Warehouse

The Warehouse section is where the physical shape of your operation lives. You set up each facility and its zones, draw the rack layout on an interactive map, print the labels that go on the shelves, and see the exact route a picker walks for any pick list. Everything else on the floor, from putaway to picking, reads the bins and locations you define here.

The section has three pages, matching the sub-nav under Warehouse:

Warehouse Management

Manage → /warehouse. The landing page lists your warehouses — every one under All warehouses, or just the pinned building when you've picked one in the topbar warehouse switcher (which also scopes the Map and Visual Picks). Each warehouse expands to show its zones.

Each warehouse row shows its name, city and state, and a badge with the zone count. Admins also see Edit, Add Zone and Zone prefixes on the row. Expand it for the zones table:

A zone that holds nothing — no bins, racks, packing stations or pick lists — gets a trash icon at the end of its row (admins only). Deleting it asks you to confirm; if the zone had a prefix, that letter is freed for reuse. A brand new warehouse with no zones yet reads "No zones yet — add zones to organize your warehouse". If no warehouses exist at all, the page shows "No warehouses configured yet".

Add a warehouse

The Add Warehouse button (top right, admins only) opens a panel for the facility's details. The name and the country are required.

Edit a warehouse and its operating schedule

The Edit button on a warehouse row (admins only) opens the same address fields, plus an Operating schedule block that the create form doesn't have.

The schedule has three parts:

• Business days — toggle the days this warehouse runs (Mon through Sun). New warehouses default to Mon–Fri. Hours outside these days don't count against the on-time rate for orders shipped from this warehouse. At least one day must stay selected.
• Timezone — the IANA zone for the facility. It decides which calendar day a UTC timestamp belongs to, so a Friday 11pm UTC ship time counts as Friday in New York but Saturday in Tokyo. The dropdown lists common presets, and keeps whatever exotic zone a warehouse was already set to.
• Shift windows — the shifts that labor productivity is grouped by on the Workforce tab, in this warehouse's timezone. Each row has a name and a start and end hour; a window that ends earlier than it starts (22:00 to 06:00) wraps past midnight. Add shift appends a row, × removes one, and Reset to defaults restores the built-in Day (06:00–14:00), Evening (14:00–22:00) and Night (22:00–06:00) windows. A warehouse that has never been edited shows those defaults; they're only written when you actually change the shift section. You need at least one shift, and a shift can't start and end at the same hour.

Add a zone

The Add Zone button on a warehouse row (admins only) creates a zone inside that warehouse. Every zone has a name and a type; picking a type reveals the fields that apply to it.

• Label prefix (Storage zones only, required) — the single letter that leads every shelf label in the zone, so a zone with prefix H produces bins like H022-BF-L013. It is set once and can't be changed afterwards.
• Storage Tags (Storage and Picking zones) — placement capabilities every bin in the zone inherits. See Storage Tags for what a tag means; other zone types never enforce placement, so the field is hidden for them.

There are seven zone types. The dropdown shows friendly labels when you pick one, but the zones table renders the raw type in capitals:

Zone label prefixes

Zones created before prefixes existed have no letter, and their shelf labels fall back to A. Zone prefixes on the warehouse row (admins only) opens a sheet to give such a zone the letter its labels should use: pick a storage zone, type one letter, and Set prefix. This rewrites the zone's existing shelf labels to match (A020 → H020), so the toast tells you how many bins were relabeled — they're highlighted red on the Map until you print new labels (see Print labels). A zone that already has a prefix shows it and can't be changed. + Create a new zone instead switches to the Add Zone panel.

Map

Map → /warehouse/editor. An interactive, zoomable plan of the warehouse floor. Racks are drawn to scale and coloured by zone, and the toolbar in the top left switches between seven modes. To move around: a plain scroll or two-finger drag pans; to zoom, hold ⌘/Ctrl and scroll or pinch on a trackpad. The hint bar in the bottom left always tells you what the current mode does.

