WMS Documentation

01 System Positioning

Burton Software WMS is an execution-focused warehouse management system. It covers inbound scheduling, receiving, devanning labels, inventory, locations, outbound release, picking, labeling, pallet papers, staging, loading, channel order sync, reports, billing, and role-based access.

During the review, 118 internal pages were opened in read-only mode. The menu covers Dashboard, Inbound, Outbound, Warehouse, Inventory, Reports, Accounting, Settings, Sales Order, Work Order, and channel modules such as Etsy, Shopify, Wix, Amazon, Walmart, Wayfair, Big Cartel, and Temu.

02 Product Highlights

• End-to-end warehouse execution: ASN and inbound records flow into inventory, release, picking, labeling, staging, loading, and reporting.
• Multi-warehouse location visibility: Warehouse Map shows zones, racks, available pallet positions, occupancy, and space estimates.
• Marketplace and channel coverage: Shopify, Wix, Amazon, Walmart, Wayfair, Etsy, and other modules centralize orders, inventory, listings, and logs.
• Reporting and billing connection: inbound, outbound, inventory, invoice, labeling, work order, and warehouse cost data can be reviewed by date or customer.
• Permission separation: Settings supports users, function lists, groups, and group permissions for warehouse, customer service, accounting, and supervisors.

03 Core Business Objects

04 Recommended Reading Path

1. Start from Dashboard to understand daily inbound, outbound, and exception status.
2. Read the standard operating flow before using specific inbound or outbound pages.
3. Use the inbound, outbound, inventory, channel, and reporting guides based on your role.
4. Use the page index when you need to locate a function quickly.

05 Reference Screens

Burton Software WMS system walkthrough

Dashboard provides a quick view of inbound, outbound, forecast, and exception status.

Inbound Orders is the main place to track receiving status by customer, date, container, SKU, and quantity.

Outbound Overview consolidates order, picking, work order, labeling, staging, and loading progress.

Warehouse Map helps teams review zones, capacity, occupancy, and available storage space.

01 Standard Flow

The Burton Software WMS operating flow starts with inbound and product preparation, moves through receiving and putaway, then fulfills orders through release, picking, labeling, staging, and loading. Reports, invoices, and cost records close the loop.

02 1. Inbound Preparation

1. Open Inbound Orders and review Pending, Inwork, Posted, and Revised records.
2. Use Add Inbound to create a receiving record with customer, ASN, container, ETA, scheduled date, SKU, CTN, and PCS.
3. Use Receiving Schedule in Month, Week, Day, or List view to plan dock capacity.
4. Maintain carriers so appointments and receiving records remain traceable.

03 2. Receiving and Putaway

1. Receive against the scheduled inbound record and verify SKU, cartons, and pieces.
2. Use devanning labels or cycle count tools to generate and verify labels.
3. After putaway, review Inventory, Location by Zone/Style/Lot, and Warehouse Map.
4. Resolve discrepancies with recounts or relot actions before closing the record.

04 3. Outbound Fulfillment

1. Review pending orders in Outbound Orders or channel Orders.
2. Use Release and check Print Label, Picking List, Labeling, Pallet Paper, Routing, and Staged status.
3. Create and follow pick tasks in Forward Picking.
4. Complete labeling, pallet papers, and staging before scheduling load and BOL.
5. After shipment, confirm tracking, ASN, or shipment confirmation back to the channel when required.

05 4. Reconciliation and Management

1. Use Reports for receiving, monthly receiving, release, shipping, inventory by style, and location reports.
2. Use Accounting for invoice records, invoice rules, labeling cost, work order cost, and warehouse cost, and compare HR Time Card and Warehouse Work Log for labor and work-cost review.
3. Use Settings to maintain users, groups, and group permissions by role.

06 Checklist

07 Reference Screens

Burton Software WMS system walkthrough

Start each shift from Dashboard to confirm workload and exceptions.

Inbound work starts with accurate receiving records and schedule planning.

Outbound orders move through release, picking, labeling, staging, and loading.

Product and inventory master data support accurate receiving, shipping, reporting, and billing.

Use Warehouse Map to review locations, capacity, and occupancy before closing the workflow.

01 Module Scope

The Inbound module manages receiving records, devanning labels, receiving appointments, carriers, and inbound cycle counts. It is the first control point for accurate inventory.

