Step-by-step workflow guides

See how each warehouse method actually works.

Each guide explains when a method works, when it does not, what must be ready first, how workers perform it, what can go wrong, what to measure, and how to run a small test.

25 practical guides · The same clear sections on every guide · Revised July 2026Not sure about a term? Open the plain-English glossary
Implementation effortLow mostly process and trainingModerate several teams, setup, or layout changesHigh substantial software, equipment, or building change
Showing 25 step-by-step workflow guides
Core workflowImplementation effort: Moderate
Inbound

Check incoming deliveries

Check what arrived, how much arrived, and whether it is damaged before adding it to usable inventory.

Best whenMixed purchase orders and inbound carriers
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Method playbookImplementation effort: Moderate
Inbound

Blind receiving: count before seeing the expected amount

Have the receiver count what arrived without seeing the expected quantity. Then compare the count and resolve any difference.

Best whenHigh consequence quantity errors
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Architecture playbookImplementation effort: High
Inbound

Cross-docking: receive and ship without storing

Move incoming goods directly to an outgoing order instead of storing and picking them again—without losing track of them.

Best whenKnown outbound demand before receipt
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Core workflowImplementation effort: Moderate
Storage

Put received stock in the right location

Tell workers where each received pallet, case, or tote should be stored, then confirm that it went there.

Best whenMany active locations
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Decision guideImplementation effort: Moderate
Storage

Choose fixed or open storage locations

Decide which items always use the same location and which can use any suitable open space.

Best whenHybrid profiles with a fixed forward face and random reserve
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Core workflowImplementation effort: High
Inventory flow

Refill pick locations before they run empty

Refill the shelves pickers use from reserve storage before those shelves run empty.

Best whenForward pick faces supplied from reserve
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Method playbookImplementation effort: Low
Inventory flow

Set low-stock triggers and refill amounts

Set a low-stock trigger and refill amount for each pick location.

Best whenStable movers with known case packs
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Advanced methodImplementation effort: High
Inventory flow

Use upcoming orders to plan refills

Use known upcoming orders to refill pick locations before picking starts.

Best whenWave or planned order release
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Core decisionImplementation effort: High
Picking

Choose an order-picking method

First choose how orders will be grouped and moved. Then choose paper, scanners, voice, lights, or another way to guide workers.

Best whenAny operation redesigning each- or case-picking
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Method playbookImplementation effort: Low
Picking

Pick one order at a time

Complete one order at a time. This is simple to control but can require more walking.

Best whenLow to moderate volume
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Method playbookImplementation effort: Moderate
Picking

Pick many orders, then sort them

Pick items for several orders in one trip, then sort them into separate orders.

Best whenMany small orders
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Method playbookImplementation effort: Moderate
Picking

Pick several orders on one cart

Pick several orders in one trip and place each item directly into its order bin on a cart.

Best whenSmall- to medium-cube orders
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Architecture playbookImplementation effort: High
Picking

Pick by warehouse zone

Assign workers to smaller warehouse areas, then combine their work to complete each order.

Best whenLarge product range or building footprint
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Architecture playbookImplementation effort: High
Picking

Pass an order through several zones

Move an order tote from area to area. Each area adds the items it owes.

Best whenStable zone sequence
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Decision guideImplementation effort: High
Picking

Release orders in groups or continuously

Release orders in planned groups, continuously, or with a mixture of both based on deadlines and capacity.

Best whenOperations with meaningful carrier or route cutoffs
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Equipment workflowImplementation effort: Moderate
Picking

Design a multi-order pick cart

Design the cart bins, labels or displays, loading method, route, and cart handoff as one system.

Best whenSmall- and medium-cube orders
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Architecture playbookImplementation effort: High
Sortation

Sort picked items into order cubbies

Sort picked items into cubbies—normally one cubby per order—then send complete orders to packing.

Best whenMany small orders
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Core workflowImplementation effort: High
Sortation

Bring split orders back together

Bring items picked in different batches or areas back together into complete orders.

Best whenBatch, zone, or pick-and-pass ways to organize the work
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Core workflowImplementation effort: Moderate
Outbound

Pack and check each order

Check the items, quantities, and shipping requirements before closing the carton.

Best whenSmall-parcel or parcelized orders
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Core workflowImplementation effort: Moderate
Outbound

Stage and load finished orders

Put finished orders in clearly assigned lanes so the correct carrier or route loads them on time.

Best whenMultiple carriers or route waves
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Core workflowImplementation effort: High
Reverse flow

Inspect and route returned items

Inspect each return, decide what should happen to it, and keep questionable items out of good stock.

Best whenEcommerce and service-parts returns
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Core workflowImplementation effort: Moderate
Inventory control

Count inventory and fix repeat differences

Count the highest-risk inventory often enough to find and fix the causes of errors.

Best whenOperations needing continuous record accuracy
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Core workflowImplementation effort: Moderate
Production support

Build kits with the correct parts

Gather the correct components for a kit and resolve shortages or wrong versions before declaring it complete.

Best whenHigh-mix component sets
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Core workflowImplementation effort: High
Production support

Refill production work areas

Deliver the right materials to production before they are needed without crowding the work area.

Best whenManufacturing supermarkets
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Core workflowImplementation effort: High
Control

Handle warehouse problems consistently

Give common problems—shortages, damage, unreadable labels, and outages—a defined place, owner, and next step.

Best whenEvery operational workflow
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