If your tenant has more than one warehouse, pick the one you want from the warehouse selector at the top of the app first. The map edits one warehouse at a time, so "All warehouses" isn't a valid choice here — you'll see a prompt to pick a specific one.

The toolbar has seven modes — Select, Edit, Add, Walkways, Import, Print labels and Change zone — plus two buttons that aren't modes: Tags (a storage-tag overlay, shown once at least one storage tag exists) and Locations (the special-location markers, below). Print labels and Change zone act on the saved layout, so both are disabled while you have unsaved edits.

Two panels sit in the top right whenever there is something to show. The Zones legend lists every zone present on the floor with the colour its sections are painted (the zone's own colour, or its type's default), plus Mixed / none for grey sections and a pulsing Reprint swatch when any shelf still needs new labels. The Tag overlay panel appears while a tag overlay is on.

Select

The default mode. Click any rack section to open the Sections panel on the right, which lists every section in the warehouse and lets you drill into its bins. Hovering a rack shows its bin label as a tooltip. Hold Shift and drag to draw a marquee and select several racks at once.

The Sections panel is searchable by label, rack, or face. Expand a section to see:

• Its label, which you can edit with the pencil. Shelf labels follow the <zone letter><aisle>-<section> format (for example A001-BA): the letter comes from the zone's prefix and the aisle from the rack, so only the section letters after the dash are editable. Pallet locations are labelled <rack name>-A<aisle> (for example R7-A020) and the whole label is editable. The server refuses a rename while work is in flight against the section and names the blockers.
• Badges for the face it's on (west/east, or north/south for a rotated rack), the rack type, the bin and stocked counts, and total units.
• For a shelf, a bin layout grid, one row per level (L0, L1, …). Each cell is a bin, and a filled cell shows how many SKUs sit in it. Click a bin to see its contents — SKU image, code, name, and unit count. You can add or remove levels (up to 10), and add or remove totes per level (1–8), right from here.
• For a pallet location, the pallet levels stacked top-down, each tagged Ground · pickable, Forklift only, or Cross-aisle. → aisle turns a level into a walkable drive-through that routing passes through (only an empty level, and only the ground or the level directly above an existing aisle); → storage turns it back, along with every aisle level above it. Levels go up to 26 (A–Z).

Edit

Edit mode lets you rearrange the floor. Drag a rack to move it — placement snaps to the grid, and the rack refuses to overlap another. Select several (Shift+click or a Shift+drag marquee) to move them as a group. Special-location markers drag here too. Three keyboard shortcuts:

• Delete or Backspace removes the selected rack. Because a rack holds every section in its column, this deletes the whole rack, so you get a confirm first. The real removal runs a server-side inventory check when you save — if any bin under the rack still holds stock, the save is blocked.
• F flips a rack's face direction (west to east), which moves the walkway to the opposite side. Only single-face racks flip.
• R rotates the selected rack(s) 90°, so the aisle runs across the map instead of down it; its faces then read north/south. Press R again to rotate back.

Add

Add mode opens the Add Rack panel and drops you into a placement flow. Move your cursor over the map to preview where the rack lands (F flips the preview's face, R rotates it), click to drop it, drag to fine-tune, then confirm with Place rack section (or Place pallet location).

The panel controls what you're placing:

• Name — for a shelf, composed as zone letter + three aisle digits: the letter is fixed by the storage zone below and only the digits are editable (they default to the next aisle). A pallet location has a free-form name, defaulting to the next R-number.
• Type — Shelf (1 face) or Pallet location. Shelf racks hold lettered sections; pallet locations are single positions stacked in levels.
• Storage zone — required; it sets the rack's label letter and map colour. Only Storage zones are offered. + New storage zone… creates one inline with a name, a required one-letter label prefix, a colour, and optional storage tags.
• Sections / Locations — how many cells the rack spans (1–60), set with the +/– stepper.
• Direction — whether cells run Down or Up from where you click.
• Starting section (shelf only) — the first section's letters, for example BA. Later sections auto-increment (BA, BB, BC, …).
• Levels (pallets high) (pallet only) — how many pallets stack in each location, 1–26. Ground (A) is pickable; levels above are forklift-only. The Pallet location preview lists each level's label and lets you mark levels as drive-through aisles before placing.
• A per-section accordion (shelf only) where you set the bin layout — the number of levels (up to 10) and totes per level (1–8). Shelf sections default to 6 levels of 3 totes, 18 totes per section.

