Warehouse management systems (WMS)

A warehouse management system (WMS) directs and records physical work inside a warehouse: receipt, putaway, replenishment, picking, packing, shipping and counting.

Most of its users are on foot or on vehicles and work from handheld devices.

Summarize with:

Key facts

  • WMS users work on foot or on vehicles, with handhelds, ring scanners and vehicle terminals.
  • Stock is held per location, and work is assigned to people as tasks.
  • Accuracy is maintained by cycle counts.
  • Blind counts hide the expected quantity, because counters tend to confirm the number they see.
  • Exceptions such as short, damaged or wrong item should be one tap away.

What it covers

Aspect In this category
Users On foot or on vehicles
Devices Handhelds, ring scanners, vehicle terminals
Stock Held per location
Work Tasks are assigned to people
Accuracy Maintained by cycle counts

The work runs from receipt and putaway through replenishment to picking, packing, shipping and counting.

Who uses it

Role Device What they need
Picker, receiver, counter Handheld or ring scanner One task at a time, one clear action, a fast exception path
Forklift driver Vehicle terminal Large targets, the next task and its location
Warehouse supervisor Desktop or tablet Workload, open tasks, discrepancies
Warehouse manager Desktop Site structure, capacity, accuracy

What makes it hard to design

Mobile first. Mobile screens are built around one task and one action.

Scan order. Location is confirmed by scan before quantity.

Exceptions. Short, damaged or wrong item are daily events and need their own path.

Design implication
Large sites

In a large warehouse, finding an item takes more time than recording it. Location addressing and navigation are part of the interface.

Trade-offs

  • A drawn floor plan helps new staff find their way, but someone has to redraw it whenever racks move. A plain hierarchy costs little to maintain and shows nothing of the building’s layout.
  • An easy manual path keeps transactions recorded when scanning fails, and lowers the share of scanned entries.

Common mistakes

  • Counting screens that show the expected quantity. Counters tend to confirm the number they see.
  • Quantity entered before the location is confirmed
  • Desktop screens shrunk onto a handheld
  • Exceptions hidden behind menus

Related experience

5.0
Overall review rating on Clutch.co
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