Codeblix warehouse and distribution software
Your warehouse workflow reference.
172 documented app workflows and eight illustrated or optional additions across 16 areas. Follow customers, prices, orders, batch stock, purchasing, delivery, cash-in, reports and company accounting.
The video is an animated intended-interface guide with fictional records. App workflows below are documented from source; company configuration and enabled functionality require an agreed implementation scope. The final group labels the cargo-slot illustration, draft consolidation for accountant review and six additional module scopes.
180 entries
Area 01 · 10 entries · App workflow reference
Company workspaces, access and settings
Keep operational records in the relevant company workspace, with access matched to responsibilities.
Company-scoped operations
Keep warehouse activity within the authorised company workspace.
Role-based working areas
Show the working areas appropriate to the member's permissions.
Operational team context
Review the team information available to authorised operational managers.
Company location context
Use the locations available to the selected company.
Warehouse working settings
Maintain the business-role and ownership settings used by operations.
Default delivery timing
Configure the default delivery-day setting for the company workflow.
Picking policy settings
Maintain the configured picking policy used in warehouse operations.
Company operations dashboard
Review company-specific operational information from the dashboard.
Permission-controlled actions
Require the relevant company access for operational actions.
Reviewed setup changes
Keep company operational setup changes within the controlled settings workflow.
Area 02 · 12 entries · App workflow reference
Customer records, follow-ups and representative work
Keep contacts, call activity, areas and handovers with the customer record.
Customer contact register
Find and review contacts in the company customer register.
Customer contact details
Maintain the information used to contact and serve the customer.
Customer activity history
Review earlier recorded activity alongside the customer.
Claim a customer follow-up
Mark the follow-up as claimed through the available ownership workflow.
Release a customer claim
Release a claim when another authorised colleague needs to take over.
Sales activity outcomes
Record the outcome of customer contact for later follow-up.
Representative absence context
Review the absence sources used for reassigning work.
Reassign customer follow-ups
Move follow-up responsibility through the reviewed reassignment workflow.
Customer-to-visit handoff
Carry customer follow-up context into a field visit.
Customer import schema
Prepare contact data using the supported import schema.
Customer import preview
Inspect customer import rows before accepting them.
Reviewed customer import
Commit reviewed contact data through the import workflow.
Area 03 · 14 entries · App workflow reference
Products, barcodes, catalogues and trade prices
Maintain the product and pricing information used by sales and stock operations.
Product catalogue
Maintain the company product records used for trading.
Product record maintenance
Review and update product information in its company context.
Product barcode lookup
Resolve the scanned barcode to its product record.
Multiple product barcode records
Maintain and retire product barcode references through the supported controls.
Product cost history
Review the retained cost history associated with a product.
Trade price groups
Maintain the price groups used for customer and trade pricing.
Price-group price records
Review the selling prices assigned to the relevant price group.
Controlled price publication
Publish a reviewed price through the trade pricing workflow.
Selling-price history
Retain the earlier price references behind a change.
Bulk price-change preview
Inspect a proposed price change before applying it.
Selected product price changes
Apply the reviewed bulk price change to the selected scope.
Customer price quotation
Resolve the relevant price in the authorised customer and product context.
Product catalogue preparation
Preview and prepare a product catalogue from the authorised publication snapshot.
Margin category assignments
Maintain and review margin-category assignments separately from the selling-price workflow.
Area 04 · 12 entries · App workflow reference
Sales orders, review and invoice handover
Move customer requirements into a traceable order and the authorised invoicing workflow.
Sales order register
Review orders in the relevant company workspace.
Sales order details
Keep the customer, lines and delivery context with the order.
Draft order preparation
Prepare the products and quantities for customer review.
Draft order changes
Save an authorised change to an order before the next stage.
Customer price context
Use the customer context when preparing the trade quotation.
Sales order review
Review the order before passing it to the next authorised stage.
Controlled order cancellation
Cancel through the supported order workflow rather than silently removing history.
Invoice handover source
Keep the sales-order customer and source context available to invoicing.
Order message preview
Preview the messaging context for an order.
Order communication choice
Record the reviewed communication choice for the selected order.
Configured order messaging
Queue the authorised message through the configured messaging workflow.
Order message recovery
Recover the result of a message operation without blindly sending it again.
Area 05 · 12 entries · App workflow reference
Linked supply and intercompany review
Keep the two companies and the linked supply trail distinct.
Linked-supply availability
Review the stock availability relevant to an intercompany proposal.
Intercompany agreement register
Review the recorded intercompany agreements.
Intercompany supply proposals
Propose linked supply using the authorised company context.
Intercompany agreement acceptance
Accept or close the proposal through its decision workflow.
Linked stock transfer
Create the controlled transfer associated with the agreement.
Linked transaction trace
Follow the transfer and its source references across the workflow.
Partial supply review
Review a partial-supply source before accepting the relevant quantities.
Receiving company decision
Accept or decline receipt through the linked transfer workflow.
Supply custody handover
Record and review the handover of the linked supply.
Intercompany return custody
Keep the custody record associated with returned linked goods.