If the preview overlaps something, it turns amber and the panel tells you to drag it clear or flip the direction. Place stays disabled until the spot is clear and a storage zone is chosen. A placed rack is selected straight away, so R rotates it without switching modes. Nothing reaches the server until you save.

Walkways

Walkways mode overlays the aisles the system computes between your racks. It's a read-only check. A rack face whose walkway side is blocked by another rack shows in red, so you can spot an unreachable location before it causes picking problems.

Import

Import mode opens Import Inventory into the warehouse, which loads stock into the warehouse's bins from a CSV. It is built for the ItemLocations export format. It runs on the import dialog every CSV import in Canopy shares, so it works like the inventory page's Import inventory CSV: drop a file, read every row's verdict, then apply. Pin a client in the topbar first. Under All clients the dialog only says "Pin a client in the topbar before importing stock."

The file. The columns are Item, Sku, Location, Units and Type, plus Lot and Expiry for lot-tracked stock. Column names are matched without case. An extra column is ignored, and the dialog says which one. A SKU the client does not have is created, named from Item (or from the code). A SKU code that was merged away lands on the SKU it was merged into. Units must be a whole number: 5.5 is refused. A row whose Type is not Bin, or whose units are 0, is skipped. A file may hold up to 1,000 rows; split a larger one.

Where the stock lands. Each row's Location must be a bin that already exists in this warehouse and is active. A bin made with Add Location or with the locations import counts, not only the racks drawn on the map. Nothing is ever created for a location the import cannot find: that row is an error, and the editor keeps a banner listing those labels so you can switch to Add mode, draw them, save, and import again.

Overwrite or Append

Above the drop zone, If a bin already has stock for the same SKU asks what a row should do about it. Overwrite, the default, makes the bin hold exactly the row's units. It is safe to re-run a full snapshot. Append adds the row's units on top. A warning under the toggle says why that is risky: re-run a snapshot in Append and every bin double-counts.

The preview and the import. Every row comes back with a verdict, as on the inventory page's import: ok; warning, applied with a note (create SKU X, then set X in BIN to 12, or Replaces 30 on hand when the row changes stock already there); rejected, with the reason (a bin not found, a decimal, an expiry not written as YYYY-MM-DD); or skipped. The rejected rows are listed first, and Download errors.csv hands the file back with the reason on each. This import is partial: Import N, skip M applies the rows that passed and leaves the rest. A row that replaces stock already there, or adds to it in Append, asks once more before anything is written: "Replace existing stock in 2 bins?" with Replace stock, or "Add to existing stock in 1 bin?" with Add to existing.

Each change is written to the Adjustment Log with the reason Map import, or Map import (overwrite). A row that sets a bin to the units it already holds writes nothing.

Print labels

Print labels mode gathers shelf and pallet slots and sends one label per slot to your printer. Click sections to add them to the selection (each click toggles a section in or out), or Shift+drag to box-select; clicking empty floor leaves the selection alone. The bar at the bottom counts the sections and labels selected, and offers:

• Select all N flagged — appears when any section is pulsing red because its bins were relabeled by a prefix or zone change; one click selects every one of them.
• Clear — empties the selection.
• Print N labels — builds a sheet with one page per slot (the location code, a CODE128 barcode of it, and a line naming the zone, aisle, bay and face) and opens the browser's print dialog, where you pick the printer and label size. Drive-through pallet levels hold no stock and get no label.

As soon as the print dialog closes, the red reprint highlight on those slots is cleared and a toast confirms it. The browser can't tell a printed job from a cancelled one, so the toast stays up with a Didn't print action that puts the highlight back if the labels never came out. This mode is available to every operator.

