Requirements

WMS is available as an add-on for eligible plans or is included with Core Max. Ensure your store has the WMS add-on or Core Max subscription enabled.

Key Features

WMS includes the following capabilities:

• Locations: Create and manage warehouse locations (bins, shelves, zones), scan location barcodes, location hierarchy, and get inventory at a location.
• Tasks: Create tasks (receiving, putaway, picking, packing), assign tasks to staff, start/complete tasks, and manage the task queue.
• Cycle Counting: Create count sessions, line-by-line counting, approve count sessions, and reconcile with actual inventory.
• Vault & Serialized Items: High-value item storage tracking, grading cert lookup (PSA/Beckett cert numbers), and serialized item tracking with custody chain events.
• Analytics: Dashboard metrics (accuracy, productivity), accuracy metrics, and productivity metrics per staff.
• Inventory Ledger: Manual adjustment events and ledger event history.
• Lots: Lot management and allocate inventory from lots.
• Settings: WMS configuration and workflow settings.

Getting Started

Begin by configuring your warehouse in Settings, then create your location hierarchy. From there, you can set up tasks, run cycle counts, and track high-value items in the Vault.

1. Configure WMS settings and workflow preferences.
2. Create locations (bins, shelves, zones) and define the hierarchy.
3. Create and assign tasks to staff for receiving, putaway, picking, or packing.
4. Run cycle counts to verify inventory accuracy.
5. Use the Vault for high-value and serialized items.