The complete reference for the warehouse team. This portal is our operations hub — it routes orders, runs the pick queues, manages inventory moves and counts, handles returns and Amazon, and keeps SkuVault accurate. This guide walks through every tool in the portal, section by section, exactly as they appear in the left menu.
Every order from our Shopify stores comes into this router. The system automatically decides which warehouse should ship each order (San Diego, Dallas, or NRI Canada) based on stock and shipping rules, then sends it to ShipStation. Most orders route themselves — you don't have to do anything. On top of routing, the portal is where we run the daily warehouse work: the ship queues, warehouse transfers, cycle counts, replenishment, stock adjustments, returns, custom orders and Amazon. Everything that changes stock is written back to SkuVault and logged, so SkuVault stays the single source of truth.
There is a menu down the left side. Tools are grouped into six areas. Click a tool to open it; some tools have sub-tabs that appear underneath them once open. Little number badges next to a tool tell you how many things need attention there (e.g. open issues, ship-queue orders, returns to inspect). Badges are your cue for where to look first.
| Area | Tools in it |
|---|---|
| Overview | Your home screen — issues to fix, stock lookup, order search, held orders, daily numbers. |
| Fulfillment | Ship Queue, Order Checks, SD Moves, Returns. |
| Inventory | Warehouse Balancing, Cycle Count, Replenishment, Adjustments. |
| Sales Channels | Amazon, Custom Queue. |
| Insights | Reports, Compliance. |
| System | Settings. |
Your daily home screen. It gathers the few things that need a human into one place. The badge on the menu is the count of open issues.
The only block that usually needs action. Each row is an order that couldn't ship as-is. The Issue and What's needed columns say in plain words what's wrong:
When an issue is handled, click Resolve on that row so it drops off the list.
Type a SKU or product name to see how many units are on hand at each warehouse. Use it to answer "do we have this?" and to confirm a restock landed before you resolve an issue.
Find any order by order number, email, or name. See where it was sent and, if needed, re-route it to a different warehouse. Only re-route when you have a reason (stock moved, warehouse closed).
Held orders are normal — nothing here is broken.
Fresh orders wait here during a short edit window so the customer can still change their address, size, or items before the order locks to a warehouse. When the timer ends, the order routes automatically on the next run (every few minutes). You do not need to watch or clear this list.
The live picking queue — the orders waiting to be picked and packed. Use the sub-tabs to filter by warehouse:
The menu badge shows how many orders are waiting. Work your warehouse tab top to bottom.
Orders that need a quick human check before they ship. Two sub-tabs:
The San Diego bin-move planner. It tells the San Diego team what to physically move inside the warehouse so the pick faces stay stocked. It plans two kinds of move:
It creates a tracked move task with a checklist. As you complete each line the tool can push the matching relocation into SkuVault so on-hand locations stay correct. It never invents stock — it only relocates what's already there.
Everything to do with returns and RMAs, including our Redo integration. Sub-tabs:
The menu badge counts returns waiting on you (usually items to inspect).
The transfer planner. It compares stock and demand across warehouses and proposes transfers to move product where it's needed — so more orders ship complete from one warehouse instead of splitting. You can run the weekly plan or build a transfer by hand.
When you create a transfer, the portal automatically:
Getting the transfer into SkuVault — two ways.
⬆️ Push pick order to SkuVault (recommended). Click this button on the transfer and the portal creates a pickable pick order directly in SkuVault (it shows up as a "ReadyToShip" sale under the transfer number). Your team just scans / Wave-Picks it out, which removes the units from the source warehouse automatically. No file to download or import. If a transfer already has its pick order, the button says so and won't create a duplicate.
⬇ SkuVault Remove CSV (fallback). If you'd rather import a file — or a push didn't go through — download this CSV and import it into SkuVault the old way. Only one of the two methods is needed per transfer.
Note: the planner automatically ignores SKUs with no demand in the last 6 months, so we don't transfer dead stock.
How we count stock — by shelf location, not by chasing single SKUs. Generate the shelves for an area (a shelf is a block of up to 7 bins), count what's physically there and type it in. The tool instantly shows the variance and accuracy against SkuVault. When you're happy, push the variances to SkuVault in one click — every correction is logged (who, what, before/after). This is how we keep on-hand numbers honest.
A per-warehouse pull list that tells you what to move within the warehouse, based on live sales velocity:
This tool is read-only — it doesn't change anything in SkuVault; it just gives the team a work list. You can export a CSV or print it for the floor.
This is the only approved way to add or remove stock. Do not edit quantities directly in SkuVault anymore — do it here.
Enter the SKU, the new/changed quantity, and a reason (required). The portal writes the change to SkuVault and records it in the audit ledger — who, why, when, and the before/after numbers. That way every stock change is traceable.
Everything for our Amazon channel. Sub-tabs:
The production pipeline for custom / Custom Shop (DTF) orders, tied to the Artwork Portal. It shows each custom order and what stage it's at (artwork, production, ready), so nothing custom gets lost between design and shipping. The menu badge counts custom orders needing attention.
The history and numbers behind the operation. Sub-tabs:
Items that need a compliance review. The menu badge shows how many are open. Work them or escalate as your manager directs.
Configuration and account tools (mostly for managers). Sub-tabs:
Check if we have an item: Overview → Inventory Lookup → type the SKU or name.
Find an order: Overview → Order Search → type the order number or customer email.
Fix an out-of-stock order: Restock → confirm in Inventory Lookup → Orders with Issues → Resolve.
Send a held order early: Overview → Held Orders Queue → Route Now on that row.
Pick your warehouse's orders: Ship Queue → your warehouse sub-tab.
Move a transfer into SkuVault: Warehouse Balancing → open the transfer → ⬆️ Push pick order to SkuVault → scan it out.
Count a shelf: Cycle Count → generate shelves → enter counts → push variances to SkuVault.
Change stock the right way: Adjustments → enter SKU, quantity, and a reason.
Inspect a return: Returns → Inspection.
| Warehouse | Daily cutoff |
|---|---|
| San Diego (W1) | 1:00 PM Pacific (Mon–Fri) |
| Dallas (TX) | 2:00 PM Central (Mon–Fri) |
Edit windows: Standard/Economy/Free = 2 hours; Expedited/2-Day = 1 hour; Overnight/Next Day/Same Day = 1 hour. Weekend orders get the window only, no cutoff.
When in doubt, take a screenshot and send it to your manager — don't guess on re-routing or stock changes.