Change zone

Change zone mode moves whole racks into a different storage zone. Click a section to select its entire rack (a rack's name and every bin label under it come from the zone letter, so a single section can't move on its own), or Shift+drag to box-select; the selection accumulates until you Clear it. The panel at the bottom shows how many racks and sections are selected, which zones they're coming from, and a Move to storage zone… dropdown of the warehouse's Storage zones.

Move N racks counts only racks not already in the target. Shelf bins are relabeled to lead with the target's letter (A022-BA-L001 → H022-BA-L001) and flagged for reprint; pallet racks just change zone. A target zone with no label prefix can't take shelf racks — the panel says so, and you assign it a prefix on the Manage page first. The move is refused while work is in flight against the racks, and the error names the blockers. Like every layout change, it needs admin rights server-side.

Storage tag overlay

Once your tenant has storage tags, a Tags button joins the toolbar. It opens a row of tag chips plus Off; pick one to recolour the map by that tag's coverage: a face is painted solid when every bin on it carries the tag (directly or through its zone), faded when only some do, and everything else is dimmed. The Tag overlay panel in the top right names the tag and how many bins carry it. The overlay changes colours only — every mode keeps working underneath it.

Special locations

Not everything on the floor is storage. Locations in the toolbar places the three named markers a warehouse can have, one of each:

• Depot — where a pick run starts and ends. Routing reads it: the last aisle's exit end is chosen by how close it leaves the picker to the depot. A warehouse with no depot sequences from the middle of the layout instead.
• Returns Station — where returns are processed. A marker for now; put-back routes will start from it.
• Wholesale Station — where wholesale cartons and pallets get built and staged for a retailer's carrier. A marker for now; nothing routes from it.

Pick one from the menu, then click the map to drop it. Markers stay visible in every mode, and clicking one opens a panel where you can rename it or remove it from the map. The name is display copy only, so calling the depot "Packing Station" changes what the map and the picker screen say and changes nothing about routing. To move a marker, switch to Edit mode and drag it — it snaps in half-cell steps so it can sit on a walkway line or a cross-aisle rather than only on a rack cell.

Moving the depot changes how new routes are sequenced. Pick lists that already exist keep the order they were built with, so it's safe to move mid-shift. Markers save with the rest of the map, and they never block a save — a returns desk standing in front of a rack is legitimate, so an overlap is flagged as a note, not an error.

Saving your changes

Moves, rotations, additions, and deletions are staged on the canvas and committed together. As soon as you have unsaved edits, Discard and Save appear in the toolbar, and the app warns you if you try to leave the page with changes pending. Saving is an admin action; an operator's save is refused. A save can also be blocked for a few reasons, each shown in a Cannot save layout dialog:

• Bin label conflicts — a new bin's label already exists in this warehouse. Bin labels have to be unique within a warehouse. Each conflicting label is listed with its rack, aisle and section and the existing location's zone; when that location was created outside the map — imported from a CSV, say — the row says so: "created outside the map (no rack bay). Rename it, or choose a different rack name."
• Racks with active dependencies — deleting a rack whose bins still hold stock, or that has active work or rules against it. Move the stock or clear the work first.
• Layout overlaps — a rack body or face position collides with another.

Visual Pick Routes

Visual Picks → /warehouse/visual-picks. This page replays a pick list as a walking route drawn on the warehouse map, so you can see the path a picker takes and how the stops are ordered.

Pick the warehouse (if you run more than one) and then a pick list from the dropdown, which shows each list's short id, status, and item count. The map draws the route from the depot through every stop in order, and a sidebar lists the stops.

Each stop in the sidebar shows its number, the bay label, and how many picks happen there. Use Show all to fit the whole route in view, or the Previous and Next arrows to step through stops one at a time, zooming to each. Until you choose a pick list, the map reads "Select a pick list to view route."

How to move racks into another zone

Reassigning a rack relabels its shelves, so the flow ends at the printer.