Your first-week onboarding checklist
Follow this order and you’ll go from empty account to a fully tracked warehouse in a few days.
Day 1 — foundation
- Create your first warehouse
- Set up aisles, shelves and bins
- Print barcode location labels and mount them
Day 2 — your catalog
- Import your products with a CSV
- Review categories and barcodes
- Set reorder points on your top sellers
Day 3 — your team
- Invite your team and assign roles
- Have floor staff install the mobile app
- Pair Bluetooth scanners if you use them
Day 4 — load your stock
- Do a full physical count to set opening quantities, or start receiving live shipments
- Walk through one receive and one pick as a team
Day 5 — go live
- Run real operations; check the dashboard each morning
Tip: don’t try to be perfect on day one. Get the foundation right, start scanning, and refine locations and reorder points as you learn the floor.
Was this article helpful?
Still stuck? Our team replies in about 47 minutes on average.