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Version: 1.2

📝 Quick Start Guide

Welcome to the LogisticsLink Quick Start Guide! This comprehensive overview will help you navigate the system's most important features and serve as a central hub for accessing information on any general topics you might need.

💼 Client Guide​

The Client section of LogisticsLink provides tools and features specifically designed for business users who need to manage inventory, create orders, and track shipments. This guide will walk you through the essential features available to clients.

Main Client Dashboard​

Client Dashboard The main client page provides an overview of all features available to users with client-level access. Here you'll find:

  • Dashboard with key metrics and alerts
  • Quick access to frequently used features
  • Recent activity and notifications
  • System status and updates

🧮 Inventory Management​

Inventory

The inventory list is the primary location for managing your stock. This powerful tool allows you to:

  • View Current Stock Levels: See real-time inventory counts across all locations
  • Add New Items: Create new inventory items with detailed specifications
  • Edit Existing Items: Update product information, pricing, and attributes
  • Export Data: Generate reports in various formats (CSV, Excel, PDF)
  • Set Alerts: Configure low stock notifications and reorder points
  • Track History: View detailed movement history for each item

📊 Order Management System​

The Send/Receive functionality forms the core of LogisticsLink's order management system, allowing you to efficiently handle all aspects of inventory movement.

📤 Sending Orders​

Send

The Send feature enables you to create outbound orders:

  • Create New Orders: Generate orders for customer fulfillment
  • Select Items: Choose products to be shipped
  • Specify Quantities: Set the number of each item to be sent
  • Add Shipping Details: Include delivery address and contact information
  • Choose Shipping Method: Select from available courier options
  • Track Status: Monitor the progress of your outbound orders

📥 Receiving Orders​

Receive

The Receive feature allows you to manage incoming inventory:

  • Create Receipt Orders: Generate orders for incoming stock
  • Specify Source: Indicate where the items are coming from
  • List Expected Items: Detail what you expect to receive
  • Add Notes: Include special handling instructions
  • Track Status: Monitor the progress of your inbound orders

📜 Order History​

History

The History tab provides a comprehensive record of all orders:

  • View Archived Orders: Access all completed orders within the selected date range
  • Filter Results: Search by date, status, or order type
  • Export Reports: Generate detailed order history reports
  • Track Changes: See who modified orders and when
  • Analyze Patterns: Identify trends in order volume and timing

🗳 Commit and Fulfill Process​

Commit and Fulfill

The Commit and Fulfill process is a critical verification step that:

  • Updates Inventory: Automatically adjusts stock levels when orders are processed
  • Notifies Warehouse: Alerts the MTM warehouse of incoming or outgoing orders
  • Validates Orders: Ensures all required information is complete
  • Tracks Status: Monitors the progress of order fulfillment
  • Generates Documentation: Creates necessary shipping and receiving documents

📞 Contact Management​

Contacts

The Contacts section serves as a central database for all business relationships:

  • Customer Information: Store and manage customer details
  • Supplier Records: Maintain information about your suppliers
  • Location Data: Track multiple addresses and contact points
  • Communication History: Log all interactions with contacts
  • Custom Fields: Add specific information relevant to your business

🦺 Warehouse Guide​

The Warehouse section of LogisticsLink provides tools for managing physical inventory locations, processing orders, and maintaining accurate stock records.

Warehouse Management Overview​

Warehouse

The main warehouse page introduces key concepts of warehouse management:

  • Location Structure: Understanding how warehouses are organized
  • Storage Systems: Learn about bins, zones, and storage areas
  • Inventory Policies: Configure rules for stock management
  • User Permissions: Set up access levels for warehouse staff
  • Reporting Tools: Generate warehouse performance metrics

📥 Inbound Processing​

Inbound

The Inbound process manages incoming inventory:

  • Receive Stock: Process incoming deliveries
  • Allocate Storage: Assign items to appropriate bins
  • Quality Control: Inspect and verify received items
  • Update Records: Record receipt in the system
  • Handle Discrepancies: Resolve any receiving issues

📤 Outbound Processing​

Outbound

The Outbound process handles order fulfillment:

  • Pick Orders: Select items from storage locations
  • Pack Items: Prepare orders for shipping
  • Generate Labels: Create shipping documentation
  • Track Shipments: Monitor outbound deliveries
  • Update Inventory: Adjust stock levels after shipping

🛒 Stock Management​

Stock

The Stock page provides comprehensive inventory visibility:

  • Current Stock Levels: View all items in the warehouse
  • Location Details: See bin numbers and storage locations
  • Stock Movements: Track inventory transfers and adjustments
  • Cycle Counts: Perform regular inventory audits
  • Stock Value: Calculate inventory worth and costs

🚚 Shipping with Machship​

Machship Integration The Machship page details the process of creating and managing shipments:

  • Create Consignments: Generate shipping labels and documentation
  • Select Carriers: Choose from available shipping providers
  • Calculate Costs: Determine shipping rates and fees
  • Track Shipments: Monitor delivery progress
  • Handle Returns: Process return shipments

Manifesting Process​

Manifesting The Manifesting page explains how to process shipments in Machship:

  • Generate Manifests: Create shipping manifests for carriers
  • Schedule Pickups: Arrange collection times with couriers
  • Print Documentation: Produce required shipping papers
  • Track Status: Monitor manifest processing
  • Handle Exceptions: Resolve any shipping issues

Returns Management​

Returns The Returns page covers the process of handling product returns:

  • Create Return Labels: Generate documentation for returns
  • Process Returns: Log and track returned items
  • Update Inventory: Adjust stock levels for returns
  • Handle Refunds: Process customer reimbursements
  • Analyze Patterns: Identify common return reasons

Courier Information​

Couriers This page provides essential information about shipping carriers:

  • Service Options: Available shipping methods
  • Size Limits: Maximum dimensions and weights
  • Pricing: Shipping rates and surcharges
  • Delivery Times: Expected transit periods
  • Special Requirements: Handling instructions and restrictions