Step-by-Step Process for Managing Warehouse Storage and Handling

— A Complete ERP-Backed Guide for Building Material Suppliers

🏗️ Why Efficient Warehouse Storage and Handling Matters

In the building materials industry, you’re not just storing “products”—you’re handling:

Heavy, oversized materials (like drywall, lumber, steel)

Moisture-sensitive goods (like insulation or cement)

Spec-based items (like electrical fittings or fire-rated panels)

Fragile items that need careful stacking and staging

Without a smart, structured approach to storage and handling, even the best inventory gets lost, damaged, or delayed.

That’s where this step-by-step workflow—powered by ERP—comes in.

✅ Step 1: Design a Layout Based on Product Type and Movement

Goal: Reduce travel time, avoid congestion, and protect product integrity.

What to Do:

Group products by size, weight, and handling needs

Keep fast-moving items near shipping zones

Create wide aisles for forklifts and bulk loads

Use vertical space for slow movers and lightweight goods

ERP Tip:

Use warehouse mapping features to assign bin locations and track inventory movement by zone.

➡️ Smarter layout = smoother handling.

✅ Step 2: Standardize Bin Locations and Product Zones

Goal: Make it easy for staff to find, pick, and restock materials—without guesswork.

What to Do:

Label racks and floors with ERP-synced bin numbers

Assign each SKU to a primary location

Use color coding for product categories or handling types

ERP Tip:

Set up bin location tracking so each material’s movement is logged—from receiving to dispatch.

➡️ Every item has a home—and everyone knows where it is.

✅ Step 3: Use Barcode Scanning at Every Handling Stage

Goal: Eliminate human error and improve speed and accuracy in warehouse movement.

What to Do:

Apply barcodes to pallets, bundles, racks, and bins

Scan materials at receiving, stocking, picking, and packing

Train staff to scan, not guess

ERP Tip:

Use handheld scanners or mobile apps that sync directly with your ERP’s inventory module.

➡️ No scan = no move. That’s the rule.

✅ Step 4: Implement Safe, Efficient Material Handling Protocols

Goal: Reduce injuries, product damage, and downtime.

What to Do:

Train staff on how to move and lift different materials

Use forklifts, spreader bars, panel carts, or lifting slings where needed

Enforce PPE and clear aisle policies

ERP Tip:

Tag items as “heavy,” “fragile,” or “team-lift” in the system, so handlers see alerts before picking.

➡️ Safe teams are efficient teams.

✅ Step 5: Optimize Inventory with FIFO and Stock Rotation Rules

Goal: Move older stock first to prevent waste, damage, or outdated materials.

What to Do:

Label incoming materials with received dates or batch numbers

Store older materials in front, newer in back

Run weekly checks on aging stock

ERP Tip:

Automate FIFO (First-In, First-Out) picking rules in your ERP to rotate inventory intelligently.

➡️ Good rotation = less waste, more margin.

✅ Step 6: Streamline Picking, Packing, and Loading Workflows

Goal: Minimize handling errors and ensure jobsite-ready deliveries.

What to Do:

Use ERP-generated pick lists, grouped by order and zone

Scan items at pick and again at load to confirm accuracy

Stage materials near dock doors for clean loading flows

ERP Tip:

Track pick/pack status live and flag incomplete or incorrect orders before they leave the yard.

➡️ What’s picked right is delivered right.

✅ Step 7: Schedule Regular Cycle Counts and Storage Audits

Goal: Keep your inventory and storage accurate all year—not just at year-end.

What to Do:

Create a rolling cycle count calendar by product category

Audit bin locations weekly to prevent mix-ups or stock shrinkage

Compare actual counts to ERP stock levels

ERP Tip:

Log discrepancies in the ERP to update inventory and flag repeated issues.

➡️ Consistent checks = clean, reliable inventory.

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