Set Up ShipWorks Product and Inventory Management

Typically, your ship-from location(s) would be configured in The Hub during your initial ShipWorks installation process. However, to be safe, lets take a quick look to be sure that things are, in fact, set up correctly.

1. Launch and log into The Hub.

2. Click on the Settings link in the sidebar menu.

3. Take a look at the Warehouse(s) listed here. Are the names and addresses of the warehouses correct?

Follow the steps in this section to add inventory locations to each of your warehouses. These are the locations in your warehouse(s) in which items are stored. You might refer to them as aisles, shelves and/or bins. In ShipWorks, we refer to them as Locations.

You can enter locations in two ways:

Let's take a look at both methods.

1. Launch and log into The Hub.

2. Click on the Settings link in the sidebar menu.

3. Click the Edit button to the right of the warehouse to which you will be adding inventory locations.

Manually Entering a Location

4. Enter a name for the location you are adding into the Name field.

5. Optionally, toggle the switch for Can be allocated if stock stored in this location should not be allocated to orders or updated when orders are shipped.

6. Click the Add button to save the location.

7. Be sure to click the Save button to save your Bin Locations to the warehouse.

Importing Locations in Bulk from a File

4. Click the Upload Bin Locations (.CSV) link.

Tip

To make things as easy as possible, we provide a sample file for you so that you can enter your location information in the correct format.

The file is comma delimited (CSV) and is named Location Import_Sample.csv. It contains two values:

• Name - The inventory location name. For example: Zone1_Row15_Shelf2_Bin5.

• IsAllocatable - Indicates whether or not the product stored in this location should be used (allocated) to fulfill orders.

  • True - Yes, the product in this location can be allocated.

  • False - No, the product in this location cannot be allocated.

5. Click the Choose File button. Then, navigate to your import file and select it.

6. Verify that the name of your file is displayed. Then, click the Import button to import the file.

The import will begin and you will be notified when the import is complete.

7. Click the Close button. Your locations will be displayed.

8. Be sure to click the Save button to save the locations to the warehouse.

1. Click on the Edit icon to the right of the bin location. Then, modify the location information.

The following can be modified:

2. Click the Save button to save the location changes to the warehouse.

ShipWorks can dynamically route orders to the warehouse that has the inventory in stock to fulfill the order. While this is an optional feature, it may save you time when routing orders between multiple ship-from locations based upon current stock levels. If you would like to learn more about how order routing works, check out this article.

To turn on the Use inventory when routing orders feature:

1. Launch and log into The Hub.

2. Click on the Settings link in the sidebar menu.

3. Check the Use inventory when routing orders checkbox.

Great! Now it is time to import your product catalog and, if you choose to, your inventory and stock levels into The ShipWorks Hub. Check out how to import products here.

Importing Products to The ShipWorks Hub

Understanding Order Routing