CWS Warehouse Manager

Open Orders

Last synced: -- ?Pulls the latest orders from Miva. Orders also sync automatically at 6 AM and 6 PM.
Loading open orders...

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Generating pick ticket...

?Generates a pick ticket with BOM-exploded components, media boxes, and packing list for this order. ?Prints a valve assembly slip with valve code, DLFC, and build instructions for the valve tech. ?Generates a packing list with box specs, media weights, and items to include for this order.
0 of 0 items picked

Pack & Ship Details

📦 Shipping Label Printed
⚠️ Flag this order
Awaiting Part Drop Ship Delay Split Shipment Freight/Pallet Backorder Other 🚫 Cancel Order
Are you sure you want to flag this order for cancellation?
This will notify the warehouse to stop packing.
🚚 Drop Ship Order
Freight Quote Entry
Freight cost saved:
True margin:
📷 Shipment Photos (optional)
Check all items (or select Backorder flag), fill in Picked By, Packed By, Box Count, and confirm Label Printed to enable this button.

CWS Warehouse Manager — Help

Daily Open Procedure

  1. Log in to the Warehouse Manager with your credentials.
  2. Click Sync Now to pull the latest orders from Miva.
  3. Review the orders list — look for new orders and any ⚠ Flagged items.
  4. Click an order, then Print Pick Ticket to generate pick tickets for ready orders.
  5. Check the Purchase Orders tab (via Status Board) for pending deliveries.
  6. Begin picking and packing.

How to Use the Status Board

The Status Board (separate page) provides a birds-eye view of all operations:

  • Orders tab — All open orders with status, totals, and pack progress.
  • Returns tab — Customer return/RGA tracking from Zendesk.
  • Purchase Orders tab — Create, send, and track POs to vendors.
  • Knowledge Base tab — Meeting recordings and notes from Fathom.

Click "Status Board" in the header to open it in a new tab.

How to Pull Pick Tickets

  1. Enter an order number in the search box, or click a Pick button in the orders list.
  2. The system generates a pick ticket with BOM-exploded components (tanks, valves, media boxes, gravel, dist tubes).
  3. Review the pick ticket — items are grouped by type for efficient warehouse picking.
  4. Click Print Pick Ticket to print. You can also print the Invoice and Packing List from the toolbar.
  5. After picking and packing, click Mark Pack Complete & Update Inventory to log the pack and decrement inventory.

Flagging Issues (Delay Flags)

Delay flags mark orders that need attention. Click the flag toggle while packing to select one or more:

  • Awaiting Part — Waiting on a component or part to arrive.
  • Drop Ship Delay — Item is being drop-shipped and hasn't arrived yet.
  • Split Shipment — Part of the order is shipping separately.
  • Freight/Pallet — Ships by freight truck (opens the freight quote entry panel — see below).
  • Backorder — Waiting on inventory to arrive.
  • Other — Add details in the Flag Notes field.

Flags appear as ⚠ Backorder badges in the Status Board orders list.

Shipping Labels

Admin users can create ShipStation shipping labels directly from the pick ticket:

  1. Enter the Weight per Box for each box in the shipment.
  2. Select the Shipping Method from the dropdown.
  3. Click Create Label — the system creates the shipment in ShipStation and returns a tracking number.
  4. The label PDF is available for download.

Note: Only admin-role users can create labels. Warehouse role sees order details but not the label creation section.

Freight / LTL Shipments

For orders shipping by freight truck (large tanks, heavy systems, pallets), you need to log the freight quote so we can track true shipping costs and profit margins.

  1. While packing the order, toggle Flag this order and click the Freight/Pallet chip.
  2. An amber Freight Quote Entry panel will appear below the flags.
  3. Select the Carrier from the dropdown (Estes, XPO, R+L, etc.).
  4. Enter the Quote Amount — this is the dollar amount the carrier quoted for the shipment.
  5. Optionally enter the Quote / PRO # and any Notes (e.g. "Liftgate required").
  6. Click Save Freight Quote.
  7. You'll see a confirmation showing the freight cost and the true margin on the order (what we actually make after shipping costs).
  8. Continue with packing as normal — click Mark Pack Complete when done.

What happens behind the scenes: The freight cost is saved to the database and automatically subtracted from the order's profit margin. A notification is posted to Slack so the office team has visibility. The Status Board shows a monthly summary of all freight costs.

Tip: You can save the freight quote at any point before or after marking pack complete. If the final invoice differs from the quote, contact the office team to update it.

FAQs

  • Why don't I see an order? — Click Sync Now to pull the latest. If the order was placed more than 7 days ago and wasn't synced before, it may need a manual sync in Miva.
  • What does "Pack Complete" do? — It logs who packed the order, when, and decrements inventory for all BOM components.
  • Can I undo a pack? — Re-packing is possible (you'll see a warning). The system tracks re-packs in the audit log.
  • What are the colored badges? — Green = ready/shipped, Yellow = flagged/hold, Blue = processing, Gray = new/pending, Orange = no charge ($0 order).
  • ⚠️ No Charge — This order has a $0.00 total. It may be a warranty replacement, courtesy re-ship, or other complimentary shipment. Pick and pack it normally. If you don't recognize it, check with the office team before shipping.
  • Who do I contact for issues? — Technical issues: management. Order questions: office team. Shipping: warehouse lead.