most efficiently handled by the pallet load.

BUSINESS INTELLIGENCE (BI): Technologies, applications, and practices for the collection, integration, analysis, and presentation of information to and about a business. Its purpose is to support improved business decision making.

BUSINESS LOGISTICS: The process of planning, implementing, and controlling the efficient, effective flow and storage of goods, services, and related information from the point of origin to the point of consumption for the purpose of conforming to customer requirements.

BUSINESS PROCESS OUTSOURCING (BPO): The practice of outsourcing non-core internal functions to third parties. Functions typically outsourced include logistics, accounts payable, accounts receivable, payroll, and human resources. Other areas can include IT development or complete management of the IT functions of the enterprise.

CAGE: (1) A secure enclosed area for storing highly valuable items (2) A pallet-sized platform with sides that can be secured to the tines of a forklift and in which a person may ride to inventory items stored well above the warehouse floor.

CAGED: Referring to the practice of placing high-value or sensitive products in a fenced off area within a warehouse.

CARGO: Goods and merchandise by a means of a transportation carrier.

CARRIER: The business that is used for delivery of goods or cargo.

CARRIER LIABILITY: A common carrier is liable for all shipment loss, damage, and delay with the exception of that caused by act of God, act of a public enemy, act of a public authority, act of the shipper, and the goods’ inherent nature.

CARRYING COSTS: The costs associated with having specific quantities of inventory and are used in cost-based lot sizing calculations such as EOQ. They primarily include the cost of the inventory investment and the costs associated with storing the inventory.

CARTAGE: The movement of product locally (over short distances).

CARTON FLOW RACK: A storage rack consisting of multiple lines of gravity flow conveyors.

CASE PICKING: Retrieval of full carton loads of each item or inner packs of items from cartons (the latter a.k.a. split-case picking).

CATCH WEIGHT: A variable weight of measurement that is related to piece count, where each piece may not weigh the exact same amount, or conversely the same total weight may not equal the same total piece count.

CERTIFICATE OF ORIGIN: A confirmed affidavit to prove the origin of imported goods. It is often used for customs and foreign exchange purposes.

CHANGE ORDER: A formal notification that a purchase order must be modified in some way. This change can result from a revised date, quantity order, or specification by the customer.

CHANNEL CONFLICT: This occurs when various channels within a company’s supply chain are in competition with one another for the same business. An example would be a retail channel in competition with a web-based channel that was set up by the same company.

CHANNEL PARTNERS: Members of a supply chain (i.e., manufacturers, suppliers, distributors, etc.) who work in conjunction with one another to manufacture, distribute, and sell a specific product.

CHARGEABLE WEIGHT: The shipment weight used in determining freight charges; including both dimensional weight or the gross weight of the shipment less the tare weight of the container.

CLAIM: A charge made against a carrier for loss, damage to goods, delay of delivery, or overcharge.

CONFIRMATION: With regards to EDI, a formal notice indicating that a message sent to a trading partner has reached its intended mailbox or has been retrieved by the addressee of said message.

CONSIGNEE: The party to whom goods are shipped and delivered. They are the receiver of a shipment.

CONSIGNOR: The party who originates a shipment of goods (shipper), often times the seller.

CONSUMABLES: Stocks of materials needed to support operations, but which do not form part of the final product. Examples include oil, paper, cleaners, etc.

CONVEYOR: A materials handling device that moves products or consumables from one area of the warehouse to another. Roller conveyors utilize gravity, whereas belt conveyors use motors.

CRITICAL STOCK: An amount of a good that must be maintained in inventory, though rarely used, to respond to expressed need.

CROSS DOCKING: Refers to the practice of moving products directly from the receiving area to the shipping area for distribution rather than being put away and stored for a period of time. Cross docking requires close synchronization of all inbound and outbound shipment movements. By eliminating the put-away, storage, and selection operations, it can significantly reduce distribution costs.

CUBAGE: Cubic volume of space being used or available for shipping or storage.

DATA ANALYSIS: The act of interpreting numbers to find meaning about specific processes within a warehouse.

DEFECTIVE GOODS INVENTORY (DGI): Items that have been returned, have a freight claim outstanding due to damage upon delivery, or have been damaged in some way during warehouse handling.

DELIVERY APPOINTMENT: The time agreed upon between two enterprises for goods or transportation equipment to arrive at a selected location.

DELIVERY CONFIRMATION: An electronic message sent by the carrier to confirm that the shipment has been successfully delivered. Depending on the carrier service, this may be the final delivery status update message.

DEMURRAGE: The carrier charges and fees applied when rail freight cars and ships are retained beyond a specified loading or unloading time.

DISPATCH CONFIRMATION: An electronic message sent by the warehouse to confirm that a specific parcel, package or shipment has successfully left the warehouse. A dispatch confirmation may contain the parcel tracking number.

DESTOCK: To reduce the amount of stock held in a warehouse.

DEVANNING: The unloading of cargo from a truck carrier container.

DIRECT STORE DELIVERY (DSD): Process of shipping direct from a manufacturer’s plant or distribution center to the customer’s retail store, thus bypassing the customer’s distribution center.

DISCRETE PICKING: An order picking process in which the picker picks all the items for one particular order.

DISTRIBUTION: Outbound logistics, from the end of the production line to the end user. The activities associated with the movement of material, usually finished goods or service parts, from the manufacturer to the customer. These activities encompass the functions of transportation, warehousing, inventory control, material handling, order administration, site and location analysis, industrial packaging, data processing, and the communications network necessary for effective management. It includes all activities related to physical distribution, as well as the return of goods to the manufacturer. In many cases, this movement is made through one or more levels of field warehouses. The systematic division of a whole into discrete parts having distinctive characteristics.

DISTRIBUTION CENTER (DC): A warehouse facility which holds inventory from manufacturing or another warehouse before it’s distributed to the appropriate retail locations.

DISTRIBUTION CHANNEL: One or more companies or individuals who participate in the flow of goods and services from the manufacturer to the final user or consumer.

DISTRIBUTION WAREHOUSE: A finished goods warehouse from which a company assembles customer orders.

DISTRIBUTOR: A business that does not manufacture its own products, but purchases and resells these products. Such a business usually maintains a finished goods inventory. Synonym: Wholesaler.

DOCK DOOR: The garage door-like gateway on a loading dock that allows access to a transport vehicle for unloading and loading operations of goods coming to and from a warehouse.

DOCK RECEIPT: A document used to accept materials or equipment at an ocean pier or accepted location. Provides the ocean carrier with verification of receipt and the delivering carrier with proof of delivery.

DOCK SCHEDULING: Also known as dock door appointment scheduling, is the use of scheduling tools or software to automate and manage the schedules for receiving and sending of goods entering and leaving warehouse yards. With the use of dock scheduling, a dock calendar is maintained, showing all delivery logistics, such as open/close time, delivery appointments, and commodities to be accepted through the dock door/yard, making the loading and unloading of goods as efficient as possible.

DRAYAGE: The service offered by a motor carrier for pick-up and delivery of ocean containers or rail containers. Drayage agents usually handle full-load containers for ocean and rail carriers.

DROP: When a trailer or boxcar at a facility is deposited at a location so as to be loaded or unloaded.

DUNNAGE: The packing material used to protect a product from damage during transport.

EACH: Pluralized to eaches, it refers to a single unit or widget item within a warehouse.

ECOMMERCE FULFILLMENT: Conducting business electronically via traditional EDI technologies, or online via the Internet. In the traditional sense of selling goods, it’s possible to do this electronically because of certain software programs that run the main functions of ecommerce support, such as product display, ordering, shipment, billing, and inventory management. Ecommerce fulfillment will then take the orders from the online store and work through the logistics of getting the purchased goods to the end user.

ELECTRONIC DATA INTERCHANGE (EDI): An inter-company, computer-to-computer transmission of electronic information in a standard format. An EDI transmission consists only of business data, not any accompanying verbiage or free-form messages. In warehousing this is often the exchange of orders from a website or portal to a warehouse to process the order.

END ITEM: A product sold as a completed item or repair part; any item subject to a customer order or sales forecast.

ENTERPRISE RESOURCE PLANNING (ERP) SYSTEM: A class of software for planning and managing enterprise-wide the resources needed to take customer orders, ship them, account for them, and replenish all needed goods according to customer orders and forecasts. Often includes ecommerce with suppliers.

EPC OR EPC: ELECTRONIC PRODUCT CODE: An electronically coded tag that is intended as an improvement to the UPC barcode system. The EPC is a 96-bit tag which contains a number called the global Trade Identification Number (GTIN). Unlike a UPC number, which only provides information specific to a group of products, the GTIN gives each product its own specific identifying number, giving greater accuracy in tracking.

EXPEDITING: Moving shipments through regular channels at an accelerated rate.

FACILITIES: The physical plant, distribution centers, service centers, and related equipment.

FAST (FLOW, ACCESSIBILITY, SPACE, THROUGHPUT): The set of principles used to describe the optimal layout of a warehouse for optimal efficiency. Making sure the structure in place allows for efficient flow, easy access to inventory, space allotted to inventory and room to move, and throughput, or the adaptability of your space.

FIRST IN FIRST OUT (FIFO): In inventory control and financial accounting, this refers to the practice of using stock from inventory on the basis of what was received first and is consumed first. Antonym: Last In First Out.

FLOW RACK: A storage method where product is presented to picking operations at one end of a rack and replenished from the opposite end.

FOB: A term of sale defining who is to incur transportation charges for the shipment, which is to control the shipment movement, or where title to the goods passes to the buyer; originally meant “free on board ship.”

FORWARD PICKING: A storage area designed for efficient piece and case order picking that is usually replenished from reserve storage, but sometimes directly from receiving.

FREIGHT: Goods being transported from one place to another, often via container.

FULFILLMENT: The act of fulfilling a customer order, often referring to ecommerce. Fulfillment includes all of the the following processes: order management, picking, packaging, and shipping.

FULFILLMENT SERVICES PROVIDER: A fulfillment services provider is an organization that operates on behalf of a business to receive delivery of stock from their suppliers, store inventory, and fulfill customer orders. May also be referred to as a fulfillment house, fulfillment company, or a 3PL.

FULL CONTAINER LOAD (FCL): When goods occupy a whole container.

FULL TRUCKLOAD (FTL): Similar to full container load, but references to truck carriers instead of containers.

FUNCTIONAL ACKNOWLEDGEMENT (FA): A specific EDI Transaction Set (997) sent by the recipient of an EDI message to confirm the receipt of data but with no indication as to the recipient application’s response to the message. The FA will confirm that the message contained the correct number of lines, etc., via control summaries, but does not report on the validity of the data.

GENERAL ORDER (GO): A customs term referring to a warehouse where merchandise not entered within five working days after the carrier’s arrival is stored at the risk and expense of the importer.

GTIN (GLOBAL TRACKING IDENTIFICATION NUMBER OR GLOBAL TRADE ITEM NUMBER): GTIN is the globally-unique identification number, used for trade items (goods or products). It’s used for uniquely identifying the trade items sold, delivered, warehoused, and billed throughout retail and commercial distribution channels. Unlike a UPC number, which only provides information specific to a group of products, the GTIN gives each product its own specific identifying number, giving greater accuracy in tracking.

GOODS: 1) Common term indicating movable property, merchandise, or wares. 2) All materials which are used to satisfy demands. 3) Whole or part of the cargo received from the shipper, including any equipment supplied by the shipper.

GOODS RECEIPT: This is where the warehouse confirms that the products have been received from a supplier, as per an issued purchase order and are put into stock. On receipt, products may be checked against a packing list or ASN, go through QA, are labeled and put away in bin or shelf location.

GROSS WEIGHT: The total weight of the vehicle and the payload of freight or passengers.

HOLDING COST: The expense associated with holding an item in stock for a specified unit time.

HYBRID WAREHOUSE: A warehouse that is a combination of both private and public warehouse. They will house a products primarily for one customer only, but when extra space is available, will rent out the storage space to other customers.

IGLOOS: Pallets and containers used in air transportation; the igloo shape fits the internal wall contours of a narrow-body airplane.

IMPORT: Movement of products from one country into another.

INBOUND LOGISTICS: The management of materials from suppliers and vendors into production processes or storage facilities.

INFINITE CAPACITY SCHEDULING: A manufacturing planning system that completely ignores capacity constraints and schedules purely based on demand. MRP is an example of an infinite capacity scheduling system. It requires that planners check the production schedule against capacity and make adjustments accordingly.

INVENTORY: The products and their quantity that are stored on-hand in a warehouse, able to be sold to customers.

INVENTORY COST: The cost of holding goods usually expressed as a percentage of the inventory value; includes the cost of capital, warehousing, taxes, insurance, depreciation, and obsolescence.

INVENTORY MANAGEMENT: The ability to account for and manage all the product and goods available in a warehouse at any given time.

INVENTORY MASTER FILE: File maintained by a WMS that contains the total quantity and storage locations of each items stored in the warehouse. Used together like the location master file to control material transport operations.

INVOICE: A detailed statement showing goods sold or shipped and amounts for each. The invoice is prepared by the seller and acts as the document that the buyer will use to make payment.

ITEM: Any unique manufactured or purchased part, material, intermediate, sub-assembly, or product.

ITEM NUMBER: The identification number assigned to an item. Also called the part number, SKU number, or SKU.

JUST IN TIME (JIT): An inventory control system that controls material flow into assembly and manufacturing plants by coordinating demand and supply to the point where desired materials arrive just in time for use. An inventory reduction strategy that feeds production lines with products delivered just in time. Developed by the auto industry, it refers to shipping goods in smaller, more frequent lots.

LABELS: Barcode labels that can be applied to both pallet shipments and individual cartons. Each label has information about the origin, destination, and contents of the shipment. Additional information typically includes a PO number and carrier code (SCAC).

LADING: The cargo carried in a transportation vehicle.

LAST IN FIRST OUT (LIFO): In inventory control and financial accounting, this refers to the practice of using stock from inventory on the basis of what was received last is consumed first. This has limited use in stock keeping and is primarily a cost-accounting method. Antonym: FIFO.

LAST MILE: The final leg of a commercial delivery, wherein the carrier is responsible for final handover to the customer.

LEAD LOGISTICS PROVIDER (LLP): An organization that organizes other third party logistics partners for outsourcing of logistics functions.

LEAD TIME: The total time that elapses between an order’s placement and its receipt. It includes the time required for order transmittal, order processing, order preparation, and transit.

LESS-THAN-CONTAINER-LOAD (LCL): When goods do not completely occupy an entire container. When multiple shippers’ goods occupy a single container, each shipper’s cargo is considered to be LCL.

LESS-THAN-TRUCKLOAD (LTL): Trucking companies that consolidate and transport smaller (less than truckload) shipments of freight by utilizing a network of terminals and relay points.

LINE: The products in an order that share the same SKU or UPC number.

LINE ITEM: A specific and unique identifier assigned to a product by the responsible enterprise.

LOADING DOCK: Also called a loading bay, is an area of a warehouse or other building where a truck or other vehicle loads or unloads material.

LOGISTICS: A broad terms that encompasses anything related to the planning, implementing, or controlling of goods or resources as they are stored or delivered from one point to another.

LOGISTICS CENTER:

Locations in the supply chain for performing logistic activities, often including stocks and warehousing.

LOGISTICS DATA INTERCHANGE (LDI): A computerized system that electronically transmits logistics information.

LOT: A production run or batch that can be isolate.

LOT SIZING: Combining several small orders into larger ones for MRP.

MANIFEST: A document that contain information about every order that’s transported within a shipment.

MARKET-POSITIONED WAREHOUSE: Warehouse positioned to replenish customer inventory assortments and afford maximum inbound transport consolidation economies from inventory origin points with relatively short-haul local delivery.

MATERIAL: Any resource that goes into the production of another product.

MATERIALS HANDLING: The physical handling of products and materials between procurement and shipping.

MOVABLE UNIT: A single identifiable load (i.e. carton, pallet, trailer, etc.) that can be moved between or stored at a location.

NET WEIGHT: The total weight of the merchandise, unpacked, outside of any containers.

OMNICHANNEL FULFILLMENT: Omnichannel fulfillment describes the way in which a warehouse accepts and fulfills orders through multiple channels- including but not limited to ERP, shopping cart integrations, manual orders, etc.

ORDER: All the products that are including on one transaction from a customer.

OUTBOUND LOGISTICS: The process related to the movement and storage of products from the end of the production line to the end-user.

OVERHEAD: Indirect costs associated with facilities and management that are applied to the costs of manufactured goods through the manufacturing reporting process.

PACKING: The process of preparing a container for shipment.

**PACKING LIST**: A document containing information about the warehouse location of each product ID in each order. It allows the person picking the order to quickly find the item he or she is looking for without a broad search of all packages. It also confirms the actual shipment of goods on a line item basis.

**PALLET**: The platform which cartons or cases of specific goods are stacked and bundled together, and then used for shipment or movement as a group. Pallets may be made of wood or composite materials.

**PALLET IN/PALLET OUT (PIPO)**: The receiving, storing, and shipping of complete pallets- shipping them in the same state they were received.

**PALLET PICKING**: Retrieval of full pallets of cartons, or layers of cartons from a pallet (a.k.a. unit-load picking).

**PAPERLESS WAREHOUSE**: A warehouse that does not rely on manual or analog processes to run their warehouse, but instead uses software like warehouse management systems to record and operate all functions of a warehouse.

**PARCEL SHIPMENT**: Small packages that are usually under 150 lbs. and are typically handled by providers such as UPS and FedEx to be delivered to the end recipient.

**PHYSICAL INVENTORY**: The process of counting all inventories in a warehouse or plant in a single event. Also called a wall-to-wall inventory.

**PHYSICAL SUPPLY**: The movement and storage of raw materials from supply sources to the manufacturing facility.

**PICK/PACK**: Picking and packing immediately into shipment containers.

**PICK TICKET/ PICK INSTRUCTION**: An instruction used in the warehouse that lists which products and their quantities need to be picked when processing a single order.

**PICKING**: The operations involved in pulling products from storage areas to complete a customer order.

**PICK LIST**: A list of items to be picked from stock in order to fill an order; often created by a WMS in order to create the most efficient route for picking.

**PICK SEQUENCE**: The order of location travel within a warehouse when picking items.

**PIECE PICKING**: Retrieval of individual units (or ‘eaches’) of an item, where each piece picked is the unit of issue to the final customer (a.k.a. broken-case picking).

**PLANNED ORDER RECEIPT**: Term used within MRP and DRP systems to describe the date a planned order must be received in order to fulfill net requirements.

**PLANNED ORDER RELEASE**: Term used within MRP and DRP systems to describe the date a planned order must be released in order to meet the lead time. It is essentially the planned order receipt date offset by the lead time.

**POS**: An acronym standing for “point of shipment”, or “point of sale”.

**PREPAID FREIGHT**: Freight paid by the shipper to the carrier when merchandise is tendered for shipment that is not refundable if the merchandise does not arrive at the intended destination.

**PRIVATE WAREHOUSING**: The storage of goods or materials in a warehouse that are owned and operated by a single business or manufacturer.

**PROCUREMENT**: The business functions of procurement planning, purchasing, inventory control, traffic, receiving, incoming inspection, and salvage operations. Synonym: Purchasing.

**PRODUCT**: A good that has been or is being produced.

**PRODUCT CHARACTERISTICS**: All of the elements that define a product’s character, such as size, shape, weight, etc.

**PRODUCT DESCRIPTION**: The business’ description of the product for consumer use.

**PRODUCT ID**: A method of identifying a product without using a full description. These can be different for each document type and must, therefore, be captured and related to the document in which they were used. They must then be related to each other in context (also known as SKU, Item Code or Number, or other such names).

**PROOF OF DELIVERY** (POD): Information supplied by the carrier containing the name of the person who signed for the shipment, the time and date of delivery and other shipment delivery-related information. POD is also sometimes used to refer to the process of printing materials just prior to shipment (Print on Demand).

**PUBLIC WAREHOUSE**: A warehouse space that stores goods or materials of multiple independent businesses while providing a variety of services for a fee or on a contract basis usually owned by a third-party logistics (3PL) business.

**PUBLIC WAREHOUSE RECEIPT**: The basic document a public warehouse manager issues as a receipt for the goods a company gives to the warehouse manager. The receipt can be either negotiable or non-negotiable.

**PURCHASE ORDER (PO):** A purchase order is a document that is sent from a buyer to a supplier requesting an order for merchandise. The purchase order usually lists the type of item, quantity, and agreed-upon price.

**PUTAWAY**: Removing incoming orders from the location where it is received to the final storage area and recording the movement and identification of the storage location where it has been placed.

**QR CODE**: A Quick Response (QR) code is a scannable code, made up of various black and white squares, that allows cameras or smartphones to read it and take the user to a stored URL or other information.

**QUALITY ASSURANCE/ QA**:

Program planned to provide that goods purchased may be inspected and/or tested so that compliance with specifications may be determined.

**QUARANTINE**: The setting aside of items from availability for use or sale until all required quality tests have been performed and conformance certified.

QUEUE TIME: The amount of time inventory is staged prior to processing.

**RADIO FREQUENCY** (RF): A form of wireless communications that lets users relay information via electromagnetic energy waves from scanner to computer. When combined with a barcode system of identifying inventory items, a radio frequency system can relay data instantly, thus updating inventory records in real-time.

**RADIO FREQUENCY IDENTIFICATION** (RFID): The use of radio frequency technology such as RFID tags and tag readers to identify objects. Objects may include virtually anything physical, such as equipment, pallets of stock, or even individual units of product.

