Getting Started with WMS Biz
Welcome to WMS Biz, the intelligent operating system for your warehouse and fulfillment operations. This guide will walk you through the very first steps of setting up your account.
The Onboarding Wizard
When you log in for the very first time, you will be presented with a guided Setup Wizard. This wizard handles the structural provisioning of your environment.
Step 1: Operations Foundation
- Warehouse Name: Enter the name of your primary physical building (e.g., "Main Distribution Center"). The system will automatically create this database record for you.
- Cost of Goods Sold (COGS) Method:
- Choose FIFO (First-In, First-Out) if you want to value your inventory based on the oldest purchase prices.
- Choose Weighted Average if you prefer a blended cost approach.
- Barcode Input Method:
- Choose Rugged Mobile Scanner (Default) if your warehouse operatives use dedicated handheld scanning terminals, rugged devices, or Bluetooth ring scanners.
- Choose Integrated Smartphone Camera if you want to scan codes directly using your phone's or tablet's built-in web camera without extra hardware.
Step 2: Email Configuration
WMS Biz can automatically dispatch quotes, sales order confirmations, and invoices directly to your customers.
- SMTP Host & Port: Enter your email provider's SMTP details (e.g., SendGrid, SMTP2GO).
- Credentials: Enter your API Key or username/password.
Note: If you aren't ready to configure emails yet, you can click "Skip for now" and configure them later via the Admin Settings portal.
Accessing the Dashboard
Once the wizard completes, you will be seamlessly redirected to the Main Dashboard. From here, you can navigate the entire ERP using the left-hand sidebar.
Next Steps
Now that your core environment is provisioned, we highly recommend following these steps: