# Warehouse Manager - Job Description & Qualification Tasks **Primary Responsibility:** To maintain a highly organized, safe, and efficient warehouse operation for receiving, storing, and issuing all Building Automation Systems (BAS) components, tools, and inventory required for projects and service calls. **Prerequisites:** - High school diploma or equivalent - Strong organizational skills and attention to detail - Physical ability to lift 50+ lbs and operate warehouse equipment - Basic computer literacy and willingness to learn inventory software - Forklift certification (or willingness to obtain) **Career Path:** This is a standalone operational role with opportunities for advancement to Senior Warehouse Manager, Logistics Manager, or Procurement Manager based on company growth and individual performance. --- ## Assessment Methods - Inventory accuracy audits (98%+ accuracy required on quarterly physical counts) - Timeliness metrics for receiving, staging, and kit preparation - Written exam on warehouse procedures, safety, and BAS hardware knowledge (80% passing score) - OSHA compliance inspections with zero violations - Supervisor evaluation of organization, efficiency, and problem-solving - Peer review from Project Managers and field staff on support quality - Successful completion of annual safety audit with zero findings --- **Key Tasks for Qualification** **Inventory Control** - 1. Conduct a full quarterly physical inventory count with 98% accuracy against the inventory management system. - 2. Implement and enforce a strict First-In, First-Out (FIFO) system for all perishable or version-sensitive BAS hardware (e.g., controllers). **Shipping & Receiving** - 1. Receive, inspect, and log incoming BAS materials against the purchase order (PO) list within 4 hours of arrival. - 2. Prepare and stage all equipment kits for upcoming projects (3 days in advance of the required date). **Organization & Safety** - 1. Maintain the warehouse to meet all OSHA safety standards, specifically documenting and managing ladder and lift inspection logs. - 2. Implement a standardized system for tracking and managing the calibration, sign-out, and return of specialized tools (e.g., manifold gauges, network testers). **Procurement Support** - 1. Generate a monthly report on low-stock items (below minimum threshold) and items with high shrinkage/loss rates. --- ## Foundational Training (Before Role-Specific Courses) 1. **BAS Hardware Identification:** Comprehensive overview of all BAS components (controllers, sensors, actuators, valves, dampers, network equipment) so you know what you're managing and can identify items correctly. 2. **Supply Chain Basics for Construction:** Understanding lead times, vendor reliability, expedited shipping, and the critical path impact of material delays. 3. **Warehouse Safety Fundamentals:** OSHA requirements, material handling, ladder safety, forklift operation, PPE requirements. 4. **Inventory Management Systems Overview:** Introduction to the specific inventory software platform and integration with Service Fusion. --- ## Required Training Course List 1. **Inventory Management System Mastery:** Procedures for physical counts, cycle counts, and discrepancy reporting. 2. **BAS Hardware Shelf Life and FIFO Implementation:** Managing version control and stock rotation for electronic components. 3. **Receiving and PO Verification Procedures:** Inspecting and logging incoming goods against Purchase Orders. 4. **Project Staging and Kitting Processes:** Efficiently assembling materials kits for project deployment. 5. **OSHA Warehouse Safety and Compliance:** Focus on material handling, tool usage, and equipment inspection logs. 6. **Specialized Tool Tracking and Calibration Management:** Standardized procedures for sign-out and return of diagnostic tools. 7. **Procurement Data Analysis:** Generating reports for low stock and analyzing inventory shrinkage/loss. 8. **Service Fusion Warehouse Integration:** Understanding Purchase Orders, Inventory Orders, and Invoice workflows within Service Fusion. 9. **Vendor Relationship Management:** Communication protocols, dispute resolution, and expedited delivery coordination. 10. **Emergency/Expedited Procurement Procedures:** Protocols for handling urgent material requests from field or PMs. --- ## Optional/Advanced Training - Forklift and powered industrial truck certifications - Certified Supply Chain Professional (CSCP) - Inventory optimization and demand forecasting - Warehouse management system (WMS) advanced features - Hazardous materials handling and storage (if applicable) - Barcode/RFID technology for inventory tracking - Lean warehousing and 5S methodology - Cross-docking and just-in-time inventory strategies --- ## Cross-Training Opportunities - Shadow Installers and Field Specialists to understand how materials are used in the field - Attend project planning meetings to understand material requirements and timing - Work with Project Managers on material procurement and cost tracking - Shadow Accountant during inventory valuation and cost analysis - Participate in vendor site visits to understand product manufacturing and quality control - Review Dispatch Coordinator workflows for emergency parts coordination - Observe commissioning to understand how material quality impacts system performance --- ## Qualification Checklist Before being considered fully qualified, the Warehouse Manager must demonstrate: - [ ] Complete 4 consecutive quarterly physical inventory counts with 98%+ accuracy - [ ] Successfully implement and maintain FIFO system for 100% of version-sensitive items - [ ] Receive and log 200+ shipments within 4-hour SLA with 99%+ accuracy - [ ] Prepare 50+ project kits with zero missing items or delays - [ ] Maintain OSHA-compliant warehouse for 12 consecutive months (zero violations) - [ ] Implement and manage tool tracking system with 100% accountability - [ ] Generate 12+ monthly procurement reports with actionable insights - [ ] Achieve 95%+ satisfaction rating from Project Managers and field staff - [ ] Pass written exam on warehouse procedures and BAS hardware (80%+) - [ ] Successfully coordinate 10+ emergency/expedited material requests - [ ] Complete forklift certification and all required safety training - [ ] Receive supervisor sign-off on all 7 key qualification tasks --- ## Timeline Expectations **Typical Duration:** 6-9 months to full qualification - Months 1-2: Foundational training, safety certifications, learning inventory system and BAS hardware - Months 3-4: Handling routine receiving and kitting tasks with supervision - Months 5-6: Managing daily operations independently, first physical inventory count - Months 7-9: Full independence, process optimization, and advanced procurement support - Ongoing: Continuous improvement of warehouse efficiency and accuracy **Note:** Timeline may be shorter for candidates with prior warehouse or inventory management experience. Physical stamina and attention to detail are critical for success in this role.