**RANDOM-LOCATION STORAGE**: In warehouses, a storage technique in which received material is put away in any available space rather than a specific decided logical criteria.

**RATE SHOPPING**: The process by which shipping rates are shopped around to multiple carriers in order to find the optimal shipping solution.

**RAW MATERIALS** (RM): Crude or processed material that can be converted by manufacturing or processing into a new and useful product.

**REAL-TIME**: The processing of data in a business application as it happens, as contrasted with storing data for input at a later time (batch processing).

**RECEIVING**: The process involving the physical receipt of merchandise, its inspection for accuracy and to identify any damage, the determination of where the stock will be stored, delivery to that location, and the completion of receiving reporting.

**RECEIVING DOCK**: Distribution center location where the actual physical receipt of the purchased material from the carrier occurs.

**RECURRING BILLING**: Automated billing charges that happen over a specified time interval (monthly, bimonthly, yearly, etc.).

**REORDER LEVEL**: The stock level at which it is time to place another order for materials (generally the lead time demand plus safety stock minus any stock on order).

**REPLENISHMENT**: The process that involves moving stock from a secondary storage area to a fixed storage location. This could also refer to the process of moving stock between distribution centers or from suppliers to meet customer demand.

**REQUEST FOR INFORMATION** (RFI): A document used to solicit information about vendors, products, and services prior to a formal RFQ/RFP process.

**REQUEST FOR PROPOSAL** (RFP): A document that provides information concerning needs and requirements for a manufacturer. This document is created in order to solicit proposals from potential suppliers. For example, a computer manufacturer may use an RFP to solicit proposals from suppliers of third-party logistics services.

**RESERVE STORAGE**: An area intended for the storage of material in full pallet load sizes from which both forward picking.

**RETURN GOODS HANDLING**: Processes involved with returning goods from the customer to the manufacturer. Products may be returned because of performance problems or simply because the customer doesn’t like the product.

**REVERSE LOGISTICS**: A specialized segment of logistics focusing on the movement and management of products and resources after the sale and after delivery to the customer. Includes product returns for repair and/or credit.

**REWAREHOUSING**: The process of moving items to different storage locations to improve handling efficiency.

**SALES ORDER**: A document used to approve, track, and process outbound customer shipments.

**SECURE ELECTRONIC TRANSACTION** (SET): In ecommerce, a system of guaranteeing the security of financial transactions conducted over the Internet.

**SERIAL NUMBER**: A unique number assigned for identification to a single piece that will never be repeated for similar pieces. Serial numbers are usually applied by the manufacturer but can be applied at other points by the distributor or wholesaler.

**SERVICE CHARGES**: An extra charge assessed for a service.

SHIPPING: The delivery of goods or materials from one destination to another.

**SHOPPING CARTS**: Online storefront features that consolidate all goods a user was considering purchasing into a single order. In warehousing, shopping carts integrate with EDI to send the goods within a single order directly to the warehouse without creating a middleman between the store and the warehouse.

**SIMULTANEOUS PICKING**: Variation of zone picking and where the items for an order are picked simultaneously in each zone and then consolidated, making it possible to minimize the total picking time required for an order (which is useful if there are multiple waves per shift).

**SLOTTING**: Warehouse slotting is defined as the placement of products within a warehouse facility. Its objective is to increase picking efficiency and reduce warehouse handling costs through optimizing product location and balancing the workload.

**SMALL PARCEL SHIPPING**: Also known as small package shipping, is the shipping of goods or packages under the weight of 150lbs. These smaller packages can be shipped using less than truckload freight or by a local courier, such as UPS or FedEx.

**SPLIT DELIVERY**: A method by which a larger quantity is ordered on a purchase order to secure a lower price, but delivery is divided into smaller quantities and is spread out over several dates to control inventory investment, save storage space, etc.

**STAGING**: Pulling material for an order from inventory before the material is required. This action is often taken to identify shortages, but it can lead to increased problems in availability and inventory accuracy.

**STOCK**: All the goods and materials that are stored by an organization until they are needed.

**STOCK-KEEPING UNIT** (SKU): A category of unit with a unique combination of form, fit, and function (i.e., unique components held in stock).

**STORAGE BILLING**: The charge incurred for housing goods or materials within a warehouse for a specified period of time.

**STORAGE COST**: The costs associated with the physical storage of inventory. This would include the cost of the physical space dedicated to the inventory, as well as storage equipment (racking, shelving) used to store the inventory.

**STORAGE LOCATION**: An identifiable location in a warehouse assigned a unique address and used to store a single item, where the capacity of the location corresponds to the maximum number of units of the item that can be stored at the location.

**SUPPLY CHAIN:** (1) Starting with unprocessed raw materials and ending with the final customer using the finished goods, the supply chain links many companies together. (2) The material and informational interchanges in the logistical process, stretching from acquisition of raw materials to delivery of finished products to the end-user. All vendors, service providers, and customers are links in the supply chain.

**SUPPLY CHAIN MANAGEMENT** (SCM): Supply chain management encompasses the planning and management of all activities involved in sourcing and procurement, conversion, and all logistics management activities. Importantly, it also includes coordination and collaboration with channel partners, which can be suppliers, intermediaries, third-party service providers, and customers. In essence, supply chain management integrates supply and demand management within and across companies. Supply chain management is an integrating function with primary responsibility for linking major business functions and business processes within and across companies into a cohesive, high-performing business model. It includes all of the logistics management activities noted above, as well as manufacturing operations, and it drives coordination of processes and activities with and across marketing, sales, product design, finance, and information technology. — as defined by the Council of Supply Chain Management Professionals (CSCMP)

**SUPPLY WAREHOUSE:** A warehouse that stores raw materials. Goods from different suppliers are picked, sorted, staged, or sequenced at the warehouse to assemble plant orders.

**THIRD-PARTY WAREHOUSING**: The outsourcing of the warehousing function by the seller of the goods.

**TRACK-BYS:** Inventory qualifiers assigned at receiving that provides an additional layer or inventory granularity. Examples include **lot** numbers, **serial** numbers, **landed cost**, and **expiration date**.

**TRANSACTION:** A single completed transmission, e.g., transmission of an invoice over an EDI network. Analogous to usage of the term in data processing in which a transaction can be an inquiry or a range of updates and trading transactions. The definition is important for EDI service operators who must interpret invoices and other documents.

**TRANSPORTATION MANAGEMENT SYSTEM (TMS):** A supply chain management system designed to provide optimized transportation management in various modes along with associated activities, including managing shipping units, labor planning and building, shipment scheduling through inbound, outbound, intra-company shipments, documentation management (especially when international shipping is involved), and third party logistics management. TMS systems are often integrated with a warehouse’s WMS.

**UNIFORM PRODUCT CODE (UPC):** A standard product numbering and barcoding system used by the retail industry. UPC codes are administered by the Uniform Code Council. They identify the manufacturer as well as the item, and are included on virtually all retail packaging.

**UNIT:** A single physical item or product. See also eaches & widgets.

**UNIT LOAD:** Either a single unit of an item or multiple units so arranged or restricted that they can be handled as a single entity and maintain their integrity.

**UNIT OF MEASURE (UOM):** The unit in which the quantity of an item is managed, e.g., pounds, each, box of 12, package of 20, or case of 144. Various UOMs may exist for a single item. For example, a product may be purchased in cases, stocked in boxes, and issued in single units.

**UPC** (UNIVERSAL PRODUCT CODE): The standard barcode for retail items in North America.

**UNIQUE PARCEL IDENTIFIER (UPI):** A series of characters that are assigned to a specific parcel that enables it to be tracked throughout delivery by a carrier.

**VELOCITY**: Rate of product movement through a warehouse.

**VENDOR-MANAGED INVENTORY (VMI**): The practice of retailers making suppliers responsible for determining order size and timing usually based on receipt of retail POS and inventory data. Its goal is to increase retail inventory turns and reduce stock outs.

**VISIBILITY**: The ability to access or view pertinent data or information as it relates to logistics and the supply chain, regardless of the point in the chain where the data exists.

**WAREHOUSE**: Storage place for goods or materials. Principal warehouse activities include receipt of product, storage, shipment, and order picking.

**WAREHOUSING**: The storage (holding) of goods.

**WAREHOUSE MANAGEMENT SYSTEM (WMS)**: The software solution that keeps track of all warehouse operations including receiving, putaway, picking, shipping, and inventory. Also includes support of radio frequency communications, allowing real-time data transfer between the system and warehouse personnel. A good WMS will maximize space and minimize material handling by automating putaway processes.

**ZONE PICKING:** A process of order picking in which different pickers pick items of an order from specific assigned storage areas to be assembled for shipping later.

ZONE-BATCH PICKING: A combination of zone and batch picking, where multiple pickers each pick portions of multiple orders.


# Create a Warehouse

P4 Warehouse Create a Warehouse

## Warehouse Setup

{% hint style="info" %}
Please remember if P4Warehouse is integrated to an ERP then the warehouse codes need to match the ERP. Consult with your P4 Warehouse Partner prior to setting up the warehouses.
{% endhint %}

Setup > System > Warehouse

![P4 Warehouse, Warehouse List](/files/-Mds7cXrPuAyME8kBcpz)

Click on the :new: button to create a new warehouse, click the link in code to edit an existing warehouse.

Add a new warehouse enter the warehouse code, warehouse name, and if needed the description.

![P4 Warehouse New Warehouse Setup](/files/-Mds8D289pE15MS0NBB5)

With the warehouse create, click the warehouse code link to add [detailed ](/p4warehouse-english/getting-started/create-a-warehouse/edit-warehouse)warehouse information.&#x20;


# Edit Warehouse

P4 Warehouse Edit Warehouse

Here you can edit and add the required details for the warehouse. This data will be reflected on pick labels and packslips, it is important you complete as much data as possible.&#x20;

![Edit Warehouse](/files/-Mds9WoP5W5N6TwHtOgo)

When you complete the process of adding or editing the warehouse data click the Update button in the top right corner to save your changes.

{% hint style="info" %}
Once a warehouse has transactions, the warehouse cannot be deleted without first deleting the bin locations and the zones.
{% endhint %}


# Add Zone & Bins

P4 Warehouse Add Zone & Bins

### Add Zone

On the warehouse edit screen, click the  :new:  button in the Zones section of the screen.

{% hint style="info" %}
For a more detailed information of [Zones](/p4warehouse-english/setup/warehouse/zones).
{% endhint %}

![](/files/-MdsAfbbgS3WBu6Br7hc)

After clicking new you will get the screen in the image below, complete the zone code, mask, description, and Product Handling Type then click submit.

{% hint style="info" %}
Product Handling types are By Product or by LPN. If you are not using LPN's then do not select LPN as your handling type.
{% endhint %}

### New Zone Screen

![](/files/-MdsBb1Ot-e0VmYAvs3g)

Now you will see your new zone in the zone list below the warehouse setup screen.

![](/files/-MdsCWbDF9g5LLF14u2y)

Open your new Zone by clicking the link in the Code column. Here you will setup the details for the Zone.

![P4 Warehouse Zone Configuration](/files/-MkWQJIfj2VA7JdCLu00)

In the zone settings screen, you will encounter various detailed settings for the zone behavior.

{% hint style="info" %}
Setting a zone to quarantine will prevent you from allocating the inventory in this zone
{% endhint %}

Zone Mask is an especially important feature, this is best managed by the implementation team. In a brief overview zone mask will assist you in creating hundreds or thousands of bin locations.&#x20;

Mask Structure: Mask segments are inside of { } each segment is numbered. Below are a couple samples with the results.

* 01-A-{0:00}-(1:0} = 01-A-12-A&#x20;
  * This format is aisle, zone, bin, level
* A-{0:00}-{1:0} = A-03-A
  * This format is Zone, Bin, Level

Zone masking all depends on your physical warehouse layout, use this feature with care as you can accidently create hundreds of thousands of bin locations.

> It is not required to have Zone in your label format, zone can be included as a separate field on the bin label.

Setting the Zone to dedicated product bins is for exceptional use cases and is not recommended for most warehouses or distribution centers.

Setting the Zone to one bin per product is for exceptional use cases and is not recommended for most warehouses or distribution centers.

{% hint style="success" %}
It is important to configure the pick ticket printer in each zone, this is vital if you plan to use Zone picking.&#x20;

Dimensions for Zones/Bins are **vital** for several purposes.
{% endhint %}

When designing your zones keep in mind, Staging Zones, Cross Dock Zones, Receiving Zones, Refrigerated Zones, Frozen Zones, Hazardous Materials Zones, etc.&#x20;


# Create Users

P4 Warehouse User creation

To create a [new user](/p4warehouse-english/permissions/add-users), navigate to Setup > System > Users

The Users menu lists the various user accounts created. As mentioned in the previous section, user accounts can be of type Administrator and type User. New users, can be created by selecting the “New” button from the top right or existing users can be deleted by selecting the black “X” on the right side of each listed user (additional new Administrator accounts can be deleted but the initial Administrator account cannot). To examine or edit an existing user, simply select the Username from the list.

![P4 Warehouse user list](/files/-MjTxiv8Lzv9QK0zt8L5)

![P4 Warehouse user options](/files/-MjTy0cfESNVTvEAhoVN)

From the P4 Warehouse users list you can accomplish several tasks:

* Add New User
* Activate a deactivated user
* Deactivate a user
* Delete a user

Also, you can impersonate (click the link icon in the photo below) a user to verify permissions and help in screen layouts.

![P4 Warehouse impersonate user](/files/-MjTyq6RgjT25Jv_Qv4V)

On the User List screen, you can open and edit an existing user by clicking the link in user column or you can click the :new: button to add a new user.

![](/files/-MdsfB1LFSoBh9KoPgKk)

In the User Setup Screen there are several important sections that must be configured.

**Login credentials** - In this section of the screen you will configure the basic settings for the user such as username, password, language, Default Warehouse, core permissions.

**Assigned Zones** - In this area set the zones the user is allowed to work in. This is used to prevent users from working outside of the assigned warehouse or zone.

**Personal information** - First Name, Last Name and Time Zone and photo of the user.

**Handheld** - This configuration should only be used for company owned vehicles that are doing company deliveries.

**Modules** - This is where the permissions are set based on the user's role in the warehouse.

![P4 Warehouse Printer Assignments](/files/-MdvMzx9YDXDBygrnlQ9)

**Clients** - This setting is for a user that works for a specific 3PL. This setting will limit the user to only see customers, vendors, sales orders, purchase order from the one 3PL client.

**Printers -** In the section you will choose the printer(s) the user is allowed to use. After selecting the proper printer(s) select one print as default. In the lower right corner, there is an Advanced button. Click this button to assign different printers to different labels.

Default Menu - This determines the screen that is shown on login, for example /demolatam/main/pickTicketList/true will open the pending orders screen for the Tenant Demolatam.

{% hint style="danger" %}
**Use this with caution, putting invalid data here can lock the user out of the system!!!**
{% endhint %}


# Create a Product

P4 Warehouse Product Setup

{% hint style="danger" %}
Critical- If you plan to use multi-company or [3PL Clients](/p4warehouse-english/3rd-party-logistics/clients) these must be setup first.
{% endhint %}

{% hint style="danger" %}
There is more detailed Product Setup information [here](/p4warehouse-english/setup/products). Below is to setup a simple unit product with no attributes assigned to the product.
{% endhint %}

To create a basic unit product open Setup > Products

![P4 Warehouse Product List](/files/-MdvP7entM4BTzoI8nLV)

In the product list screen, you can select the box(s) in the left column then click print. This will print product labels for the selected products.

By clicking the link in the SKU column this will open the product edit screen.

By clicking the :new: button you can create a new product.

{% hint style="info" %}
Making extremely long SKU numbers or descriptions in not beneficial to your operation. This will lead to error and a slowdown in the work processes. Also, the data will need to fit on your barcode label, depending on the size label and text you choose this can affect your operation.
{% endhint %}


# Create Provider

P4 Warehouse Create Provider / Vendor

The Vendors page features a listing of all the vendors available within the Warehouse Management System software. Columns appear for a Vendor Number, Company Name, Description, Email, Client, Created and Action. There are also two buttons at the top right: “New” (add a new vendor) and “Refresh” (to update the list after any changes have been made). The Export All Data button is located just under the four buttons previously described, appearing as a black folder encircling a white X. Use the Action column to delete a corresponding.&#x20;

![](/files/-MdwLut3qFqW9LnEKqh5)

To add a new vendor to the WMS, simply select the “New” button to activate a pop-up menu with four options: Client, Vendor Number, Company Name and Description. Complete each option and then select the “Submit” button.

![](/files/-MdwM-FYZ2CM7RoyeiUn)

Once created, select the vendor from the list (choose the Vendor number text link) and that particular Vendor profile page will appear. On this page every detail of the vendor can be completed or edited, including such options as name, email, and address. Select the “Update” button at the top right to revise the vendor profile with any changes made. Select the “Refresh” button to display changes.

![](/files/-MdwM5ap7NxtxvFdpLq8)


# Create Customer

P4 Warehouse  Adding a new Customer

The Customers page features a listing of all the customers available within the Warehouse Management System software. There are columns for Customer Number, Company Name, Description, Contact Person, Email, Client, and Created. There is also a “New” button at the top right (to create new customer profiles and a “Refresh” button (to update the list after any changes). The “Export All Data” button is located just under the refresh button appearing as a black folder encircling a white X.

![](/files/-MdwMUKJ_cyNanGVH72d)

Select the “New” button to create a customer profile. The New Customer pop-up window will appear with four options: Client, Customer Number, Company Name and Description. The Client field features a drop-down menu from which to choose a client from an available list. Complete each option (Description is optional) and select the “Submit” button.

{% hint style="info" %}
Client is not used unless the system is setup for 3PL or Multi-Company.
{% endhint %}

![](/files/-MdwMYyR82MRSAj3lZau)

The page will then display the Customer profile page (in this example, Customer: c2). On the left side is a Details section to input an email address, a contact person and miscellaneous information in the Description field. In the upper right corner are two buttons: the “Update” button will save any changes made to the customer profile and the “Refresh” button will display any such changes. On the right is the Addresses section to input one or more addresses for this customer, including an “Add” button for the addition of new addresses. Lastly at the bottom is a Settings section for Product Expiry Allowance (the customer does not want any item that expires within the time chosen; default set to 70 days).

![](/files/-MdwMdwdV6m7-jHv1YFS)

Addresses are displayed with information columns for Default, Name, Route, Attn To (Attention To), Phone, Address1, City, Province, Postal (Postal Code) and Action. To delete an address, select the icon (black x inside a white box) under the Action column for corresponding address. To edit an address, choose the selection text under the Name column. This will activate the Address pop-up window.

![](/files/-MdwMjCAcef66EQK1o9j)

At the top of the Address Details pop-up window is an option for Default (with a check box) for choosing this address as the default address for this customer. Enter, remove, or add any address details in the various fields as desired. Once finished, select the “Submit” button at the bottom to complete the address.


# Setup Printers

P4 Warehouse Setup Printers

Printers are configured by your P4 Warehouse Partner, please contact the partner that sold you the P4 Warehouse Solution for assistance setting up your printers inside of P4 Warehouse.

#### Requirements:

* [ ] A dedicated Windows computer for running the print server and interface software. (This should be an existing server that is always turned on)
* [ ] Printer's are setup on the computer mentioned above.
  * [ ] Connection type can be USB or Network.
* [ ] Be sure to assign the printers friendly names like Zone123, Zone33...

{% hint style="info" %}
P4 Warehouse can print in 203 dpi, 300 dpi and 600 dpi, be sure to tell your P4 Warehouse Partner the dpi of your printers.
{% endhint %}

{% hint style="success" %}
For best results setting up the print server please contact your P4 Warehouse Partner.
{% endhint %}

For advanced users here is a link to the installer: <https://app.p4warehouse.com/binaries/agent.exe>

![P4 Warehouse - WMS - Printer List](/files/-MlRcnbJ_jhdCoxnjosi)

By clicking the key icon the list of the different type of labels will be displayed. Select the type of labels that should print to this printer. Click Submit at the bottom of the screen after making your label selections.

![](/files/-MlRdJUUXVmrI6p-qozn)


# Deep Configuration

## Overview

This guide provides detailed configuration instructions for P4 Warehouse system settings, automation rules, and optimization strategies. These settings control how P4 Warehouse operates and can significantly impact efficiency and accuracy.

