User Manual
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User Manual

Every feature of every app, explained step by step in logical order.

WMS — Warehouse

Receiving: from inbound receipt to putaway

Create inbound receipts, choose a receiving mode, and receive by pallet or direct — with variance confirmation and label printing.

Updated 2026-10-13

Putaway: locations, moves, and exceptions

How Docklify merges putaway into receiving, and how to move inventory afterwards — by pallet or by product — plus exception rules.

Updated 2026-10-13

Inventory: inquiry, adjustments, counts, and transfers

Look up stock on desktop and mobile, post direct adjustments, run cycle counts (including ABC auto-counts), and move stock between warehouses.

Updated 2026-10-13

Picking: waves, pick tasks, and PICK-STAGE

Release waves (manual or scheduled), generate pick tasks per order, and execute step-by-step on the phone — including partial picks, skips and shorts.

Updated 2026-10-13

Packing & shipping: the shipping station

Scan to pull up orders at the shipping station, pack-verify every item, split into packages or ship as-is, print shipping labels, and confirm dispatch.

Updated 2026-10-13

Pallets & LPN management

The WMS → Pallets page: batch-generate LPNs, build pallets during receiving, use factory labels, and print pallet labels.

Updated 2026-10-13

Mobile operations: scan to receive, pick, move, and print

Task center, scan-based receiving (with offload recording), scan-based picking, inventory moves, counts, replenishment execution, and cloud printing.

Updated 2026-10-13

Device Hub: install, pair, and print

The on-premise bridge between browser apps and warehouse hardware: install on the workstation, pair once, connect printers/scales, and watch the print queue in the print center.

Updated 2026-10-13

3PL billing primer

The billing chain — charge items → rate sheets → merchant billing rules → statements — and the current gaps (manual quantities, no statement UI yet).

Updated 2026-10-13
OMS — Orders

OMS overview: the order lifecycle

What OMS does, the two fulfillment modes, and how an order moves from draft to delivered.

Updated 2026-10-13

Creating orders: manual, import, channels, portal, CRM

The five ways an order enters OMS, required fields, the import template, and draft editing rules.

Updated 2026-10-13

Review, approval and allocation

Submit → approve with ATP check → allocate: the path from draft to a releasable order.

Updated 2026-10-13

Release and fulfillment: push to WMS or ship standalone

Release action, push-to-WMS, split and multi-warehouse dispatch, standalone shipping, packing lists and labels.

Updated 2026-10-13

Exceptions: cancel, edit, and after-sales (RMA)

Which orders can be cancelled or edited, batch cancel, and the RMA return flow.

Updated 2026-10-13

OMS ↔ WMS: inventory source, push, ship-back, and tracking sync

How the two apps talk: inventory source resolution, idempotent push-to-WMS, WMS ship callbacks, and channel tracking sync.

Updated 2026-10-13
YMS — Yard

YMS: yard management essentials

Appointments, gate check-in/out, equipment, movement tasks and yard checks — keeping a busy yard under control.

Updated 2026-10-13
TMS — Transport

TMS: freight transport essentials

Transport orders, carrier tendering, consolidation, tracking, POD, and freight billing with audit.

Updated 2026-10-13
Drayage

Drayage: port container shuttling essentials

Import/export/empty/chassis moves, container tracking with free-time alerts, quotes, detention billing, and documents.

Updated 2026-10-13
Purchase

Purchase: POs, ASNs, and receiving write-back

Manually create POs, approve, build ASNs, release to WMS, and watch WMS receiving write quantities back.

Updated 2026-10-13
CRM

CRM: leads, deals, and the sales pipeline

Track leads, companies, contacts, and deals on a drag-and-drop board; convert won deals into OMS orders.

Updated 2026-10-13
Accounting

Accounting: AR, AP, payments, journals, and reports

Invoices and bills with status machines, payment matching, balanced journal entries, fiscal periods, and AR aging / P&L / balance sheet reports.

Updated 2026-10-13
LastMile

LastMile: pickups, sort wall, routes, and deliveries

Pickup tasks, scan-to-sort wall, heuristic route optimization, auto-dispatch rules, POD, customer tracking, and returns.

Updated 2026-10-13
Tickets

Tickets: support desk essentials

Ticket lifecycle, SLA, auto-assignment, email-to-ticket, AI triage with review queue, and merchant portal filing.

Updated 2026-10-13
Documents

Documents: the unified document center

One storage and lookup home for every file across all apps: standardized metadata, quotas, sharing, trash, and OCR.

Updated 2026-10-13
Analytics

Analytics: dashboards and KPIs

Cross-app metrics and trends in one place — check the actual pages for the dashboards available in your tenant.

Updated 2026-10-13
MyGPT

MyGPT: the AI assistant

Chat with your business data: ask about orders, inventory, shipments, tickets, and KPIs in plain language.

Updated 2026-10-13
Admin

Admin: the tenant control center

Dashboards, app enablement, AI usage controls, the print center, and scheduled-job logs — the admin side of your tenant.

Updated 2026-10-13