New User Guidance

For new users, please follow these steps below to get started.

Step 1: Login to Your Account and Set Language

We will provide user login path and account. User can set system language according to their own needs

Step 2: Set a New Warehouse

Login to your account > Go to “Warehouse Settings” module > Create a Warehouse > Fill in Warehouse Information

Step 3: Set Product Area and Location

After location is created, product can be shelved to the corresponding location and the picking list can be located to the corresponding location for picking;

How to set Product Area: Warehouse Setting > Area Management > Create Area > Create Name (Custom)

How to set Location: Warehouse Setting > Location Management > Create Location > Create Location Name (Custom)

Step 4: Create Product

(1) OMS/ERP Push Product

After OMS/ERP created the product, it will be automatically pushed to WMS

Note: Merchant’s product is created in the OMS/ERP system and OMS/ERP cannot modified after being pushed to the WMS

(2) Manually Create Product

Step: Product Stock > Create Product

Manual Guide

Order Management

Feature Overview : This module is mainly provided for the higher-level staff in the warehouse, mainly responsible for processing orders pushed from ERP/OMS system to WMS, as well as processing abnormal orders in the warehouse.

1. WMS Order Status

PendingOMS/ERP push order to WMS and wait for the warehouse admin to issue the tasks to the warehouse workers.
ShippingAfter the warehouse manager has issued the tasks, the orders are waiting to be outbound
CompletedCompleted outbound orders
AbnormalAbnormal orders in the warehouse operations
CancelledCanceled orders in order management
AllOrder with all status

Step 1: OMS/ERP push order to WMS, click “Ship” to issue the tasks

Step 2: The order is moved to Shipping

Step 3: After the order is shipped successfully, the order is moved to Shipped

Abnormal Operation:

  • When an order has an abnormal, for example, the customer needs to change the order, the abnormal needs to be marked
  • After customer cancel order on the platform, WMS operator will cancel the order

Outbound Management

1. Package Outbound

Feature Overview: In this module, after the warehouse administrator sent out the warehouse task, the warehouse worker will shipping order

Step 1: After picking and packing, the warehouse administrator will click “Shipping”

Step 2: After Shipping completed, you can check the shipped orders here

2. Manual Outbound

Feature Overview: In daily warehouse operations, you need to adjust the stock in the warehouse. In this module, you can create the Outbound List

Step 1: Click Add Outbound List

Step 2: Select Warehouse > Add Product > Fill in the Outbound Quantity

Inbound Management

Inbound Product Received

Feature Overview : ERP push Inbound list to WMS, and WMS operator operate the Inbound after receiving the package

Step 1: ERP push Inbound list to WMS, click on Inbound button

Step 2: Fill in the estimate time for Inbound

Manual Inbound

Feature Overview : Manual adjustment of warehouse stock is required in the warehouse, and the operator manually create an Inbound list for operation

Step 1: Click Add Inbound List

Step 2: Fill in Relevant Information

Step 3: Click on Inbound button, then the Inbound process is successful

Warehouse Setting

  • Warehouse List

Warehouse: The general name for buildings and places where products are kept and stored

Step 1: Click New Warehouse

Step 2: Fill in the Basic Information (warehouse name is required and cannot be repeated), click OK and New Warehouse is Successfully Created

  • Area Management

Product Area: used to distinguish functional divisions in actual operations

Function: Used for business differentiation, such as distinguishing large product storage area, small item picking area, packaging review and other functional areas; for work distribution, the system will mark the warehouse area for outbound orders and replenishment operations, which is used to assign work according to the warehouse area;

Product Area Distribution

Step 1: Click New Product Area

Step 2: Fill in Required Information, click OK, New Area is Successfully Created

  • Location Management

Product Location: A pallet in the whole storage area is a ground stacking location, and each grid on a shelf in the picking area is also a location;

Function: It is used to mark the precise position of the product in the warehouse. Location is the smallest positioning mark in the warehouse;

Product Location Image

Step 1: Click New Location

Step 2: Select Warehouse and Area Under the Selected Warehouse, Fill in Location Name, Click OK, and New Location is Successfully Created

Product Management

  1. OMS/ERP Push Product to WMS

After OMS/ERP create the product, it will be automatically pushed to WMS

Note: The customer’s product is created in the OMS/ERP system and OMS/ERP cannot be modified after being pushed to the WMS

  1. Create Product Manually

Steps: Product Library > Create Product > Fill in the Product Information, marked with a red (*) is required (SKU is required)

Fill in the basic information, click OK, the product is successfully created

Inventory Management

  • Product Inventory

Function overview: Users can search product stock in the warehouse and can change the location

  • Inventory Flow

Feature Overview: Users can view the flow records of every Outbound and Inbound in the warehouse