Q-Putaway – User guide
This guide covers daily use by role. Detailed, step-by-step articles are in the in-app Help Center (the ? icon on every screen opens help for that screen).
Everyone
- Sign in with your email and password. Use Remember me only on personal devices.
- Working warehouse: the selector in the top bar. Documents you create belong to it.
- Notifications (bell): new tasks, approvals, expiry and low-stock alerts.
- Profile & security: change your password, enable 2FA and revoke remembered devices.
- Scan: look up any product, bin or package and see its stock. This never changes stock.
Worker (mobile)
Start from My Tasks:
| Task | Steps |
|---|---|
| Putaway / replenishment | Scan product → verify batch → scan bin (or tap a suggestion) → quantity → Confirm |
| Picking | Scan bin → scan product → scan batch (must match FEFO) → quantity → Confirm. If something is short, choose a reason |
| Stock count | Scan bin → scan product → enter quantity |
| Bin transfer | Scan source bin → choose stock → quantity → scan destination bin |
Wait for the green confirmation. If an error appears, nothing was moved.
Receiving clerk
- Goods Receipt → New: supplier, PO and invoice; scan items (GS1 labels fill batch and expiry); enter damaged and rejected quantities.
- Save draft, check it, then Post receipt. Putaway tasks (or QC inspections) are created.
- Print the GRN and attach the delivery note.
QC inspector
Quality Control: inspect each pending item, then release to available or reject to damaged with a reason.
Outbound team
- Orders: create or import, then confirm and Allocate (FEFO).
- Picking: select orders and create lists (order / wave / zone), assign pickers.
- Packing: pack into cartons, print packing slips and carton labels.
- Dispatch: choose the customer, quantities and vehicle/driver/LR, confirm, print the delivery note.
- Returns: authorize, receive, inspect (restock/damaged); supplier returns ship out.
Inventory controller
- Stock: filter by product, bin, batch, status and expiry; hold, release or damage stock; export.
- Batches & Expiry: near-expiry and expired stock, block/recall, traceability and recall lists.
- Movement Ledger: every movement; use Reconcile to verify balances.
- Transfers, Stock Counts, Adjustments, Replenishment: see the Help Center articles of the same names.
Manager / analyst
- Dashboard: KPIs, trends, pending work, expiry and low stock (filter by warehouse and dates).
- Reports: choose a report, filter, export CSV/XLSX, or print/save as PDF; save filters.
- Forecasting: demand forecast, days of stock, reorder suggestions, stock-out and expiry risk.
- Scheduled reports: have reports emailed daily, weekly or monthly.
Administrator
Users and warehouse assignments, roles and permissions, settings (company, inventory rules, security, numbering, labels, custom fields), email/SMTP, backups, audit log, updates and Help Center editing. See docs/administration.md.