Free Warehouse Management Software Checklist

Warehouse management software checklist template

About the Warehouse management software checklist template

Use this WMS requirements list to select the most appropriate warehouse management software (WMS) for your needs. These warehouse management software (WMS) requirements should be assessed for their different features. These include general features and those for picking and packing, inventory control, shipping, etc.

This warehouse management software checklist evaluates the different features according to three categories: Excellent, Adequate and Deficient. Thanks to the stored score system, additional warehouse management software can then be analyzed to see how well they match your requirements for a WMS.

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Warehouse Management Software Checklist

General Features

Paperless check-in

Bar code verification and labeling

One-step put away to bins

Stock immediately available for picking

Cross-referencing of supplier part numbers

Incorrect shipment identification

Normal, wave, and random receiving options

RMA (Return Materials Authorization) processing

Random storage

Efficient handling of special and non-stock items

Discrepancy reports

Inbound freight management

Low stock alert

Picking and Packing Features

Direct picking to shipping carton(s)

Variety of picking styles: wave, batch, order, and product picking

Simultaneous and sequential zone picking

Support for carousels

Forward picking from fast-flow locations

Product substitutions

Carton picking from dedicated or random locations

Kitting function

Order verification and price ticketing in multiple formats

Concurrent replenishment and picking

Tracking of serial numbers or lot codes

Bin assignment with reach and size codes

Inventory Control Features

FIFO stock rotation

Cycle county by date/product/bin location

Audited product relocation

Inventory tracking of product through the warehouse

Fill Rate Management for a flexible predictive allocation process

Tracking of both picking and overstock

Replenishment requests based on actual orders (vs. min/max)

Paperless replenishment requests are issued as bins run down

Stock adjustments

Slotting recommendations

Shipping Features

Integrated multi-carrier shipping system

Packing slips on demand

Shipping labels produced at start of picking process

Tracking of vital shipping information

Estimates shipment cube

Compliance labeling and ASN’s

Generates ASN, Automatic Customs, Dangerous Goods documents

Rate shopping

Prints correct freight labels

Automatic manifesting

Invoicing Features

Invoice printing based upon actual fill

Backorder processing

Gift certificates

Shipping and handling

Ship from Retail Store Features

Postal/Zip code order routing

All-or-nothing allocation

Batch pick, backroom re-pack, efficient handling

Wireless handheld devices, bar code printers, laser printers

Shipping system manifests by store

Cascade Purchasing Features

Maintain availability from vendors

Create purchase orders on demand

Virtual distributed warehouse

Status Updated on Web Storefront Features

Order status updates to storefront

Track and trace shipments online

E-mail notification of shipment to client

Product availability updates to storefront

Web/Retail Operations Features

Remote management

Order aging

Customer service access

Efficient order handling

Internal order support

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This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.