Warehouse Management System Checklist

Use this WMS software list of requirements to accurately select warehouse management software (WMS) best suited to your needs. These warehouse management (WMS) software requirements are for complex warehouse environments which includes  mobile computers, voice picking applications, radio frequency identification (RFID) technology, real-time dashboards, mobile WMS apps, and much more.

The guide below will help you select a warehouse management system to:

  • Eliminate overlooked WMS requirements 
  • Identify ALL your organization's needs in detail.
  • Obtain vendor proposals that address needed WMS software features
  • Assess the risks inherent in proposed warehouse management software
  • Compare WMS software
  • Select WMS software that best fits your organization's requirements

Here is the checklist of features your next Warehouse Management System should include:


Dock scheduling
Helps warehouse managers and incoming carriers collaborate in the scheduling of dock door appointments and resources

Appointment scheduling
Maintains a schedule of available labor and equipment and assigns resources for scheduled carrier arrivals

Determines the most efficient way to immediately move newly arrived items from the incoming vehicle to an outgoing vehicle

Yard management
Provides managers with visibility into the location and contents of the trucks and trailers in their yard

Returns management
Assists users with reverse logistics in order to facilitate the approval of returns and the inspection, repair, and reshipment of items

Directed put-away
Allows users to provide the system with pre-defined rules that will optimize each individual putaway procedure

Inventory Management

Helps maintain optimum inventory levels by calculating when and how many new supplies need to be ordered

Lot tracking
Assigns identification numbers to items before grouping them into pallets, helping users keep track of inventory as it moves through the warehouse

Serial Tracking
Assigns unique tracking numbers across single product lines or all inventory items allowing or disallowing duplication and checking to ensure rules are upheld.

Cycle counting
Maintains a schedule of inventory counting cycles throughout the year and keeps track of the inventory deviations discovered in those counts

Task interleaving
Reduces workers’ travel time within the warehouse by assigning an ordered sequence of tasks based on location

Quality control
Facilitates the quality assurance process for incoming and outgoing supplies by assigning inspectors and storing records

Labor management
Helps managers improve employee productivity and identify performance issues using a set of key performance indicators (KPI)


Wave management
Divides workload into a series of waves, allowing managers to measure and improve efficiency and productivity with each passing wave

Zone picking
Separates the picking floor into zones, assigning workers to each zone to create a picking assembly line

Packing lists & invoices
Generates a list of the items contained in a particular carton and invoices for buyers to reconcile items shipped with items ordered

Voice-enabled picking
Works with voice recognition technologies to helps users tell the system how many items are being picked from a certain location

RFID compliance
Ensures that item and shipment radio-frequency identification labeling is in compliance with Electronic Product Code (EPC) and Department of Defense (DoD) standards

Advanced shipment notifications
Sends an itemized bill of lading ahead of the shipment itself, allowing customers to prepare space for the items in transit

Order Fulfillment

Purchase orders
Automates the submission of purchase orders for new supplies and adds order confirmations to the list of expected shipments

WIP materials tracking
Assists users in finding the most efficient locations to put away work-in-process (WIP) materials and transferring WIP materials to another WIP location

Inventory availability
Helps businesses keep track of the locations and quantities of their available-to-promise (ATP) inventory

Electronic order entry
Allows customers and vendors to immediately create and edit shipment requests over a secure network

Kitting & assembly
Generates a multi-level bill of materials to guide the assembly or light manufacturing of items within the warehouse

Distributed order management
Helps users source orders from several possible distributors or suppliers, ship orders to customers,  and analyze delivery performance

Transportation Management

Automated carrier selection
Improves the carrier procurement process by determining the smartest carrier and mode option for each delivery

Shipment consolidation
Helps users determine the most efficient way to maximize their load consolidation with each delivery

Route optimization
Determines the smartest routes by analyzing maps, road speeds, and traffic information in conjunction with fuel compliance regulations and modal limitations

Bid optimization
Provides comprehensive bid reports and needs analyses to help users make more cost-efficient choices

Freight rating
Calculates the cost of delivering freight by analyzing the weight of the cargo, mode of transport, delivery distance, and other variables

Freight payment
Helps users reconcile invoices with shipments, audit freight bills, reduce payment errors, and establish payment tolerances for automated match-pay settlements

Any questions? Contact us and speak to our warehouse management system expert today. We would be happy to schedule a demonstration.