{% hint style="info" %}
**Important**: Configuration changes can affect all users and operations. Test changes in a non-production environment when possible. For complete documentation, visit `https://docs.p4.software`
{% endhint %}

## Table of Contents

* [Initial System Setup](#initial-system-setup)
* [Warehouse Configuration](#warehouse-configuration)
* [Zone & Bin Configuration](#zone--bin-configuration)
* [Product Configuration](#product-configuration)
* [User & Permission Management](#user--permission-management)
* [Automation Settings](#automation-settings)
* [Email & Notifications](#email--notifications)
* [Printing Configuration](#printing-configuration)
* [3PL/Multi-Company Settings](#3plmulti-company-settings)
* [Integration Configuration](#integration-configuration)
* [Advanced Settings](#advanced-settings)

***

## Initial System Setup

### Critical Setup Sequence

{% hint style="danger" %}
**CRITICAL**: Follow this exact sequence to avoid configuration issues. Some settings cannot be changed after transactions exist.
{% endhint %}

```
1. 3PL/Multi-Company (if applicable)
2. Warehouses
3. Zones
4. Bins
5. Products
6. Customers/Vendors
7. Users
8. Automation Rules
```

### System-Wide Settings

**Path**: `Setup > System > Configuration`

#### Business Settings

```
General:
├── Company Name: [Your Company]
├── Time Zone: [Select appropriate]
├── Date Format: MM/DD/YYYY or DD/MM/YYYY
├── Currency: USD (or local)
└── Language: English (default)

Operating Hours:
├── Start Time: 06:00
├── End Time: 18:00
├── Working Days: Mon-Fri
└── Holiday Calendar: [Import holidays]
```

#### Number Sequences

**Path**: `Setup > System > Configuration > Business > Number Sequences`

| Sequence Type  | Format            | Example       | Reset   |
| -------------- | ----------------- | ------------- | ------- |
| Pick Ticket    | PT-{YYYY}-{00000} | PT-2024-00001 | Yearly  |
| Purchase Order | PO-{YYYY}-{00000} | PO-2024-00001 | Yearly  |
| RMA            | RMA-{00000}       | RMA-00001     | Never   |
| License Plate  | LP{0000000}       | LP0000001     | Never   |
| Cycle Count    | CC-{YYYYMM}-{000} | CC-202401-001 | Monthly |

***

## Warehouse Configuration

### Warehouse Setup

**Path**: `Setup > System > Warehouses`

#### Essential Settings

```
Warehouse Information:
├── Warehouse Code: [Must match ERP if integrated]
├── Warehouse Name: [Descriptive name]
├── Type: Standard/Bonded/Temperature Controlled
└── Default Language: [For multi-language support]

Address:
├── Complete physical address
├── Time zone (if different from system)
├── Contact information
└── Operating hours
```

#### Warehouse-Specific Configurations

**Receiving Settings:**

* Default receiving zone
* Appointment scheduling: Enabled/Disabled
* Blind receiving: Yes/No
* Photo requirements: None/Optional/Required
* Cross-dock enabled: Yes/No

**Shipping Settings:**

* Default shipping zone
* Carrier assignments
* Document requirements
* Photo/signature requirements

***

## Zone & Bin Configuration

### Zone Types and Strategy

**Path**: `Warehouse > Edit > Zones`

#### Zone Type Configuration

| Zone Type      | Purpose             | Configuration                 |
| -------------- | ------------------- | ----------------------------- |
| **RECEIVING**  | Inbound processing  | Temporary storage, no picking |
| **STAGING**    | Order consolidation | No long-term storage          |
| **SHIPPING**   | Outbound processing | Final QC area                 |
| **PICKING**    | Active inventory    | Primary pick locations        |
| **BULK**       | Overstock/Reserve   | Replenishment source          |
| **RETURNS**    | RMA processing      | Inspection/quarantine         |
| **QUARANTINE** | Hold/damaged        | Restricted access             |

#### Zone Settings

```
Zone Configuration:
├── Zone Code: [A, B, C or RECV, SHIP, etc.]
├── Zone Type: By Product / By LPN
├── Temperature: Ambient/Cooler/Freezer
├── Security: Standard/Restricted/High Security
├── Pick Sequence: [Numeric order for routing]
└── Default Printer: [Zone-specific printer]

Special Attributes:
├── Hazmat Certified: Yes/No
├── Food Grade: Yes/No
├── Bonded: Yes/No
├── High Value: Yes/No
└── Flammable Storage: Yes/No
```

### Bin Configuration Strategy

#### Bin Naming Conventions

**Standard Format**: `[Zone]-[Aisle]-[Rack]-[Level]`

Examples:

* `A-01-01-A` (Zone A, Aisle 01, Rack 01, Level A)
* `RECV-01` (Receiving Zone, Position 01)
* `SHIP-STAGE-01` (Shipping Staging, Position 01)

#### Bin Mask Configuration

**Path**: `Zone > Edit > Bin Mask`

```
Common Patterns:
├── {0:00}-{1:00}-{2:A} → 01-01-A, 01-02-B
├── {0:A}-{1:00}-{2:0} → A-01-1, B-02-2
├── STAGE-{0:000} → STAGE-001, STAGE-002
└── {0:AA}{1:00}{2:0} → AA01-1, AB02-2
```

#### Bin Attributes

```
Physical Properties:
├── Height (inches/cm)
├── Width (inches/cm)
├── Depth (inches/cm)
├── Weight Capacity (lbs/kg)
└── Volume (cu ft/m³)

Restrictions:
├── Single SKU Only: Yes/No
├── Single Lot Only: Yes/No
├── Mixing Allowed: Yes/No
├── Packsize Handling: Auto-break/Maintain
└── Reserved For: [Specific product/customer]
```

***

## Product Configuration

### Product Master Settings

**Path**: `Setup > Products`

#### Required Fields Configuration

```
Mandatory Fields:
├── SKU: [Unique identifier]
├── Description: [Clear, concise]
├── Barcode: [Auto-generate or manual]
├── Client: [If multi-company]
└── Status: Active/Inactive

Tracking Options:
├── Lot Tracking: Yes/No
├── Serial Tracking: Yes/No
├── Expiry Tracking: Yes/No
├── Catch Weight: Yes/No
└── Decimal Quantities: Yes/No
```

#### Dimensional Settings

```
Standard Products:
├── Length × Width × Height
├── Weight (lbs/kg)
├── Units per Case
└── Cases per Pallet

Decimal Products:
├── Unit of Measure: KG/LB/L/GAL/M/FT
├── Minimum Sellable Qty: 0.01
├── Rounding Rule: 0.01/0.1/1
└── Variance Tolerance: 2%
```

### Product Categories

**Path**: `Setup > Products > Categories`

Organize products for reporting and slotting:

* Fast Moving / Slow Moving
* High Value / Low Value
* Hazmat / Non-Hazmat
* Temperature Requirements
* Customer Specific

***

## User & Permission Management

### User Roles Matrix

**Path**: `Setup > System > Users`

| Role              | Web Access | Mobile Access | Permissions                      |
| ----------------- | ---------- | ------------- | -------------------------------- |
| **Admin**         | ✓          | ✓             | Full system access               |
| **Manager**       | ✓          | ✓             | All operations, no system config |
| **Dispatcher**    | ✓          | ✗             | Order management, reporting      |
| **Receiver**      | ✗          | ✓             | Receiving, putaway               |
| **Picker**        | ✗          | ✓             | Picking, packing                 |
| **Cycle Counter** | ✗          | ✓             | Cycle count only                 |
| **Viewer**        | ✓          | ✗             | Read-only access                 |

### Module Permissions

```
Available Modules:
├── Receiving
│   ├── Create PO
│   ├── Receive
│   ├── Putaway
│   └── Print Labels
├── Fulfillment
│   ├── Create Orders
│   ├── Allocate
│   ├── Wave Management
│   └── Shipping
├── Inventory
│   ├── Adjustments
│   ├── Transfers
│   ├── Cycle Count
│   └── Quarantine
├── Reports
│   ├── View Reports
│   ├── Create Reports
│   └── Export Data
└── Administration
    ├── User Management
    ├── System Config
    └── Integration Setup
```

### Password & Security Settings

```
Password Policy:
├── Minimum Length: 8 characters
├── Complexity: Upper + Lower + Number + Special
├── Expiration: 90 days
├── History: Last 5 passwords
└── Lockout: 5 failed attempts

Session Settings:
├── Web Timeout: 30 minutes
├── Mobile Timeout: 8 hours
├── Concurrent Sessions: 1 per user
└── Force Logout: Daily at midnight
```

***

## Automation Settings

### Fulfillment Automation

**Path**: `Setup > System > Configuration > Business > Fulfillment > Automation`

```
Order Processing:
├── Auto-Allocate on Release: Yes/No
├── Allocation Method: FIFO/FEFO/LIFO
├── Auto-Wave After Allocation: Yes/No
├── Wave Size: 20-30 orders
├── Auto-Generate Backorders: Yes/No
└── Auto-Close After Ship: Yes/No

Pick Ticket Settings:
├── Auto-Print on Wave: Yes/No
├── Group by Zone: Yes/No
├── Sort by Location: Yes/No
└── Batch Pick Threshold: 5 orders
└── Cartonization: Auto/Manual
```

### Receiving Automation

```
PO Processing:
├── Auto-Create Bins: Yes/No
├── Auto-Assign Locations: Yes/No
├── Default Putaway Strategy: Directed/Suggested
├── Auto-Close PO: When fully received
├── Generate Labels: Automatic
└── Quality Hold: None/All/By Product

LPN Settings:
├── Auto-Generate LPN: Yes/No
├── LPN Format: LP{0000000}
├── Maintain on Putaway: Yes/No
└── Allow Mixing: Yes/No
└── Print on Creation: Yes/No
```

### Inventory Automation

```
Cycle Count:
├── Auto-Generate Daily: Yes/No
├── Count per Day: 20-30 locations
├── Approval Required: Yes/No
├── Variance Threshold: 5%
├── Auto-Recount: If variance > threshold

Replenishment:
├── Auto-Generate Tasks: Yes/No
├── Min/Max Check: Daily at 6 AM
├── Priority: By velocity
├── Task Assignment: Auto/Manual
└── Confirmation Required: Yes/No
```

***

## Email & Notifications

### SMTP Configuration

**Path**: `Setup > System > Configuration > Email`

```
Server Settings:
├── SMTP Server: smtp.office365.com
├── Port: 587
├── Security: TLS/SSL
├── Authentication: Yes
├── Username: [email address]
└── Password: [encrypted]

From Address:
├── Display Name: P4 Warehouse System
├── Email: noreply@company.com
├── Reply-To: warehouse@company.com
└── Test Email: [Send test]
```

### Notification Templates

**Path**: `Setup > System > Configuration > Notifications`

| Event         | Recipients | Trigger      | Template             |
| ------------- | ---------- | ------------ | -------------------- |
| PO Received   | Purchasing | On close     | Receipt confirmation |
| Order Shipped | Customer   | On ship      | Tracking info        |
| Low Stock     | Purchasing | < Min level  | Reorder alert        |
| Cycle Count   | Supervisor | Variance >5% | Approval needed      |
| Expiry Alert  | Quality    | 30 days      | Action required      |

### Customer Notifications

```
Order Confirmations:
├── Send on Release: Yes/No
├── Include Pick Ticket: No
├── Format: PDF/HTML
└── Language: Per customer

Shipping Notifications:
├── Send on Ship: Yes
├── Include Packing Slip: Yes
├── Include Tracking: Yes
├── Include Invoice: Per customer
└── ASN Format: EDI/Email/Both
```

***

## Printing Configuration

### Print Agent Setup

**Requirements:**

* Windows Server/PC (always on)
* Network access to printers
* P4 Print Agent service installed
* Firewall exceptions configured

**Path**: `Setup > System > Printing > Print Agent`

```
Agent Configuration:
├── Server Name: PRINTSERVER01
├── Port: 9100
├── Status: Running (Windows Service)
├── Auto-Start: Yes
└── Error Notifications: warehouse@company.com
```

### Printer Management

**Path**: `Setup > System > Printing > Printers`

| Printer Name  | Type  | DPI | Location  | Default For     |
| ------------- | ----- | --- | --------- | --------------- |
| ZEBRA-RECV-01 | Label | 203 | Receiving | Product labels  |
| ZEBRA-PICK-01 | Label | 203 | Pick Area | Pick tickets    |
| ZEBRA-PACK-01 | Label | 300 | Packing   | Shipping labels |
| HP-OFFICE-01  | Laser | 600 | Office    | Reports, BOL    |

### Label Configuration

```
Label Types:
├── Product Label (4x2)
│   ├── SKU + Barcode
│   ├── Description
│   ├── Lot/Expiry (if applicable)
│   └── QR code (optional)
├── Location Label (4x2)
│   ├── Location barcode
│   ├── Zone-Aisle-Rack-Bin
│   └── Capacity info
├── Shipping Label (4x6)
│   ├── Carrier format
│   ├── Tracking barcode
│   └── Return address
└── Pallet Label (8.5x11)
    ├── LPN barcode
    ├── Content list
    └── Destination
```

***

## 3PL/Multi-Company Settings

### Client Configuration

**Path**: `Setup > 3PL > Clients`

{% hint style="danger" %}
**CRITICAL**: Must be configured BEFORE creating products or transactions
{% endhint %}

```
Client Setup:
├── Client Code: [Unique 3-5 chars]
├── Client Name: [Full company name]
├── Type: Standard/VIP/Trial
├── Status: Active/Inactive/Hold
└── SSCC Prefix: [7-9 digits for labels]

Billing Settings:
├── Enable Billing: Yes/No
├── Billing Cycle: Monthly/Bi-weekly/Weekly
├── Billing Day: 1st/15th/Monday
├── Auto-Post Invoice: Yes/No
├── Payment Terms: Net 30/45/60
└── Currency: USD
```

### Billing Profile Configuration

**Path**: `Setup > 3PL > Billing Profiles`

```
Service Charges:
├── Receiving
│   ├── Per Receipt: $X.XX
│   ├── Per Line: $X.XX
│   ├── Per Unit: $X.XX
│   └── Per Pallet: $X.XX
├── Storage
│   ├── Per Pallet/Day: $X.XX
│   ├── Per Bin/Month: $X.XX
│   ├── Per Cubic Ft: $X.XX
│   └── Minimum Charge: $X.XX
├── Picking
│   ├── Per Order: $X.XX
│   ├── Per Line: $X.XX
│   ├── Per Unit: $X.XX
│   └── Rush Fee: $X.XX
└── Special Services
    ├── Labeling: $X.XX per label
    ├── Kitting: $X.XX per kit
    ├── Returns: $X.XX per RMA
    └── Cycle Count: $X.XX per count
```

### Client Segregation

```
Inventory Segregation:
├── Separate Zones: Yes (recommended)
├── Shared Bins: No
├── Label Prefix: Client code
└── Report Filtering: Automatic

User Access:
├── Client Portal: Enabled
├── Visible Data: Own only
├── Order Entry: Yes/No
├── Report Access: Limited
└── API Access: Separate keys
```

***

## Integration Configuration

### API Settings

**Path**: `Setup > System > Configuration > API`

```
API Configuration:
├── Base URL: https://api.p4warehouse.com
├── Version: v1
├── Rate Limit: 100 req/minute
├── Timeout: 30 seconds
└── Retry Attempts: 3

Authentication:
├── Method: Bearer Token
├── Token Expiry: 24 hours
├── Refresh Token: Enabled
└── IP Whitelist: [Optional]
```

### Webhook Configuration

```
Webhook Events:
├── Order Events
│   ├── Order Created
│   ├── Order Allocated
│   ├── Order Picked
│   └── Order Shipped
├── Inventory Events
│   ├── Stock Level Change
│   ├── Low Stock Alert
│   └── Expiry Alert
└── System Events
    ├── Integration Error
    ├── Cycle Count Complete
    └── PO Received
```

### EDI Settings

```
EDI Configuration:
├── Provider: [EDI VAN Name]
├── AS2 ID: [Your ID]
├── Certificates: [Upload]
├── Document Types:
│   ├── 850 - Purchase Order
│   ├── 856 - ASN
│   ├── 810 - Invoice
│   └── 997 - Acknowledgment
└── Schedule: Every 15 minutes
```

***

## Advanced Settings

### Performance Optimization

**Path**: `Setup > System > Configuration > Performance`

```
Database Settings:
├── Connection Pool: 100
├── Query Timeout: 120 seconds
├── Archive After: 2 years
├── Purge After: 7 years
└── Index Rebuild: Weekly Sunday 2 AM

Caching:
├── Enable Redis: Yes
├── Cache Duration: 5 minutes
├── Session Cache: 30 minutes
└── Clear Cache: Manual/Scheduled
```

### Audit & Compliance

```
Audit Settings:
├── Track All Changes: Yes
├── Retention Period: 7 years
├── Include Read Access: No
├── User Activity Log: Yes
└── Export Format: CSV/PDF

Compliance:
├── FDA 21 CFR Part 11: Enabled
├── GMP Requirements: Yes
├── Electronic Signatures: Required
├── Change Control: Approved
└── Validation Documents: Maintained
```

### Backup & Recovery

```
Backup Configuration:
├── Frequency: Daily at 2 AM
├── Type: Full + Incremental
├── Retention: 30 days local, 1 year archive
├── Location: Cloud + Local NAS
├── Test Restore: Monthly
└── Notification: IT team email

Disaster Recovery:
├── RPO: 1 hour
├── RTO: 4 hours
├── Failover: Manual/Automatic
├── DR Site: [Location]
└── Test Schedule: Quarterly
```

### Custom Fields

**Path**: `Setup > System > Configuration > Custom Fields`

```
Available Objects:
├── Products
│   ├── Custom1: Country of Origin
│   ├── Custom2: Commodity Code
│   └── Custom3: Special Instructions
├── Orders
│   ├── Custom1: Customer PO
│   ├── Custom2: Department
│   └── Custom3: Cost Center
└── Customers
    ├── Custom1: Account Type
    ├── Custom2: Credit Limit
    └── Custom3: Special Requirements
```

***

## Configuration Best Practices

### Change Management

1. **Document all changes** with date, who, what, why
2. **Test in sandbox** before production
3. **Notify affected users** before changes
4. **Schedule during off-hours** for major changes
5. **Have rollback plan** ready
6. **Monitor after changes** for issues

### Regular Review Schedule

**Daily:**

* Check Print Agent status
* Review error logs
* Monitor integration status

**Weekly:**

* Review automation performance
* Check user access logs
* Validate backup completion

**Monthly:**

* Review configuration settings
* Update user permissions
* Clean up obsolete data
* Review billing profiles (3PL)

**Quarterly:**

* Full configuration audit
* Performance optimization
* Security review
* DR test

***

{% hint style="success" %}
**Remember**: Good configuration is the foundation of efficient warehouse operations. Take time to set up properly initially, and review regularly to ensure settings still meet your business needs.
{% endhint %}


# Role-Based Guides


# Best Practices

## Overview

This guide provides proven best practices for optimizing warehouse workflows in P4 Warehouse. These practices are based on industry standards and successful implementations across various warehouse operations.

{% hint style="info" %}
**Note**: Adapt these practices to your specific operation. What works for high-volume e-commerce may differ from 3PL or manufacturing workflows. For complete documentation, visit `https://docs.p4.software`
{% endhint %}

## Table of Contents

* [Receiving Best Practices](#receiving-best-practices)
* [Putaway Strategies](#putaway-strategies)
* [Picking Optimization](#picking-optimization)
* [Packing & Shipping](#packing--shipping)
* [Cycle Counting Strategies](#cycle-counting-strategies)
* [Returns Processing](#returns-processing)
* [Cross-Docking Operations](#cross-docking-operations)
* [Inventory Management](#inventory-management)
* [3PL Operations](#3pl-operations)
* [Performance Metrics](#performance-metrics)

***

## Receiving Best Practices

### Pre-Receiving Preparation

#### Appointment Scheduling

```
Best Practice: Schedule receiving appointments to balance workload
```

**Implementation:**

1. Use P4 Warehouse appointment system
2. Allocate 30-minute windows per vendor
3. Stagger LTL and parcel deliveries
4. Reserve dock doors by carrier type

**Benefits:**

* Reduced dock congestion
* Better labor planning
* Improved carrier relations
* Faster unloading

### Receiving Process Flow

#### Optimal Receiving Workflow

```
1. Pre-Receive (Office)
   ├── Print PO labels
   ├── Assign receiver
   └── Reserve dock door

2. Physical Receipt (Dock)
   ├── Verify seal numbers
   ├── Photo document condition
   ├── Count cartons/pallets
   └── Begin scanning

3. System Receipt (PDT)
   ├── Scan PO label
   ├── Scan products
   ├── Enter quantities
   └── Assign locations

4. Quality Check
   ├── Verify counts
   ├── Check damages
   ├── Confirm locations
   └── Close PO
```

### Best Practices by Receiving Type

| Receiving Type        | Best Practice                  | Why It Works                 |
| --------------------- | ------------------------------ | ---------------------------- |
| **Blind Receiving**   | Don't show expected quantities | Forces accurate counting     |
| **Cross-Dock**        | Direct to shipping zone        | Eliminates putaway step      |
| **LPN Receiving**     | Assign LPN at dock             | Maintains pallet integrity   |
| **Mixed SKU Pallets** | Break down immediately         | Prevents picking errors      |
| **Decimal Products**  | Use calibrated scales          | Ensures weight accuracy      |
| **Expiry Products**   | Check dates at receiving       | Prevents expired stock entry |

### Receiving Special Product Types

#### Decimal/Weight-Based Products

**Receiving Process:**

1. Tare weight container/packaging
2. Weigh product on calibrated scale
3. Record weight to 2 decimal places
4. Apply variance tolerance (±2%)
5. Label with exact weight received

**Common Weight-Based Products:**

* Bulk chemicals (gallons/liters)
* Fresh produce (kg/lbs)
* Wire/cable (meters/feet)
* Fabric (yards/meters)
* Hardware (nuts/bolts by weight)

#### Expiry-Dated Products

**Receiving Requirements:**

1. **Mandatory Date Capture**
   * Scan/enter expiry date
   * System validates against minimum shelf life
   * Auto-reject if less than customer allowance (default 70 days)
2. **Labeling Standards**

   ```
   Label Format:
   SKU: [Product SKU]
   Lot: [Lot Number]
   Exp: MM/YYYY (clearly visible)
   Received: [Date]
   ```
3. **Putaway Rules**
   * Segregate by expiry month
   * Place newer dates behind older
   * Mark short-dated items clearly

### Common Receiving Mistakes to Avoid

❌ **Don't:**

* Receive without labels on products
* Mix multiple POs on same pallet
* Skip damage documentation
* Close PO before putaway complete
* Ignore expiry dates

