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Initial setup

After installing PickZ for the first time, you will have a mostly empty environment which will need to be filled! Let's start by adding some locations, products, and contacts.

Locations

Locations are needed to store products. Each location should represent a physical area in the warehouse, so PickZ knows where to store the items. There are several types of locations:

  • Bulk locations These are locations for bulk storage, large spaces where you store your incoming orders (putaway) and from where you replenish your pick locations.

  • Pick locations These are usually smaller locations, used for order picking.

  • Staging locations Locations where products are packed, unpacked, assembled, checked, etc.

tip

PickZ needs at the very least one bulk location to function properly.

PickZ adds several example locations during installation. You can rename or delete these and create new locations based on your warehouse layout.

Products

Products are any items stored in a location and moved through the warehouse when working on inbound or outbound orders. Add any product you have stored or expect to store in the warehouse.

tip

You can add new products later on the fly while receiving.

Contacts

Contacts can be either suppliers (inbound) or customers (outbound). Currently, PickZ makes no distinction between these two. Add your clients and suppliers so you can create orders for them!