Operations

Inventory + purchasing + fulfillment—connected end to end

Keep stock accurate, purchasing predictable, and fulfillment fast. Phantom ties inventory, purchasing, sales orders, and shipping together—so ops teams stop firefighting and start scaling.

📦

Real-time inventory

Know what’s available, committed, inbound, and backordered—by warehouse, bin, or location.

  • On-hand, reserved, available
  • Inbound POs + expected dates
  • Reorder points & alerts
🧾

Purchasing control

Build POs from demand signals and reorder rules, then track vendor performance and lead times.

  • PO creation + approvals
  • Partial receipts supported
  • Vendor lead-time tracking
🚚

Fulfillment workflows

Pick, pack, and ship faster with clean orders, routing rules, and shipping integrations.

  • Pick/pack lists + priorities
  • Backorders & split shipments
  • Tracking + notifications
⚙️

Built for operational reality

Operations doesn’t fail because people don’t work hard—it fails because systems don’t share truth. Phantom keeps inventory, purchasing, sales, and fulfillment aligned.

  • Accurate “available to promise”
  • Purchase planning from real demand
  • Fewer shipping errors and expedites
  • Cleaner handoffs between teams
Stop guessing. Start running with visibility.
📈

Operational outcomes

  • Higher order accuracy
  • Lower stockouts + fewer emergency POs
  • Reduced picking/packing time
  • More predictable lead times
  • Better cash flow from smarter inventory
📦

Inventory accuracy

  • On-hand, reserved, available (ATP)
  • Multi-warehouse and locations
  • Lots/serials (optional)
  • Adjustments with reasons + audit trail
🧭

Control what can be sold

  • Prevent overselling with commitments
  • Backorder rules and partial shipments
  • Lead-time visibility for inbound POs
  • Seasonal / slow-moving signals (optional)
Sales Page
🔁

Reorder points & rules

  • Min/max levels per SKU/location
  • Safety stock and reorder alerts
  • Seasonality adjustments (optional)
  • Suggested PO quantities from demand
🧠

Demand-driven planning

  • Use sales orders + portal activity
  • Identify fast movers and stockout risks
  • Track inbound coverage (days on hand)
  • Reduce dead stock with smarter buys
Customer Portal Signals

What ops teams love

Replenishment becomes repeatable. You stop ordering “by feel” and start ordering based on real consumption, inbound, and committed demand.

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Purchase orders

  • POs from reorder suggestions or manual
  • Approvals for large buys
  • Partial receipts + backordered PO lines
  • Attach vendor docs (invoices, packing lists)
🏷️

Vendor performance

  • Lead-time tracking by vendor
  • On-time delivery measurement (optional)
  • Cost changes and last-purchase price
  • Preferred vendor per SKU
Purchase Module
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Warehouse control

  • Bins/locations (optional)
  • Receiving workflows
  • Cycle counts and variance tracking
  • Putaway guidance (optional)
📋

Pick/pack execution

  • Pick lists by priority/date
  • Batch picking for efficiency (optional)
  • Packing slips and labels
  • Error reduction with scan flows (optional)
🚚

Ship with confidence

  • Split shipments and partial fulfillment
  • Shipping rules per customer/location
  • Carrier + tracking integration (optional)
  • Auto notify customers with tracking
🧾

From fulfillment to invoicing

  • Invoice triggers from shipped/fulfilled status
  • Fewer disputes with clean proof-of-ship
  • PO references preserved end-to-end
  • Statements and aging support (finance)
Finance Page
↩️

Returns / RMA (optional)

  • Return requests tied to original order
  • Reason codes + photo/doc uploads
  • Restock vs replace vs credit flows
  • Inventory + accounting impact tracked
🧩

Reduce repeat issues

  • Track defect patterns by SKU/vendor
  • Flag packaging or handling issues
  • Improve picking accuracy with insights
  • Share issue history with Sales/Support
📊

Ops dashboards

  • Stockouts, backorders, fill rate
  • Open POs and inbound ETA visibility
  • Pick/pack/shipping throughput
  • Returns volume & reasons
🧠

AI-assisted ops questions (optional)

  • “Which SKUs are causing the most backorders?”
  • “What’s at risk of stocking out next week?”
  • “Which vendors are late most often?”
  • “What is our fill rate by warehouse?”
Reports Module
🔐

Operational permissions

  • Restrict adjustments and overrides
  • Approvals for large PO purchases
  • Track who changed what and when
  • Role-based access per warehouse
🛡️

Audit-ready operations

  • Inventory change logs (optional)
  • PO/receipt history preserved
  • Shipment records and tracking
  • Separation of duties support
Security
FAQ

Operations workflow questions

Do you support multi-warehouse inventory?

Yes—track availability, commitments, inbound POs, and transfers across multiple locations.

Can we handle backorders and split shipments?

Yes—reserve inventory, ship partials, and keep the remaining lines backordered until replenished.

Does purchasing support partial receipts?

Yes—receive items in multiple deliveries and keep PO lines open until fully received.

Can ops workflows connect to shipping tools?

Yes—connect carriers and shipping platforms for labels, tracking, and customer notifications (optional integrations).

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