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Warehouse dashboard: how this screen works

H
Written by Hayko

Warehouse dashboard: how this screen works

The Warehouse dashboard shows how your warehouse is doing today: what is waiting to be packed, which orders need a decision, the health of your stock and what is coming in. Almost every number is a shortcut: click it to open the list behind it.

What you see on this screen

  • Warehouse dashboard (title): below it you see when the numbers were last updated. The numbers refresh by themselves while you keep the screen open.

  • Warehouse (top right): choose which warehouse you look at. Only shown when you have more than one warehouse. Stock numbers are per warehouse; packing numbers count all your packing.

  • Merchant filter (only for fulfilment partners that pack or store for other merchants): show All merchants, only your Own stock, or one merchant.

  • Day: pick a day to see the numbers of that day. Empty means Today.

  • Partner activity (chart icon, only for fulfilment partners): opens the activity report per merchant. See Partner activity below.

Good to know: you only see the cards your role allows. Someone who only packs sees the packing cards, someone who only works with stock sees the stock cards. If the screen says "There is nothing for you to see here yet", ask an administrator for the warehouse permissions you need.

The number strip

The strip at the top shows the headline numbers. Click a number with a link to open that list.

  • My open pick lists (Assigned to you): pick lists that are assigned to you and not finished. Opens Pick lists.

  • Packed by me: orders you packed on the chosen day.

  • Waiting to pack: orders in the pack queue. Opens the Queue of the Pack station.

  • Exceptions (Need a decision): orders stopped while packing, for example because an item was missing. Opens the Exceptions of the Pack station.

  • Packed: all orders packed on the chosen day.

  • Units on backorder: units that were ordered but are not in stock, with the number of order lines.

  • Units available to sell (only when you do not use the pack station): units you can still sell, with the units on hand.

At your fulfilment partner

When a fulfilment partner ships one or more of your channels, a second number strip appears under your own warehouse numbers. Your own cards stay: bins, counts, transfers, tasks, team, receipts and purchase orders are not removed. The partner strip shows announced receipts, receipts the partner is receiving, finished receipts with a quantity difference or damaged units, delivery exceptions, low stock at the partner, and partner backorder lines. A count of 100 or more shows as 99+.

  • Announced, Receiving and Discrepancy open Partner access, Inbound. You announce stock. You do not receive it into the partner's bins from here.

  • Delivery exceptions opens Your delivery exceptions: orders on your channels that the partner ships, when the carrier could not deliver them. Open the order to message the partner.

  • Low stock opens the partner stock alerts. Backorders opens the partner stock list, which includes the backorder column.

  • Partner stock history shows the quantity and the document. It does not show the partner's bin or the staff member who moved it.

The cards

Pack queue

Open, Packing now, Parked and Open pick lists, and on the right Exceptions by reason: Missing item, Short pick, Order changed, Order cancelled and More than one shipment. Click a row to open the queue, the exceptions or the pick lists. Open queue opens the Pack station queue.

Stock health

Tracked items, Units on hand, Units available to sell, Units reserved (held for open orders), Units on backorder, Order lines on backorder, Units short today (units that were missing when orders were picked or packed) and Items under review.

Low stock alerts shows how many items are at or below their low stock alert level right now. Above 99 it shows 99+. Click the row to open the stock list on the Low stock alert tab.

Snoozed and on hold

Snoozed orders (parked until a set time), Orders on hold (stopped until someone releases them) and Waking up today (snoozed orders that come back to the queue today). You manage them in the Pack station under Snoozed.

Expiring soon

Only when you track lots with expiry dates. Lots expiring soon, Lots expired today and Units in these lots, plus the first lots with their SKU, lot, expiry date and status. Click a lot to open its stock item, or Open list for all expiring stock.

Inbound

Only when you may receive stock. Transfers arriving today, Transfers in transit, Units returning to sender, Units to put away and Returns that need an item. Each row opens the matching list; Open inbound opens Inbound.

Transfers in transit

Only with more than one warehouse and when you may transfer stock. Transfers, Units on the way and Oldest sent. Open transfers opens the transfers list.

Counts to review

Only when you may approve counts. Differences to review, Units in those differences, Counts in progress and Oldest submitted. Open review takes you to the counts that wait for your approval.

Carrier pickups

The next carrier pickups of the warehouse, each with the carrier, the pickup time and two numbers: orders Ready to pick / on pick lists for that pickup. A pickup with orders that are still only ready is shown in orange. Click a row to open the automatic pick list console; Schedules opens Carrier pickups in the settings. With no pickup schedule you see "No carrier pickup is planned. Add the pickup times of your carriers to pick in time."

Automatic pick lists, last 7 days

Only when automatic pick lists are part of your plan. For the last 7 days of the warehouse: Pick lists, Orders, Planned / actual pick time, Picked before ship by (the share of orders with a carrier pickup that were picked in time) and the lists and orders per rule. Console opens the automatic pick list console.

Live team board

Below the cards, Live team board shows what the team is working on right now. You see it with the permission View team tasks and comments. It updates by itself.

  • Picking, Packing, Receiving and Counting: one card for each kind of work your role may see. The pill at the top says how much is open, for example "12 to pick", and opens that screen.

