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ColdIQ — Help

Manager — what you do

Manager MANAGER

What you do

You supervise the flow of stock through the warehouse. You review and approve the Verandah holds that Staff submit, so goods only become live stock once you have signed off. You manage the master data behind those movements — clients and warehouse locations — and you run the reports that tell the operation how it is doing. You sit between the floor and the back office: Staff hand receipts up to you, and you keep the books and the bins in sync.

Pages you can reach

Default access — your administrator may have changed this for your tenant.
PageModule
DashboardDashboard
Gate PassStock
Inward StockStock
Outward StockStock
View RecordsStock
VerandahStock
Internal TransferStock
Transfer RecordsStock
Delete TransferStock
Client Stock StatementReports
Account StatementReports
Daily OperationsReports
Warehouse OccupancyReports
Commodity ReportReports
OvercapacityReports
Cold-Chain / ExcursionReports
Chain ReportReports
Inward ReceiptReports
Outward ReceiptReports
Multi-receipt PrintReports
InsuranceReports
Internal TransfersReports
RepresentativesReports
DashboardBilling
Collection Rate AnalysisBilling
PaymentsBilling
Cost SimulatorBilling
Rate CardsBilling
Unbilled DeliveriesBilling
Consolidated InvoicesBilling
VA Service TypesBilling
Raise BillBilling
Record PaymentBilling
Issue BondBilling
Return BondBilling
Create Release OrderBilling
BondsBonds
View Release OrdersBonds
ClientsSetup
CommoditiesSetup
Bag SizesSetup
Pack UnitsSetup
LocationsSetup
Warehouse GridSetup
SensorsSetup
AlertsAlerts

Processes you participate in

  • Stock Inward — receiving goods — you review each Verandah hold and approve it, which materialises the row into the live Stock list and updates net stock immediately.
  • Verandah (/verandah/) — your dedicated approval queue, split into Inward pending and Outward pending tabs, one per location. On an inward hold, Assign opens the full Stock Inward form prefilled from the hold (client, commodity, quantity, insurance, and a live rate-card pill); submitting it creates the inward and clears the hold in one step. On an outward hold you approve and bill the staged delivery.

More process guides (outward, reporting) arrive in a later release.

First-day checklist

  1. Open the Verandah queue from the top bar and read through the holds waiting on you.
  2. Approve one hold and confirm the row moves into the live Stock list.
  3. Run a stock report so you know where to find current occupancy and movement figures.
  4. Add a client under Setup → Clients to confirm you can manage master data.

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