✅ **Do:**

* Label everything immediately
* Segregate by PO and client
* Photo all damages
* Verify putaway completion
* Check dates on perishables

***

## Putaway Strategies

### Location Assignment Logic

#### Velocity-Based Classification

{% hint style="info" %}
**Note**: P4 Warehouse uses velocity-based slotting rather than traditional ABC classification. Products are organized by pick frequency and physical characteristics rather than rigid ABC categories.
{% endhint %}

**High-Velocity Items (Most frequently picked)**

* Place in golden zone (waist to shoulder height)
* Closest to packing area
* Multiple locations if needed

**Medium-Velocity Items**

* Standard picking locations
* Single location per SKU
* Moderate accessibility

**Low-Velocity Items**

* Upper/lower rack positions
* Bulk storage areas
* Consolidate to save space

### Slotting Optimization

**Velocity-Based Slotting:**

1. **Analyze Pick Frequency**

   ```sql
   -- Monthly velocity analysis
   SELECT 
       products.Sku, 
       COUNT(*) as Picks, 
       SUM(ptl.PickedQuantity) as Units
   FROM PickTicketLines ptl
       INNER JOIN PickTickets pt ON ptl.PickTicketId = pt.Id
       JOIN Products on Products.id = ptl.ProductId
   WHERE pt.ShippedDate >= DATEADD(month, -1, GETDATE())
       AND pt.PickTicketState = 'Closed'
   GROUP BY Products.Sku
   ORDER BY Picks DESC
   ```
2. **Consider Physical Characteristics**
   * Heavy items → Lower positions
   * Fragile items → Separate zone
   * High-value → Secured area
   * Hazmat → Compliant storage
3. **Family Grouping**
   * Items often ordered together
   * Same customer's products (3PL)
   * Compatible storage requirements

### Putaway Methods Comparison

| Method        | When to Use                 | Advantages                | Disadvantages          |
| ------------- | --------------------------- | ------------------------- | ---------------------- |
| **Directed**  | High volume, multiple zones | Optimal space utilization | Requires setup         |
| **Suggested** | Medium volume               | Flexibility with guidance | May not optimize       |
| **Random**    | Low SKU count               | Simple, fast              | Inefficient space use  |
| **Fixed**     | Stable inventory            | Predictable locations     | Poor space utilization |

***

## Picking Optimization

### Picking Method Selection

#### Decision Matrix

```
Order Size × Volume = Method

Single Item × Low Volume = Single Order Picking
Single Item × High Volume = Batch Picking
Multi-Item × Low Volume = Discrete Picking
Multi-Item × High Volume = Wave Picking
Many Orders × High Volume = Zone Picking
```

### Wave Picking Best Practices

#### Wave Planning Strategy

**Morning Wave (7:00 AM - 10:00 AM)**

* Priority/express orders
* Same-day shipping
* Small parcel carriers
* 2-3 hour wave duration

**Midday Wave (10:00 AM - 2:00 PM)**

* Standard orders
* LTL shipments
* Larger orders
* 4-hour wave duration

**Afternoon Wave (2:00 PM - 5:00 PM)**

* Next-day orders
* Bulk/pallet orders
* Cross-dock transfers
* 3-hour wave duration

#### Wave Configuration

```
Setup > System > Configuration > Fulfillment > Wave Settings

Recommended Settings:
├── Max orders per wave: 20-30 (adjust based on picker capacity)
├── Max picks per wave: 200-300
├── Max locations per wave: 50
├── Sort by: Location sequence
└── Print pick labels: At wave release
```

### Pick Path Optimization

#### Efficient Route Design

```
Optimal Pick Path:
Start → A-01-01 → A-02-01 → A-03-01 (down aisle A)
     → B-03-01 → B-02-01 → B-01-01 (up aisle B)
     → C-01-01 → C-02-01 → C-03-01 (down aisle C)
     → Staging/Packing

Key: Minimize backtracking, use serpentine pattern
```

### Batch Picking Optimization

**Batch Size Guidelines:**

| Order Characteristics | Optimal Batch Size | Container Type         |
| --------------------- | ------------------ | ---------------------- |
| 1-3 items per order   | 8-12 orders        | Multi-compartment cart |
| 4-10 items per order  | 4-8 orders         | Standard cart          |
| 10+ items per order   | 2-4 orders         | Pallet jack            |
| Mixed sizes           | 6-8 orders         | Flexible totes         |
| Decimal quantities    | 2-4 orders         | Scale-equipped cart    |

### Special Picking Considerations

#### Picking Decimal/Weight Products

**Weight-Based Picking Process:**

1. **Equipment Required**
   * Mobile scale or scale stations
   * Tare weight containers
   * Label printer for actual weight
2. **Picking Steps**

   ```
   1. Scan product location
   2. Place container on scale
   3. Zero/tare scale
   4. Pick required weight (±tolerance)
   5. Print weight label
   6. Apply to container
   7. Confirm pick in system
   ```
3. **Accuracy Tips**
   * Allow 2% variance for moisture loss
   * Round to nearest 0.01 for billing
   * Document any significant variance
   * Reweigh at packing if needed

#### Picking Expiry-Dated Products

**FEFO Pick Enforcement:**

1. System shows oldest expiry first
2. Picker must scan lot/expiry label
3. System validates correct FEFO sequence
4. Override requires supervisor approval

**Near-Expiry Alerts:**

* **Red Flag**: <30 days to expiry
* **Yellow Flag**: 31-60 days to expiry
* **Customer Check**: Verify accepts short dates
* **Document**: Note any short-date shipments

### Zone Picking Implementation

#### Zone Assignment

```
Zone A: Fast-moving consumables
├── Picker 1 (Morning shift)
├── Picker 2 (Afternoon shift)
└── 500+ picks/day capacity

Zone B: Medium-velocity items
├── Picker 3 (Full shift)
└── 300 picks/day capacity

Zone C: Slow-moving/Bulk items
├── Picker 4 (As needed)
└── 100 picks/day capacity
```

#### Zone Consolidation

**Best Practice: Progressive Assembly**

1. Zone A picks → Tote 1
2. Pass to Zone B → Add items
3. Pass to Zone C → Complete order
4. Final QC at packing

***

## Packing & Shipping

### Packing Station Setup

#### Ergonomic Configuration

```
Packing Station Layout:
                 [Monitor/Label Printer]
                        [Scale]
    [Supplies]     [Pack Surface]     [Completed]
    [Boxes]         [Worker]          [Conveyor]
    [Void Fill]   [Tape Dispenser]    [Labels]
```

### Cartonization Best Practices

#### Box Size Selection

**Automated Cartonization Rules:**

```
If total_volume < 500 cu.in. → Small box
If total_volume < 1000 cu.in. → Medium box  
If total_volume < 2000 cu.in. → Large box
If weight > 30 lbs → Split into multiple boxes
If fragile = true → Add 20% volume for padding
```

#### Packing Efficiency Metrics

Target Metrics:

* Box fill rate: >65%
* Void fill usage: <15% by volume
* Packing time: <2 minutes per order
* Accuracy rate: >99.5%

### Shipping Optimization

#### Carrier Selection Logic

| Service Needed | Weight      | Distance | Best Carrier     |
| -------------- | ----------- | -------- | ---------------- |
| Next day       | <5 lbs      | Any      | Express parcel   |
| 2-day          | <150 lbs    | <500 mi  | Regional carrier |
| 3-5 day        | <150 lbs    | Any      | National parcel  |
| Economy        | >150 lbs    | Any      | LTL freight      |
| Bulk           | Full pallet | Any      | TL freight       |

#### Load Planning

**Truck Loading Best Practices:**

1. Heaviest pallets first (floor level)
2. Build stable columns
3. Similar destinations together
4. LIFO for multi-stop routes
5. Secure with load bars

***

## Cycle Counting Strategies

### ABC Cycle Count Frequency

```
A Items: Count monthly (12x per year)
B Items: Count quarterly (4x per year)
C Items: Count annually (1x per year)

Daily counts needed = (A + B + C) / Working days
Example: (1000 + 2000 + 5000) / 250 = 32 counts/day
```

### Cycle Count Scheduling

#### Trigger-Based Counting

**Automatic Triggers:**

* Zero inventory locations
* Negative inventory alerts
* High-value threshold exceeded
* Receiving discrepancies
* Customer complaints

#### Opportunistic Counting

Count when:

* Bin becomes empty
* Before replenishment
* After picking errors
* During slow periods
* When picker reports discrepancy

### Cycle Count Execution

#### Best Practice Process

```
1. Generate Count List
   ├── Print count sheets
   ├── Assign to counter
   └── Set deadline

2. Blind Count
   ├── Don't show expected quantity
   ├── Count everything in location
   └── Record all SKUs found

3. Variance Review
   ├── Recount if >5% variance
   ├── Investigate large discrepancies
   └── Document root cause

4. Approval & Adjustment
   ├── Supervisor approval required
   ├── Update inventory
   └── Track accuracy metrics
```

### Accuracy Improvement

**Target Accuracy Levels:**

* Location accuracy: >99%
* Quantity accuracy: >98%
* SKU accuracy: >99.5%

**Improvement Actions:**

1. Training on count procedures
2. Better bin labeling
3. Reduce bin sharing
4. Implement verification scans
5. Regular accuracy reporting

***

## Returns Processing

### RMA Workflow Optimization

#### Streamlined Returns Process

```
1. RMA Creation (Customer Service)
   ├── Validate return reason
   ├── Generate RMA number
   ├── Email label to customer
   └── Alert warehouse

2. Receipt (Receiving Dock)
   ├── Scan RMA barcode
   ├── Inspect condition
   ├── Photo documentation
   └── Determine disposition

3. Disposition (QC Area)
   ├── Return to stock (65%)
   ├── Repair/refurbish (20%)
   ├── Return to vendor (10%)
   └── Scrap/dispose (5%)

4. Processing (System)
   ├── Update inventory
   ├── Credit customer
   ├── Report to client
   └── Close RMA
```

### Returns Categories & Handling

| Return Type     | Inspection Level | Typical Action        | Location      |
| --------------- | ---------------- | --------------------- | ------------- |
| Unopened        | Visual only      | Restock               | Prime picking |
| Opened/complete | Full inspection  | Test & restock        | Secondary     |
| Damaged         | Document fully   | Vendor claim          | Quarantine    |
| Wrong item      | Verify error     | Restock + investigate | Prime         |
| Defective       | Test if possible | RTV or dispose        | RTV area      |

### Returns Metrics to Track

Key Performance Indicators:

* Return rate by SKU
* Processing time (receipt to disposition)
* Return to stock percentage
* Cost per return
* Return reasons analysis

***

## Cross-Docking Operations

### Cross-Dock Planning

#### Suitable Products for Cross-Docking

✅ **Ideal Candidates:**

* Pre-allocated inventory
* High-velocity items
* Promotional products
* Seasonal items
* Perishables

❌ **Poor Candidates:**

* Items requiring QC
* Mixed SKU pallets
* Small quantities
* Items needing repackaging

### Cross-Dock Execution

#### Workflow Design

```
Inbound Truck          Staging          Outbound Truck
    [1]───────────►[Sort/Scan]───────────►[1]
    [2]───────────►[Consolidate]─────────►[2]
    [3]───────────►[Label/Route]─────────►[3]

Timeline: <4 hours from receipt to ship
```

#### Space Allocation

```
Cross-Dock Layout:
├── Inbound doors: 1-6
├── Staging area: 2000 sq ft
├── Outbound doors: 7-12
└── Flow: Left to right

Staging Time Limits:
├── Parcel: 2 hours max
├── LTL: 4 hours max
└── TL: 24 hours max
```

### Success Factors

1. **Scheduling**: Coordinate inbound/outbound
2. **Communication**: Real-time updates
3. **Labor**: Dedicated cross-dock team
4. **Technology**: RF scanning throughout
5. **Space**: Adequate staging area

***

## Inventory Management

### Min/Max Level Setting

#### Calculation Formula

```
Minimum = (Average daily usage × Lead time) + Safety stock
Maximum = Minimum + Order quantity

Safety Stock = Service level factor × √(Lead time) × Standard deviation of demand

Example:
- Average daily usage: 50 units
- Lead time: 5 days  
- Safety stock: 100 units
- Order quantity: 500 units

Minimum = (50 × 5) + 100 = 350 units
Maximum = 350 + 500 = 850 units
```

#### Dynamic Adjustment Based on Velocity

Use the velocity analysis query to categorize products:

**High-Velocity (>100 picks/month):**

* Review min/max weekly
* Higher safety stock (20-30%)
* Smaller, more frequent orders

**Medium-Velocity (20-100 picks/month):**

* Review min/max monthly
* Standard safety stock (15-20%)
* Balance order frequency with carrying cost

**Low-Velocity (<20 picks/month):**

* Review min/max quarterly
* Lower safety stock (10-15%)
* Larger, less frequent orders

### Inventory Optimization Strategies

#### Slow-Moving Inventory

**Identification Query:**

```sql
-- Identify products with no movement in specified days
DECLARE @DaysWithoutMovement INT = 90;

;WITH WarehouseBins AS (
    SELECT 
        b.Id AS BinId,
        w.WarehouseCode
    FROM dbo.Bins b
    JOIN dbo.Zones z ON z.Id = b.ZoneId
    JOIN dbo.Warehouses w ON w.Id = z.WarehouseId
),
Stock AS (
    SELECT
        p.Id AS ProductId,
        p.Sku,
        p.Description,
        wb.WarehouseCode,
        SUM(il.Quantity) AS OnHandQty
    FROM dbo.InventoryLocations il
    JOIN dbo.Products p   ON p.Id = il.ProductId
    JOIN dbo.Bins b       ON b.Id = il.BinId
    JOIN dbo.Zones z      ON z.Id = b.ZoneId
    JOIN dbo.Warehouses w ON w.Id = z.WarehouseId
    JOIN WarehouseBins wb ON wb.BinId = b.Id
    GROUP BY p.Id, p.Sku, p.Description, wb.WarehouseCode
),
LastMove AS (
    SELECT
        ar.ProductId,
        -- prefer the TO bin's warehouse; fall back to FROM bin's
        ISNULL(wb_to.WarehouseCode, wb_from.WarehouseCode) AS WarehouseCode,
        MAX(ar.[Timestamp]) AS LastMovementTs
    FROM dbo.AuditRecords ar
    LEFT JOIN WarehouseBins wb_from ON wb_from.BinId = ar.FromBinId
    LEFT JOIN WarehouseBins wb_to   ON wb_to.BinId   = ar.ToBinId
    WHERE ar.Type IN ('ProductAdd','ProductRemove')  -- adjust if you use different movement types
    GROUP BY ar.ProductId, ISNULL(wb_to.WarehouseCode, wb_from.WarehouseCode)
)
SELECT
    s.WarehouseCode,
    s.Sku,
    s.Description,
    s.OnHandQty AS CurrentQuantity,
    lm.LastMovementTs AS LastMovementDate,
    CASE WHEN lm.LastMovementTs IS NULL THEN NULL
         ELSE DATEDIFF(DAY, lm.LastMovementTs, GETDATE()) END AS DaysSinceLastMovement
FROM Stock s
LEFT JOIN LastMove lm
    ON lm.ProductId = s.ProductId
   AND lm.WarehouseCode = s.WarehouseCode
WHERE s.OnHandQty > 0
  AND (lm.LastMovementTs IS NULL
       OR lm.LastMovementTs <= DATEADD(DAY, -@DaysWithoutMovement, GETDATE()))
ORDER BY 
    CASE WHEN lm.LastMovementTs IS NULL THEN 1 ELSE 0 END,
    lm.LastMovementTs;
```

**Key Points:**

* Uses AuditRecords to track actual product movements
* Identifies products with no movement in 90+ days
* Shows current quantity and days since last movement
* Groups by warehouse for multi-warehouse operations

**Actions for Slow-Moving Inventory:**

1. Review with purchasing team
2. Check for expired or near-expiry dates
3. Consider promotional pricing
4. Bundle with fast-moving items
5. Evaluate for liquidation
6. Return to vendor if possible
7. Adjust future purchasing patterns

#### Dead Stock Management

**Quarterly Review Process:**

1. Identify items with no movement >180 days
2. Check for expired products first
3. Determine disposition:
   * Return to vendor (if possible)
   * Discount deeply
   * Donate for tax write-off
   * Dispose properly (especially expired items)
4. Update purchasing rules
5. Document lessons learned

### Decimal Product Management

#### Inventory Control for Weight-Based Items

**Challenges with Decimal Products:**

* Natural weight loss (evaporation, moisture)
* Measurement variations between scales
* Partial quantity picks
* Unit conversion errors (kg to lbs)
* Minimum sellable quantities

**Best Practices:**

1. **Establish Variance Tolerances**

   ```
   Product Type          Acceptable Variance
   Dry Goods            ±1%
   Liquids              ±2%
   Fresh Products       ±3%
   Frozen Products      ±2%
   Chemicals            ±0.5%
   ```
2. **Scale Management**
   * Calibrate scales weekly
   * Use same scale type for receiving/picking
   * Document scale ID in transactions
   * Maintain calibration logs
3. **System Configuration**

   ```
   Product Setup:
   - Enable Decimal Quantities
   - Set Minimum Order Qty (MOQ)
   - Define Unit of Measure (UOM)
   - Configure Conversion Rules
   - Set Rounding Rules (0.01 or 0.1)
   ```
4. **Inventory Reconciliation**
   * Daily weight checks for high-value items
   * Weekly variance reports
   * Monthly physical weight counts
   * Investigate variances >tolerance

### Lot & Expiry Management

#### FEFO Implementation

**Best Practices:**

* Configure expiry alerts:
  * 90 days before expiry - Planning alert
  * 60 days - Sales expedite alert
  * 30 days - Critical action required
  * 0 days - Automatic quarantine
* Allocate oldest first automatically
* Quarantine expired items immediately
* Generate monthly expiry reports
* Set customer-specific expiry allowances

**Expiry Management Workflow:**

```
1. Daily Expiry Check
   ├── System generates expiry alert report
   ├── Review items expiring in next 30 days
   ├── Move to expedite zone if needed
   └── Update sales team on short-dated inventory

2. Weekly Actions
   ├── Physical check of near-expiry items
   ├── Verify FEFO compliance in bins
   ├── Rotate stock if needed
   └── Generate customer notification list

3. Monthly Review
   ├── Full expiry audit
   ├── Disposition expired items
   ├── Update reorder points for slow-movers
   └── Report to management
```

**Customer Expiry Settings:**

```
Setup > Customers > [Customer Name] > Settings
- Default Allowance: 70 days
- Pharmaceutical: 180 days minimum
- Food Service: 90 days minimum  
- Retail: 120 days minimum
- Industrial: May accept short dates
```

#### Lot Tracking Best Practices

**When to Use Lot Tracking:**

* Regulatory requirements (FDA, pharmaceutical)
* Quality control needs
* Recall management
* Warranty tracking
* Batch production items

**Lot Number Standards:**

```
Format Examples:
- Manufacturing: YYYYMMDD-SHIFT-LINE
- Receiving: VENDOR-YYYYMMDD-PO#
- Production: PROD-YYYYMMDD-BATCH
```

***

## 3PL Operations

### Client Onboarding Workflow

#### Week 1: Setup

* [ ] Create client profile
* [ ] Configure billing profiles
* [ ] Assign warehouse space
* [ ] Setup user accounts
* [ ] Import product catalog

#### Week 2: Testing

* [ ] Test receiving process
* [ ] Process sample orders
* [ ] Validate billing calculations
* [ ] Train client on portal
* [ ] Document procedures

#### Week 3: Go-Live

* [ ] Final data import
* [ ] Inventory transfer
* [ ] Enable integrations
* [ ] Monitor first transactions
* [ ] Daily check-ins

### Multi-Client Best Practices

#### Segregation Strategies

**Physical Segregation:**

```
Client A: Aisles A-C
Client B: Aisles D-F
Client C: Aisles G-H
Shared: Packing/shipping
```

**System Segregation:**

* Unique client codes
* Separate billing
* Client-specific reports
* Restricted user access
* Isolated integrations

### 3PL Billing Accuracy

#### Billing Validation Checklist

Daily:

* [ ] Verify all transactions captured
* [ ] Check special handling charges
* [ ] Confirm storage calculations

Weekly:

* [ ] Review billing exceptions
* [ ] Audit sample transactions
* [ ] Update rates if changed

Monthly:

* [ ] Generate draft invoices
* [ ] Client approval process
* [ ] Post final invoices

***

## Performance Metrics

### Key Performance Indicators (KPIs)

#### Receiving Metrics

| Metric                    | Target        | Calculation                    |
| ------------------------- | ------------- | ------------------------------ |
| Receipt to putaway time   | <4 hours      | Time from dock to location     |
| Receiving accuracy        | >99%          | Correct receipts / Total       |
| Cost per receipt          | Baseline -10% | Labor + overhead / Receipts    |
| Dock to stock time        | <24 hours     | Receipt to available           |
| Weight variance (decimal) | <2%           | Actual vs Expected weight      |
| Expiry capture rate       | 100%          | Products with dates / Required |

#### Picking Metrics

| Metric               | Target         | Calculation                |
| -------------------- | -------------- | -------------------------- |
| Pick rate            | >60 picks/hour | Total picks / Hours        |
| Pick accuracy        | >99.5%         | Correct picks / Total      |
| Order cycle time     | <2 hours       | Order release to pack      |
| Lines per hour       | >30            | Lines picked / Hours       |
| Weight pick accuracy | ±2%            | Within tolerance / Total   |
| FEFO compliance      | >99%           | Correct date picks / Total |

#### Shipping Metrics

| Metric            | Target      | Calculation             |
| ----------------- | ----------- | ----------------------- |
| On-time shipment  | >98%        | Shipped on time / Total |
| Shipping accuracy | >99.5%      | Correct ships / Total   |
| Cost per shipment | Competitive | Total cost / Shipments  |
| Dock time         | <30 min     | Arrival to departure    |

#### Inventory Metrics

| Metric               | Target  | Calculation                  |
| -------------------- | ------- | ---------------------------- |
| Inventory accuracy   | >99%    | Accurate counts / Total      |
| Expired product %    | <0.5%   | Expired value / Total value  |
| Shrinkage (weight)   | <2%     | Weight loss / Total weight   |
| Days to expiry       | >90 avg | Average remaining shelf life |
| Cycle count accuracy | >98%    | Correct counts / Total       |

### Dashboard Configuration

**Executive Dashboard:**

* Orders shipped today
* Inventory accuracy
* Open order aging
* Labor efficiency
* Space utilization

**Operational Dashboard:**

* Current pick queue
* Receiving backlog
* Packing stations active
* Cycle count progress
* Returns pending

**3PL Client Dashboard:**

* Inventory levels
* Order status
* Billing preview
* Performance metrics
* Transaction history

***

## Continuous Improvement

### Monthly Review Process

1. **Gather Data**
   * Export KPIs
   * Collect feedback
   * Review errors
   * Analyze trends
2. **Identify Opportunities**
   * Bottom 20% performance
   * Repeated errors
   * Customer complaints
   * Cost overruns
3. **Implement Changes**
   * Test in small area
   * Measure impact
   * Roll out if successful
   * Document new process
4. **Monitor Results**
   * Track for 30 days
   * Adjust if needed
   * Standardize success
   * Share learnings

### Training & Development

**New Employee Training Path:**

Week 1: System basics, safety, warehouse tour Week 2: Receiving and putaway Week 3: Picking and packing Week 4: Shipping and special processes

**Ongoing Training:**

* Monthly safety topics
* New feature training
* Cross-training programs
* Performance coaching
* Best practice sharing

***

{% hint style="success" %}
**Remember**: Best practices are guidelines, not rules. Continuously measure, adjust, and improve based on your specific operation's needs and constraints. What matters most is consistent execution and continuous improvement.
{% endhint %}


# Training

## Overview

This comprehensive training guide provides role-specific instructions for all P4 Warehouse users. Each section is designed for hands-on training with clear step-by-step procedures.

{% hint style="info" %}
**Training Tip**: Have trainees practice in a sandbox environment before working in production. For complete documentation, visit `https://docs.p4.software`
{% endhint %}

## Table of Contents

* [New Employee Onboarding](#new-employee-onboarding)
* [Receiver Training Guide](#receiver-training-guide)
* [Picker Training Guide](#picker-training-guide)
* [Packer Training Guide](#packer-training-guide)
* [Dispatcher Training Guide](#dispatcher-training-guide)
* [Cycle Counter Training Guide](#cycle-counter-training-guide)
* [Administrator Training Guide](#administrator-training-guide)
* [3PL Manager Training Guide](#3pl-manager-training-guide)
* [Training Certification](#training-certification)

***

## New Employee Onboarding

### Day 1: Orientation

**Morning (4 hours):**

```
Safety & Compliance:
├── Warehouse safety rules
├── Emergency procedures
├── PPE requirements
├── Equipment safety
└── Incident reporting

System Access:
├── Login credentials
├── Password setup
├── Device assignment (PDT)
├── Time clock setup
└── Badge/access card
```

**Afternoon (4 hours):**

```
Warehouse Tour:
├── Layout and zones
├── Product locations
├── Equipment locations
├── Break areas
├── Emergency exits
└── Restricted areas

Basic System Training:
├── Login to PDT
├── Basic navigation
├── Scanning practice
├── Error handling
└── Getting help
```

### Day 2-5: Role-Specific Training

Follow the appropriate role-based guide below.

***

## Receiver Training Guide

### Module 1: Basic Receiving (Day 1)

#### System Login

```
1. Power on PDT device
2. Connect to WiFi (automatic)
3. Open P4 Warehouse app
4. Enter credentials:
   - Username (lowercase)
   - Password
   - Select warehouse
5. Select "Receiving" menu
```

#### Receiving a Purchase Order

**Step-by-Step Process:**

1. **Pre-Receipt Setup**

   ```
   Menu > Receiving > PO Receipt
   - Scan PO number label
   - Verify vendor name displays
   - Check expected items list
   ```
2. **Physical Receipt**

   ```
   At dock door:
   - Verify seal number (if applicable)
   - Count total cartons/pallets
   - Check for visible damage
   - Take photos if damaged
   ```
3. **System Receipt**

   ```
   Scan each item:
   - Scan product barcode
   - Enter quantity received
   - Enter lot number (if required)
   - Enter expiry date (if required)
   - Scan/assign bin location
   ```
4. **Completion**

   ```
   - Review quantities
   - Confirm receipt
   - Print labels if needed
   - Close PO (if complete)
   ```

#### Common Receiving Errors

| Error                       | Cause               | Solution                       |
| --------------------------- | ------------------- | ------------------------------ |
| "Product not on PO"         | Wrong item scanned  | Verify correct PO              |
| "Quantity exceeds expected" | Over-shipment       | Contact supervisor             |
| "Invalid location"          | Bin doesn't exist   | Create bin or select different |
| "Lot required"              | Product needs lot # | Enter lot from packaging       |

### Module 2: Advanced Receiving (Day 2)

#### LPN (Pallet) Receiving

```
1. Generate LPN number
2. Print pallet label
3. Scan all products to LPN
4. Maintain LPN through putaway
5. Benefits:
   - Faster putaway
   - Maintains pallet integrity
   - Easier cycle counting
```

#### Blind Receiving

```
Process when no PO exists:
1. Menu > Receiving > Non-PO Receipt
2. Select vendor (or create new)
3. Scan each product
4. Enter quantities
5. Generate receipt number
6. Notify purchasing
```

#### Cross-Dock Receiving

```
For immediate ship items:
1. Identify cross-dock orders
2. Receive to CROSS-DOCK zone
3. Apply shipping labels immediately
4. Move to shipping within 4 hours
5. No putaway required
```

### Module 3: Special Product Handling (Day 3)

#### Decimal/Weight Products

```
Receiving by weight:
1. Place on scale
2. Tare container weight
3. Record actual weight
4. System calculates variance
5. Accept if within tolerance (±2%)
6. Flag if outside tolerance
```

#### Expiry-Dated Products

```
Requirements:
1. Always enter expiry date
2. Format: MM/DD/YYYY
3. Check customer allowance:
   - Default: 70 days
   - Reject if too short
4. Label clearly with expiry
5. Arrange FEFO in bin
```

#### Temperature-Controlled Products

```
Cold chain receipt:
1. Check temperature log
2. Move to cooler immediately
3. Maximum 30 min at dock
4. Document temperature
5. Use COOLER/FREEZER zones only
```

***

## Picker Training Guide

### Module 1: Basic Picking (Day 1)

#### Pick Ticket Picking

**Getting Started:**

```
1. Login to PDT
2. Menu > Picking > Pick Ticket
3. Scan pick ticket barcode
4. Review order summary:
   - Total lines
   - Total units
   - Zone sequence
```

**Picking Process:**

```
For each line:
1. Go to location shown
2. Scan bin barcode
3. Scan product barcode
4. Pick quantity shown
5. Confirm pick
6. Place in tote/pallet
```

**Verification Steps:**

```
Always verify:
- Product matches screen
- Quantity is correct
- Expiry date acceptable
- No damage
- Lot number (if shown)
```

### Module 2: Advanced Picking Methods (Day 2)

#### Wave Picking

```
Multiple orders simultaneously:
1. Get wave assignment
2. Use multi-compartment cart
3. Label each compartment
4. Pick all orders in sequence
5. Sort while picking
6. Deliver to packing
```

#### Batch Picking

```
Same items for multiple orders:
1. Get batch assignment
2. Pick total quantity needed
3. Move to packing area
4. Sort into individual orders
5. Best for small items
```

#### Zone Picking

```
Stay in assigned zone:
1. Pick only your zone items
2. Place in tote
3. Pass to next zone
4. Last zone completes order
5. Send to packing
```

### Module 3: Special Picking Situations (Day 3)

#### Short Picks

```
When insufficient inventory:
1. Pick available quantity
2. Select "Short" option
3. Enter actual quantity
4. System creates backorder
5. Note reason if asked
```

#### Decimal Picking

```
For weight-based items:
1. Use scale station
2. Tare container
3. Pick required weight
4. Allow ±2% variance
5. Print weight label
6. Apply to container
```

#### Expiry/Lot Selection

```
System enforces FEFO:
1. Pick oldest first
2. Scan lot label
3. System verifies correct
4. Override needs supervisor
5. Check customer requirements
```

#### Picking Errors Recovery

```
If wrong item picked:
1. Menu > Void Pick
2. Scan item to return
3. Return to correct bin
4. Pick correct item
5. Document reason
```

***

## Packer Training Guide

### Module 1: Packing Basics (Day 1)

#### Packing Station Setup

```
Start of shift:
1. Check supplies:
   - Boxes (various sizes)
   - Void fill
   - Tape
   - Labels
2. Test scale
3. Test printer
4. Login to system
5. Clean work area
```

#### Standard Packing Process

```
1. Scan tote/pick ticket
2. Review order contents
3. Select appropriate box size
4. Pack items securely:
   - Heavy items bottom
   - Fragile protected
   - Void fill gaps
5. Include packing slip
6. Seal box
7. Weigh package
8. Print shipping label
9. Apply label
10. Move to shipping
```

### Module 2: Cartonization (Day 2)

#### Box Selection

```
System Recommendations:
- Small: <1 cubic ft
- Medium: 1-2 cubic ft
- Large: 2-4 cubic ft
- X-Large: >4 cubic ft

Override if needed:
- Fragile items need more space
- Long items need special box
- Multi-box for heavy orders
```

#### Special Packing Requirements

```
Hazmat:
- Use certified packaging
- Apply hazmat labels
- Include documentation
- Segregate from other packages

Fragile:
- Double box method
- Extra cushioning
- Fragile stickers
- Top load labels
```

### Module 3: Shipping Preparation (Day 3)

#### Carrier Selection

```
Determining best carrier:
- Weight: <150 lbs = Parcel
- Weight: >150 lbs = LTL
- Speed: Next day = Express
- Cost: Ground = Economical
```

#### Documentation

```
Required documents:
- Packing slip (in box)
- Shipping label (outside)
- Invoice (if required)
- Customs forms (international)
- COD forms (if applicable)
```

***

## Dispatcher Training Guide

### Module 1: Order Management (Day 1)

#### Creating Orders

```
Manual Order Entry:
1. Fulfillment > Orders > New
2. Select customer
3. Enter ship-to address
4. Add line items:
   - Search/scan SKU
   - Enter quantity
   - Repeat for all items
5. Set required date
6. Save order
```

#### Order Import

```
Bulk Import Process:
1. Prepare CSV file
2. Fulfillment > Import
3. Select file
4. Map columns
5. Validate data
6. Import orders
7. Review errors
8. Correct and retry
```

### Module 2: Allocation & Wave Management (Day 2)

#### Allocation Process

```
1. Select orders to allocate
2. Check inventory availability
3. Run allocation:
   - FIFO: First in, first out
   - FEFO: First expired, first out
   - Closest: Nearest to packing
4. Review allocation results
5. Handle shortages:
   - Backorder
   - Substitute
   - Cancel line
```

#### Wave Creation

```
Best Practices:
1. Group by:
   - Carrier cutoff times
   - Shipping method
   - Zone/area
   - Priority
2. Wave size: 20-30 orders
3. Consider picker capacity
4. Balance workload
5. Release wave
6. Print pick tickets
```

### Module 3: Reporting & Analysis (Day 3)

#### Daily Reports

```
Morning Reports:
- Previous day shipments
- Current day orders
- Inventory levels
- Backorder report

Afternoon Reports:
- Picking productivity
- Shipping performance
- Carrier performance
- Exception report
```

#### KPI Monitoring

```
Key Metrics:
- Order fill rate
- On-time shipment
- Pick accuracy
- Lines per hour
- Cost per order
```

***

## Cycle Counter Training Guide

### Module 1: Cycle Count Basics (Day 1)

#### Getting Assignments

```
1. Login to PDT
2. Menu > Cycle Count
3. Get daily assignments
4. Review locations list
5. Print count sheets (optional)
```

#### Counting Process

```
For each location:
1. Go to bin location
2. Scan bin barcode
3. Count all items in bin
4. Enter each SKU found:
   - Scan product
   - Enter quantity
   - Enter lot (if applicable)
   - Enter expiry (if applicable)
5. Confirm when complete
6. Move to next location
```

### Module 2: Variance Resolution (Day 2)

#### Handling Variances

```
When count differs from system:
1. Recount to verify
2. Check nearby bins
3. Look for recent transactions
4. If variance confirmed:
   - Document reason
   - Take photos if needed
   - Submit for approval
```

#### Common Count Issues

```
- Product in wrong location
- Unrecorded moves
- Picking errors
- Receiving errors
- Damaged product not reported
- Mixed SKUs in bin
```

### Module 3: Special Counts (Day 3)

#### Decimal Product Counts

```
1. Use calibrated scale
2. Tare container
3. Weigh product
4. Record to 0.01 precision
5. Note any moisture/temperature
```

#### High-Value Counts

```
Enhanced procedures:
1. Two-person verification
2. Count twice independently
3. Document serial numbers
4. Photo documentation
5. Immediate variance investigation
```

***

## Administrator Training Guide

### Module 1: System Administration (Week 1)

#### User Management

```
Creating Users:
1. Setup > System > Users > New
2. Enter user information
3. Assign role
4. Set permissions
5. Configure warehouse access
6. Set default printer
7. Generate password
8. Send credentials
```

#### System Configuration

```
Daily Tasks:
- Monitor Print Agent
- Check integration status
- Review error logs
- Clear stuck transactions

Weekly Tasks:
- User access audit
- Performance review
- Backup verification
- Update procedures
```

### Module 2: Troubleshooting (Week 2)

#### Common Issues Resolution

**Print Agent Issues:**

```
1. Check Windows Services
2. Verify P4 Print Agent running
3. Check printer connections
4. Review print queue
5. Clear stuck jobs
6. Restart service if needed
```

**Integration Failures:**

```
1. Check API logs
2. Verify credentials
3. Test connectivity
4. Review error messages
5. Check data format
6. Retry failed transactions
```

**Performance Issues:**

```
1. Check server resources
2. Review slow queries
3. Check network latency
4. Clear cache
5. Restart services
6. Contact support if needed
```

### Module 3: Reporting & Maintenance (Week 3)

#### Custom Reports

```
Creating SQL Reports:
1. Reports > Widgets > New
2. Write SQL query
3. Test with limited data
4. Add parameters
5. Format output
6. Save and share
7. Schedule if needed
```

#### System Maintenance

```
Monthly Tasks:
- Archive old data
- Clean up logs
- Update documentation
- Review configurations
- Test disaster recovery
- Update training materials
```

***

## 3PL Manager Training Guide

### Module 1: Client Onboarding (Week 1)

#### New Client Setup

```
1. Create client profile
2. Configure billing profile
3. Assign warehouse space
4. Setup user accounts
5. Import products
6. Configure integrations
7. Test all processes
8. Train client users
```

#### Billing Configuration

```
Setting Rates:
- Receiving: per pallet/unit
- Storage: per pallet/day
- Picking: per order/line
- Value-added services
- Minimum charges
- Rush fees
```

### Module 2: Client Management (Week 2)

#### Daily Operations

```
Morning Tasks:
- Review client orders
- Check inventory levels
- Monitor SLAs
- Address issues

Afternoon Tasks:
- Update clients
- Review performance
- Plan next day
- Document issues
```

#### Performance Monitoring

```
Client KPIs:
- Order accuracy: >99.5%
- Ship on time: >98%
- Inventory accuracy: >99%
- Damage rate: <0.5%
- Return rate: <2%
```

### Module 3: Billing & Reporting (Week 3)

#### Monthly Billing Process

```
1. Run preliminary bills
2. Review all charges
3. Verify against activity
4. Make adjustments
5. Generate invoices
6. Client approval
7. Send final invoices
8. Track payments
```

#### Client Reporting

```
Standard Reports:
- Inventory summary
- Order activity
- Shipping performance
- Returns summary
- Billing detail
- KPI dashboard
```

***

## Training Certification

### Certification Requirements

#### Level 1: Basic Operator

```
Requirements:
- Complete role training
- Pass written test (80%)
- Demonstrate competency
- 40 hours supervised work
- Zero safety violations

Valid for: 1 year
```

#### Level 2: Advanced Operator

```
Requirements:
- Level 1 certification
- 6 months experience
- Cross-training complete
- Pass advanced test (85%)
- Train new employee

Valid for: 2 years
```

#### Level 3: Lead/Trainer

```
Requirements:
- Level 2 certification
- 1 year experience
- Complete train-the-trainer
- Create training materials
- Lead 5 training sessions

Valid for: 2 years
```

### Competency Testing

#### Written Test Topics

```
- Safety procedures
- System navigation
- Process knowledge
- Error handling
- Quality standards
- Company policies
```

#### Practical Test Elements

```
- Perform key tasks
- Handle exceptions
- Use equipment safely
- Follow procedures
- Meet productivity standards
- Demonstrate accuracy
```

### Training Records

**Documentation Required:**

```
For each trainee:
├── Training dates
├── Modules completed
├── Test scores
├── Practical evaluations
├── Trainer signatures
├── Certification dates
└── Re-certification schedule
```

***

## Training Resources

### Quick Reference Cards

Create laminated cards for:

* Scanner key functions
* Common error codes
* Process checklists
* Emergency contacts
* Safety reminders

### Video Library

Recommended videos:

* System login process
* Receiving procedures
* Picking methods
* Packing standards
* Safety protocols

### Practice Scenarios

Setup training data:

* Test products (TRAIN-001 to TRAIN-100)
* Test customers
* Test orders
* Test locations (TRAIN zone)

### Evaluation Forms

**Training Evaluation:**

```
Rate 1-5:
- Content clarity
- Trainer effectiveness
- Hands-on practice
- Materials quality
- Time allocation
- Readiness to work
```

***

{% hint style="success" %}
**Remember**: Good training is an investment in quality and efficiency. Take time to train properly, and maintain ongoing education as processes evolve.
{% endhint %}


# Tenant Full Guide


# Tenant Setup

\
Tenant configuration page consist of two tabs: 'General' and 'Login Screen'.In the 'General' tab users can add and update some basic information about their company and access license certificates and agreement.

<figure><img src="/files/FO0q1eUdvTW0ZzsEi6Nm" alt=""><figcaption></figcaption></figure>

### General <a href="#general" id="general"></a>

<figure><img src="/files/EKuXjSc4TDaYpJPPK3aD" alt=""><figcaption></figcaption></figure>

* Alias and Company name are set by the implementation team and cannot be changed by the end user.
* Add you company's primary phone number.
* Choose a preferred language using the dropdown menu as shown above.

### Address <a href="#address" id="address"></a>

Add or edit your company's address in the section shown below.

<figure><img src="/files/YDro3aqU0M3Wr4Q6Y3Mc" alt=""><figcaption></figcaption></figure>

Complete all of the fields or your Packslips and Labels will have missing data.

### License <a href="#license" id="license"></a>

<figure><img src="/files/4He28FTiu6q9x6C3h0Mo" alt=""><figcaption></figcaption></figure>

* Expiry field indicates when is your current P4W license runs out.
* Users field shows how many users can utilize P4W system simultaneously.
* Links above allows user to view and email certificate, or access license agreement.

### Document printing <a href="#document-printing" id="document-printing"></a>

P4W provides an option for users to upload their own custom document for printing including: Custom Packslip, Custom Commercial Invoice, Custom Proforma invoice, Custom RMA, Custom Receiving slip, Custom 3PL Invoice.To upload a custom printing document, click the 'Upload...' link and select a file from your local machine.

<figure><img src="/files/v9viAMkBOIvtZztqG4cW" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Notice: click 'Update' button to save changes.
{% endhint %}


# Active Mobile Devices

P4 Warehouse Active Mobile Devices

In this Administrator level screen, you can monitor the actions of warehouse workers on the mobile devices. Also, from this screen you will be able to disconnect users and see the amount of time the user has been connected.

{% hint style="info" %}
Depending on your level of security you may be able to monitor warehouse works via the Active Devices Screen, ask your administrator if you do not see this option.
{% endhint %}

![](/files/-MlUR3tHwgcUlihh8MpW)


# Tenant Configuration

P4 Warehouse

The Tenant Configuration page features numerus options for entering your own company information for the Warehouse Management System software. There are two tabs for different options: **General** and **Login Screen**.

{% hint style="warning" %}
Always click Update to save your data when there is an update button visible.
{% endhint %}

![Edit Tenant Information](/files/-MdsLtbk9MnkEpUWbHzA)

On the right side of this screen, you can see your license count, read the licensing agreement, or email the Licensing certificate.&#x20;

The licensing certificate has a QR code that can be scanned to validate the license is valid and not modified.

