Warehouse Genie

What's in the prerelease

Workspace

Every company and location, one workspace
Run several companies and sites together. Choose which companies and locations each employee can see, and what they can do there.

Operations

Inbounds and receiving
Track the deliveries your clients expect, then receive them into bins with their lots and pallet IDs.
Outbound orders and shipments
Release an order, print its pick packet, and post the shipment once the final quantities are in.
Returns
Receive a refused delivery or a customer return against the original shipment, so the stock comes back with its history.
Order holds
Put an order on hold with a reason the client can see, or close it as can’t fulfil. A held order can’t ship.
Adjustments, counts and stock moves
Adjust stock with a reason, count and post the differences, and move stock between bins, warehouses and statuses.
Lots and pallet IDs
Track stock by lot and pallet ID from receipt to shipment. Workspaces that don’t use lot codes can switch them off.
Kits
Order component kits and pick their parts, or build kits ahead of time and keep them as stock with Kit Builds.

Billing

Rates with the review you want
Set each rate to wait for office review or to charge straight away.
Recurring billing that runs itself
Storage and other recurring charges are billed on schedule, and invoices are drafted when they are due.
Your choice of invoicing
Use built-in invoices, credit notes and receivables, or send invoices to QuickBooks Online.
Document charges
Charge per receipt, shipment or other document, set for the whole workspace or per client.
One place for exceptions
A single page lists only what needs someone: a missing rate, an invoice not sent, stock below zero. Each item opens the screen that fixes it.
Corrections that keep history
Fix a posted receipt, shipment, adjustment or count in a guided flow. The software posts the reversal and the replacement and keeps the original.

Client portal

A portal for your clients
Clients see their inventory, documents and orders, and submit incoming deliveries with their paperwork.
Their own users and email
Clients invite and remove their own users, and choose which events send them an email.

AI assistant

Answers about your data
Ask a question in plain words and get the answer, a table or a chart from your own records.
Guides you around the screens
Ask how to do something and it walks you through it step by step, on the screens themselves.
Sees what is on your screen
Ask why a document won’t post or what is wrong with line 3, and it answers from what you are looking at.
Explains any number
Ask why a charge, an invoice or a balance is what it is, and get the calculation with links to each record.
A morning brief
The Dashboard starts with a short list of what needs doing today: late deliveries, held orders, counts that came out short.
Documents into drafts
Attach a packing list or a client’s order and it fills in the draft for you to check.
Acts for you, with your confirmation
Ask it to change a setting or post a document. It shows exactly what will change, waits for you to confirm, and acts as you, with your permissions.

The assistant is optional. It is switched on for each workspace and for each user.

Tell us about your operation and we'll reply by email.