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One to Many
Introduction
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Introduction

What Warehouse Management does, how a warehouse runs in O2M, and how to begin.

Please reach out to your account manager to enable Warehouse Management for your company.

Overview

O2M Warehouse Management runs the physical side of your business inside O2M: warehouses and bins, buying from suppliers, receiving, putaway, picking, packing, dispatch and returns.

Why use it

  • Run your warehouse floor in the same system as your orders and channels.
  • Ship faster with picklists, scan-verified packing and manifests.
  • Buy and receive goods with approvals and supplier invoice matching.

Before you begin

  • Warehouse Management is enabled for your company.
  • Inventory is set up and your stock numbers are correct.

What Warehouse Management does

O2M Warehouse Management runs the physical side of your business: the warehouses you hold stock in, the bins on their shelves, the goods you buy from suppliers, and every order that is picked, packed and handed to a courier. It is built into O2M, so the products, listings and orders you already manage are the same ones the warehouse works with.

Figure 1.1  Stock → Warehouse Management → Today, the front page of a warehouse.

It adds the following to O2M Inventory:

  • More than one warehouse, and transfers between them.
  • Zones, bins and bin labels.
  • Suppliers, requisitions, purchase orders, supplier invoices and returns to vendor.
  • Goods receipts with quality checks, and putaway into bins.
  • Picklists, packing, tax invoices, manifests and the dispatch board.
  • Returns inward, grading and claims.
  • The scanner app for phones and handheld scanners.

Good to know  To enable Warehouse Management or an add-on, or to raise the number of warehouses on your account, contact your O2M account manager. Features that are not enabled do not appear in the menu or in Settings.

Two ways a warehouse can run

Each warehouse runs in one of two modes. You can switch at any time; no data is moved or lost.

Channel mode (default)Warehouse Management mode
Who runs the floorYour team, outside O2MO2M: bins, picklists, pack station, manifests
Where units sitIn the warehouse, no binsEvery unit in a bin
When stock leavesWhen the channel reports the order shippedWhen the parcel is handed to the courier on a manifest
ReturnsWait in Inventory → Returned itemsReceived and graded in Returns QC

Finding it in the menu

Everything is under Stock → Warehouse Management in the side menu:

  • Today: the warehouse front page.
  • Inbound: Purchase orders, Goods receipts, Quality check, Returns to vendor, Supplier invoices.
  • Requisitions and Putaway.
  • Outbound: Dispatch board, Picklists, Packing, Manifests, Wholesale orders.
  • Returns QC: Inward and Claims.
  • Locations and bins, Suppliers, Clients and Scanner app.

Transfers, Counts and Lots and expiry are under Stock → Inventory and are explained in the Inventory guide. Warehouse settings are in Settings → Stock. Pages you do not have access to are hidden.

First steps checklist

  1. 1Check that your products are in Master Products with correct SKUs. Stock is matched to channels by SKU.
  2. 2Add your warehouses in Settings → Stock → Warehouses and link each one to the channel locations it supplies.
  3. 3Create zones and bins in Locations and bins, and print bin labels.
  4. 4Add your suppliers and what each of them supplies.
  5. 5Invite your floor team with the right roles, and limit people to their warehouses where needed.
  6. 6Put existing stock into bins and switch the warehouse to Warehouse Management mode.