Administration¶

Set the platform up before anyone works in it: the warehouses stock sits in, the people and companies who touch it, and the settings that govern both.

Warehouses and locations¶

Do this first. Inventory, receiving, and shipping all live inside a warehouse, so nothing else works until one exists.

Guide	What it covers
Warehouse management	Create a warehouse and set its address, timezone, and operating hours
Location management	Set up the storage locations inside a warehouse
Staging areas	Configure staging zones, set how many License Plate Numbers (LPNs) and orders each can hold, and see how full each one is

People and companies¶

Guide	What it covers
Users	Create accounts for your staff, switch off access when someone leaves, and limit a portal user to particular customers
Roles and permissions	Decide who can do what, down to a single action
Customers	Customer accounts, their addresses and contacts, credit limits, and billing setup
Suppliers	The vendors your inbound shipments come from
Product submissions	Approve or reject the new products customers send you
Activity history	See who changed what, and when

System settings¶

Guide	What it covers
System settings	Connect your accounting system, word your invoice emails, and set the compliance limits enforced on every load
QuickBooks integration	Connect QuickBooks Desktop so invoices and customers stay in step

Where to go next¶

Bulk upload, labels, documents, carriers, and branding are setup tasks too, but they live under Advanced.
Day-to-day floor work happens in Operations.