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Usage Guide

Zhongtian Logistics System User Guide

Table of Contents

This guide covers all aspects of Zhongtian Logistics systems, from basic operations to advanced strategies, helping you get up to speed and optimize logistics management

1. WMS System User Guide

Learn how to use the Warehouse Management System, including core functions such as inbound, outbound, and inventory management

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2. OMS System User Guide

Master the operations of the Order Management System, including order processing, tracking, and customer service functions

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3. Warehouse Service Strategies

Understand Zhongtian Logistics' warehouse service strategies, including layout planning, workflow, and performance evaluation

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4. Storage Service Strategies

Learn Zhongtian Logistics' storage service strategies, including inventory optimization, special cargo handling, and cost control

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WMS System User Guide

The Warehouse Management System (WMS) is one of Zhongtian Logistics' core systems for managing all warehouse activities

WMS System Overview

Understand the basic functions and workflows of the WMS system

WMS System Introduction

Zhongtian Logistics' WMS is a comprehensive warehouse management solution that helps you efficiently manage warehouse operations, optimize inventory levels, and improve customer satisfaction. System functions include:

Inventory Management

Real-time tracking of inventory levels, locations, and movements, supporting inventory strategies such as FIFO (First-In, First-Out) and LIFO (Last-In, First-Out)

Inbound Management

Manage receiving, quality inspection, putaway and other inbound processes, supporting batch scanning and automatic location allocation

Outbound Management

Manage picking, packing, shipping and other outbound processes, supporting efficient strategies such as wave picking and zone picking

Barcode Management

Support barcode scanning and RFID technology to improve data accuracy and operational efficiency

WMS System Login & Interface

Log in to the WMS system and familiarize yourself with the interface layout:

  1. Open your browser and visit the WMS system login page
  2. Enter your username and password
  3. Click the "Login" button to enter the system
  4. The main interface includes a top navigation bar, left function menu, and central work area
Tip

If you forget your password, you can click the "Forgot Password" link on the login page to reset it.

Inbound Management

Inbound management is a key function of the WMS system, ensuring that goods enter the warehouse accurately and are allocated to suitable locations.

Inbound Process

  1. Notification Receipt: Receive delivery notifications from suppliers and confirm goods information
  2. Create Receipt: Create a receipt in the system to record expected goods information
  3. Physical Inspection: Inspect quantity, quality, and packaging when goods arrive
  4. Scanning Inbound: Use a barcode scanner to scan goods, and the system automatically records inbound information
  5. Location Allocation: The system automatically allocates locations based on preset rules, or manually specify locations
  6. Putaway Confirmation: Confirm completion of operations after goods are put away
Notes
  • Ensure goods match delivery note information before inbound
  • Handle and record goods with quality issues separately
  • Update system status in a timely manner after inbound operations

Outbound Management

Outbound management ensures that goods are accurately dispatched from the warehouse to meet customer order requirements.

Outbound Process

  1. Order Receipt: Receive outbound orders from the OMS system
  2. Wave Creation: Create waves based on order characteristics to improve picking efficiency
  3. Picking List Generation: The system generates picking tasks based on waves
  4. Picking Operation: Picking personnel perform picking according to the picking list
  5. Verification & Packing: Verify and pack after picking is completed
  6. Outbound Confirmation: Confirm completion of operations after goods are dispatched
Tips for Improving Outbound Efficiency
  • Reasonably allocate waves based on order priority and geographical location
  • Use FIFO (First-In, First-Out) principle to reduce inventory backlog
  • Optimize location layout regularly to reduce picking paths

Inventory Management

Effective inventory management is a core function of the WMS system, ensuring inventory accuracy, orderliness, and meeting business needs.

Inventory Inquiry

Real-time inquiry of inventory status, location, and quantity, supporting filtering by SKU, batch, location, etc.

Inventory Movement

Manage internal inventory movements such as location adjustment, batch merging, inventory counting, etc.

