Warehouse best practices

Set up

• Draw the plan to scale. Stacks that match your real bays and rows make the first-free-slot choice and the live view correct.
• Switch on only the modules you use. Fewer menus means faster training.
• Give "operate" to the gate and yard staff, "billing" only to the office. Recording expenses and invoices is a money decision.
• Enter your rates before the first month ends, so the first invoice is complete.

Every day

• Always type the full container number with the check digit. The App refuses a wrong digit that is how mix-ups are stopped at the gate.
• Record cleanliness and last cargoes at gate in. A dirty tank loaded with an incompatible product is the most expensive mistake in a tank depot.
• Keep test dates up to date. Units whose 2.5-year or 5-year test has expired are marked red everywhere.
• Take dip readings regularly, and react to the high-level alarm notification straight away.
• Let drivers use the trip link rather than calling in; the signature and times are your proof of delivery.

Stock

• Set a minimum level and a reorder quantity on every item you must not run out of.
• Count one folder at a time rather than the whole warehouse at once.
• Check tools out to a job a job cannot close while tools are still out.

Month end

• Preview each client's billing before creating the invoice.
• Keep the monthly inventory snapshot e-mail switched on for your accountant.