Setting Up Your Stores - Getting Started
Before you can start processing warehouse orders, you'll need to configure a few things in the Stores settings. This guide walks you through each area in the recommended order so everything is ready to go.
Where to Find Settings
From the main Stores screen, click Settings in the navigation. You'll see the following sections:
- Sites — Your physical warehouse locations
- Zones — Storage areas within your sites
- Stock — The products you handle
- Users — People who use the warehouse app
- Repack Types — Categories for repack operations
- PrintNode — Label printer integration
Recommended Setup Order
We recommend setting things up in this order, as some areas depend on others:
- Sites — Start here. Create at least one site representing your warehouse or depot. You'll need a site before you can assign zones or default printers.
- PrintNode (optional) — If you use label printers, connect your PrintNode account now. This lets you assign a default printer to each site.
- Zones — Create storage zones within your sites. These represent physical areas like aisles, bays, or racks where stock is stored. You can print labels for each zone to stick up in the warehouse.
- Stock — Add the products you'll be handling. You can link them to customers and configure costing rates for goods in, goods out, and storage.
- Users — Create warehouse app users so your team can log into the mobile app to receive and manage stock. Each user gets a unique PIN.
- Repack Types (optional) — If you do repack work, set up your repack type codes and colours to categorise different types of repacking.
What Next?
Once your settings are configured, you're ready to start creating orders. Head to the Orders section to create your first Goods In or Goods Out order.
Each settings area has its own detailed guide — see the related articles below for step-by-step instructions on each one.