Overview

The Unit Limiter feature allows warehouses to control inbound volume by enforcing limits on both appointments and handling units (such as pallets or cartons). This helps warehouse teams prevent overbooking, protect operational capacity, and maintain predictable daily throughput.

Unit Limiter is designed to be flexible, supporting limits at multiple levels (warehouse, load type, and dock) and across different time dimensions.

1. Problem It Solves

Without capacity controls, warehouses can easily become overbooked, leading to:

• Dock congestion and long wait times

• Labor and equipment overload

• Missed SLAs and poor carrier experience

• Reactive, manual intervention by warehouse staff

Unit Limiter proactively enforces operational constraints by:

• Limiting how many appointments can be scheduled

• Limiting how many handling units (e.g., pallets, cartons) can be processed

• Applying different limits based on day, month, load type, or dock

This ensures schedules reflect real warehouse capacity before issues occur.

2. Configurations

Unit Limiter can be configured in two layers:

1. Limiting appointments

2. Limiting handling units (e.g., pallets, cartons)

Both layers work together to give warehouses fine-grained control over volume.

2.1 Handling Unit Setup (Warehouse Settings)

Before setting limits on units, warehouses must define what a “unit” means for their operation.

Where:
Warehouse Settings

What can be configured:

• Define and label the handling unit

• The label determines how the field appears across the product

Example:

• Handling Unit Label: Pallet Count

• This label will appear on appointment forms, limits, and grid views

This allows each warehouse to use terminology that matches their operational reality.

Go to Warehouse Settings

2.2 Limit Configuration (Warehouse Settings)

Once handling units are defined, limits can be configured.
Go to "Manage" under the Unit limiter configuration

Who can configure:
Warehouse users with admin permissions

2.2.1 Time-Based Limits

Limits can be configured by:

• Day of the week (e.g., Mondays vs Fridays)

• Month (e.g., peak season vs off-season)

This allows warehouses to adjust capacity based on known demand patterns.

2.2.2 Warehouse-Level Limits

Limits can be applied globally across the warehouse.

Examples:

• Maximum X appointments per day

• Maximum XX pallets per day

These limits apply regardless of dock or load type unless overridden by more specific rules.

2.2.3 Load Type-Level Limits

Limits can be configured for:

• Individual load types

• Groups of load types

Limits can apply to:

• Appointment count

• Handling units

• A combination of both

Examples:

• FTL loads limited to 20 appointments/day

• LTL loads limited to 150 pallets/day

• Grouping multiple load types under a shared capacity cap

2.2.4 Dock-Level Limits

Limits can also be configured per dock.

Examples:

• Dock A: max 10 appointments/day

• Dock B: max 80 pallets/day

Dock-level limits allow warehouses to reflect differences in equipment, labor, or physical constraints.

2.3 Visualizing Limits

• Daily limits and remaining capacity can be viewed directly on the Appointments Grid

• This gives schedulers and warehouse teams immediate visibility into:

  • Current usage

  • Remaining capacity

  • When limits are approaching or reached

  

3. What Happens When a Limit Is Reached

• Once a limit is reached, additional appointments that would exceed that limit cannot be scheduled

• This applies to both appointment count and handling unit limits, depending on configuration

4. Carrier Scheduling Experience

When carriers schedule appointments through the Scheduling Portal, availability is automatically constrained by the Unit Limiter configuration set by the warehouse.

4.1 How Availability Is Calculated

Carrier users only see available time slots that respect all active Unit Limiter rules, including:

• Appointment limits

• Handling unit limits (e.g., pallets, cartons)

• Limits applied at the:

  • Warehouse level

  • Load type level

  • Dock level

• Limits defined by:

  • Day of the week

  • Month

If any applicable limit has been reached (appointments or handling units), that capacity is removed from availability.

4. Coming Soon (Next to Be Delivered)

The following enhancements are not yet available, but are planned:

Notifications

• No email or in-app notifications are sent when limits are reached today

• Alerting and notifications will be added in a future release

Override Functionality

• Warehouse users cannot currently override limits

• An override capability will be introduced to allow internal scheduling beyond limits when needed (with appropriate permissions)

5. Key Notes for Support Teams

• Limits can exist at multiple levels simultaneously; the most restrictive applicable limit will be enforced

• Handling unit labels are warehouse-specific and configurable

• If users report blocked scheduling, verify:

  • Day/month limits

  • Warehouse vs load type vs dock rules

  • Unit totals on existing appointments