Overview
Storage inventory items have a set of statuses that show where each item is in the warehouse lifecycle, from the moment it lands in storage to the moment it leaves the warehouse. Statuses appear as color-coded badges on the inventory list view and update automatically as the item moves through the system. The badges give you a quick read on which items are in storage, which are scheduled to go out, which are in transit, and which have been released.
Before You Start
Available to accounts using SmartMoving Storage.
You must be an admin (typically owners) or have a role with access to the Storage module, the Storage Portal, or the Crew App.
Access to each surface is controlled by your existing roles and permissions.
If you don't see these statuses, contact SmartMoving Support.
The Statuses
Each storage inventory item shows one of these statuses as a color-coded badge.
Status | Color | What it means |
In Storage | Blue | The item is in your warehouse. |
Requested | Orange | A shipper has submitted a pickup or delivery request from the Storage Portal. |
Scheduled | Dark gray | A coordinator has booked a Storage Outbound Opportunity, or approved a portal request. Internal office use only. |
In Transit | Purple | On a delivery job, the crew has marked the item as Received during a Warehouse Cross-Reference Check. The item has been pulled and loaded onto the outbound truck. Delivery jobs only. |
Released | Green | The item has left the warehouse. Final state for both delivery and pickup jobs. |
Hover any badge on the inventory list view to see a short tooltip describing the status.
Note: Shippers see this as Requested in the Storage Portal. Scheduled is for internal office use only.
How Statuses Update
Statuses change automatically based on activity in the office, Storage Portal, and Crew App.
Moving to In Storage
An item moves to In Storage when any of the following happens:
The crew scans the item in during a Warehouse Check.
An office user imports the item to a storage account.
An office user undoes a storage request that had been converted to an outbound opportunity.
A booked Storage Outbound Opportunity is canceled before the crew begins loading.
Moving to Requested
An item moves to Requested when a shipper submits a Storage Pickup or Delivery Request that contains the item from the Storage Portal.
Moving to Scheduled
An item moves to Scheduled when a coordinator books a Storage Outbound Opportunity that contains the item, or approves a portal request. If a Warehouse Cross-Reference Check is completed without an item being marked as Received, that item stays in Scheduled.
Moving to In Transit (delivery jobs only)
On a Storage Outbound Delivery Job, an item moves to In Transit when the crew marks it as Received during a Warehouse Cross-Reference Check. This indicates the item has been pulled from its vault and loaded onto the outbound truck. If the crew unmarks the item before the check is complete, the item returns to Scheduled.
Moving to Released
An item moves to Released based on the job type:
On delivery jobs, the item moves from In Transit to Released when the crew marks it as Received during a Shipper Destination Check at the shipper's destination.
On pickup jobs, the item moves directly from Scheduled to Released when the crew marks it as Received during either a Warehouse Cross-Reference Check or a Shipper Destination Check. Either check type is supported on pickup jobs.
If the crew unmarks an item before the check is complete or abandons the check, the item returns to its prior status (Scheduled for pickup, In Transit for delivery).
All status changes work the same way whether the crew marks items as Received individually, uses bulk Mark or Unmark actions, or scans items with the camera.
Filtering and Sorting the List
On the inventory list view, the Status column is sortable and the status filter lets you narrow the list to any of the in-scope statuses. Use the filter to focus on one part of the lifecycle, such as all Requested items waiting to be booked, or all In Transit items currently on a truck.
Activity Log
Every status change is recorded on the item's activity log with a timestamp and the source of the change (user or system). Entries are formatted as:
Status changed to {New Status} from {Prior Status}.
This applies whether the change was automatic (for example, when an outbound opportunity was canceled) or manual (for example, when the crew marked an item as Received).
Best Practices
Sort the inventory list by Status to group items at the same lifecycle stage.
Filter by Requested to find pickup or delivery requests waiting on a coordinator to book or approve.
Filter by In Transit when you need to confirm which items are on an outbound truck.
Review an item's activity log when a status looks wrong. The log shows every status change, the timestamp, and the source of the change.
Remember that shippers see Scheduled items as Requested in the Storage Portal. Scheduled is for internal office use only.
Troubleshooting
An item is stuck in Scheduled after a Warehouse Cross-Reference Check. The item was not marked as Received during the check. Open the check and mark the item as Received to move it forward.
A status looks wrong on an item. Open the item's activity log to see every status change, the timestamp, and the source of the change.
A shipper sees Requested in the Storage Portal but the office sees Scheduled. This is expected. Scheduled is the internal office label, and shippers see the same item as Requested in the Storage Portal.
An item returned to a prior status after the crew unmarked it. If the crew unmarks an item before a check is complete or abandons the check, the item returns to its prior status (Scheduled for pickup, In Transit for delivery).