Set up your Envia WMS account

This guide is designed to help you manage your warehouse efficiently with Envia WMS. Follow the steps below to set up your account, warehouse, and staff, and begin using all the platform's features.

Create your account on Envia WMS

To start using Envia WMS, the first step is to create your account:

• Register on our platform
• For more details, refer to our guide: How to create your account on Envia WMS

Set up your warehouse

After creating your account, the next step is to set up your warehouse with the basic information:

Required data: Address, Time zone, Metric unit, among others.

• Refer to the full guide to set it up step by step

Design your warehouse layout and add racks

Now that your warehouse is set up, you need to define the layout of the racks and add the appropriate number based on your space's configuration.

• Refer to the guide to learn how to design and add racks

Add staff to the warehouse

Add your team members by assigning them a username, password, and permissions based on their roles within the warehouse. This ensures that each person has access only to what they need.

• Learn how to add staff and set permissions

Create temporary locations

Temporary locations will help you organize and track the movement of your products, from when they are removed from the rack to when they reach the packing station. This step is crucial to avoid inventory losses and delays in the picking process.

• For more details, refer to the guide: Temporary Locations

Set up the warehouse code

Once your warehouse is set up, you will need a unique code to receive inventory. Find this code in the “Warehouse” tab, copy it, and send it to your WMS advisor to complete the process.

• Learn how to obtain and use your warehouse code