Using the Logistics App
The installation page gets the app on a device. This folder covers what the warehouse team actually does with it.
The app has five working views (plus Settings). Each one maps to a real job a warehouse team member does every day:
- Material preparation — the Prep view. The dashboard of Material Requests waiting to be transferred.
- Stock view and Purchase Receipts — live stock by item, plus receiving inbound goods at the dock.
- Recording movements via the ledger — the OLE list and create flow.
- Dispatch and recovery — external unit dashboard for subcontract dispatches and recoveries.
When to use the app vs the desk
Both touch the same database. The app is built for doing; the desk is built for thinking.
- Use the app for: receiving a delivery, transferring materials to a line, recording a dispatch, looking up stock at the dock, checking what's on a Material Request before walking the floor.
- Use the desk for: planning receipts (which POs are due when), reconciling stock differences, investigating an MR that's stuck, running reports, configuring masters.
In practice, the warehouse team lives in the app. The logistics manager lives in the desk. Neither is wrong; they're solving different problems.
What's not in the app
A few things the app doesn't try to do — because the desk does them better:
- Creating Purchase Orders. The PO is a commercial document that needs comparison, negotiation, terms — desk-only.
- Posting Purchase Invoices. Accounting work; lives in the desk under Accounts.
- Configuring suppliers, items, warehouses. Setup; desk-only.
- Running long reports. Reports work better on a screen.
If a warehouse staff member needs to do one of these, they switch to the desk. The app is intentionally focused.
What to do next
Start with Material preparation — that's where most warehouse shifts begin.