![Edit Tenant Logo](/files/-MdsM9Qs5LpnPzXE47zs)

{% hint style="success" %}
Complete all of the data or your Packslips and Labels will have missing data.
{% endhint %}


# System - Configuration

P4 Warehouse

![P4 Warehouse Management system](/files/-MdvHQkVGWNHhG44fOtL)

{% hint style="info" %}
P4 Warehouse has various configurations, always the best option for settings is to contact your P4Warehouse Reseller as they are certified in configuring P4 Warehouse.
{% endhint %}


# Cycle Count

P4 Warehouse

### Cycle Count Authorization

In the Setup > System > Configuration > Business this check box will decide if the P4 Warehouse automatically applies Cycle Counts or if the Cycle Count must first be approved.

{% hint style="warning" %}
By checking this box and clicking save this will cause the cycle count not to be applied or in the event of an ERP Interface, the Cycle count will not be applied or uploaded until it is approved by a web dispatcher.
{% endhint %}

{% hint style="success" %}
By leaving this box unchecked Cycle Counts are applied and if applicable uploaded to your ERP.&#x20;
{% endhint %}

![](/files/-MdwNi8KCNfU1bh4Q1IB)


# Products

P4 Warehouse

This configuration page features Expiry Format (default is yyyyMMdd for Year-Month-Day), Allow Expired Product (Yes/No toggle, default: No), Print Packsize Labels on Consolidate (Yes/No toggle, default: Yes), Decimal Unit of Measure (unit of measure for decimal controlled products; default is kilograms Kg), Decimal Error Margin (acceptable margin of error for decimal controlled products default; 1.5). After modifying any entry, select the “Save” button to the lower right.

![P4 Warehouse General Product Setup](/files/-MlF2CPqZoM-6y8Nu6Ly)

{% hint style="danger" %}
Setting Allow Expired Product to True will permit the system to ship expired products. Use this setting with caution.
{% endhint %}

Setting the option "Allow moving allocated stock" will allow the direct move of products. Sales orders with these products will be automatically re-allocated to the new product location.

Setting the option "Allow attribute change" will allow for the product to be reconfigured, this will ONLY function when a specific product has zero inventory. Use this option with caution.

{% hint style="danger" %}
It is critical that your products are configured properly from the start, accurate product setup is **vital** to having good history and smooth functionality in the processes.
{% endhint %}

Dimensional Data

![P4 Warehouse Dimensional data setup](/files/-MlF2ZzIozw8umHzb0tn)

In the image above this sets the defaults of how dimensional data is captured and displayed. Report Weight and Report Length are used on the packslip to display the dimensional data. in the image above the Weight will be in pounds and the Length will be in Cubic feet.

Capture Weight and Capture Length are the units used by the PDT user to capture total pallet size and weight, in the image above the PDT user will use inches for the pallet dimensions and pounds for the pallet weight.


# Communication

P4 Warehouse

Setup your SMTP server in this screen. This will allow the automatic emailing of PDF documents from P4 Warehouse.

![P4 Warehouse WMS Email Settings](/files/-Mdvm3VV8efCbPrVP3Hp)

{% hint style="info" %}
If this screen is not configured properly emails will not be send out from the WMS
{% endhint %}


# Calendar View

P4 Warehouse

This configuration page features Start Of Day (start of working day in hours, default: 8), End Of Day (end of working day in hours, default: 18), Start Of Calendar Day (upper calendar view cut off, default: 4), End Of Calendar Day (lower calendar view cut off, default: 22), Days of Week (working days of week 0-Sunday 1-Monday 2-Tuesday; default: \[1,2,3,4,5]), Hidden Days (default: \[0]), Views (view options such as month, agendaWeek, basicWeek, listWeek, agendaDay, basicDay, listDaydefault), Default View (view that will be loaded at start; default: agendaWeek) and PO Receiving Minutes (approximate number of minutes to receive a PO; default: 30). After modifying any entry, select the “Save” button to the lower right.&#x20;

![](/files/-MigNAqnYHUd07B7aaj5)


# License Plates - LPN

P4 Warehouse

This configuration page features License Plate Prefix (default prefix: LPN), Allow Multiple Product (checked/unchecked toggle, default: checked), Allow Multiple Packsizes (checked/unchecked toggle, default: unchecked), Allow Multiple Lots (checked/unchecked toggle, default: unchecked) and Allow Multiple Expiries (checked/unchecked toggle, default: unchecked). After modifying any entry, select the “Save” button to the lower right.

![](/files/-MigNOHtuaOBNMmhWnqO)

1. Prefix: The prefix setting with be the data that shows before the LNP number, example LPN0001.
2. Allow Multiple Product - This setting controls whether multiple SKUs are allowed on the same LPN.
3. Allow Multiple Packsizes - This setting controls whether Multi Packsize are allowed on a single LPN.
4. Allow Multiple Lots - This setting controls whether Multi Lot Numbers are allowed on a single LPN.
5. Allow Multiple Expiries - This setting controls whether Multi Expiry dates are allowed on a single LPN.
6. Allow LPN On The Floor - This setting control whether a bin location is required for an LPN or if the LPN can simple be on the floor.&#x20;

{% hint style="success" %}
Remember click save before leaving the screen to save your settings.
{% endhint %}


# Three PL -3PL

P4 Warehouse

This configuration page features the option "Invoice Number Prefix" for Third-Party Logistics clients. A typical Invoice Prefix may be “INV-“(which will precede 3PL Client invoice numbers).

![P4 Warehouse Multi Client Email Configuration](/files/-Mj6w2dtNMbPdwKABQov)

{% hint style="info" %}
This screen is for configuring the email that your 3PL client will receive with their monthly invoice!&#x20;
{% endhint %}

{% hint style="warning" %}
This screen only functions IF you are using 3PL Invoicing.
{% endhint %}


# Reason Codes

P4 Warehouse Reason Codes

Reason Codes are for different types of adjustments. When configuring reason codes, it is important to include the different situations that will arise in your warehouse.

![](/files/-Mj0n9-Vrpr08LAraVYG)

{% hint style="info" %}
Reason Codes will allow you to track the different reasons inventory is adjusted which will allow you to develop a plan to resolve the reasons.
{% endhint %}

{% hint style="info" %}
It is especially important that the reason codes are configured to allow tracking of the reasons you have adjustments. Every adjustment effects the bottom line for a company.
{% endhint %}


# Fulfillment

P4 Warehouse

**Data Entry** – This configuration page features options to edit Pick Ticket Number Prefix, Default Freight Type (LTL, Small Parcel or Other), Default Count on Ship, Default Sign On Ship, Default Count on Delivery, Default Sign On Delivery, and Packsize Entry Type (Packs or Eaches). A typical Pick Prefix may be “PCK-“ (which will precede pick ticket numbers). Packsize Entry Type is set to Packs by default. After modifying any entry, select the “Save” button to the lower right.&#x20;

**Automation** – This configuration page features Auto Allocate On Release To Floor (whether an order should auto allocate upon being released to floor; Yes/No toggle), Auto Wave Upon Allocation (whether an order should auto wave upon allocation; Yes/No toggle), Auto Ship On Last Pick (whether an order should auto ship upon last pick; Yes/No toggle) and Auto Close On Ship (whether an order should auto close upon shipping; Yes/No toggle). Both defaults are set “No”. After modifying any entry, select the “Save” button to the lower right.&#x20;

**Allocation** - This configuration page features Zones To Include (Comma separated list of zones to include in allocation; example A1,B2,C3), Allocation Style (options for allocation behavior; FIFO=First in, First out; LIFO=Last in, First out; Bin Name=Based on alphanumeric bin sorting; Custom=Alphanumeric sorting of Sequence Number value of the bin: default FIFO) Short Options (options for short behavior; Ship Short will allow shipping of shorted orders; Hold Short will not release an order for picking but reserves the stock; default: Ship Short), Allocate Bulk (include LPNs in Pickage Zones during allocation to pick from; Yes/No toggle, default: No), Expiry Allowance (minimum number of days to be allowed on an expiry product to be allocated, this option is overridden by a customer setting; default: 45) and Allocate Eaches (whether to allow allocating eaches for packsize controlled items; Yes/No toggle, default: Yes). After modifying any entry, select the “Save” button to the lower right.&#x20;

**Waving** – This configuration page features SSCC Packaging Type (options are Case or Carton, Pallet, Intra Company Use, or Undefined), SSCC Global Company ID, Wave Number Prefix (default: WV), Multi Zone Waving (checkbox), Number of Cartons (default: 1) and Number of Copies (default: 1). After modifying any entry, select the “Save” button to the lower right. a. If an order gets UnWaved it will go into an Unallocated State (Allocating reserves stock in the warehouse specifically for your pick ticket. Unallocated means that no inventory will be reserved for pick orders as part of that wave)


# Releasing

P4 Warehouse Releasing Configuration

This screen will allow configuring the Releasing settings.

![P4 Warehouse Releasing Configuration](/files/-Mj4LQvYQlJBg0A0NYcP)

1. Enable Address Geo Coding -   Whether an address should be validated and Geo Coded upon releasing to floor - Does not work with TruckLoad consolidation. Note, address may change after geo coding. Note, Additional costs may apply
2. Preview Zoom - the level in which you can zoom into the address(map).


# Data Entry

P4 Warehouse Data Entry Configuration

On this screen you will configure the Data Entry defaults.

![P4 Warehouse Data Entry Configuration](/files/-Mj4KlSreM1iZr8brkZ7)

1. Pick Ticket Number Prefix - This is the prefix that will display in front of your sales order numbers. (PCK-0001)
2. Warehouse Transfer Number Prefix - This is the prefix that will display in front of your Transfer order numbers. (TRNS-0001)
3. Default Freight Type - This will be the default freight type. If you mostly ship FedEx or UPS here you would select Small Parcel. This is the default however at the order level you can select the correct shipping method.
4. Default Count on Ship - This is to require a recount of the product prior to completing the shipping process.
5. Default Sign on Ship - This will cause the order to require a signature on shipping and allow a photo to be captured of the product prior to shipping.
6. Default Count on delivery - This will require the delivery driver to recount each pallet or box on delivery.
7. Default Sign on Delivery - This will require the delivery driver to require a customer signature on delivery. Also, a photo can be captured in the delivery process.
8. Packsize Entry type is Packs or eaches, this determines the default label to print depending on the type of warehouse you operate.
9. Duplicate Sku Value - This determines if duplicate sku's re allowed on an order. This is often set to "Prevent" to reduce the chance of double data entry. This is extremely useful when keying large orders.


# Shipping Setup

P4 Warehouse


# Truck Load

P4 Warehouse Truck Load Configuration

On this screen you will be able to configure Truck Load Configurations

![P4 Warehouse Truck Load Configuration](/files/-Mj49Fl36qw4x7kKr9Hr)


# Email

P4 Warehouse Truck Load Email Setup

On this screen you will be able to configure the email that will be send when the order is shipped.

![P4 Warehouse Truck Load Email Setup](/files/-Mj4AJHUpMfOY4NKAd6E)

{% hint style="info" %}
By entering this screen and holding your mouse over the fields you will see there are a number of predefined fields you can include in the email template.
{% endhint %}


# Master Truck Load


# Operations

P4 Warehouse Master Truck Load Configuration

On this screen you will be able to configure the **default** settings for Master Truck Load.

![P4 Warehouse Master Truck Load Configuration](/files/-Mj48r_q2xR_f-SNrAn1)


# Email

P4 Warehouse email notification setup

In this screen you will configure the actual email that will be sent out to the client, internal employee or the 3PL Provider.

![P4 Warehouse email notification setup Master Truck Load](/files/-Mj4Aju6AeSlrbw9HQfB)

{% hint style="info" %}
By entering this screen and holding your mouse over the fields you will see there are a number of predefined fields you can include in the email template.
{% endhint %}


# Packslip Configuration

P4 Warehouse Packslip Configuration

On this screen you will be able to configure the parameters for the packslip.

![](/files/-Mj48BTDKtPBY4F9UNoZ)


# Small Parcel Setup

P4 Warehouse Small Parcel Configuration

P4 Warehouse is integrated to Easypost for Small Parcel shipping.&#x20;

{% hint style="info" %}
Please contact your P4 Warehouse Partner for instructions on how to configure your Small Parcel shipping.
{% endhint %}

![](/files/-Mj47levBs_PdqZFF56o)


# Private Fleet Setup

P4 Warehouse Private Fleet Configuration

In this screen you will find the default setting for your private fleet setup

![](/files/-Mj474K0xduuMpLkcVR4)


# Email Notification

P4 Warehouse email notification setup

In this screen you will configure the actual email that will be sent out to the client, internal employee or the 3PL Provider.

![P4 Warehouse email notification setup](/files/-Mj46ZWeC4KpIpRJbiIc)

By holding your mouse over the fields you will be provided a list f variables you can use in the email templates.


# Small Parcel

P4 Warehouse

P4 Warehouse is integrated to [Easypost](https://www.easypost.com/) for small parcel shipping.&#x20;

![](/files/-Mdvl0BWTqWyTluQ9OuZ)


# Email Notification

P4 Warehouse Email Notification Configuration

In this screen you will configure the actual email that will be sent out to the client, internal employee or the 3PL Provider.

![P4 Warehouse Email Notification Configuration](/files/-Mj46ZWeC4KpIpRJbiIc)


# Closing

P4 Warehouse


# Email Notification


# Backorders

P4 Warehouse Back order configuration

This configuration screen allows the setting for Backorders.

1. Generate backorder on close, if this is selected a new order will be automatically created for any product that was not shipped on the original order.
2. Auto Release backorder, if selected, will move the new backorder from draft to ready to allocate status.

![](/files/-MjYkHfrgHYrzzLlxWIj)


# Automation

P4 Warehouse Automation Configuration

Automation Configuration

![P4 Warehouse Automation Configuration](/files/-Mj4DNEjz_EPgt7gMoQD)

1. Reset User On Change - This setting is to reset the assigned user on an order when the order status changes from being picked to rating. This allows the dispatcher to assign the order to a shipping person.
2. Auto Allocate on Release to floor - This is used in smaller operations and/or ecommerce warehouses where you have an abundance of inventory and want orders shipped as the orders arrive. This will cause the order to auto allocate.
3. Auto Cartonize on Allocation - This setting puts the order in a cartonized format, this is used only when you are using the cartonization functionality of P4 Warehouse.
4. Allow wave on Allocation - This is used in smaller operations and/or ecommerce warehouses where you have an abundance of inventory and want order shipped as the orders arrive. this will cause the pick label to automatically print.
5. Auto Wave On Letdown - This will automatically print the pick label once the product letdowns are completed.&#x20;
6. Auto Wave On Packsize Breakdown - This setting will cause the pick label to automatically print after packsize breakdown is completed.
7. Auto Wave On Production -This will cause a production order to automatically print the production pick label in the event a production order is required to fill a sales order, or a manual production order is entered.
8. Auto Ship On Last Pick - This will cause the order to auto ship on last pick, this will bypass the shipping process.
9. Auto Close On Ship - This will cause the sales order to move to a closed status once the shipping process is completed.

{% hint style="info" %}
For line 8 & 9 this is override in the event you have recount on ship, recount on delivery, sign on ship or sign on delivery selected in the sales order.&#x20;
{% endhint %}


# Allocation

P4 Warehouse

Allocation - This configuration page features: Zones To Include (Comma separated list of zones to include in allocation; example A1,B2,C3), Allocation Style (options for allocation behavior; FIFO=First in, First out; LIFO=Last in, First out; BinName=Based on alphanumeric bin sorting; Custom=Alphanumeric sorting of SequenceNumber value of the bin: default FIFO), Short Options (options for short behavior; ShipShort will allow shipping of shorted orders; HoldShort will not release an order for picking but reserves the stock; default: Ship Short), Allocate Bulk (include LPNs in Pickage Zones during allocation to pick from; Yes/No toggle, default: No), Expiry Allowance (minimum number of days to be allowed on an expiry product to be allocated, this option is overridden by a customer setting; default: 45) and Allocate Eaches (whether to allow allocating eaches for packsize controlled items; Yes/No toggle, default: Yes).&#x20;

After modifying any entry, select the “Save” button to the lower right.

![](/files/-MdvngEEfO1dIbVNFuhF)


# Waving

P4 Warehouse

This configuration page features SSCC Packaging Type (options are Case or Carton, Pallet, Intra Company Use, or Undefined), SSCC Global Company ID, Wave Number Prefix (default: WV), Multi Zone Waving (checkbox), Number of Cartons (default: 1) and Number of Copies (default: 1).&#x20;

After modifying any entry, select the “Save” button to the lower right.

{% hint style="info" %}
&#x20;If an order gets Un-Waved, it will go into an Unallocated State (Allocating reserves stock in the warehouse specifically for your pick ticket. Unallocated means that no inventory will be reserved for pick orders as part of that wave)
{% endhint %}

![P4 Warehouse Waving Configurations](/files/-Mj0pl6stQTn-HgWeMyn)


# Document Printing

P4 Warehouse Document Printing Configuration

On this screen you will be able to configure the disclaimers that will print on the various documents.

![P4 Warehouse Document Printing Configuration](/files/-Mj4CpKI42ulafdU2-V3)


# Receiving

P4 Warehouse

These configuration pages include document Printing, Email Notifications, Automation, Handhelds, Operations, and Data entry.


# Document Printing

This screen will allow you to set a standard Receiving Document disclaimer, this is a very important setting especially for 3PL providers.

![P4 Warehouse Receiving Disclaimer](/files/-MjYvHP7gEYNX8UnA6DB)

{% hint style="info" %}
After entering the text for the disclaimer click save.
{% endhint %}


# Email Notification

P4 Warehouse Receiving Notification

This screen will allow you to automatically send a pdf to recipients of your choice when a Purchase Order is closed.

{% hint style="info" %}
By holding your mouse over the fields, you will see the variables that are available to use.
{% endhint %}

![P4 Warehouse Email Variables](/files/-MjYxNdsmLgynoEQwEK8)

{% hint style="info" %}
An example of the variable in the To: field are @VendorEmail or @ClientEmail or simply enter the email address for your receiving department.&#x20;
{% endhint %}

![P4 Warehouse Receiving Notification Setup](/files/-MjYvwVvU4M5XQh6ACLm)


# Automation

P4 Warehouse Receiving Automation

On this screen you will setup the defaults for the behavior of the Receiving process.

Auto Close Received Purchase Orders (POs): this will automatically close and email the receiving slip for Purchase Orders that are received 100%.&#x20;

{% hint style="warning" %}
Purchase Orders under received or over received will not be closed automatically and must be manually closed by the web dispatcher.

Over receiving is allowed on decimal type products like pounds, kilograms, meters, feet, liters and gallons. This is due to the fact this type of product often varies in weight and or volume.
{% endhint %}

Generate backorders on close, in the event the purchase order was under received and there is a balance on the order then at closing the backorder will be automatically generated for the balance of the product. This can be repeated various times until the order is received in full. This functionality is often used for blanket Purchase orders where a company orders 12,000 units however only receives 1, 000 a month. If you are connected via an API interface to the companies ERP, each receiving will be uploaded and reduced from the total outstanding amount.&#x20;

Auto Release backorder moves the backorder from Draft status to Not Received Status.

![](/files/-MjYxjag1ko8-6sddzvy)


# Handhelds

P4 Warehouse Handheld Receiving Setup

On this screen you will see setting that directly affects what the Handheld user sees during the receiving process.

![](/files/-MjYzzH5w3FyupbHJGdQ)

Options:

* Show expected Quantity: This is sometime also called Blind Receiving, depending on your Companys policies as how this is option is set. In a typical warehouse it is often better to force the receiver to count the products that actually have arrived versus the receiver simply accepting the expected quantity.
* Allow Handheld to close: This setting displays a close button for the handheld user, allowing them to close a Purchase Order when all the product for the Purchase Order has been received.&#x20;
  * **This setting is off by default as it can cause irreversible errors if the Purchase Order is closed before receiving the product.**&#x20;
* Collection weight and dimensions: This is a vital setting if product weight and dimensions are important to your operation. If activated on receiving if the product is missing weight and dimensions the handheld will ask the receiver to input, the correct data.
  * This information will not be requested if the product master is already populated.
* Collect Barcode: This setting is for collecting the correct barcode data, this setting will ask the receiver to scan the barcodes for the product / packsizes if the barcode data is missing from the system.
  * This information will not be requested if the product master is already populated.
* Print Labels, this setting will ask the receiver if they want to print labels after receiving a purchase order line. This is a very powerful tool when you have product arriving without barcode labels.
  * The handheld will first ask the receiver if they need to print labels, when the receiver answers yes, the system will prompt the receiver for how many labels to print.
* Display Product Locations, this setting will show the receiver on the handheld where the product is currently stored in your warehouse, or where the product was last stored in your warehouse. Otherwise the receiver will locate the product in a bin location that is empty.


# Operations

![](/files/-Ml68--ekM6f32UrWWlC)


# Data Entry

P4 Warehouse Receiving Data Entry

This screen allows the configuration for receiving.

* Po Number Prefix: this is the prefix for Purchase Orders, PO- is a standard prefix.
* Duplicate Sku Behaviour
  * Allow: you can have the same SKU on the purchase order more than once.
  * Prompt: warns the user that the sku is already on the order however allows the user to add the sku multiple times.
  * Prevent: does not allow the user to add a duplicate sku to the purchase order.&#x20;

{% hint style="success" %}
Prevent is the most common setting.
{% endhint %}

![](/files/-MjZ9y5AaujCDsggaw3K)


# Calendar

P4 Warehouse

This configuration page features Start Of Day (start of working day in hours, default: 8), End Of Day (end of working day in hours, default: 18), Start Of Calendar Day (upper calendar view cut off, default: 4), End Of Calendar Day (lower calendar view cut off, default: 22), Days of Week (working days of week 0-Sunday 1-Monday 2-Tuesday; default: \[1,2,3,4,5]), Hidden Days (default: \[0]), Views (view options such as month, agendaWeek, basicWeek, listWeek, agendaDay, basicDay, listDaydefault), Default View (view that will be loaded at start; default: agendaWeek) and PO Receiving Minutes (approximate number of minutes to receive a PO; default: 30). After modifying any entry, select the “Save” button to the lower right.

