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Americas (2)
Español Español Português Português

Europe (8)
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AE-English AE-English 日本語 日本語 AU-English AU-English
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Americas (2)
Español Español Português Português

Europe (8)
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EPG ONE WMS Specialist Courses

WMS Returnable Items – Setup, Processes & Control

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EPG ONE WMS Specialist Courses – Returnable Items

Learn how to set up and manage returnable items (e.g. pallets, containers, crates) in EPG’s WMS. This course covers master data, process integration (inbound, outbound, returns), and basic evaluation so you can track returnable packaging reliably and reduce losses and mismatches.

Who This Course Is For:

  • WMS key users responsible for master data and process design
  • Warehouse and logistics supervisors working with pallets/containers and other returnables
  • Customer service or transport coordinators dealing with returnable packaging accounts
  • IT / support staff who assist with EPG WMS configuration and troubleshooting for returnables

What You’ll Learn

By the end of this course, you will be able to:

  • Understand how EPG ONE WMS represents returnable items in master data and stock
  • Set up items and, where needed, dedicated storage locations/areas for returnables
  • Integrate returnable items into inbound, outbound and return processes
  • Record movements and balances for returnable packaging per customer, carrier or location
  • Check and reconcile returnable balances and identify discrepancies
  • Apply best practices to minimize loss and ensure transparent handling of returnable items

Built for Smarter, Faster Shipping Operations

Our Course Content

Participants work through practical examples and guided exercises to apply each concept directly in the system.
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Module 1: Introduction to Service Orders in EPG's WMS

  • What service orders are and when they are used (e.g. special handling, extra checks, additional warehouse services)
  • Relationship between service orders, items, customers and value‑added services
  • How service orders are represented in EPG WMS (documents, fields, statuses)

Module 2: Master Data Setup for Returnables

  • Item master data for returnable items (item types, units, specific attributes)
  • Specific storage locations/areas for pooling, deposit, or repair
  • Keys and basic settings that influence how returnables behave in processes

Module 3: Process Integration – Inbound & Outbound

  • Handling returnable items on goods receipt (e.g. pallets with deliveries)
  • Recording and tracking outbound returnables (e.g. pallets delivered to customers)
  • Linking returnable movements to customers, suppliers, or carriers
  • Simple examples of how returnables show up in standard WMS flows

Module 4: Returns, Exchanges & Corrections

  • Recording the return of pallets/containers from customers or carriers
  • Handling exchanges (e.g. swap pallets) and special scenarios
  • Correcting incorrect entries and adjusting balances when needed

Module 5: Evaluation, Control & Best Practices

  • Viewing returnable balances by partner (customer, supplier, carrier, site)
  • Identifying discrepancies and typical error patterns
  • Best practices to avoid losses and keep balances clean (process tips, user routines)
  • Q&A and consolidation of key concepts

Course Format and Details

Level

Intermediate WMS users / key users

Format

Instructor‑led training with demonstrations and hands‑on exercises in WMS

Duration

½ day

Delivery

On-site in EPG facilities in DFW / virtual classroom / On-site at customer facilities

Prerequisites

WMS Foundation or comparable practical experience with WMS basic processes

Why Take This Course

  • Reduce loss and unexplained differences in pallets and other returnable packaging
  • Increase transparency of who owes what to whom through clear WMS-based tracking
  • Standardize handling of returnables across locations, customers, and carriers
  • Enable key users and supervisors to set up and control returnable processes with confidence
Efficient and flexible warehouse management

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