TotalApp Docs

Warehouse & Logistics

Inventory management, pick & pack, quality control, and returns processing.

What's Included

TotalApp's Warehouse module covers the complete physical goods workflow — from receiving stock and tracking bin locations, to fulfilling orders through pick & pack, to inspecting quality on inbound and outbound goods, to processing returns. Four screens handle these distinct phases of warehouse operations.

All four screens support the Dual Style System — they look and feel like a dark glassmorphism workstation by default, but can be switched to a light corporate ("enterprise") aesthetic in Settings. This means warehouse staff who prefer a traditional ERP look can use the same data as those who prefer the modern dark interface.

Connected to Purchase

Goods received against a Purchase Order in the Purchase module flow automatically into Warehouse Inventory as a stock receipt. There is no manual double-entry. The purchase-to-stock pipeline is: raise PO in Purchase → approve → receive goods → Warehouse Inventory updates automatically.

Feature Overview

Inventory Management

Real-time stock levels across all warehouse locations. SKU management, reorder points, low-stock alerts, and full movement history. Multi-bin location codes.

Pick & Pack

Order fulfillment pipeline: pick list generation → item scanning → packing → shipping. Status tracking visible to customer-facing systems. Batch picking for efficiency.

Quality Control

Inspection checklists for inbound and outbound goods. Pass, fail, or rework dispositions. Defect logging with photos and root-cause analysis.

RMA Returns

Return merchandise authorisation workflow. Customer returns and supplier returns. Disposition: restock, scrap, or send to QC for inspection.

Dual Style System

All Warehouse screens support two visual styles. Toggle between them in Settings → Appearance → Screen Style:

  • Workstation (default) — dark glass aesthetic matching the rest of TotalApp. Ghost/glow action buttons. Best for power users working long shifts who prefer low eye strain.
  • Enterprise — light corporate style with white backgrounds, solid borders, and filled action buttons (similar to Odoo or SAP). Best for clients who are migrating from a traditional ERP and want a familiar look.

The data and functionality are identical in both styles. Switching styles is instant and affects all Warehouse screens simultaneously — there is no per-screen setting.

Warehouse Workflow

The four Warehouse screens follow the natural lifecycle of physical goods in a warehouse operation:

Receive Stock (Inventory) Inspect Inbound (QC) Pick & Pack Orders Inspect Outbound (QC) Ship & Track Handle Returns (RMA)

Not every organisation runs every step. Quality Control is optional and can be bypassed for low-risk shipments. RMA Returns is only needed when customer returns are expected. Configure which steps are active in Settings → App Modes → Warehouse.

Getting Started

  1. Set up your product catalog — add products in the Purchase → Products & Variants screen. Each product needs a SKU, category, and unit of measure before it can be tracked in inventory.
  2. Define warehouse locations — open Inventory Management and add your bin location codes (e.g. A1, B3, ZONE-C-SHELF-2). Use a consistent format that matches your physical labels.
  3. Receive initial stock — create a stock receipt for your opening inventory quantities. Assign each item to its bin location.
  4. Process first order — open Pick & Pack, find the first order, generate the pick list, check items as picked, pack, and ship.
  5. Set up QC checklists — if quality inspection is required, open Quality Control and create product-category checklists. Assign the checklist to the first inbound shipment.

Frequently Asked Questions

Do I need to use all four Warehouse screens, or can I use just one?
No — each screen operates independently. A small operation might only need Inventory Management to track stock levels, while a larger fulfillment operation adds Pick & Pack. Quality Control and RMA Returns are optional stages that can be enabled or bypassed entirely in Settings → App Modes → Warehouse, depending on whether your organisation performs inbound/outbound inspections or handles customer returns.
How does stock get into Warehouse Inventory in the first place?
There are two paths. The first is automatic: when goods are received against an approved Purchase Order in the Purchase module, the stock receipt flows into Warehouse Inventory without any manual re-entry. The second is manual: you can create a stock receipt directly in Inventory Management for opening balances, found stock, or non-PO intake, assigning each item to a bin location as you go.
What's the difference between Workstation and Enterprise style, and does switching affect my data?
No data is affected — only the visual presentation changes. Workstation is the default dark glassmorphism look used across TotalApp, favored by power users during long shifts. Enterprise switches to a light, traditional ERP-style interface (similar to Odoo or SAP) with solid buttons and white backgrounds, aimed at teams migrating from legacy systems. The toggle in Settings → Appearance → Screen Style applies instantly to all four Warehouse screens at once — there is no per-screen setting.
What happens to an item that fails Quality Control inspection?
Quality Control lets you assign one of three dispositions to an inspected item: pass (it proceeds normally), fail, or rework. Failed items are logged with defect details, photos, and root-cause notes, and can be routed to RMA Returns for a scrap or supplier-return disposition rather than being added to sellable inventory.