Warehouse every screen, one by one
One article per screen of the Warehouse App, in the order of the left menu (Workspace → Logistics). Some screens only appear when their module is switched on in Warehouse settings; the article says which.
Each article is written for the people who run the operation, the gate clerk, yard planner, tank-farm operator, dispatcher, picker and M&R surveyor, and for the depot, terminal, transport and warehouse managers above them. It places the screen in the process, walks through each workflow step by step, and lists the controls, exceptions and KPIs that matter. Each one ends with a glossary, and diagrams show the flows, lifecycles and layouts.
Warehouse
| Screen | What it is for |
|---|
| Sites | Your depots, terminals and warehouses: add a site, draw its yard plan, watch the live yard. |
| Live 3D | The site as a 3D picture that follows what happens, with the figures, the trucks and what needs a look. |
| Units | Containers and ISO tanks: gate in, move, gate out, check digits and test dates. |
| Storage tanks | Fixed tanks: receive, deliver, transfer, dips and the high-level alarm (Terminal module). |
| Throughput | Product in and out of your tanks per month, client and product (Terminal module). |
| Products | What you store and carry: dangerous goods data, density, heating, colour. |
| Clients | Every client with something in your yard, as tiles: what is with you, what is open, what needs attention. |
| Gate appointments | Time slots at the gate: book trucks in, see how full the day is and who came. |
| Yard check | Walk the yard with a scanner and compare what is there with what the App has: missing units, units in the wrong zone, units nobody expected. |
| Movements | The logbook of every gate move, yard move, tank operation and finished service. |
| Services | Cleaning, heating, repair and inspection orders, repair estimates and client approval (Depot module). |
| Rates | Your prices, and billing a client's month as a draft invoice (billing permission). |
| EDI | Gate reports and repair estimates to shipping lines and tank operators (Depot module). |
Transport
| Screen | What it is for |
|---|
| Bookings | Clients' transport orders, as a list and as a board. |
| Trips | Trucks on the road: plan, send to the driver, stops, signatures, warnings and margin. |
| Fleet | Drivers, trucks and trailers with their ADR and licence dates. |
Inventory
| Screen | What it is for |
|---|
| Items | Goods, parts and tools in folders: add items, change stock, print labels. |
| Stock counts | Count what is on the shelf and correct the stock in one go. |
| Pick lists | What to take from the shelves, ticked off as it is picked. |
| Purchase orders | Order from suppliers, receive into stock, record as an expense. |
| Jobs | Tools and material out with a job, a project or a client, and back. |
| Reports | Stock, value and every change, by folder and period, and monthly snapshots. |
| Scan | The phone camera for the whole App: units, stock items and tanks from a barcode, QR label or number and Read with AI for any label or document. |
Client portal
| Screen | What it is for |
|---|
| My units | The client's own window on your depot: their units, positions and status, when it is switched on in Warehouse settings → Client portal. |
Settings
| Screen | What it is for |
|---|
| Warehouse settings | Modules, warnings, invoices, transport, live view, EDI and inventory defaults, and team permissions. |
Back to the Warehouse documentation
Saturday, 17 October 2026, 12:48 PM
Created by: Konstantin Stojanovski
