User guide

The user guide is for the people who set up and run a warehouse in jtWMS: administrators who configure the warehouse and its master data, and the team members who work in it. Each page covers one area of the app and walks through its tasks step by step, using the labels you see on screen.

jtWMS has two apps. The admin app is where you configure your organisation: facilities and their zones, the storage layout from areas and aisles down to individual positions, the equipment that moves stock between them, your product catalog, the deliveries you expect, the stock you hold, the orders you ship, and your team. The worker app is a phone-sized app for people on the warehouse floor. You can install it on a phone’s home screen, and it shows whether you’re online, since its actions need a connection.

What you can see and do depends on the permissions your role grants. A page or action you don’t have permission for is hidden from the navigation, or shows that you don’t have access. If you need access to an area, ask an administrator in your organisation to grant it.

Get started

Getting started — sign up, sign in, accept an invitation, reset your password, and find out which app you land in.
Setup wizard — go from a new account to a warehouse ready to work, a step at a time.
Help with setup — what our onboarding team can set up with you.
Dashboard — your organisation’s name, plan and status, and your setup checklist.

Set up a warehouse

Start with a facility. Zones are made of locations, so build the facility’s storage topology and equipment layout before you assign locations to its zones.

Facilities — create the sites everything else belongs to.
Zone profiles — group locations into zones, and switch between zone layouts.
Storage topology — build the tree of areas, aisles, bays, levels and positions, and set each position’s capacity.
Import and export — move a facility’s whole topology in or out as one file.
Equipment layout — record conveyors, diverts and scanners, and how product flows between them.
Routing topology — bind destinations to the conveyor’s equipment, and publish the topology devices route containers on. Needs a plan that includes Routing & Sortation.
Sortation plan — choose the ship sort lane for each labelled carton by carrier, service and postal code. Needs a plan that includes Routing & Sortation.
Dock doors and loads — record dock doors, then open, load and close a trailer’s load to ship its orders. Needs a plan that includes Routing & Sortation.
Journeys and exceptions — follow each container’s route step by step, and acknowledge the containers that couldn’t be routed. Needs a plan that includes Routing & Sortation.

Manage your catalog, stock and team

Products — find, create and edit products with their units of measure and barcodes, and activate, deactivate or delete them.
Purchase orders — record what suppliers are to deliver, follow how much has arrived, and create an ASN from an order. Needs a plan that includes Inbound.
ASNs — record announced deliveries and follow each license plate received against them as it posts to stock. Needs a plan that includes Inbound.
Inbound exceptions — review overages, shortages, damage, unexpected products and receipts stock refused, and resolve each with a note. Needs a plan that includes Inbound.
Putaway rules — choose which storage zones received goods are put away to by velocity class, and which zones putaway skips. Needs a plan that includes Inbound.
Stock — see what is on hand in a facility and where, receive stock into a location, adjust it with a reason, move it, and hold or release it. Needs a plan that includes Inventory.
License plates — create pallets, cases and totes, put cases and totes on pallets, and move them with everything in them.
Stock ledger — every change to a facility’s stock, line by line.
Cycle counts — count storage locations blind, and approve what they found into the stock.
Outbound overview — see today’s outbound at a facility at a glance, from open orders to what shipped. Needs a plan that includes Outbound.
Orders — find the orders a facility is to ship, follow each from arrival to shipment, and cancel one before it is picked. Needs a plan that includes Outbound.
Waves — group new orders into waves, by hand or from a saved template, and release them to reserve their stock for picking. Needs a plan that includes Outbound.
Allocation exceptions — see the order lines that couldn’t get stock, and why, then retry them or take their order out of its wave. Needs a plan that includes Outbound.
Outbound settings — set the staging location, the shipping cartons packers choose from, and the carrier accounts labels are bought through. Needs a plan that includes Outbound.
Team — invite people, give them roles, and build your own roles from permissions.
Importing data — load your locations, products and starting stock, and invite your team, from CSV files, every row checked before anything is saved.
API keys — let other systems call the jtWMS API with a fixed set of permissions.
Sandbox — try jtWMS in a practice copy of your organisation, without touching your real data.
Plan & Billing — see your plan and its limits, and change plan.

Work on the floor

Worker app — open and install the phone-sized app for the warehouse floor, choose the facility you’re working in, look up what a scanned code holds, and move stock and license plates.
Receive deliveries — receive a delivery against its ASN at the dock, one license plate at a time, on a phone. Needs a plan that includes Inbound.
Put stock away — take received license plates to the storage location jtWMS directs each one to. Needs a plan that includes Inbound.
Pick orders — pick an order into a tote, scanning each location and product, and report a short when stock isn’t there. Needs a plan that includes Outbound.
Pack and ship orders — pack a picked order into cartons by scan, weigh them, buy and print the labels and packing slip, and ship. Needs a plan that includes Outbound.