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...

Error

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.
📷 Shipment Photos (optional)
Check all items, 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 can't ship yet. Common flag types:

  • Backorder — Waiting on inventory to arrive.
  • Customer Contact — Need to reach the customer before shipping.
  • Payment Hold — Payment issue needs resolution.
  • Address Issue — Shipping address problem.
  • Special Order — Custom or special-order item in progress.
  • Pending Info — Waiting on information.
  • Quality Check — Needs QC inspection before shipping.
  • Other — See the flag notes for details.

Flags appear as ⚠ Backorder badges in the orders list. Click into the order to add, edit, or remove flags.

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 (Rolando, Matthew, Gerry) can create labels. Warehouse role sees order details but not the label creation section.

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.
  • Who do I contact for issues? — Technical issues: Gerry. Order questions: office team. Shipping: Matthew or Rolando.