  • Each row is work in progress: Work (the pick list, pack session, receipt or count), Started and Last activity. Click a pick list, receipt or count to open it. Receiving shows the receipts that had activity in the last 12 hours.

  • Stalled: a row without activity for longer than the set number of minutes gets this tag, so a team lead can see where help is needed.

  • Person: only shown when a team lead switched names on. Your own row always carries the tag You.

  • The card Team: Open team tasks, Overdue team tasks, My team tasks and Unread in my team inbox, and with stock also the units and items on backorder. Click a row, or Open team, to go to Warehouse, Team. The number strip has a tile My team tasks too. My team tasks counts every open team task assigned to you (999+ when there are very many).

Team board settings

Team leads (permission Manage team tasks) open Team board settings with the gear icon on the card Team. The window has its own save button.

  • Show names on the board: off at the start. While it is off, the board shows the work without the person. Names on a live board show who is working on what and for how long. In many countries that counts as monitoring of employees: agree it with your works council or staff representatives first. Every change of this switch is logged with who made it.

  • Stalled after (minutes): between 5 and 240 minutes. It starts at 15.

Opening Warehouse without a page

When you open Warehouse without choosing a page, QrX takes you to the first warehouse screen your role can use: the Pack station when you pack orders, otherwise Stock. The dashboard itself is always under Warehouse > Dashboard in the menu. A packer without access to the dashboard is sent to the Pack station instead.

Red notice: orders not taken into the warehouse

When your WMS plan's monthly order limit is reached, a red line appears above every warehouse screen: New orders not taken into the warehouse, with the number of orders. These orders still ship and get paid as usual, but stock is not reserved or booked for them. Click Upgrade WMS plan to choose a bigger plan (only shown when your role may see billing; otherwise ask an administrator).

Partner activity

For fulfilment partners that store stock or pack orders for other merchants. It shows what you did per owner (your own stock and every merchant) in a date range. Counts only, no prices.

  • Warehouse dashboard (back arrow): back to the dashboard.

  • Merchant filter: all merchants, own stock or one merchant.

  • From and To: the date range. It starts at the last 30 days and can be at most one year.

  • Export CSV: downloads the same numbers as a CSV file.

  • Totals: Orders packed, Units picked, Units received and Storage unit-days (units stored, counted per day), each with a second number below.

  • By owner: one row per owner with Orders packed, Lines packed, Units packed, Orders picked, Units picked, Units received, Units returned, Partner labels, Storage unit-days, Storage location-days, Announcements and Received lines. Scroll sideways for all columns.

Export to CSV or Excel

The dashboard has an Export icon for Packaging usage: how many boxes were used per merchant and box type (no costs). The export window starts with the day chosen on the dashboard and you can change the dates. On Partner activity the Export icon sits next to the CSV button and makes the same list in the background. Click the Export icon, choose CSV or Excel and click Start export. The export uses the filters you have on the screen and runs in the background, so you can keep working.

The Show your exports icon opens Exports: all your exports, newest first, with more loading as you scroll and a refresh button. When an export is Ready, download the file. A file is kept for 24 hours. An Excel file holds at most 1,000,000 cells: export a larger list as CSV. You can run up to 3 exports at the same time.

You see these icons only when your role may open this list and may also export stock history.

The Inbound card also shows Receipts arriving today. The number stops at 99+. It counts open receipts for the selected warehouse whose expected date, or a tracking code expected date, is today. Purchase orders are included when you may view purchasing.

Tips and common questions

  • A card I expect is missing: cards only show when your role has the permission and the feature is on for your account (for example lots for Expiring soon, or more than one warehouse for Transfers in transit).

  • "You do not have access to this warehouse.": you picked a warehouse you may not see. The dashboard goes back to your default warehouse.

  • "The warehouse dashboard could not be loaded. Try again.": check your connection and click Try again.

  • "Choose a range of at most one year, with the start before the end." (Partner activity): fix the From and To dates.

  • Need help? Click Chat at the bottom of the Help Center.

Packing insights

Explicit assignment only. Warehouse scope and individual privacy settings apply.

Recorded work excludes pauses, releases and carrier wait. Open intervals can include idle time. Rates include only complete cycles with reliable timing inside the bucket; missing measurements stay blank.

Warehouse productivity

Open Settings, Warehouse, Warehouse productivity. Choose a warehouse, picking or packing, dates (up to 31 days), and hourly or daily buckets. Dates use the warehouse time zone, or your profile time zone for all warehouses. People requires both the individual permission and the privacy switch; select a person to filter. Work cycles shows start, physical ready and successful completion. Scroll for more rows. Export CSV requires its separate permission. Pause recorded work before a break; a station lock pauses it too. Unlocking does not resume it: choose Resume recorded work. A role administrator can use the Warehouse Manager template, review its four grants, save and assign it explicitly. Warehouse assignments remain unchanged. Agree an appropriate basis for employee monitoring before enabling individual figures. Repacking adds a cycle, not a second unique order. Missing warehouse evidence is excluded for warehouse-restricted users.

Recorded work excludes pauses, releases and carrier wait. Open intervals can include idle time. Rates include only complete cycles with reliable timing inside the bucket; missing measurements stay blank.

Explicit assignment only. Warehouse scope and individual privacy settings apply.

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