Warehouse Work in the QrX App
Your warehouse team can do the daily warehouse work on a phone or tablet with the QrX app: pick orders, set up shelves, receive goods, check returns, count stock and receive stock transfers. The app uses the camera as a barcode scanner, and also works with Bluetooth ring scanners and handhelds that type the barcode (keyboard mode). Everything you do in the app is booked in the same QrX WMS as PortalX, so PortalX shows it right away.
Who It Is For
Warehouse staff who walk the floor with a phone or handheld instead of standing at a computer.
Team leads who check count differences on the floor.
The app screens are part of the Warehouse (WMS) module of your QrX plan. You need warehouse stock turned on for receiving, counts and transfers, and the pack station for picking.
Getting Started
Install the QrX app and open Profile.
Sign in with your QrX business account (the same account you use in PortalX). The app links your work account to the phone.
Open Profile > Warehouse Management. You see one card per task your role allows.
You only see a card when your role in Settings > Team & Access > Roles & Permissions has the matching permission. See Permissions below.
The Work screens use the language of your QrX account (the language you chose in PortalX), with right-to-left layout for Arabic; without a saved language they use the language of the app. In the menu of the Picking screen, Scan feedback and display lets you switch on Vibrate only and High contrast for this phone.
The Cards
Picking: open pick lists. Scan a tote to start, follow the route one shelf at a time, scan the shelf and then the products. Can't find marks an item as short; the order is then held at the pack station until a supervisor decides.
Shelf setup: scan a shelf, then scan the products that belong on it. You can also print shelf and product labels from the phone.
Receive goods: open or start a receipt, scan products to count what arrived, confirm each line, then put the goods away by scanning the product and the shelf.
Returns: scan the return number, order number or return tracking code, check each item and choose what happens to it (back to stock, B-stock, refurbish, dispose). Dispose needs a reason and at least one photo.
Count: count stock on the shelves (see below).
Transfers in: receive stock that another of your warehouses sent (see below).
Team: Team tasks (Mine and Unassigned), Mentions, comments with @ and Team notifications. See "Team Tasks, Comments and Mentions in the Warehouse".
Serial lookup: scan or type a serial number to see its status, item, warehouse, order and history. See "Serial Numbers and Lot Recall".
Stock correction: adjust, scrap, block or unblock stock with a reason and photos. See "Reasons, Photos and Stock Corrections in the QrX App".
Quick change: scan to add, remove or move stock; every scan is booked at once. See "Receiving, Put-Away and Write-Offs".
Picking also offers Pack an order and, after a pick list is picked, Pack and print here. See "Pack and Print on the Phone".
Counting Stock on the Phone
Open Count. The list shows the open counts: counts started in PortalX (Warehouse > Counts) and counts created by your count plans.
Open a count. The app shows one location at a time, in walking order. Scan the shelf to confirm you are at the right place.
Scan every product on the shelf. Each scan adds one (a box barcode adds the number of units in the box). You can also type the number or use the plus and minus buttons. For products with batches, enter or scan the batch.
When the shelf is done, tap Finish location. An empty shelf is finished with nothing scanned.
When every location is finished, tap Submit. Differences within your auto-apply limit are booked straight away. Bigger differences wait for review.
Spot count: to count one product right now, use Spot count on the Count screen and scan the product. The app shows each shelf that holds it.
Blind counts: most counts are blind. Then the app does not show how many units the system expects, so the count is honest. Team leads with the approve permission can see the expected numbers.
No signal? You can keep counting. The app keeps your scans on the phone and shows how many are waiting to sync. They are sent as soon as the phone is online again. Submitting a count needs a connection, and the app only lets you submit when nothing is waiting to sync.
Containers (pallets, crates, roll cages) show after the bins with the tag Container and where they stand. Scan the code on the container to open it in the count.
Reviewing Count Differences
Team leads with the permission to approve counts see Review on the Count screen (and in PortalX under Warehouse > Counts > Review). Select lines and tap Approve to book the difference, or Reject to book nothing, optionally with a new count for those shelves. When your stock settings say that the approver must be a different person, lines you counted yourself are skipped and the app tells you why.
Receiving a Stock Transfer
Open Transfers in. You see the transfers that are on their way to a warehouse you work in.
Open one and scan the products as you unpack them. The app shows per line how many are still expected.
The goods go to the receiving area by default. Scan a shelf to put them somewhere else.
Tap Receive to book what you scanned. You can receive in more than one go.
If units are missing, tap Finish with difference. The transfer goes to review, and a team lead writes off the missing units in PortalX.
My Work: Pick Lists Assigned to You
When a warehouse lead assigns a pick list to you in PortalX, it shows at the top of Picking under My work. The other open pick lists stay below it, with the name of the picker they are assigned to. Assignment is a work instruction: you can still start a pick list that is unassigned or assigned to someone else, for example when a colleague is absent.
Report a Damaged Item While Picking
Is the unit on the shelf damaged? Do not scan it as picked. Report it as damaged on the line, enter the number of units and add up to 5 photos if you want. The app then:
moves the damaged units to quarantine;
shows a new stop when another bin has the item, so you can pick a good unit there;
marks the units that no other bin can give as short. The order is then held at the pack station until a supervisor decides.
A unit that you already scanned as picked cannot be reported damaged. A photo that fails to upload does not stop the report.
Tote Full: Add a Tote
When your tote is full, add another one and scan the label of a free tote. Everything you scan after that goes into the new tote. A tote that is in use by another pick list is refused. At the pack station every tote of the pick list opens that pick list.
Cluster Picking on the Phone
When your warehouse uses cluster picking, every order has its own tote:
Start the pick run. The app asks for one tote per order: scan as many free totes as there are orders.
At each stop, scan the product and then the tote the app names for that order.
The wrong tote gives an error and the unit is not counted. Scan the right tote.
Is the tote of an order full? Add a tote for that order.
Serial Numbers When Receiving
For an item that is tracked by serial number, the app asks for the serial number of every unit before you can confirm the line: scan them one by one until the count matches the quantity. A serial number that the item already has is refused and named on the screen. While picking, the app only shows that an item has serial numbers: the serial number itself is scanned at the pack station.
Kits on the Phone
A kit shows as one line with its components and their bins listed under it. Collect the components, then confirm the kit by scanning the barcode of the kit itself. Scanning a component does not count as a pick.
Permissions
Picking: Pick orders. Shelf setup: Set up shelf locations.
Receive goods and Transfers in: Receive stock.
Returns: Receive Return Items.
Count: Count stock. Review: Approve stock counts.
Users who are limited to certain warehouses only see work for those warehouses.
Common Questions
I do not see Warehouse Management. Your role has none of the permissions above, or you are not signed in with your business account in the app.
A card is missing. That part of WMS is not turned on for your account, or your role lacks that permission.
Scans are waiting to sync. The phone is offline or the connection is weak. Keep the app open on a network; the number goes to zero by itself. Do not sign out while scans are waiting, because signing out clears them from the phone.
The scanner beeps red. The barcode is not a product in this count, pick list or transfer. Check the product, or add it as an extra item when you count.