Inventory Alert

Set inventory upper and lower limits, and automatically issue alerts when inventory exceeds thresholds

Inventory Counting

Regular inventory counting is an important measure to ensure inventory accuracy:

  1. Create Count Plan: Create a counting plan in the system, specifying the scope and time of counting
  2. Execute Counting: Perform physical counting as planned and record actual inventory quantities
  3. Difference Analysis: Compare system inventory with actual inventory and analyze causes of differences
  4. Inventory Adjustment: Adjust system inventory based on counting results
  5. Generate Report: Generate a counting report recording counting results and handling situations

OMS System User Guide

The Order Management System (OMS) is another core system of Zhongtian Logistics for managing the entire process from order receipt to delivery completion

OMS System Overview

Understand the basic functions and workflows of the OMS system

OMS System Introduction

Zhongtian Logistics' OMS is a comprehensive order management solution that helps you efficiently process orders, optimize delivery routes, and improve customer satisfaction. System functions include:

Order Processing

Manage order receipt, review, allocation, and tracking, supporting batch processing and automation rules

Delivery Management

Optimize delivery routes, allocate delivery resources, and track delivery progress

Customer Management

Manage customer information, order history, and preferences, supporting customer segmentation and personalized services

Report Analysis

Generate multi-dimensional reports on order processing efficiency, delivery performance, and customer satisfaction

OMS System Login & Interface

Log in to the OMS system and familiarize yourself with the interface layout:

  1. Open your browser and visit the OMS system login page
  2. Enter your username and password
  3. Click the "Login" button to enter the system
  4. The main interface includes a top navigation bar, left function menu, central work area, and order status dashboard
Tip

The OMS system can be seamlessly integrated with the WMS system to achieve end-to-end automation from order to outbound.

Order Processing

Order processing is the core function of the OMS system, ensuring efficient flow of orders from receipt to completion.

Order Processing Flow

  1. Order Receipt: Receive orders from e-commerce platforms, customer systems, or manual entry
  2. Order Review: Automatically or manually review order information, including customer, product, and payment information
  3. Inventory Allocation: Allocate available inventory based on inventory status or generate replenishment requests
  4. Order Splitting: Split orders based on products, warehouses, delivery methods, etc.
  5. Delivery Notification: Notify the warehouse to prepare for delivery or send orders to the WMS system
  6. Order Tracking: Track order processing progress in real-time until customer receipt
Notes
  • Ensure order information is accurate to avoid subsequent processing issues
  • Process exception orders promptly, such as out-of-stock, address errors, etc.
  • Clean up completed orders regularly to maintain system efficiency

Delivery Management

Efficient delivery management is key to improving customer satisfaction, and the OMS system provides comprehensive delivery management functions.

Delivery Management Flow

  1. Delivery Method Selection: Choose suitable delivery methods based on order characteristics, customer requirements, and cost factors
  2. Delivery Resource Allocation: Allocate delivery resources such as vehicles and drivers
  3. Delivery Route Planning: Optimize delivery routes to improve delivery efficiency
  4. Delivery Task Assignment: Assign delivery tasks to corresponding drivers
  5. Delivery Tracking: Track delivery progress in real-time and handle exceptions promptly
  6. Receipt Confirmation: Confirm customer receipt to complete the delivery process
Tips for Optimizing Delivery Efficiency
  • Use intelligent route planning algorithms to reduce delivery mileage and time
  • Implement regionalized delivery based on order density and geographical location
  • Establish a delivery exception handling mechanism for quick response and resolution

Report Analysis

The OMS system provides rich report analysis functions to help you understand business conditions, optimize processes, and make data-driven decisions.

Order Statistics Report

Statistic order quantity, amount, and completion status by time, customer, product, etc.

