Guides
Step-by-Step Guides
Learn how to get the most out of SmartWMS
Beginner15 min
Getting Started with SmartWMS
Set up your account and initial configuration
What you will learn
- Create your account and invite your team
- Configure warehouse structure, zones, and bin locations
- Import your product catalogue
- Run your first receiving operation
Beginner20 min
Inventory Management
Add products and manage stock
What you will learn
- Add and categorise products with custom attributes
- Set reorder points and safety stock levels
- Run cycle counts and reconcile discrepancies
- Generate inventory valuation reports
Intermediate25 min
Order Processing
From order to shipment
What you will learn
- Process inbound purchase orders and shipments
- Create outbound sales orders and pick lists
- Track order status in real time with SignalR updates
- Handle returns and quality inspections
Intermediate30 min
Setting Up Integrations
Connect SmartWMS to your systems
What you will learn
- Connect SmartWMS to SAP, Dynamics, or Sage
- Set up webhook events for real-time sync
- Authenticate with the REST API using JWT tokens
- Map your ERP fields to SmartWMS fields
Intermediate20 min
Creating Reports
Configure dashboards and analytics
What you will learn
- Build custom dashboards with KPI widgets
- Schedule automated report delivery by email
- Export data to CSV for external analysis
- Measure picker productivity and fulfilment rates
Advanced35 min
Automation
Create rules and workflows
What you will learn
- Create rule-based automation triggers
- Set up wave picking schedules
- Configure automatic reorder notifications
- Build slotting rules for ABC-classified products