SG-01 · Solution Guide

Plan storage around capacity, access and flow.

Understand the operation. Compare the concept. Connect the right technology.

Find your assessment path

Storage, access and flow · Review edition 0.1

  1. 01Consult

    Define the operational problem.

  2. 02Design

    Translate requirements into a concept.

  3. 03Deliver

    Coordinate integration and implementation.

  4. 04Support

    Plan the lifecycle and agreed scope.

01

Start with three questions.

Assess capacity, access and movement together.

What do you store?

Load dimensions, SKU mix, stock levels and storage rules.

Where does work wait?

Receiving, picking and dispatch peaks; buffers and transfers.

What must connect?

Building constraints, WMS / ERP interfaces and future growth.

Detailed planning notes

Understand the operation

Capacity, access and movement demand must be assessed together. More storage positions can leave a bottleneck at receiving, replenishment or dispatch.

Load and storage
Record pallet/tote dimensions, mass, stability, carrier quality, stock quantities and storage rules.
SKU and access
Identify SKU mix, inventory turnover, retrieval frequency, batch/expiry rules and exceptional loads.
Demand and peaks
Separate average activity from peak receiving, picking and dispatch demand; record peak duration and operating shifts.
Building and growth
Check footprint, clear height, columns, floor/load constraints, docks, maintenance access and expansion limits.
Systems and environment
Document existing WMS/ERP/control interfaces, temperature zones, segregation, traceability and recovery requirements.
02

Compare the operating concept.

Manual, hybrid or automated: use the same design basis.

01

Selective access

Direct access to loads; review aisles and handling reach.

02

Depth-based storage

Group stock by lane; check retrieval sequence and access.

03

Crane-based AS/RS

Align storage geometry, demand and transfer stations.

04

Shuttle / hybrid

Check shared lifts, handoffs and phased expansion.

Detailed planning notes

Compare operating concepts

Assess alternatives against the same design basis. A manual or hybrid operation may remain appropriate; automation level alone is not a selection criterion.

Selective / narrow-aisle access
Review direct load access, handling-equipment reach, aisle clearance and operator movement. Assess storage layout and safe access together.
Depth-based storage
Review stock grouping, retrieval sequence, lane utilization and replenishment constraints. Check the effect of depth on access to individual loads.
Crane-based AS/RS
Review load presentation, aisle/building geometry, storage/retrieval demand, transfer points and recovery access.
Shuttle / hybrid concepts
Review lane and level transfers, lift/handoff demand, task scheduling and phased expansion. Assess each shared interface as a possible constraint.
03

Connect the challenge to a solution.

One project can combine several solution architectures.

Detailed planning notes

Connect the solution architecture

Use the operating problem to select the assessment path. These four families can overlap within one project.

High-Density Storage & Retrieval
Assess capacity, selectivity, inventory profile and retrieval flow.
Review High-Density Storage & Retrieval
Automated Picking & Fulfilment
Review replenishment, order lines, workstations, consolidation and dispatch as a complete cycle.
Review Automated Picking & Fulfilment
Production Material Flow
Map origins/destinations, sequencing, buffers, returns and people/vehicle crossings.
Review Production Material Flow
Warehouse Control & Integration
Agree inventory ownership, task authority, acknowledgements, exceptions and recovery across systems.
Review Warehouse Control & Integration
04

Match equipment to the application.

Technology follows the operating requirement—not the other way around.

Assessment starting points, not site-specific product recommendations. Suitability requires engineering review.

Detailed planning notes

Review technology selection inputs

The following links are starting points for assessment, not verified product recommendations for your site. Load, environment and interface suitability require engineering review.

Pallet AS/RS and stacker cranes
Check pallet/load quality, geometry, access, transfer stations and demand together.
Review Pallet AS/RS and stacker cranes
Pallet shuttle systems
Check lane strategy, load grouping, lift/transfer interfaces and retrieval sequence.
Review Pallet shuttle systems
Tote storage systems
Check tote dimensions/condition, item mix, retrieval profile and workstation replenishment.
Review Tote storage systems
AMRs and conveyors
Check load presentation, handoffs, route crossings, buffers and task-completion feedback.
Review AMRs and conveyors
Vertical storage systems
Check carrier/load dimensions, retrieval frequency, operator access and available height.
Review Vertical storage systems
Racking and structure
Confirm structural/load basis, clearances, interfaces and qualified specialist responsibilities.
Review Racking and structure
WMS
Clarify inventory/status ownership, host-system responsibilities and required data exchange.
Review WMS
WCS
Clarify task dispatch, equipment feedback, exceptions, restart and reconciliation.
Review WCS
05

Design the handoffs, not just the equipment.

Agree physical transfers, control responsibilities and acceptance scope.

  1. 01

    Present

    Load condition & carrier

  2. 02

    Transfer

    Buffer & safe access

  3. 03

    Confirm

    Command & acknowledgement

  4. 04

    Recover

    Exceptions & restart

Check environment, cutover and expansion constraints before committing to a configuration.

Detailed planning notes

Define handoffs and project constraints

An equipment list does not define an integrated system. Agree the physical transfers, control responsibilities and acceptance scope before committing to a configuration.

Physical handoffs
Who presents the load, checks its condition and confirms transfer? Define accumulation, blocked routes and safe maintenance access.
Control handoffs
Who owns stock records and tasks? Define commands, acknowledgements, duplicate handling and incomplete-transfer recovery.
Environment
Confirm temperature, condensation, hygiene, material classification and segregation for the selected configuration.
Transition and expansion
Plan cutover, legacy-system interfaces, staged growth, site surveys and acceptance evidence. Record assumptions that remain open.
06

Bring a brief. Start a useful conversation.

Use aggregated inputs and an agreed private channel for sensitive records.

  • The problemWhere work waits and what needs to improve.
  • The inputsLoad / SKU profile, demand peaks and site layout.
  • The interfacesExisting systems, owners, timing and growth plans.
Detailed planning notes

Prepare a project discussion

Bring an operational brief rather than a preferred machine alone. Use aggregated information where it is sufficient and an agreed private channel for sensitive drawings or records.

Current problem
Describe where work waits and which outcomes matter; include existing process and material-flow sketches.
Design inputs
Prepare load/SKU/stock profiles, average and peak demand, building layout and known constraints, with units and dates.
Integration and delivery
List existing systems, interface owners, timing, procurement stage, expansion plans and required project responsibilities.
Next step
CoreLogis can review the requirements with you and define the assessment needed before solution development.
Review Next step

Start with your operation

Discuss your warehouse requirements.

We can review your brief and define the assessment needed.

Open Project Consultation

The printable SG-01 edition remains under internal review and is not offered as a public download.

PROJECT CONSULTATION

Discuss Your Operation

Tell us what you want to improve, and we will start with your operation before discussing technology.

  1. Consult
  2. Design
  3. Deliver
  4. Support

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