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ColdIQ — Help

Staff — what you do

Staff STAFF

What you do

You are the hands on the warehouse floor. Day to day you record goods as they arrive (Stock Inward) and as they leave (Stock Outward), and you capture the photo evidence that backs every receipt. You do not approve Verandah holds or run billing — those are handed to a Manager or Accountant once you have submitted your work.

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
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
Issue BondBilling
Return BondBilling
Create Release OrderBilling
BondsBonds
View Release OrdersBonds

Processes you participate in

  • Stock Inward — receiving goods — you open the Inward page, enter the client, commodity, and bags, capture a photo, and submit. The row parks in the Verandah hold and waits for a Manager to approve it.
  • Verandah (/verandah/) — the staging area between the gate and stored inventory. Each inward you submit appears here as a pending hold (under the Inward pending tab, for your location) until a Manager approves it and it becomes live stock. You submit holds; you do not approve or bill them.

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

First-day checklist

  1. Sign in with the credentials your administrator gave you, then change your password when prompted.
  2. From the top navigation, find Stock → Inward Stock so you know where receipts are recorded.
  3. Record one test inward: pick a client and commodity, enter a small bag count, and submit it.
  4. Confirm the row appears in the Verandah hold, then tell your Manager it is waiting for approval.

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