![P4 Warehouse Calendar Settings for Receiving](/files/-MjZAya2NjEW9PquvHk2)

{% hint style="success" %}
For the United States and Canada these setting are typical left on the defaults.
{% endhint %}


# Reason Codes

P4 Warehouse

This configuration page features Adjust In, Adjust Out, Unpick, Customer Return and Vendor Return. Within each field one can enter a comma-separated list of reason codes for each field. After modifying any entry, select the “Save” button to the lower right.

{% hint style="info" %}
These reason codes will be displayed on the mobile device when adjusting product quantities.
{% endhint %}

![](/files/-MlA3_aMORoROwhUCuyt)


# Products

P4 Warehouse Products Setup

{% hint style="danger" %}
Critical- If you plan to use multi-company or [3PL Clients](/p4warehouse-english/3rd-party-logistics/clients) these must be setup first.
{% endhint %}

{% hint style="info" %}
Leaving a page at any time will not Update(save) changes made and will revert any changes back to previous Updated information.
{% endhint %}

The Products page features a listing of all the products available within the Warehouse Management System software. Columns appear for a Selection Check Box, Image, SKU (Stock Keeping Unit), UPC, Client, Description and Action. There are also four buttons at the top right: “New” (add a new product), “Upload” (add multiple new products from a file, such as a spreadsheet), “Print” (produce a paper copy of the product details) and “Refresh” (to update the list after any changes have been made). The Export All Data button is located just under the four buttons previously described, appearing as a black folder encircling a white X.

![](/files/-Mdvfw5nPfI7Fpku9el3)

To add a new product to the WMS, simply select the “New” button to activate a pop-up menu with three options: Client (the client to which the product belongs), SKU (Stock Keeping Unit) and Description. Complete each option and then select the “Submit” button.

![Add New Product to P4 Warehouse](/files/-Mdvg0yV7ycY8YOYSzJo)

The Product Page will then appear from which you can add more detailed information about the product. The UPC code can be entered at the top followed below by a list of attributes: Bill of Material, Lot Controlled, Serial Controlled, Expiry Controlled, Decimal Controlled and Packsize Controlled, each of which describe the numerous ways in which your product can be measured and grouped. Each attribute has a Check Box to the left from which you can simply choose to make that selection active.

![Product Edit Screen P4 Warehouse](/files/-Ml6DNYP8NR6JyiFc3Zp)

{% hint style="warning" %}
Dimensional data has several important uses in the system, be sure you take the time to enter the data correctly.
{% endhint %}

To the right is a text option “Upload Image” which can be used to add a digital picture of the product from your computer and a “Dimensions” where you can choose Weight, Length, Width and Height to describe the physical dimensions of the product. Select the “Update” button at the top right to revise the product profile with any changes made. Select the “Refresh” button to display changes.


# Product Audit

P4 Warehouse Product Audit

&#x20;Open the product master for the product you want to audit and click the audit link on the top left of the screen.

![P4 Warehouse WMS Product audit screen](/files/-MlKGRGEztqbBQYwoVaC)

This will open a date select and warehouse select screen as shown below.

![P4 Warehouse Product Audit warehouse select](/files/-MlKGiRV4b-v5GePV5h-)

After selecting the correct date range and the correct warehouse click the submit button. (Leave warehouse blank to see all warehouses)

![P4 Warehouse Full Product Audit](/files/-MlKH16VpIAS_IkIKjyN)

On this screen is a full audit of the product, every transaction that raises or lowers the inventory count will be presented here. By clicking the excel export button you can export this data to excel.

![P4 Warehouse Product Audit Export](/files/-MlKHZRHH1PhDgEOilxF)

![P4 Warehouse Product Audio export WMS Data to excel](/files/-MlKIitIpBiAFrOLKLHM)


# Decimal controlled

P4 Warehouse Decimal controlled

Decimal controlled Products include the following type of products

* Kilograms
* Grams
* Pounds
* Ounces
* Liter
* Milliliter
* Meter
* Centimeter
* Millimeter
* Feet
* Inch

Please note this should be set to the unit you use to sell the product.&#x20;

{% hint style="danger" %}
Attribute settings need to be selected priory to transacting any transactions for this product in the system.
{% endhint %}

![](/files/-MezLtzykMwk_U_S1wV8)


# BOM- Bill of Materials

P4 Warehouse BOM- Bill of Materials

Bill of Materials in P4 Warehouse is for the area of production withing the WMS

After creating a new [Product ](/p4warehouse-english/miscellaneous/products)select the attribute "Bill of Materials" You will see a new option below the attributes area to add the sub-components to the Bill of Materials.

![P4 Warehouse Bill of Materials for Production](/files/-MezOCYuTK-m0ArriRI1)

After adding the sub-components click the update button in the top right corner to save your changes.

{% hint style="warning" %}
Production is the process of converting raw goods into a new SKU.
{% endhint %}

{% hint style="success" %}
P4 Warehouse includes Product Bundle for non-production groups of products.&#x20;

Example:&#x20;

A dining room set that includes a table base, tabletop and four chairs is a Product Bundle

Example: Making bread from raw goods is production.
{% endhint %}


# Serial Control

P4 Warehouse Serial Control

Serial Controlled Products

After creating the basic product as listed [here](/p4warehouse-english/setup/products). You will select the attribute serial controlled. If your product always arrives with the same sequence for the serial number, you can add a serial number mask to prevent accidently scanning the wrong barcode into the serial number field. In the photo below the mask is DJ plus five digits. Unknown digits are notated with an underscore \_.

Example: DJ\_\_\_\_\_

![P4 Warehouse Serial Number Setup](/files/-MezVmk7m4awETT8hLWc)

{% hint style="danger" %}
Attribute settings need to be selected priory to transacting any transactions for this product in the system.
{% endhint %}


# Lot Control

P4 Warehouse Lot Control

Lot control is a vital component in the traceability of products in the supply chain. In the edit screen for product select the Lot Controlled box, if required you can enter the Lot Patten. LOT pattern will help prevent errors in the data entry of LOTS.&#x20;

Example of LOT Pattern: Your LOT number for this item is BB-21xxxx, with the x being the month and day of the production LOT.

The LOT Pattern would be BB-21\_\_\_\_ (4 underscores) with the pattern in place the lot entered must always follow this rule.

{% hint style="danger" %}
Attribute settings need to be selected priory to transacting any transactions for this product in the system.
{% endhint %}

![](/files/-Me04Y2MPc5qIoBg-V2P)


# Expiry Product

P4 Warehouse Expiry Product Configuration

P4 Warehouse is designed to make the management of expiry products a simple task. In the creation of a new product simply select the Expiry Controlled attribute from the product setup screen.

![](/files/-MibqYSf2zVjc-nkw44x)

{% hint style="danger" %}
Attribute settings need to be selected priory to transacting any transactions for this product in the system.
{% endhint %}


# Packsize

P4 Warehouse Product Packsize Configuration

## Packsize configuration and management is a power function!

P4 Warehouse can have unlimited packsizes per product. Each packsize should be identified by a unique barcode for the packsize. If each packsize has a unique barcode P4 Warehouse will not ask what packsize you are processing, the software will simply ask for the quantity of packs.

{% hint style="info" %}
An example would be if I have a product setup to the following packsizes, each, inner pack, outer pack, pallet packsize, and I am receiving a container with 20 pallets I would scan the pallet barcode and receive 20 pallets in one operation.
{% endhint %}

Once the product is in the warehouse, You can sell the product in any packsize as the software will ask to break the pallet quantity to any lesser packsize (Pallets to boxes for example). As demonstrated in the photo each packsize has a unique barcode.

![P4 Warehouse Multi Pack Product](/files/-MivHUWFagc9qzX0qgNi)

{% hint style="warning" %}
Serialized Products can only be managed in units.&#x20;
{% endhint %}


# Product Bundles

P4 Warehouse Product Bundles

P4 Warehouse allows for product bundles. An example of a product bundle would be a sales promotion of "buy a Thermal Printer and get 5 rolls of ribbons included". In the order process, the salesperson simply enters the promotion SKU into the ordering system. At this point the WMS understands that it needs to pick various products and quantities to complete the order. This reduces the opportunity for the salesperson to make a keying error.

{% hint style="info" %}
Subcomponents must be created before the Product Bundle can be created.
{% endhint %}

![P4 Warehouse Product Bundle](/files/-MivIqbusGimcReGp8R6)

In the image above, P4 Warehouse will send a picker to pick 1 printer and five (5) rolls of wax ribbon to complete the order. The two (2) line could be hand keyed into the sales order manually however the Product Bundle feature reduces the chance of error. If you are using SAP B1 this is called a sales kit.

{% hint style="success" %}
Remember a product bundle and production are two (2) different processes.

Production is when you convert one (1) or more products into a completely new SKU.
{% endhint %}

### Product Bundle vs. BOM (Bill of Materials)

| Product Bundle                                           | BOM (Bill of Materials)                                       |
| -------------------------------------------------------- | ------------------------------------------------------------- |
| **Purpose:** Fulfillment/picking                         | **Purpose:** Production/manufacturing                         |
| **Behavior:** Explodes to component pick lines           | **Behavior:** Consumes components, creates finished good      |
| **Inventory:** Tracked at component level only           | **Inventory:** Components consumed, new SKU inventory created |
| **Pick Ticket:** Shows individual components             | **Work Order:** Shows components to assemble                  |
| **Example:** Printer + 5 ribbons promotion               | **Example:** Assembling raw materials into finished product   |
| **Use Case:** Sales kits, gift sets, promotional bundles | **Use Case:** Manufacturing, assembly, kitting production     |

***

## Overview

P4's Product Bundle feature enables defining multi-component bundles as single sellable SKUs. One bundle SKU on the order → P4 automatically explodes it into every individual component pick line. Pickers never see the bundle SKU, only the exact components to pick. This eliminates manual errors and ensures complete shipments every time.

Bundling is included standard with no additional licensing fees.

***

## Core Functionality

**Automatic Explosion** — Bundle SKUs generate separate pick lines for each component in real-time as orders arrive, requiring no manual intervention.

**Component-Level Tracking** — Inventory is tracked only at the component level. The bundle SKU itself carries no stock balance — it functions purely as a fulfillment instruction.

**Short-Ship Prevention** — P4 validates all components are available in sufficient quantity before releasing orders. If any component is short, the entire bundle order is held.

{% hint style="danger" %}
A short shipment is not possible — the system prevents releasing a partial bundle. If any single component is unavailable, the entire bundle order will be held until stock is available.
{% endhint %}

**Per-Client Isolation** — In 3PL environments, each client's bundle definitions remain completely independent, preventing cross-account mix-ups.

***

## Key Capabilities

* Auto pick ticket explosion
* Per-client bundle definitions
* Component-level inventory management
* Short-ship prevention
* Bulk import/export functionality
* Wave and batch picking integration
* RF scanner-based picking workflows

***

## Configuration Steps

### Creating a Product Bundle

1. Navigate to **Setup → Products → Product Bundles**
2. Click **Create New Bundle**
3. Enter the **Bundle SKU** (the sellable SKU that customers will order)
4. Add each component:
   * Select the **Component SKU** from your product list
   * Enter the **Quantity** required per bundle
   * Repeat for all components
5. **Save** the bundle definition

{% hint style="info" %}
Components must already exist as products in P4 Warehouse before they can be added to a bundle.
{% endhint %}

### Bulk Import via Spreadsheet

For creating or updating many bundles at once:

1. Navigate to **Setup → Products → Product Bundles**
2. Click **Import** (or **Bulk Upload**)
3. Download the template spreadsheet
4. Fill in your bundle definitions:
   * Column A: Bundle SKU
   * Column B: Component SKU
   * Column C: Quantity per bundle
   * Repeat rows for each component in each bundle
5. Upload the completed spreadsheet
6. P4 validates and creates/updates all bundle definitions

**Template Example:**

| Bundle SKU       | Component SKU  | Quantity |
| ---------------- | -------------- | -------- |
| PROMO-PRINTER-01 | PRINTER-ZD421  | 1        |
| PROMO-PRINTER-01 | RIBBON-WAX-4X6 | 5        |
| DINING-SET-OAK   | TABLE-TOP-OAK  | 1        |
| DINING-SET-OAK   | TABLE-BASE-01  | 1        |
| DINING-SET-OAK   | CHAIR-OAK-BLK  | 4        |

### Editing or Deactivating Bundles

* To **edit**: Open the bundle definition, modify component quantities or add/remove components, and save.
* To **deactivate**: Remove all components or mark the bundle SKU as inactive. Existing orders will complete, but new orders cannot use the bundle.

***

## Four-Step Workflow

1. **Define the bundle** — Navigate to **Setup → Products → Product Bundles** and create the bundle definition (manually or via spreadsheet upload).
2. **Order arrives** — A customer order containing the bundle SKU arrives via EDI, e-commerce, or manual entry.
3. **Automatic explosion** — P4 explodes the bundle into individual component pick lines and validates availability of all components.
4. **Fulfillment** — Pickers fulfill the component lines; complete bundles ship without partial shipments.

***

## Real-World Applications

| Use Case                 | Example                                                    |
| ------------------------ | ---------------------------------------------------------- |
| Furniture sets           | Dining room bundle (table base, tabletop, and four chairs) |
| Electronics kits         | Charging cradle with cables and accessories                |
| Gift / promotional packs | Seasonal skincare sets                                     |
| Food variety packs       | Snack assortments                                          |

***

## Best Practices

**Use descriptive bundle SKUs** — Choose bundle SKUs that clearly indicate they are bundles (e.g., `PROMO-`, `KIT-`, `BUNDLE-` prefixes) to avoid confusion with regular products.

**Validate component availability regularly** — Run inventory reports on bundle components to identify potential stock-outs before they block orders.

**Document seasonal bundles** — If you create promotional bundles for specific seasons or campaigns, include the campaign name or date range in the SKU or description for easy identification and cleanup.

**Test before go-live** — Create a test bundle with low-value components and run a complete order cycle (create order → allocate → pick → ship) to verify the workflow before deploying to production.

**Monitor short-ship holds** — Set up alerts or daily reports to flag bundle orders held due to component shortages, so warehouse managers can prioritize replenishment.

**Coordinate with sales and marketing** — Ensure your sales team and e-commerce system use the correct bundle SKUs. A typo in the order entry system can cause the bundle explosion to fail.

**Leverage bulk import for updates** — When promotional bundles change frequently (seasonal campaigns, limited-time offers), maintain a master spreadsheet and re-import to update definitions quickly.

***

## Frequently Asked Questions

**At what level is inventory tracked?**\
Component-level only. Bundles have no separate stock balance — the bundle SKU is a fulfillment instruction, not an inventory item.

**Can I import bundle definitions in bulk?**\
Yes. Use the spreadsheet upload option in **Setup → Products → Product Bundles** to create or update multiple definitions simultaneously.

**What happens when a component is out of stock?**\
Orders are held and flagged. Warehouse managers can see exactly which component is blocking fulfillment.

**Can a single component appear in multiple bundles?**\
Yes. A component can be part of multiple bundle definitions. P4 tracks consolidated demand across all bundles.

**Do bundles work with wave and batch picking?**\
Yes. Bundle component lines integrate seamlessly with standard wave and batch picking operations.

**When invoicing in P4 Books, does the customer see the bundle SKU or components?**\
The invoice shows the bundle SKU (what the customer ordered). The pick ticket shows the components (what the warehouse picked). Inventory is consumed at the component level. This ensures clean customer-facing documents while maintaining accurate warehouse operations.

**How does P4 handle components with multiple packsizes?**\
P4's allocation engine selects the optimal packsize for each component based on your picking strategy and available inventory. For example, if a bundle requires 4 chairs and you have a 4-pack available, the picker can fulfill it with one pick instead of four individual units. The system automatically chooses the most efficient packsize combination.

**Can I use the same component in multiple bundles?**\
Yes. A single component SKU can appear in any number of bundle definitions. For example, a standard power cable might be included in five different electronics kits. P4 tracks total component demand across all open bundle orders, giving you a consolidated view of inventory requirements.

**What happens during allocation if I have multiple bundles on the same order?**\
P4 validates all components for all bundles before releasing the order. If you have sufficient inventory to fulfill Bundle A but not Bundle B on the same order, the entire order is held until all bundle requirements can be met. This prevents partial shipments and ensures order integrity.

***

## Troubleshooting

**Problem: Bundle order is not exploding into component lines**

* **Cause:** Bundle SKU may not be properly defined in Setup → Products → Product Bundles
* **Solution:** Verify the bundle definition exists and has at least one active component

**Problem: Order is held with "Component unavailable" error**

* **Cause:** One or more components in the bundle have insufficient on-hand inventory
* **Solution:** Check the order detail screen to see which component(s) are short. Replenish stock, substitute with an alternate component, or adjust the bundle definition

**Problem: Picker sees the bundle SKU on their device instead of components**

* **Cause:** Bundle explosion may have failed, or the order was created before the bundle definition was saved
* **Solution:** Cancel and re-create the pick ticket. If the issue persists, verify the bundle is properly configured and contact support

**Problem: Component quantity is incorrect on pick ticket**

* **Cause:** Bundle definition may have the wrong quantity for that component, or multiple bundles on the same order are being combined
* **Solution:** Review the bundle definition. If the order contains multiple bundle units (e.g., 3× DINING-SET-OAK), verify that P4 multiplied component quantities correctly (3 bundles × 4 chairs = 12 chairs)

**Problem: Customer received incomplete bundle shipment**

* **Cause:** Short-ship prevention may be disabled, or components were picked separately and not validated as a complete set
* **Solution:** Enable short-ship prevention in System Configuration → Fulfillment. Review your shipping process to ensure bundle components are packed together and validated before dispatch

***

## Related Features

[**BOM - Bill of Materials**](/p4warehouse-english/setup/products/bom-bill-of-materials) — Production module for manufacturing finished goods from component materials. Different from Product Bundles, which are for fulfillment only.

[**Packsize**](/p4warehouse-english/setup/products/packsize) — P4's 5-level unit of measure system that determines how components are picked (each, inner pack, case, pallet, container).

[**Allocation**](/p4warehouse-english/fulfillment-setup/allocation) — Inventory reservation system that validates component availability before releasing bundle orders to pick.

[**Waving**](/p4warehouse-english/fulfillment-setup/waving) — Batch picking process that includes bundle component lines alongside regular order lines.

[**3PL Billing Profiles**](/p4warehouse-english/3rd-party-logistics/billing-profiles) — For 3PL operators: configure per-client bundle definitions and bill for kitting labor as a value-added service.

***

## See Also

* [Product Bundle Management Feature Page](https://p4warehouse.cloud/features/product-bundles.html) (Marketing overview)
* [Create a Product](/p4warehouse-english/getting-started/create-a-product)
* [Pick Ticket Creation](/p4warehouse-english/fulfillment-setup/pick-ticket-creation)


# System Logs

P4 Warehouse System Logs

Logs is a list of system activity. There are only three functions available on this page; “Clear”, “Refresh” and “Export All Data” buttons, all situated to the upper right of the screen. The Export All Data button appears as a black folder encircling a white X. The Date, Source and Type columns also have basic data manipulation toggles next to the column name. The Message column displays the type of error message.

![P4 Warehouse System Logs](/files/-Me085CLRBocU6XG6sov)


# System– Audit

P4 Warehouse System Audit

## Auditing your warehouse

The Audit area allows the user to create custom audits of almost any function in the WMS. This data is used is researching user errors or for verifying that a process was completed properly.

{% content-ref url="/pages/-MdrMjEEH1ex0iCnXa13" %}
[System– Audit](/p4warehouse-english/setup/system-audit)
{% endcontent-ref %}

{% hint style="info" %}
&#x20;On screen load you can click Execute to see data for the last 10 days.
{% endhint %}

![P4 Warehouse System Audit ](/files/-Mds64zs3AALVnrgXlW8)


# Query Builder

P4 Warehouse Query Builder

Query the database to see data or create reports by typing in TSQL and clicking execute.

![P4 Warehouse Query Builder](/files/-MivNdAPtsR-izvY7h1C)

Results from the query can be exported to excel format.

{% hint style="info" %}
In this screen P4 Warehouse will only accept "select" commands, you cannot update or delete data from this screen.
{% endhint %}


# Custom Actions

P4 Warehouse Custom Actions Configuration

Custom Actions is a method of adding in functions to the Warehouse management system, Custom Actions are often used in 3PL warehouse to charge a client for things like shipping fees or pallet wrapping. However, this is a powerful function that can be used to generate a log for any extra activity preformed on any type of document. Custom Actions can also trigger specific types of labels to print like export labels as an example.

![P4 Warehouse Custom Action Setup](/files/-MjZD7iq6e1mrGUeDhQ6)

By clicking new you will see the screen below with the options available to setup a new Custom Action.

![P4 Warehouse new custom action](/files/-MjZEELZfLvg4eSQ_-jt)


# Warehouse

P4 Warehouse - Warehouse Configuration


# Warehouses

P4 Warehouse Warehouses Setup

## Warehouse Setup

{% hint style="info" %}
Please remember if P4W is integrated to an ERP then the warehouse codes need to match the ERP.
{% endhint %}

Setup > System > Warehouse

![Warehouse List](/files/-Mds7cXrPuAyME8kBcpz)

Within the Warehouses screen, Click on the :new: button to create a new warehouse or click the warehouse code hyperlink to add [detailed ](/p4warehouse-english/getting-started/create-a-warehouse/edit-warehouse)warehouse information.

