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Get Started with the QrX WMS in Your Own Warehouse

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Written by Hayko

Get Started with the QrX WMS in Your Own Warehouse

This guide is for merchants who pack their own orders and want to run their warehouse inside QrX: scan-to-pack with a barcode scanner, stock that is reserved the moment an order arrives, locations, receiving, counting and paperless picking with the QrX app. It builds on your normal QrX setup (Shopify or your own system, carriers, printing and Payment on Delivery).

In PortalX this is the setup path I run my own warehouse and want the QrX WMS in the Get Started guide (Settings > Business > Get started). You can also add the Pack station and Warehouse modules to any other path with + Module.

Simple First, Advanced When You Need It

The QrX WMS has three levels, and you can move up at any time:

  • Off: no stock in QrX. You can still use the pack station.

  • Simple stock: one warehouse, on hand and available per product, reservations per order. No location codes.

  • Full WMS: multiple warehouses, locations with a walk order, put-away, transfers, cycle counts, and optional modules such as kits, batches with expiry dates, serial numbers and purchase orders.

1. Your Basic Setup

Finish the basic steps of your path first: sender address, carrier, printer (PrintNode), shipping rules and your payment provider. The warehouse steps use the same printers and carriers. See "Get Started as a Shopify Merchant" or "Get Started with Your Own Webshop or System".

2. Pack Station

  1. Activate the pack station. If the step shows Activate, ask QrX through Chat with QrX.

  2. Connect a barcode scanner. Any USB or Bluetooth scanner that types like a keyboard works. A phone or laptop camera also works as a scanner.

  3. Set up your pack station: open Warehouse in the sidebar, choose the pack station and give it a name with its label printer and packing printer.

  4. Pack your first order: scan the packing slip or pick the order from the queue, scan every item, and the label prints when everything is verified. A wrong item is refused before the parcel is closed.

  5. Pick lists: on Transactions, select orders and create a pick list to pick a batch at once.

3. Warehouse Stock

  1. Start the WMS. The WMS is a plan in Settings > Business > Billing. The step opens the plans; the rest of the steps appear as soon as the plan is active.

  2. Turn on stock: Settings > Stock. Choose Simple stock to start. QrX creates one warehouse for you.

  3. Import your stock: upload a file with SKU and quantity, or count product by product.

  4. Add locations (Full WMS): Settings > Warehouses. Add bins such as A-03-2, let QrX suggest the walk order and print bin labels.

  5. Receive your first delivery: in Warehouse, receive the goods and put them away to a location.

  6. See your first reservation: create or import an order. Its lines reserve stock immediately, visible per product and per order line. Shipping the order uses the reserved stock.

4. Paperless Picking With the QrX App

  1. Give pickers the Pick permission in Settings > Team & Access > Roles & Permissions.

  2. They open the QrX app, link it to their PortalX login and choose Picking in their profile.

  3. The app walks them through the route: scan the location, scan the product. Items that cannot be found go to an exceptions list for the pack station.

Good to Know

  • Stock is kept in an append-only ledger: every change has a reason, a user and a time, and can be traced back.

  • If you sell on Shopify, Shopify stays your sales stock; QrX tells Shopify about fulfilment and physical changes.

  • Orders can be prioritised, put on hold or snoozed until a date.

When to Contact Our Support Team

Contact QrX support to activate the pack station or the WMS plan, when a scanner does not register in the pack station, or when stock numbers do not match what you counted.

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