First steps

First steps indicates the recommended order of operations after account activation. The goal is for the administrator to define the settings, create the warehouse, add users, and create or import products before the team starts the operational warehouse processes.

1. WMS Settings

The first step is configuring WMS settings. These are global settings for the client account and apply before warehouse configuration.

Check the currency, display currency, VAT, time zone, date and time format, and volumetric weight factor. If you use handling units and have the required permission, also check the prefixes for pallets, boxes, and containers.

2. Creating The Warehouse

After WMS settings, the warehouse is created from Company -> Warehouses. The warehouse is the space where receiving, putaway, transfer, picking, packing, returns, and stock checks take place.

After saving, Putaway WMS creates the default warehouse settings, grants access to the client administrators and to the user who created the warehouse, then automatically selects the new warehouse when it appears in the list of accessible warehouses.

If the user does not have create permission or the warehouse limit from the plan has been reached, the warehouse is not created and the application displays the error.

3. Warehouse Settings

After each warehouse is created, check the selected warehouse and configure Warehouse -> Warehouse settings.

The settings already exist with default values. Review them for each warehouse, not only for the first one. This is where picking limits, prefixes for locations, receiving, carts, quarantine, returns, and the automatic invoice printing policy for packing are configured.

Configure these values before creating locations or carts because some prefixes are locked after elements generated with them already exist.

4. Locations

After warehouse settings, the working structure is created from Warehouse -> Locations. Locations are required for receiving, putaway, transfer, stock, and stock checks.

For the first complete flow, there must be at least one active receiving location and storage locations. Create quarantine or return locations only if the warehouse uses them in the real process.

5. Users And Permissions

After the warehouse and its settings exist, users are added from Company -> Users.

For each user, check the account details, the warehouses they can access, client-level permissions, and permissions for each assigned warehouse.

A user sees and uses only the warehouses and functions they can access. If a user works in multiple warehouses, permissions must be checked separately for each warehouse.

6. Products

Before receiving, products are created from Catalog -> Products. The product must be identifiable by SKU or barcodes.

If there are many products, use Import products. If products come from an external platform, configure the appropriate integration first.

7. First Receiving

After products and at least one active receiving location exist, start the first receiving flow from Warehouse operations -> Goods receiving.

Receiving records the goods in the scanned receiving location and creates the stock that will be put away in the warehouse.

8. Putting Goods Into Storage

After receiving, goods are put away into the storage area from Warehouse operations -> Putaway. Putaway moves the goods from the scanned receiving location into storage locations.

Goods left in receiving are not used for picking. For real orders, finish putaway before picking.

9. Transfer Between Locations

Transfer goods between locations from Warehouse operations -> Transfer. Transfer allows controlled movement of goods between locations or through a picking cart, according to the flow allowed in Putaway WMS.

Transfer is useful for correcting the physical stock position and for internal moves between working areas.

10. Picking Products For Orders

After orders exist and stock is available in storage locations marked as available for picking, pick products from Warehouse operations -> Picking.

Picking prepares products for orders and brings them into the working area required for packing.

11. Packing Received Orders

After picking, pack the products for received orders from Warehouse operations -> Packing. This is where picked products are scanned, the AWB is validated by scanning when the order has an AWB, and the available documents are prepared for shipping. If the AWB is missing, Putaway WMS displays the available options for continuing the flow.

The automatic invoice printing policy is controlled from Warehouse settings, not from the packing station.

12. External Integrations

For external platforms, go to Settings -> Integrations. This is where the connections used for catalog synchronization, order import, AWBs, invoices, and data exchange with the external platform are configured.

If products or orders come from an external platform, configure the integration before real imports and check catalog synchronization separately.

Recommended Order

1. Configure WMS settings.
2. Create the warehouse from Company -> Warehouses.
3. Check the selected warehouse and configure Warehouse settings.
4. Create locations from Warehouse -> Locations.
5. Add users and assign permissions from Company -> Users.
6. Create or import products from Catalog -> Products.
7. Start the first Goods receiving.
8. Put goods away into storage.
9. Transfer goods between locations, if needed.
10. Pick products for orders.
11. Pack the products for received orders in Packing.
12. Configure Integrations if products, orders, or documents come from external platforms.