Add a new warehouse enter the warehouse code, warehouse name, and if needed the description.

![New Warehouse](/files/-Mds8D289pE15MS0NBB5)


# Zones

P4 Warehouse Zone Setup

### Adding Zone

Zones are a key feature in P4 Warehouse, zones allow a level of control not commonly included in Warehouse Management Systems. As the configuration will show there are very powerful options in the zone setup screens.&#x20;

On the warehouse edit screen, click the  :new:  button in the Zones section of the screen.

{% hint style="info" %}
Discuss Zone Setup with your P4 Warehouse Partner, it is always best to have a plan and not create Zones at random.
{% endhint %}

![](/files/-MdsAfbbgS3WBu6Br7hc)

After clicking new you will get the following screen, complete the zone code, mask, description and Product Handling Type then click submit.

{% hint style="info" %}
Product Handling types are By Product or By LPN. If you are not using LPN's then do not select LPN as your handling type.
{% endhint %}

### New Zone Screen

![P4 warehouse New Zone Screen](/files/-MdsBb1Ot-e0VmYAvs3g)

{% hint style="info" %}
Zones can have choose; you choose, however they cannot be duplicated. If you are configuring multiple warehouses keep in mind you cannot duplicate the zones.
{% endhint %}

Now you will see your new zone in the zone list below the warehouse setup screen.

![](/files/-MdsCWbDF9g5LLF14u2y)

Open your new Zone by clicking the link in the Code column. Here you will setup the details for the Zone.

![P4 Warehouse Zone Setup](/files/-MkZTbjTfvXF1K2vs70f)

Setup the dimensions for your bins, this will let the P4 Warehouse system tell you where product will fit. Without this information P4 Warehouse will not know what product fits into what size of bin location.

In the zone settings screen, you will encounter various detailed settings for the zone behavior.

{% hint style="info" %}
Setting a zone to quarantine will prevent you from allocating the inventory in this zone as well this inventory will not show in the inventory availability report.
{% endhint %}

Zone Mask is an especially important feature, this is best managed by the implementation team. In a brief overview zone mask will assist you in creating hundreds or thousands of bin locations.&#x20;

Mask Structure: Mask segments are inside of { } each segment is numbered. Below are a couple samples with the results.

* 01-A-{0:00}-(1:0} = 01-A-12-A&#x20;
  * This format is aisle, zone, bin, level
* A-{0:00}-{1:0} = A-03-A
  * This format is Zone, Bin, Level

Zone masking all depends on your physical warehouse layout, use this feature with care as you can accidently create hundreds of thousands of bin locations.

{% hint style="info" %}

> It is not required to have Zone in your label format, zone can be included as a separate field on the bin label.
> {% endhint %}

{% hint style="info" %}
Setting the Zone to dedicated product bins is for exceptional use cases and is not recommended for most warehouses or distribution centers.
{% endhint %}

{% hint style="info" %}
Setting the Zone to one bin per product is for exceptional use cases and is not recommended for most warehouses or distribution centers.
{% endhint %}

When designing your zones keep in mind, Staging Zones, Cross Dock Zones, Receiving Zones, Refrigerated Zones, Frozen Zones, Hazardous Materials Zones, etc.&#x20;

### Zones

There are four types of Zones: Product Zone, LPN Zone, Quarantine Zone and Production Zone.

Product Zone is for units and box storage and movement, this is typically referred to as a pick zone.

LPN Zone is for Pallet quantity products often referred to as Overstock zone.

Quarantine Zone is for broken, damaged or expired product, this inventory does not show as available to pick for sales orders.

Production Zone is for manufacturing products, a production zone typically is a series of Production Lines. Raw goods are delivered to the production area, finished good are removed from the production area.

### Allow Multiple Products per Bin

This setting is normally turned off for most bins, placing various  products in one bin can cause slow-downs in the warehouse processes.


# Bins

P4 Warehouse Bin Setup

Warehouse Bins or Locations are the driving force of a Warehouse Management System. Bins allow the creation of a small space in which the product is stored to allow users to easily find the correct product in a very efficient period of time.

System>Warehouse>Warehouses>Bins

{% hint style="info" %}
You cannot add a zone without first selecting the warehouse.
{% endhint %}

![P4 Warehouse Zone Setup](/files/-Mj9G9qPHRste8seAJUi)

From the screen above select the Zone you want to edit or add.

![P4 Warehouse Zone configuration](/files/-Mj9Gev9W_7vKfxC0SWN)

Bin Locations typically inherit the attributes from the Zone level. Bin can be configured one by one in the event a specific bin has a different configuration than the other bins in the zone.


# Dock Doors

P4 Warehouse Dock Door Setup

By Labeling your dock doors you can assign specific Purchase Orders and Sales Orders to specific dock door. This will help reduce any errors caused by loading the wrong product to the wrong trailer.

System>Warehouse>Dock Door

![P4 Warehouse Dock Door Setup](/files/-Mj9HtkoHZ94uvaDRpEp)

Click new to create a new dock door, then select the box to the left of the name column to print the door labels.

{% hint style="info" %}
Be sure to apply these labels in an area on each door that is easy to scan. Make sure your users understand the labeling system, so they do not confuse the doors.
{% endhint %}


# Translations

P4 Warehouse

The Translations page allows the user to create language localization for all literals in the Warehouse Management System (WMS). Literals are the descriptive text for all menus, pages and options in the WMS. The Language is in English by default. Select the option for Spanish in the Language section and the list of Values on the right-hand side of the page will display all Spanish-language translations for each literal. Type within the Value option of each literal to customize as needed. Use the Search option to find a particular literal from the list. The list is extensive, currently hundreds of entries long. The “Import” button allows the user to import a list of literal translations from a spreadsheet file on your computer while the “Export” button will allow the user to export a file of all the current translations in the WMS.

![](/files/-MdvfenZ1cwETtYpDEHt)

{% hint style="info" %}
In the event you need to add a language that is not listed please contact your P4 Warehouse Partner to get this language added.
{% endhint %}


# Reports & KPI

P4 Warehouse


# Database backups

P4 Warehouse

P4 Warehouse has database backups available every 12 hours. The backups are in a Microsoft bacpac file format. Bacpac is easy to import into any Microsoft SQL version 2008 and up.

{% hint style="info" %}
[Microsoft bacpac instructions](https://docs.microsoft.com/en-us/sql/relational-databases/data-tier-applications/import-a-bacpac-file-to-create-a-new-user-database?view=sql-server-ver15) (click)
{% endhint %}

Step one is to download your data from P4 Warehouse.

Step 2 is In SQL Manager (SSMS) right click on databases and select Import Data-tier Application

Step 3 select the bacpac file you downloaded, then give your database a name.

Step 4 click Finish, (The process normally will take 1-3 minutes to complete.).

![P4 Warehouse Database import in Microsoft SQL Server](/files/-Mj99cHwqgwanihCB5DE)

![P4 Warehouse Database Tables](/files/-Mj99vmmcWDywjzRvUw1)

### With this database you can connect to PowerBI, run queries, generate reports as well as various other options.

You will find database backups under Setup/System/Database backups

![P4 Warehouse Database backups](/files/-Mj91fGFveMf2o3xdcd8)

By clicking the download button, you will save the backup to your local computer.

{% hint style="info" %}
This is a bacpac file that can be restored onto SQL 2008 R2 or newer.&#x20;
{% endhint %}


# Report Creation

P4 Warehouse Report Creation

The first step in report creation is deciding what data you will report, then create the SQL query to pull the data from the database.

![P4 Warehouse Widget List](/files/-Mj9AHsIMUY5eCsqj4TX)

In this screen you can edit an existing report, or you can create a new report.

{% hint style="info" %}
To create reports you will need to know TSQL, the best option is to download the database [backup ](/p4warehouse-english/setup/reports-and-kpi/database-backups)to create your SQL statement.
{% endhint %}

By clicking the name of an existing Widget, you will be able to edit the reports SQL statement.

![P4 Warehouse SQL reports Querry](/files/-Mj9BL9Zd_crZY7V7oSu)

{% hint style="warning" %}
Reports are an in-depth subject; it is recommended you speak with your P4 Warehouse Partner to get more details.
{% endhint %}

Once you have your SQL Query working you will need to add a grid.


# KPI Creation

P4 Warehouse KPI Creation

The first step in KPI creation is deciding what data you will report, then create the SQL query to pull the data from the database.

![P4 Warehouse Widget List](/files/-Mj9AHsIMUY5eCsqj4TX)

In this screen you can edit an existing report, or you can create a new report.

{% hint style="info" %}
To create reports you will need to know TSQL, the best option is to download the database [backup ](/p4warehouse-english/setup/reports-and-kpi/database-backups)to create your SQL statement.
{% endhint %}

By clicking the name of an existing Widget, you will be able to edit the reports SQL statement.

![P4 Warehouse SQL reports Querry](/files/-Mj9BL9Zd_crZY7V7oSu)

Once you have your SQL Query working you will need to add a Chart.

![](/files/-MjCWV-kDUOJSp--DwFh)

* In the chart settings set the Name to a name of your choice
* For Chart Type select the type of chart you need, Area, Bar, Column, Line or Pie
* Put the exact name of your column in the Argument Field and the Value Field.
* Put the name of your Series Column

{% hint style="danger" %}
KPI's are an in-depth subject; it is recommended you speak with your P4 Warehouse Partner to get more details.
{% endhint %}

![](/files/-MjCe3GIwnnTAIzzWi_g)


# Permission Profiles

P4 Warehouse Permission Profiles

Modules are profiles that can be setup for users. The use of modules will control what can or cannot be seen by a particular user (such as menus, options or fields). Users can be of type Administrator and type User.

![Permissions Profiles](/files/-MdrKvGQNEQpzZJSoTRb)

Within the System sub-menu on the left-hand side drop down menu, select Modules. This will produce the Modules page from which you can create profiles by selecting the “New” button on the top right. Assign a Name (mandatory) and Description (optional) and select “Submit”. You will now be at the Module page from which you can select the Menu Builder tab at the upper left. From this page you can drag-and-drop (from left-to-right) the various menus and sub-menus you wish to allow for this specific module. You can add entire menus or just one menu at a time. You can also add a menu and then delete whatever sub-menus you want to restrict just by selecting the black “X” on the right side of each option. Once finished, select the “Update” button at the top right.

![P4 Warehouse Module / Permissions setup](/files/-Mj79z1qd1gr4RG_dARi)


# Add Users

P4 Warehouse Add Users

You will find the add user screen in the System menu then users. Here you will see a list of users. To add a new user, click the blue "New" button.

![P4 Warehouse List of Users](/files/-Mj7-0qvLzIC0u6HEvzP)

Once you click the new user button you will see a screen where you can add the new users data.

![P4 Warehouse Add new user](/files/-Mj7-kFtIl979NgAL8LU)

On the screen above, you can add the basic data for the new user. Username, First Name, Last name and decide if this is a standard user or an administrator. Permissions for users are configured in the next step.

{% hint style="warning" %}
If this is a mobile user remember to keep the username short as these are being typed on phone size devices.
{% endhint %}

![P4 Warehouse Detailed user setup](/files/-Mj70d157MdqPJJB9xOm)

As will see this screen offers a powerful set of configuration options for each user. Below we will go over each area section by section.

* Login credentials
  * Username - The name the user will use to enter the system
  * Password - Password for the user, be mindful of the mobile users keyboard however still create secure passwords for your companies protection.
  * Language - Select the language of your user, the system is multilingual on the user level.&#x20;
  * Permissions - Regular User or Administrator
  * Default Menu - this is for web dispatchers and controls the first screen they see when logging into the system.
* Personal Information
  * Click the photo of the question mark to add the users photo.
  * First Name
  * Last Name
  * Time Zone - This is the time zone of this specific worker.
* Handheld
  * Track Geo Location - This is for users that are delivery drivers for YOUR company.
* Assigned Zones
  * In this setting you can control what Zones / Warehouses a user has access to use.

{% hint style="info" %}
Depending on how your Warehouse is Implemented Zones are an immensely powerful tool.
{% endhint %}

* Other
  * API Key - Keep these keys private, API Key is used for interfaces to talk to your system.
  * User Info details - There are 10 user defined fields you can use for any data that is not specifically stored in our normal fields.
* Modules
  * A list of permissions that controls what menu the user has access to.
  * Permission Modules are detailed in the previous [screen](/p4warehouse-english/permissions/modules-permissions).
  * Select the Role / Permission for this user.

![P4 Warehouse user Profile / Module Permissions](/files/-Mj7AoySL36Et-ZdbNk3)

* Clients
  * In the event you are a 3PL Provider or have Multiple Companies configured, you can select the 3PL client or company the user works for. By not setting anything the user can work for all 3PL clients and/or Multiple companies.&#x20;

![P4 Warehouse Multi Company / 3PL](/files/-Mj7BuYlg8uod1Z-KtJY)

* Printers
  * In this section you can assign a specific printer to a user as well you can define the default printer for this user.
  * Advanced button lower in this section will allow you to specify specific printers for specific types of labels.

{% hint style="info" %}
If you are using **Zone printing** consult with your P4 Warehouse consultant prior to making these printer settings.
{% endhint %}

![P4 Warehouse Assigned Printers](/files/-Mj7ChvW1p8eJrnoFE37)

![P4 Warehouse Advanced assignment of printers](/files/-Mj904GAsU6cNtgkPA8o)

With the screen you can configure specific printers to print specific types of labels


# User Sessions

P4 Warehouse

\
&#x20;The **User Sessions** section provides a simple list of information about the various users basic activity within the Warehouse Management System (WMS). The User account name, Name, Client, and Role will all appear as completed within that user’s profile. IP will change depending upon the device or network from which the user accessed the WMS website. The Created column details the length of the user session. The Last Activity column details the amount of time since the user last logged into the WMS. Use the Action column to **logout** a corresponding user from the system.

![](/files/-MdrM58zyGjl9_gczzFC)


# Printers

P4 Warehouse


# Print Queue

P4 Warehouse Print Que

The Print Queue allows you to view jobs sent to all printers in a grid format that is exportable. Column filtering is available on all columns in the grid.

Reprinting of a label job is done by selecting the correct row and clicking the Reprint Button.

{% hint style="warning" %}
If label status is Printed but the label did not print, then you need to check:

1\. The printer is turned on, has labels and if required ribbon.&#x20;

2\. The server / computer that is running the print agent is turned on and has an internet connection.
{% endhint %}

![](/files/-Mj5xjpyY_5FdY83XTli)

View label data by clicking on the "View" hyperlink under the Data column for the selected print job row.

![P4 Warehouse Print Payload](/files/-Mj5y95cekJx6WrA3ON9)


# Print Agent

P4 Warehouse Cloud Print Agent

{% hint style="warning" %}
Print agent should be installed in coordination with your P4 Warehouse Partner. There are sections of the Print Agent Setup that are not accessible by End Users.
{% endhint %}

Details Tab:

![](/files/-Mj61rg1ooy9y_1Et-AH)

Settings Tab:

![](/files/-Mj62HI1Fp06IB7Xk1_n)

Full Settings Tab:

![](/files/-Mj62XTDmVBS1iSRuhuy)

![](/files/-Mj627sb7Rc3gc44w_Ko)


# Printer Setup

P4 Warehouse Printer Setup

Print Setup is found under System>Printing>Printers

{% hint style="info" %}
The newly installed printers will default to 203 DPI, if you have a 300 or 600 DPI this will need to be setup by clicking the left button in the "Action" column.
{% endhint %}

* Select the default printer
* Click the second button from the left to specify what labels each printer should print.

![P4 Warehouse Printer Setup](/files/-MjCYBl7rkuI-xrOwuGz)

![P4 Warehouse label format assignments](/files/-MjC_LyvuZoyvWZcNjOn)

{% hint style="warning" %}
Review your Zones to be sure the correct printer(s) is setup on each zone
{% endhint %}

***Levels of Printer Priority***

1. ***User Assigned printer have top priority.***
2. ***Zone assigned printers have the second priority.***
3. ***Default System Printer has the lowest priority.***


# Labels


# Templates

P4 Warehouse Labels Templates / Compliance Labels

P4 Warehouse has several label templates preinstalled, however with the help of your P4 Warehouse Partner you can customize the labels.&#x20;

![P4 Warehouse Label Format Templates](/files/-MjCc26YoI-xfOqr1MTf)

By clicking the label name, the template will open and have several options. It is on this screen that compliance labels can be added to the P4 Warehouse for Compliance labeling.

![](/files/-MlU1G5-J432NqMKwDfH)


# Label Design

P4 Warehouse Label Design

{% hint style="success" %}
Contact your P4 Warehouse Partner they have access to the tools to edit your labels to the exact specifications you need.
{% endhint %}

![P4 Warehouse Label Editor (Partners Only)](/files/-MjCcS2fUA8sZ6olPH8O)

| Panama              | California          | Canada              | Ecuador             |
| ------------------- | ------------------- | ------------------- | ------------------- |
| +507-209-6996       | +1 (949) 419-4782   | +507-6355-4830      | +593-288-8184       |
| <info@barrdega.com> | <info@barrdega.com> | <info@barrdega.com> | <info@barrdega.com> |


# Fulfillment Operational Setup

P4 Warehouse Fulfillment Operational Setup


# Customer

P4 Warehouse Customer

Customer Setup, this is where you will configure your customers information. Please complete as many details as possible as this data is used in various areas of the P4 Warehouse System.&#x20;

{% hint style="info" %}
If you are NOT using multi-Company or 3PL there will be no client names listed. This is by design...
{% endhint %}

![P4 Warehouse Customer List](/files/-MjdSywskCGsv8jk-GFJ)

Click the New button to add a new customer or click the blue text in the Customer Number column to edit an existing customer.


# Cartonization Profiles

Enter the Cartonization Profile Setup, here you will create different profiles depending on the Compliance regulations of your client, or small parcel carrier. Example: FedEx has a 150lb weight limit per box.

![P4 Warehouse Cartonization Profile Setup](/files/-MjdRff98Z8ndieYc4cT)

Click the New button to create a new profile.

![P4 Warehouse Cartonization Profile Setup](/files/-MjdSMhVGJ8daQrsksXt)

In this screen assign a name that you will understand, then complete the settings to create the profile to your specifications. Then click Submit to save your data.

{% hint style="success" %}
Remember, in the customer setup screen you will need to assign the correct Cartonization profile to the customer.
{% endhint %}


# Carton Sizes

Setting up your box sizes is used for the process of Cartonization, if you will not be using Cartonization then it is best to not setup box sizes.

Cartonization is the process where the P4 Warehouse system decides what will be packed into each box. Depending on the box size and weight limits the system will decide how many boxes you will need and what sizes. This will help you meet "Big Box" compliance rules and prevent chargebacks.

![P4 Warehouse Carton Sizes](/files/-MjdQO20Edf6hVkbG63V)

To add a new box size, then click the New button.

![P4 Warehouse New Box size Setup](/files/-MjdREykMrrenuzFla64)

Enter the data to match your box dimensions then click Submit to save the data.


# Carriers

Fulfillment Setup > Carriers

When entering the fulfillment setup for Carriers you will see a list like in the photo below.

![P4 Warehouse Carriers List](/files/-MjdPROvEv78AX5_OW4m)

Click the **New** button to add a new Carrier.

![P4 Warehouse new Carrier Setup](/files/-MjdPs8pjRhm6sgSHsWe)

Click Submit to save your settings.

{% hint style="info" %}
Please be sure to enter the correct SCAC code into the carrier setup screen, this is data is critical to the function of the Bill of Lading.
{% endhint %}


# Pick Ticket Creation

P4 Warehouse (Sales Order) / Pick ticket  Creation

## Pick Ticket Creation Manual

{% hint style="warning" %}
A Pick Ticket is a sales order without pricing, as P4 Warehouse is a Warehouse management System we do not have pricing information. Pricing information is managed in your ERP.
{% endhint %}

Under Fulfilment select Pick tickets. When the Pick tickets grid opens select "New Pick ticket" from the Data entry dropdown box.

![](/files/-Mj65EefQu21QckXH68Y)

{% hint style="info" %}
As the Pick Ticket processes through each step, buttons become visible or hidden to eliminate confusion.
{% endhint %}

Select the Customer, Warehouse and leave Pick ticket number blank if you wish the system to auto select next in series. Then Submit and Draft Pick ticket will be created.

![](/files/-Mj65sA4OuD3XXuNiB44)

In the Pick tickets screen you will now see a new Pick ticket. Click on Pick ticket number to review/edit/add notes.

![](/files/-Mj6E7TMDMYXni9xVZ5S)

Adding items to Pick ticket:

![](/files/-Mj68sKIf6i8QVsHXela)

![](/files/-Mj693n8TtFeEcOVWLVM)

Once Pick ticket entry is complete user can "Release to floor" or "Allocate" only.


# Back Order

P4 Warehouse Fulfillment Backorder

{% hint style="success" %}
A backorder is left over products that did not get shipped on the original order.
{% endhint %}

Back Orders are typically auto created either by your ERP or by P4 Warehouse. In rare situations the process is ship and cancel, in this configuration there will be no back order generated. Ship and Cancel is common in the food industry.

A backorder will look like a normal Pick Ticket however, in the numbering scheme you will notice a \_1 or \_2 in the order number indicating the version of the backorder.




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