Commercial discrepancy review
Review and resolve a commercial difference using its retained source context.
Intercompany reconciliation report
Review the reconciliation position of the linked transactions.
Area 06 · 14 entries · App workflow reference
Purchasing, receipts and supplier matching
Trace incoming stock from its purchasing source through receipt and review.
Purchase order preparation
Prepare the supplier, lines and delivery information for a purchase.
Supplier selection context
Review supplier choices in the authorised purchasing scope.
Purchase order register
Find and review company purchasing records.
Purchase source references
Retain the relevant source references with the purchase.
Purchase order review
Review the purchase before the controlled approval stage.
Purchase order approval
Approve purchasing using the required company authority.
Purchase change proposals
Propose and review a change to an existing order.
Goods receipt recording
Record received quantities against their purchasing source.
Incoming shipment records
Maintain the shipment and delivery facts associated with purchasing.
Supplier invoice line evidence
Record the supplier invoice lines that need matching.
Purchase and invoice matching
Review the match between the purchasing source and supplier invoice.
Receipt discrepancy review
Open and resolve a discrepancy against its receipt source.
Purchasing evidence files
Keep relevant notes and files with the purchasing record.
Purchasing decision history
Review changes and decisions retained with the purchase.
Area 07 · 14 entries · App workflow reference
Batch stock, expiry, locations and movements
Find stock by its product, batch and location, with a movement trail behind changes.
Warehouse stock register
Review stock in the selected company workspace.
Product and batch stock search
Find the stock required by a product or batch lookup.
Stock expiry review
Review batches against the relevant expiry horizon.
Batch label preparation
Prepare the label that identifies the warehouse batch.
Batch label verification
Verify the batch label against the relevant stock context.
Warehouse bin register
Maintain the warehouse bins used to locate stock.
Warehouse bin creation
Add a bin within the authorised location scope.
Stock receipt records
Record incoming stock through the controlled receiving workflow.
Opening stock receipt
Bring reviewed opening stock into the relevant company and location.
Stock adjustment records
Record an adjustment through the supported stock-control workflow.
Stock movement records
Move stock with its source and destination context retained.
Bin relocation workflow
Relocate stock through the bin movement controls.
Batch stock transfers
Request and recover a grouped stock transfer operation.
Expiry disposition review
Propose and decide the disposition of stock identified by the expiry workflow.
Area 08 · 10 entries · App workflow reference
Depot counter sales and customer returns
Keep the counter transaction, payment, receipt and return trail with its company.
Depot counter sale register
Review the sales recorded through the depot counter workflow.
Company counter context
Keep the counter sale associated with its own company records.
Counter product lookup
Use the product barcode lookup when finding a counter item.
Counter price context
Use the authorised trade pricing context for the counter transaction.
Recorded counter sale review
Review the recorded order and payment context before follow-up.
Counter receipt source
Retrieve the receipt source for the selected counter sale.
Eligible counter return sources
Review the original order context before receiving a return.
Counter return intake
Record the returned items with their source transaction.
Counter return review
Review the return through the authorised decision workflow.
Counter return register
Keep recorded returns and their review trail available for reference.
Area 09 · 14 entries · App workflow reference
Dispatch planning, loading and route documents
Prepare the work, resource assignments and documents before dispatch.
Dispatch planning queue
Review the operational work waiting to be assigned.
Transport resource register
Maintain the transport resources used in dispatch.
Transport resource history
Review changes made to the selected resource.
Dispatch route register
Find and review the company dispatch routes.
Dispatch route preparation
Create a route with the relevant planning context.
Draft route updates
Update the route before its next controlled stage.
Driver and crew assignment
Assign the appropriate authorised crew to the route.
Available planning crew
Review the available crew in the current planning context.
Route stop assignment
Add the relevant work to the selected route.
Route stop sequence
Review and save the planned stop order.
Controlled stop replanning
Move route work through the supported replanning workflow.
Warehouse picking suggestions
Review suggested picks for the dispatch work.
Dispatch load preparation
Record the load preparation before dispatching the route.
Controlled route document layouts
Prepare and review document layouts, retaining the version associated with the loaded route.
Area 10 · 10 entries · App workflow reference
Delivery outcomes, proof and returned goods
Record the result of the delivery and keep the evidence associated with the stop.
Controlled route dispatch
Move the prepared route into dispatch through the authorised action.
Delivery stop details
Open the delivery work associated with the selected route stop.
Delivery outcome recording
Record the result of the delivery using the supported outcome workflow.
Delivery return recording
Keep returned goods associated with the delivery and its source.
Delivery proof records
Append evidence to the selected delivery stop.
Delivery evidence retrieval
Retrieve the evidence retained for a delivery stop.
Delivery outcome review
Review a recorded delivery outcome through its review workflow.
Dispatch exception closure
Review the retained source and close the appropriate dispatch exception.
Controlled route cancellation
Cancel the route through the supported operational workflow.
Route and stop history
Review route details and the recorded delivery information before follow-up.
Area 11 · 8 entries · App workflow reference
Cash-in, handovers and receipt review
Keep counted cash and handover decisions connected to the route that produced them.