Delivery Performance Report

Analyze delivery performance indicators such as delivery timeliness, on-time rate, and exception rate

Customer Analysis Report

Analyze customer behavior indicators such as order volume, consumption amount, and satisfaction

How to Use Reports to Optimize Business

Regularly analyze report data to identify business bottlenecks and improvement opportunities:

  1. Identify Peak Periods: Reasonably arrange manpower and resources based on order volume patterns
  2. Optimize Delivery Routes: Analyze delivery performance to identify inefficient routes for optimization
  3. Customer Segmentation Management: Implement differentiated service strategies based on customer value and needs
  4. Process Improvement: Identify bottlenecks in the order processing flow for targeted improvement

Warehouse Service Strategies

Understand Zhongtian Logistics' warehouse service strategies to optimize warehouse layout and workflows, and improve warehouse operation efficiency

Warehouse Service Overview

Zhongtian Logistics' warehouse service strategies and core competencies

Zhongtian Logistics Warehouse Service Advantages

Zhongtian Logistics has a complete warehouse service system, providing customers with comprehensive warehousing solutions:

Nationwide Layout

Warehouse network covering major economic regions across the country, providing localized services

Security Assurance

Strict safety management systems and advanced safety facilities to ensure goods security

Process Optimization

Continuously optimized work processes and standardized operations to improve warehouse efficiency

Data Analysis

Data-driven decision support for continuous service quality improvement

Warehouse Layout Planning

Reasonable warehouse layout is key to improving operational efficiency:

  1. Functional Zone Division: Divide the warehouse into functional zones such as receiving, storage, picking, packing, and shipping areas
  2. Goods Classification Storage: Classify and store goods based on characteristics, turnover rate, volume, etc.
  3. Location Planning: Design a reasonable location coding system for quick goods positioning and management
  4. Logistics Path Optimization: Optimize goods flow paths to reduce handling distance and time
  5. Equipment Configuration: Configure suitable warehousing equipment such as shelves, forklifts, AGVs, etc., based on business needs
Layout Optimization Principles
  • High-turnover goods are placed near entrances and exits
  • Similar goods are stored together for easy management
  • Heavy goods are placed at the bottom for easy operation
  • Special goods such as inflammables and explosives are stored separately in compliance with safety regulations

Workflow Optimization

Optimizing warehouse workflows is key to improving efficiency and reducing costs.

Main Workflows

  1. Inbound Workflow: Receiving, inspection, putaway
  2. Storage Management: Inventory maintenance, counting, location adjustment
  3. Outbound Workflow: Order processing, picking, packing, shipping
  4. Return Workflow: Return receipt, inspection, processing
Workflow Optimization Tips
  • Adopt standardized operation processes to reduce human error
  • Introduce automated equipment to improve operational efficiency
  • Optimize wave management to improve picking efficiency
  • Establish an exception handling mechanism for quick response and resolution

Warehouse Performance Evaluation

Regular warehouse performance evaluation identifies improvement opportunities and continuously enhances service quality.

Key Performance Indicators (KPIs)

  1. Inbound Accuracy Rate: Quantity of correctly inbound goods / Total inbound quantity
  2. Outbound Accuracy Rate: Number of correctly outbound orders / Total outbound orders
  3. Order Processing Time: Average time from order receipt to shipping
  4. Inventory Accuracy Rate: Number of SKUs with matching system and actual inventory / Total SKUs
  5. Equipment Utilization Rate: Actual equipment usage time / Available equipment time
  6. Space Utilization Rate: Used warehouse space / Total warehouse space
How to Use Performance Data for Improvement
  • Regularly analyze KPI data to identify performance bottlenecks
  • Develop targeted improvement plans and track implementation effects
  • Establish incentive mechanisms to encourage teams to improve performance
  • Compare with industry benchmarks to find gaps and improvement directions

Warehouse Safety Management

Warehouse safety is a top priority in operations, and Zhongtian Logistics has established a comprehensive safety management system.

