WMS Receiving Process Checklist

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Advance Shipment Notification (ASN) Review

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Verify ASN receipt and details against purchase order.

ASN Receipt Date

ASN Number

ASN Received Electronically?

Purchase Order Number

ASN Notes/Comments

PO Alignment with ASN?

Expected Quantity

Arrival & Dock Assignment

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Confirm carrier arrival, schedule dock assignment, and verify appointment adherence.

Scheduled Arrival Date

Scheduled Arrival Time

12:00 AM
12:30 AM
1:00 AM
1:30 AM
2:00 AM
2:30 AM
3:00 AM
3:30 AM
4:00 AM
4:30 AM
5:00 AM
5:30 AM
6:00 AM
6:30 AM
7:00 AM
7:30 AM
8:00 AM
8:30 AM
9:00 AM
9:30 AM
10:00 AM
10:30 AM
11:00 AM
11:30 AM
12:00 PM
12:30 PM
1:00 PM
1:30 PM
2:00 PM
2:30 PM
3:00 PM
3:30 PM
4:00 PM
4:30 PM
5:00 PM
5:30 PM
6:00 PM
6:30 PM
7:00 PM
7:30 PM
8:00 PM
8:30 PM
9:00 PM
9:30 PM
10:00 PM
10:30 PM
11:00 PM
11:30 PM

Expected Number of Trailers

Dock Assignment Status

Dock Number Assigned

Dock Location (GPS Coordinates)

Carrier Confirmation Received?

Carrier Contact Name

Unloading & Palletization

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Oversee unloading process, verify pallet integrity, and ensure proper documentation.

Arrival Time

12:00 AM
12:30 AM
1:00 AM
1:30 AM
2:00 AM
2:30 AM
3:00 AM
3:30 AM
4:00 AM
4:30 AM
5:00 AM
5:30 AM
6:00 AM
6:30 AM
7:00 AM
7:30 AM
8:00 AM
8:30 AM
9:00 AM
9:30 AM
10:00 AM
10:30 AM
11:00 AM
11:30 AM
12:00 PM
12:30 PM
1:00 PM
1:30 PM
2:00 PM
2:30 PM
3:00 PM
3:30 PM
4:00 PM
4:30 PM
5:00 PM
5:30 PM
6:00 PM
6:30 PM
7:00 PM
7:30 PM
8:00 PM
8:30 PM
9:00 PM
9:30 PM
10:00 PM
10:30 PM
11:00 PM
11:30 PM

Pallet Count (Actual)

Pallet Count (ASN)

Pallet Condition

Notes on Pallet Condition (if damaged)

Unloading Method

Additional Unloading Notes

Receiving in WMS

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Accurate data entry of received goods into the WMS, including quantity, lot numbers, and expiration dates.

Received Quantity

Quantity Discrepancy

Discrepancy Notes (if applicable)

Condition of Goods

Lot Numbers/Serial Numbers

Receiving Date

Receiving Time

12:00 AM
12:30 AM
1:00 AM
1:30 AM
2:00 AM
2:30 AM
3:00 AM
3:30 AM
4:00 AM
4:30 AM
5:00 AM
5:30 AM
6:00 AM
6:30 AM
7:00 AM
7:30 AM
8:00 AM
8:30 AM
9:00 AM
9:30 AM
10:00 AM
10:30 AM
11:00 AM
11:30 AM
12:00 PM
12:30 PM
1:00 PM
1:30 PM
2:00 PM
2:30 PM
3:00 PM
3:30 PM
4:00 PM
4:30 PM
5:00 PM
5:30 PM
6:00 PM
6:30 PM
7:00 PM
7:30 PM
8:00 PM
8:30 PM
9:00 PM
9:30 PM
10:00 PM
10:30 PM
11:00 PM
11:30 PM

Quality Inspection

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Perform quality checks on received goods as per established procedures (sampling, visual inspection, etc.).

Describe any visible damage to packaging.

Quantity Received (vs. Purchase Order)

Defects Observed (Select all that apply)

Number of Damaged Units

Overall Quality Assessment

Upload Photos/Documentation (if applicable)

Additional Comments/Observations

Labeling & Barcoding

6 of 10

Verify proper labeling and barcode application for accurate tracking within the WMS.

Barcode Type Verified?

Barcode Data Matches PO?

Number of Barcodes Scanned

Label Information Present?

Label Quality?

Barcode Readability Assessment (if poor)

Putaway Verification

7 of 10

Confirm correct putaway of received goods to designated locations within the warehouse, tracked within the WMS.

Putaway Location Confirmed

Quantity Putaway Verified

Pallet Condition

Lot/Serial Number Verified

Barcode Scan Count

Notes/Comments (if applicable)

Documentation & Record Keeping

8 of 10

Maintain accurate records of receiving processes, including discrepancies, damages, and rejections.

Receiving Notes/Comments

Quantity Discrepancies (if any)

Description of Discrepancies (if any)

Date of Receiving Discrepancy Report (if applicable)

Supporting Documentation (e.g., photos of damage)

Resolution Status

Resolution Details

Receiver's Signature

Discrepancy Resolution

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Procedures for addressing discrepancies between ASN, purchase order, and actual received goods.

Description of Discrepancy

Type of Discrepancy

Discrepant Quantity

Resolution Status

Resolution Notes

Discrepancy Reported Date

Resolution Date

Resolution Approver Signature

Safety Compliance

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Ensure adherence to safety protocols during receiving operations (forklift safety, pedestrian walkways, etc.).

Forklift Inspection Count

PPE Usage Verified?

Dock Safety Barriers Present?

Last Safety Training Date

Hazardous Material Storage Area Verified

More about this Template WMS - Warehouse Management System

Frequently Asked Questions

Can I customize this template after installing it?

Absolutely. Once installed, you can add, remove, or reorder tasks, add custom fields, and adjust deadlines to fit your specific workflow.


Can I add images or photos to these checklist items?

Yes. Our platform allows you to attach photos, signatures, and notes to any checklist item for better verification and proof of completion.


Can I create a custom checklist from scratch instead of using a template?

Yes. You can use our "Create your own checklist" feature to build a unique workflow tailored exactly to your operational requirements.


Can I add dependencies between tasks?

Yes, you can set up conditional logic and dependencies to ensure your team follows the correct sequence of operations.


Can I assign specific checklist items to different team members?

Yes. You can assign individual tasks to specific employees, ensuring clear accountability across your entire team.


Can I use these checklists on mobile devices in the field?

Yes. Our platform is fully responsive, allowing your team to complete, update, and upload photos to checklists directly from any smartphone or tablet.


How do I notify my manager when a checklist is completed?

You can set up automated notifications (via email, push notification, or in-app alerts) to trigger whenever a checklist is finished or if an item fails inspection.


Can multiple people work on the same checklist simultaneously?

Yes, the platform supports real-time updates, allowing multiple users to contribute to a single live checklist.


Where is the data from completed checklists stored?

All completed checklists are stored securely in your Work OS dashboard, creating a permanent, searchable audit trail of your operations.


Can I generate reports based on my checklist results?

Yes. You can track completion rates, identify recurring issues, and monitor team performance through our integrated reporting and analytics tools.


How can I use these checklists for compliance or auditing purposes?

Because our checklists capture timestamps, photos, and digital signatures, they serve as a robust digital paper trail for regulatory compliance and internal audits.


Can I export my completed checklist data for use in other tools?

Yes. You can export your data in various formats (CSV, Excel, etc.) to integrate your operational insights with your other business software.


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