I’m an Owner or Admin

Owner or Admin

Set up the warehouse, the team and your clients, and book in deliveries. Every article for your role, by Product Area, with the tasks first.

Team Settings

• Set up your 3PL, step by step Getting-started
• Set up your team Getting-started
• Change someone's role or remove them How-to
• Invite your team and give each person a role How-to
• Turn on printing and add your printers How-to
• What each Team Role can do Concept

Warehouses

• Build your warehouse Getting-started
• Label your locations Getting-started
• Set up your totes, pack bench and boxes Getting-started
• Add a warehouse and its zones How-to
• Add or change a location How-to
• Create many locations at once How-to
• Deactivate or delete part of a warehouse How-to
• Print location labels How-to
• Read the Warehouse Floorplan How-to
• Set up a station screen How-to
• Set up the Warehouse Calendar and Collection Timetable How-to
• Set warehouse operating rules and client overrides How-to
• Take a location out of use and bring it back How-to
• Work at a station screen How-to
• Choosing hardware for Stockist Concept
• How a warehouse is laid out in Stockist Concept
• How the Pick Sequence is numbered Concept
• Location codes, Full Location Codes and code styles Reference
• Batch Generate won't create the locations Troubleshooting

Stock Containers

• Set up your containers Getting-started
• Create containers and print their labels How-to
• Deactivate or reactivate a container How-to
• Move a container How-to
• Pack stock into a container, and unpack it How-to
• Set up a Container Type and its barcode prefix How-to
• Stock Containers, Container Types and loose stock Concept
• What Stockist checks before stock goes into a location Concept
• Can't deactivate a container or delete a location Troubleshooting
• Stock or a container won't go into this location Troubleshooting

Products

• Add your client's products Getting-started
• Add a product for a client How-to
• Add Product Formats How-to
• Deactivate, reactivate or delete a product How-to
• Group a client's products How-to
• Record a product's customs information How-to

Clients

• Add your first client Getting-started
• Set up dispatch and bring your client live Getting-started
• Let your client see their stock Getting-started
• Add a client and complete its company details How-to
• Bring a client live, or allow early receipt How-to
• Keep client contacts and invite the client's people How-to
• Offboard and close a client account How-to
• Put a client on hold, and lift the hold How-to
• Set a client's operating rules How-to
• A client account's life, from Onboarding to Closed Concept
• What Client 360 shows Reference

Inbound

• Expect your first delivery Getting-started
• Receive and put away your first delivery Getting-started
• Book in an inbound shipment and upload its ASN How-to
• Complete receiving and close a purchase order How-to
• Create a purchase order, or import them How-to
• Let a held client's delivery in How-to
• Mark a shipment arrived at a dock door How-to
• Receive a delivery with no paperwork, and reconcile it How-to
• Receive a shipment with the Inbound Station How-to
• Record shortages, over-receipts and damage How-to
• Reverse a receipt scanned in error How-to
• Purchase orders and inbound shipments Concept
• The purchase order import file Reference
• An ASN pallet won't check in Troubleshooting
• Can't receive a delivery for this client Troubleshooting
• Can't undo a scan at the dock Troubleshooting

Inventory

• Change a status or release stock from quarantine How-to
• Correct a serial number How-to
• Count stock and correct a quantity How-to
• Find stock with the Rapid Scanner How-to
• Mark stock damaged How-to
• Move loose stock to another location How-to
• Receive stock without a shipment How-to
• Set your scan sound and vibration How-to
• Inventory statuses and quarantine Concept
• Quarantined stock only goes to a Quarantine Location Troubleshooting
• The Rapid Scanner says nothing matches a code Troubleshooting

Orders

• Take your client's first order Getting-started
• Edit, hold or cancel an order How-to
• Enter an order How-to
• Log a Delivery Complaint How-to
• Move reserved stock between orders How-to
• Pick with Next List How-to
• Resolve a red tag How-to
• Return stock to a shelf How-to
• Rush an order or change its Must-Ship-By How-to
• Upload orders from a spreadsheet How-to
• Work the Held Order Queue How-to
• How an order moves through the warehouse Concept
• How stock is allocated to orders Concept
• How the Must-Ship-By is worked out Concept
• Short picks and Location Counts Concept
• The order upload file and CSV Mappings Reference
• An order is refused as a duplicate Troubleshooting
• Why an order is held, and how to fix it Troubleshooting

Dispatch

• Pick and pack your first order Getting-started
• Ship your first order Getting-started
• Check an order in QA How-to
• Connect your Royal Mail account How-to
• Handle Missed Collections and Carrier No-Shows How-to
• Load and close out a collection How-to
• Pack an order at the Pack Station How-to
• Print labels, use Held Parcels and make a Manual Label How-to
• Raise a Supervisor Call How-to
• Set up Carrier Services, Service Levels and rates How-to
• Set up Packaging Items and their costs How-to
• Use the Pick Board and Dispatch Board How-to

Billing

• Check billable activities and fix Capture Gaps How-to