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Your first-week onboarding checklist

Last updated May 2026

Follow this order and you’ll go from empty account to a fully tracked warehouse in a few days.

Day 1 — foundation

  1. Create your first warehouse
  2. Set up aisles, shelves and bins
  3. Print barcode location labels and mount them

Day 2 — your catalog

  1. Import your products with a CSV
  2. Review categories and barcodes
  3. Set reorder points on your top sellers

Day 3 — your team

  1. Invite your team and assign roles
  2. Have floor staff install the mobile app
  3. Pair Bluetooth scanners if you use them

Day 4 — load your stock

  1. Do a full physical count to set opening quantities, or start receiving live shipments
  2. Walk through one receive and one pick as a team

Day 5 — go live

  1. 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.

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