02 Key Pages

03 Standard Inbound Process

1. Confirm the customer, warehouse, container, ASN, ETA, SKU list, CTN, and PCS before creating the inbound record.
2. Create or update the inbound record in Inbound Orders.
3. Schedule the receiving appointment in Receiving Schedule.
4. Receive goods against the appointment and verify cartons, pieces, SKU, and labels.
5. Use labels and cycle counts to resolve discrepancies before posting.
6. After receiving, verify inventory and location status in Inventory and Warehouse Map.

04 Control Points

• Do not post receiving records until quantity and label checks are complete.
• If ETA, scheduled date, or container changes, update the record before warehouse execution starts.
• Keep carrier information consistent for later reporting and customer communication.
• Use cycle count or relot actions for discrepancies instead of manual assumptions.

05 Reference Screens

Inbound Orders helps operations, customer service, and warehouse leads track receiving status, customer, container, and SKU quantity.

Receiving Schedule supports calendar-based planning so dock and warehouse capacity remain visible.

01 Module Scope

The Outbound module manages order release, picking, labeling, pallet papers, staging, loading, sample picks, repacks, labeling cost, and routing portal information. It is the primary workspace for warehouse fulfillment.

02 Key Pages

03 Standard Outbound Process

1. Confirm the order is ready for warehouse execution in Outbound Orders or channel Orders.
2. Create or review Release and make sure required labels and documents are ready.
3. Create or follow picking tasks in Forward Picking.
4. Complete labeling, repack, pallet papers, and staging checks.
5. Schedule load, confirm BOL, carrier, and pickup or ship date.
6. After loading, confirm shipment or ASN back to the channel when required.

04 Control Points

• Do not load before staging, pallet, quantity, and release status are verified.
• Use Outbound Overview to catch delayed picking, labeling, or staging work.
• Keep route, carrier, and BOL information aligned with customer and channel requirements.
• Export or print only the required warehouse documents to avoid duplicate execution.

05 Reference Screens

Outbound Orders is used to query pending orders, customers, consignees, schedules, and import status.

Outbound Overview helps supervisors track release, picking, labeling, staging, and loading phases.

Forward Picking is used to create and track pick tasks and reduce missed or incorrect picks.

Staging verifies release, pallet, quantity, and staging location before loading.

01 Module Scope

Inventory and Warehouse modules manage product master data, stock lookup, locations, warehouse map, task tracking, pallet papers, staging, cycle counts, equipment, propane logs, warehouse setup, and work logs.

02 Inventory Pages

03 Warehouse Pages

04 Recommended Inventory Workflow

1. Keep SKU and product master data consistent before receiving or shipping.
2. Use Inventory and Location views to confirm on-hand, available, reserved, and location data.
3. Use Warehouse Map to understand space constraints and occupancy before large receipts or releases.
4. Use Task Tracker and Work Log to review labor activity and warehouse execution history.
5. Use cycle count or location correction workflows when stock does not match the physical warehouse.

05 Risk Controls

• A wrong SKU, lot, or location affects receiving, picking, reporting, and billing.
• Warehouse Map should be reviewed before large inbound appointments or outbound waves.
• Location changes should be traceable and preferably connected to a task, count, or work log.

06 Reference Screens

Products maintains SKU, style, dimensions, cube, prepack, and inventory information.

Warehouse Map shows capacity, occupancy, and available space by zone and rack.

Location by Zone helps teams review SKU, lot, quantity, and location distribution.

01 Module Scope

Burton Software WMS includes channel modules that bring marketplace orders, products, inventory, shipment status, and API logs into the warehouse execution flow. Reviewed channels include Etsy, Shopify, Wix, Amazon, Walmart, Wayfair, Big Cartel, and Temu.

02 Channel Capability Map

03 Channel Fulfillment Flow

1. Check connection status, last sync time, order volume, and failures in the channel Dashboard.
2. Filter orders by status or keyword in Orders. Use manual Sync or Pull Orders only when needed.
3. After the order syncs into WMS, continue warehouse execution in Outbound or Release.
4. After picking, labeling, staging, and loading, send tracking, ASN, or shipment confirmation back to the channel.
5. If sync fails, check Logs first, then Settings or Accounts for token, client ID, warehouse ID, carrier, and permission issues.

04 Risk Controls

• Disconnect, Revoke, Re-auth, and Save Settings can affect live channel connections and should be limited to admins.
• Confirm WMS Available inventory before syncing stock to a marketplace.
• API logs may include request details and should not be shared publicly without review.

05 Reference Screens

Channel dashboards show connection status, order sync, and API activity.

Shopify Orders shows platform orders after they enter the WMS fulfillment workflow.

Amazon Orders supports order lookup, sync status review, and shipment confirmation follow-up.

Walmart Orders supports marketplace order lookup, sync, and fulfillment tracking.

01 Module Scope

Employee scheduling, time cards, and work costing connect labor planning, actual warehouse execution, and finance review. The related WMS pages are HR Schedule, HR Time Card, Warehouse Work Log, and the Accounting pages for Work Order Cost, Labeling Cost, and Work-order-task.

02 Page Responsibilities

03 Standard Workflow

1. The supervisor reviews HR > Schedule by warehouse and confirms labor coverage with Month, Week, Day, or List view.
2. If a new schedule is needed, use Create. For floor operations, use Print to share the daily or weekly plan.
3. After daily execution, the warehouse lead reviews Warehouse > Work Log by employee and date range, then exports PDF or Excel for the closeout file.
4. HR or operations reviews HR > Time Card by warehouse, department, and date with Compare and Check. Use Resync only when the data source must be refreshed.
5. Finance reviews Accounting > Work Order Cost, Labeling Cost, and Work-order-task using the same warehouse and date range, then reconciles those results against Work Log and Time Card.
6. Before month close, export Work Log, Time Card Monthly Report, Work Order Cost, and Labeling Cost, then align them with Invoice Records and Invoice Rules.

04 Closeout Checklist

05 Risk Controls

• Schedule is the plan; Work Log and Time Card are the execution evidence. Do not settle labor only from the schedule calendar.
• Resync refreshes time card data and should be limited to HR or supervisors after review.
• Confirm warehouse, employee, department, and date filters before exporting PDF or Excel.
• If Work Order Cost shows No record found, check the date range, warehouse, and whether work-order tasks generated cost records.
• Labeling Cost supports Add Data, so adjustments should be tied to the correct customer and billing rule.

06 Reference Screens

HR Schedule shows the warehouse schedule calendar with Create, Print, and multiple calendar views.

HR Time Card reviews attendance by warehouse, department, and date with Compare, Check, Resync, and Monthly Report.

Warehouse Work Log filters actual activity by employee and date range and supports PDF / Excel export.

Work Order Cost summarizes work order costs by warehouse and date range for finance review.

Labeling Cost supports cost lookup, export, and authorized manual additions.

Work-order-task validates task-level cost details behind work order costing.

01 Module Scope

Reports, Accounting, Settings, Sales Order, Work Order, and HR support operational review, billing, access control, sales order handoff, work order management, employee time records, and supporting administration.

02 Reports

Reports include inbound, outbound, and inventory views such as receiving report, monthly receiving, release report, shipping report, inventory by style, inventory received date, inventory shipped date, inactive inventory, and location report.

Recommended use:

1. Filter by date, customer, account, warehouse, or report type.
2. Export or print only the reports needed for customer review or internal reconciliation.
3. Compare report outputs with operational pages before billing or closing a period.

03 Accounting

Accounting includes invoice records, invoice rules, labeling cost, work order cost, work-order-task, customers, warehouse cost, utilities, and monthly inventory reporting. It connects warehouse activity with customer billing and internal cost review.

04 Employee Schedule and Work Costing Loop

Detailed steps are available in WMS Employee Schedule, Time Card, and Work Costing Guide.

05 Settings and Permissions

Settings includes Users, Function List, Groups, and Group Permissions. Use it to separate warehouse, customer service, finance, supervisors, and admin responsibilities.

Recommended permission model:

06 Sales Order and Work Order

Sales Order handles sales order list and creation. Work Order supports task tracking, priority, owner, view, and print flows. Use them when a customer request needs to become an executable warehouse task.

07 Reference Screens

Invoice Records is used to review customer invoices, rules, and billing outcomes.

Users and permissions control which functions each role can view and operate.

Sales Order supports order management, creation, and handoff into execution.

Work Order helps teams track work orders, owner, priority, and printing.

01 Collection Note

This index is based on a read-only review of the live Burton Software WMS system on 2026-05-16, with HR schedule, time card, work log, and work costing pages refreshed on 2026-05-20. A total of 119 menu entries were identified, and 118 internal pages were opened successfully. Download links, external portals, and logout actions are not included as operating procedures.

02 Page Index

02.1 Dashboard

02.2 Inbound

02.3 Outbound

02.4 Warehouse

02.5 Inventory

02.6 Channels

02.7 Reports and Accounting

02.8 Administration and Support

03 Recommended Reading Order

• New warehouse users: overview, standard flow, inbound, outbound, and inventory guides.
• Supervisors and implementation users: channel, reports/accounting/admin, and page index.
• Use this index for navigation; use the SOP guides for operating procedure details.