Fire Safety

Install fire equipment, develop fire plans, and conduct regular fire drills

Security Management

Install monitoring systems, set up access control, and establish patrol systems

Personnel Safety

Provide safety training, equip safety gear, and establish safety operation procedures

Safety Management Notes
  • Regularly inspect and maintain safety equipment to ensure normal operation
  • Strictly follow safety operation procedures and prohibit non-compliant operations
  • Provide comprehensive safety training for new employees
  • Establish emergency plans for safety accidents and conduct regular drills

Storage Service Strategies

Understand Zhongtian Logistics' storage service strategies to optimize inventory management, reduce costs, and improve customer satisfaction

Storage Service Overview

Zhongtian Logistics' storage service strategies and core competencies

Zhongtian Logistics Storage Service Advantages

Zhongtian Logistics provides flexible and diverse storage solutions to meet different customer needs:

Diverse Storage Solutions

Provide various solutions such as general storage, temperature-controlled storage, and hazardous goods storage

Inventory Optimization

Data-driven inventory optimization recommendations to reduce inventory costs

Flexible Lease Terms

Provide various lease options such as short-term, long-term, and temporary storage

Security Assurance

Strict goods custody system to ensure goods safety and integrity

Inventory Optimization Strategies

Optimizing inventory management is key to reducing costs and improving customer satisfaction:

  1. ABC Classification Management: Classify inventory into A, B, and C categories based on sales and profit contribution, implementing differentiated management
  2. Safety Stock Setting: Set reasonable safety stock levels based on historical sales data and supply stability
  3. Inventory Turnover Optimization: Regularly analyze inventory turnover rate, identify slow-moving items, and take corresponding measures
  4. Supplier Collaboration: Build close partnerships with suppliers and implement models such as VMI (Vendor Managed Inventory)
  5. Demand Forecasting: Use historical data and market trends for demand forecasting to guide inventory decisions
Inventory Optimization Tips
  • Regularly clean up slow-moving and expired inventory
  • Implement FIFO (First-In, First-Out) principle to reduce inventory backlog
  • Use promotional activities to digest inventory
  • Establish inventory alert mechanisms to handle exceptions in a timely manner

Special Cargo Handling

Zhongtian Logistics has the capability and experience to handle various special cargoes.

Common Special Cargo Types

  1. Hazardous Goods: Such as inflammable and explosive items, corrosive materials, etc.
  2. Temperature-Controlled Goods: Such as food, pharmaceuticals, and other goods requiring specific temperature environments
  3. High-Value Goods: Such as jewelry, electronic products, and other high-value items
  4. Fragile Goods: Such as glass products, precision instruments, and other vulnerable items
  5. Oversized & Overweight Goods: Such as mechanical equipment, building materials, etc.
Special Cargo Storage Notes
  • Strictly comply with relevant regulations and standards to ensure compliant operations
  • Provide specialized storage facilities and environmental control
  • Adopt special packaging and protection measures
  • Implement stricter safety management and monitoring

Cost Control Strategies

Reasonable control of storage costs is an important means to improve enterprise competitiveness.

Main Storage Costs

  1. Warehouse Space Costs: Warehouse rent, equipment depreciation, etc.
  2. Manpower Costs: Warehouse staff salaries, benefits, etc.
  3. Inventory Holding Costs: Capital occupancy costs, inventory损耗, etc.
  4. Operation Costs: Handling, transportation, sorting, and other operational expenses
  5. Management Costs: Warehouse management systems, office expenses, etc.
Cost Control Tips
  • Optimize warehouse layout to improve space utilization
  • Implement automation and intelligence to reduce labor costs
  • Optimize inventory levels to reduce inventory holding costs
  • Improve operational efficiency to reduce unit operation costs
  • Regularly evaluate and optimize supplier cooperation to reduce procurement costs

Storage & Delivery Collaboration

Collaborative optimization of storage and delivery is key to improving overall logistics efficiency.

Network Layout Optimization

Optimize warehouse network layout based on delivery needs and customer distribution

Inventory Sharing

Achieve inventory sharing among multiple warehouses to improve inventory utilization

Delivery Timeliness Optimization

Optimize inventory configuration and order processing flow based on delivery timeliness requirements

How to Achieve Storage & Delivery Collaboration
  • Establish a unified information platform for data sharing and real-time collaboration
  • Prepare inventory in advance based on delivery demand forecasting
  • Optimize order processing flow to improve order processing efficiency
  • Implement advanced models such as joint distribution and milk run to improve delivery efficiency
  • Regularly evaluate and optimize storage and delivery collaboration effects