Warehouse Admin

Keep stock records tied to their company warehouse and location.

Record authorized inventory movements and source references.

Receive goods against the relevant local or import record.

Prepare and confirm authorized stock dispatch.

Move inventory between permitted locations with traceability.

Require an approved reason and audit for inventory corrections.

Trace goods using assigned batch or serial identifiers.

Track applicable product expiry dates and exceptions.

Review balances and valuation using configured costing rules.

Link stock handoffs only where the operating workflow is enabled.

Maintain authorized suppliers and purchasing context.

Route an internal buying request to the responsible approver.

Issue authorized orders against approved procurement needs.

Link received quantities to purchase and warehouse records.

Send supplier invoices through assigned finance review.

Track the stock and accounting effects of an authorized return.

Apply company-specific procurement approval responsibilities.

Review permitted supplier, order and purchasing summaries.

Reconcile order, receipt and supplier-finance handoffs.

Classify the trade movement and its required workflow.

Connect counterparties to the relevant international transaction.

Keep authorized contract records linked to the trade transaction.

Link shipments, documents and operational milestones.

Capture the selected Incoterm and relevant responsibilities for the transaction.

Use configured origin/destination requirements for the selected workflow.

Record clearance steps, documents and authorized status updates.

Link the transaction to its authorized finance workflow.

Connect shipment charges and allocations to the costing workspace.

Carry goods-receipt, cost and ledger references across the trade workflow.

Organize the movement, schedule and assigned shipment responsibility.

Link container identifiers, bookings and shipment references.

Associate transport documents with their specific shipment.

Store the assigned carrier movement and available references.

Record the relevant loading, discharge and terminal context.

Follow reported milestones and estimated arrival updates.

Route configured delay events and supported exceptions through authorized notification services. Provider events and notification-channel integration remain required.

Track relevant charge periods, exceptions and supporting records.

Keep shipment status and documents linked to the trade transaction.

Locate the authorized shipment using a supported reference.

Planned authorized AIS/provider connection; availability depends on feed and permissions.

Ingest supported carrier/container milestone events with their source.

Connect the movement to its relevant loading and discharge context.

Show sourced estimates and retain update context.

Retain reported movement events and their chronology.

Record container specifications and relevant seal identifiers.

Display sourced schedule and route information when integrated.

Record intermediate handling/movement legs and their references.

Connect authorized delivery outcome to the shipment record.

Keep tracking and its source references tied to the right company shipment.

Record damage, supporting evidence and the responsible claim party.

Track received-versus-declared quantity discrepancies.

Link insurer references, documents and reported claim status.

Route a claim to the relevant supplier or carrier.

Manage the authorization and movement of a return shipment.

Link an eligible return movement to the relevant re-export workflow.

Retain decisions and verified settlement references.

Allow only the evidence and formats required by the claim workflow.

Connect claims to their original goods, shipment and trade records.

Limit document categories and access to the departments that need them.

Use authorized file handling for the linked business record.

Provide a print/PDF option where the specific document type supports it.

Enable the right templates for the relevant department and workflow.

Retain the document version associated with an approval or change.

Route the chosen version to assigned reviewers.

Track sensitive document access and lifecycle actions.

Find authorized files by their record and metadata.

Export permitted document-list metadata when the workflow requires it.

Attach supported documents contextually; no universal document menu or format grant.

Private Office Mail attachment storage, hold/review and recovery workflows are documented in their own modules. They do not implement versioning or governance for every Document Center record.