Basic Warehouse Set Up

Follow along with Vincent as he shows you how to set up your Warehouse CartonCloud account.

You can also use the Basic Warehouse Set Up YouTube Playlist here, rather than following the table below.

Order	Topic	Video	Related Knowledge Base page
1	Introduction to WMS
2	Organisation Settings		Organisation Settings
3	Users		Users User Roles Explained
4	Customers		Adding Customers and Duplicating Customers Edit Customer or Customer Settings Customer Notification Settings
5	Product Types		Product Types
6	Purchase Order Product Custom Fields		Setting up Custom Fields for Purchase Order Products
7	Products Unit of Measure		Products Units of Measure
8	Warehouse Locations (adding a single warehouse location)		Warehouse Locations Adding Warehouse Locations
9	Warehouse Locations (adding locations in bulk)		Adding Warehouse Locations Warehouse Location Fields
10	Warehouse Locations (import/export)		Adding Warehouse Locations Warehouse Location Fields
11	Products		Products Add a Product View Product Product Statuses Product Settings Product Custom Fields Stock selection methods
12	How to create products via export/import		Exporting and importing products
13	Inbound (Purchase Orders) - what is a Purchase Order & how to add a Purchase Order		Purchase Order Procedures Add a Purchase Order Purchase Order Product custom fields Receiving a Purchase Order
14	Inbound (Purchase Orders) - how to receive a Purchase Order		Receiving a Purchase Order
15	Outbound (Sale Orders) - how to add a Sale Order		Sale Orders Add a Sale Order View Sale Order
16	Sale Order Settings		Customer Sale Order Settings
17	Outbound (Sale Orders) - how to pack a Sale Order		Packing a Sale Order (on the web app)
18	Setting up for WMS & TMS together		Mapping Product Unit of Measures to Consignment Fields/Transport Products