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How-To Guides

How-To Guides

Step-by-step recipes for the everyday jobs that span multiple screens.

Reference pages tell you what every button on a single screen does. How-to guides do the opposite — they walk a whole job from start to finish, across every screen it touches, in order. Where a guide needs the detail of a particular screen, it links out to the manual rather than repeating it.

Guides are grouped by the stage of the operation they belong to.

Onboarding

Onboard a new client

The full checklist, from creating the client to their first shipped order.

Add a new client

Create the brand's client account and set it up for fulfillment.

Connect a sales channel

Connect a brand's store so their orders flow into the warehouse.

Create a client user account

Invite a brand's team to log in, pinned to their own client's data.

Inbound

Receive a shipment end to end

From purchase order to counted-in stock to putaway in bins.

Outbound

Pick an order

Every step of the pick — from pick list to picked tote, scan by scan.

Pack an order

Every step of the pack — scan the tote, verify items, box, label, and close.

Returns

Process a return

Receive an RMA, inspect it, disposition the stock, and refund.

Inventory

Handle a stockout

Spot low cover, replenish the pick face, and clear backordered orders.

For 3PL Operators

How-to recipes, the full operator manual, and the API — everything the warehouse team needs.

Onboard a new client

The full checklist, from creating the client to their first shipped order.

On this page

OnboardingInboundOutboundReturnsInventory