Route cash-count recording
Record the cash counted against the dispatch route.
Expected and counted cash review
Review the route cash context before resolving a difference.
Cash handover source review
Inspect the source information behind the cash handover.
Cash handover proposal
Offer a handover through the authorised cash workflow.
Cash handover decision
Retain the authorised decision on the proposed cash handover.
Cash handover history
Keep the recorded handover and its decision available for review.
Cash reporting context
Review the available operational report context associated with cash work.
Payment source review
Review the recorded payment source before making an accounting allocation.
Area 12 · 10 entries · App workflow reference
Merchandising visits, checklists and photo evidence
Keep the visit plan, checklist and evidence with the person doing the work.
Field visit register
Review field visits in the company workspace.
Field visit preparation
Create a visit with its customer and planning context.
Visit assignee selection
Assign the visit to an appropriate authorised team member.
Visit reassignment history
Record and retain the reassignment of a visit.
Visit rescheduling
Update the planned timing through the visit workflow.
Field visit check-in
Record the start of the visit with its permitted context.
Visit checklist templates
Maintain and revise the checklist used for a field visit.
Visit photo capture sessions
Use the controlled capture and upload workflow for visit evidence.
Visit location and tracking
Review the location and tracking information available to authorised users.
Visit follow-up preparation
Carry reviewed source context into a new follow-up visit.
Area 13 · 12 entries · App workflow reference
Operational reporting, exports and saved views
Answer stock, purchasing, dispatch and trading questions from company-scoped report sources.
Company operational reports
Run operational reports in their authorised company scope.
Purchasing source reports
Review purchasing source rows and their supporting context.
Stock report context
Review the stock-related report information available in the selected reporting context.
Route reporting context
Review dispatch and route information through the relevant operational report.
Filtered report requests
Choose the supported filters before running a report.
Saved operational report views
Create and maintain a reusable operational report view.
Operational report view management
Review, update or remove the relevant saved view.
Permission-controlled report sharing
Share a report view with the recipients allowed by the reporting workflow.
Favourite report views
Keep the relevant report views available through favourites.
Controlled report export preparation
Prepare an export associated with its report source.
Report export status and history
Review the result and history of an export request.
Report file downloads
Download the available report output through the authorised export workflow.
Area 14 · 8 entries · App workflow reference
Accounting handover and source traceability
Keep company books and accounting review connected to operational source records.
Company accounting context
Keep the operational source associated with its own company's books.
Sales invoice source trail
Retain the customer and sales source needed for the invoicing handover.
Supplier invoice source trail
Keep supplier matching and purchasing references available for accounting review.
Linked-company evidence trail
Follow the linked supply references used when reviewing both companies.
Operational correction history
Review retained source history when a transaction needs correction.
Source document lineage
Keep the relevant document and workflow references with the operational record.
Matching exception context
Review a purchasing difference before accepting the downstream source.
Accountant review handover
Provide the retained operational source and report context for the accountant's review.
Area 15 · 12 entries · App workflow reference
Company accounts, journals and financial reports
Review the accounting configuration and the financial records connected to operations.
Standard chart template
Review the standard chart used as the accounting setup reference.
Reviewed chart adoption
Preview and adopt the reviewed chart within the company accounting setup.
Account code proposals
Propose and review an account code through the chart controls.
Accounting role mappings
Map the relevant accounting roles to the company accounts.
Accounting posting preview
Review the proposed accounting result before its authorised posting workflow.
Invoice accounting handover
Prepare the accounting record from the reviewed invoice source.
Manual journal preparation
Prepare an authorised manual journal when a separate entry is required.
Accounting reversal workflow
Correct a posted source through the supported reversal workflow.
General ledger review
Review the ledger information associated with the company accounting records.
Trial balance report
Review the company trial balance for the selected accounting context.
Financial statement reports and exports
Review profit and loss and balance sheet reports, with available PDF or spreadsheet output.
Accounting period controls
Use the accounting period checklist and controlled close or reopen workflow.
Area 16 · 8 entries · Illustrated / additional scope
Illustrated group views and additional module scope
These guide scenarios and extra modules require their own implementation scope. They are not included as delivered warehouse capabilities.
Visual cargo-slot illustration
See the guide's proposed truck-slot layout and discuss the required loading interface.
Draft group consolidation illustration
Review the intended group view and intercompany elimination story with your accountant.
Optional fixed-asset module
Scope the asset register, depreciation and disposal workflows separately.
Optional cash-flow module
Discuss cash-flow reporting and forecasting as an additional module scope.
Optional budgeting module
Agree the budgeting and comparison workflows required by each company.
Optional compliance module
Confirm the VAT, tax or contribution preparation needed for each company's applicable obligations.
Optional team communication module
Discuss the internal communication workflow as an additional scope.
Optional task and escalation module
Scope task assignment, queries and escalation separately from the warehouse walkthrough.
Build the right setup for your warehouse.
Bring your company structure, stock locations, sales and delivery workflow, accounting requirements and reporting questions. We will review the enabled workflows and agree your implementation scope.
Book your warehouse demonstration