CanopyDocs

Welcome

The CanopyWMS brand portal — track your inventory, orders, and fulfillment in real time.

CanopyWMS is the portal your brand uses to see exactly what's happening with your inventory and orders inside your 3PL's warehouse — in real time, without emailing anyone for a status update.

These guides walk through the portal one screen at a time, using a sample brand, Canopy Condiments, so every example matches what you'll see on your own account.

Who these guides are for

You're a brand owner or operator on a client account — you see your own brand's data only. Your 3PL's staff use the same system to run the warehouse floor; those workflows live in a separate operator guide.

What you can do here

The portal at a glance

Everything you can reach is scoped to your brand and grouped into a handful of sections in the left sidebar:

SectionWhat it's for
DashboardA live overview of today's fulfillment, exceptions, and inventory health.
InventoryYour SKUs and their stock levels, plus lot tracking with expiry and recalls.
OrdersEvery order flowing through the warehouse and your connected sales channels.
CustomersA lookup of who's ordered, with their order and return history.
ReceivingInbound purchase orders you're sending to the warehouse.
ShippingOutbound shipments and a live rate calculator.
ReturnsRMAs, their status, and your return reason codes.
ReportsExportable summaries of shipments, items, and inventory value.

The warehouse-floor tools — picking, packing, putaway, billing — belong to your 3PL and aren't shown on your account, and neither is the bin layout your stock sits in. You see the results of that work (orders shipping, stock levels changing), not the floor operations themselves.

On this page