Back arrow (top left): back to Settings.

Save (top right): saves your changes on the Level and modules and Rules tabs. It is grey until you change something.

Getting started: a short checklist (set up your warehouse, add stock items, load your current stock, print labels, first order reserves stock). Click an open step to go to the screen that finishes it. Hide removes the checklist; it also disappears by itself when every step is done.

Tabs: Level and modules, Rules and Warehouses and tools. The Rules and Warehouses and tools tabs appear once stock is on. A tab with unsaved changes shows a marker.

Without the Manage stock settings permission you see the note "You can view these settings. Changing them needs the Manage stock settings permission." and every control is read only.

Off: no stock is tracked. Orders never wait for stock.

Simple stock: one stock count per product in one warehouse. Orders reserve stock and ship from it.

Full WMS: warehouses, locations and the modules you switch on below.

What changes: the stock level now and after, and the numbers: Open reservations that are released, Orders that stop waiting for stock, Product links that are paused, Products that get their old number back and Products that keep their current number.

Products: every product that is linked to a stock item, with the columns Old number (what the product showed before it was linked), Current number, Number after and What happens (Old number back or Number stays). A product without a stored number keeps the number it shows now.

To do first: work that must be finished before stock can go off, for example open pick lists, orders that are being picked, transfers, stock counts or an order a shopper is placing right now. Every point has a button that opens the screen where you solve it. When it is solved, click Check again.

Confirm: click Switch stock off. You see the progress; keep the window open until it is finished.

The result shows what was done: orders whose reservations are released, product links paused, products with their old number back and products that kept their number. A product that was in an order at that very moment keeps its current number. These products are listed with the reason An order was being placed.

Warehouse: choose the Warehouse you keep. All stock goes to the main location of this warehouse, blocked stock goes to its quarantine, and the other warehouses are switched off.

What moves: per warehouse the items, the units on hand, the blocked units and the stock lines that move, and whether the warehouse stays or is merged and switched off. You also see how many orders are reserved again and which modules are switched off. Their data and your stock history are kept.

Shopify locations (on the What moves step): you see every Shopify location that is linked to a warehouse that is merged. Choose for each one what happens when the switch starts: Link it to the warehouse you keep (the Shopify location then shows the stock of that warehouse), or Unlink it (the location is no longer linked to a warehouse and its stock sync is switched off). Shopify stock sync runs at Full WMS only: after the switch to Simple stock QrX no longer updates stock in Shopify.

To do first: stock that is being picked, moved, counted or expected in a warehouse must be finished first. The list can name open pick lists, orders that are being picked, transfers that are not completed, stock counts in progress, open receipts and announced deliveries, open purchase orders, containers with stock, returns on their way back, negative stock, open pack sessions, or a Shopify shop with locations on more than one of your warehouses (keep one location per shop in Shopify stock sync first). Every point has a button that opens the right screen. Solve it there and click Check again.

Confirm: click Merge and switch to Simple stock. This takes a moment for a large stock. Keep the window open until it is finished. A finished switch cannot be undone. The confirm step needs a choice for every Shopify location first.

Continue picks up where it stopped; a step that was already done is not done twice.

Cancel the switch (switch to Simple stock only) stops it after you confirm. What already moved stays in the warehouse you keep, with its full history. Your level stays Full WMS and all your warehouses stay in use. Order routing, Shopify locations and low-stock rules go back to how they were before the switch. Once the switch is finishing it can no longer be cancelled: continue it to the end.

Bins and locations: store stock in named bins and pick by location.

Multiple warehouses: keep stock in more than one warehouse.

Inbound receipts: receive deliveries and put stock away.

Transfers: move stock between warehouses.

Stock counts: count stock by location and approve the differences.

Lots and expiry dates: track batches and best-before dates.

Serial numbers: scan and trace single units.

Kits and bundles: sell sets built from other items.

Purchasing: suppliers, purchase orders and reorder suggestions.

Order hold and snooze: hold orders or snooze them until later.

Warehouse app: pick, receive and count with the QrX app.

Shopify stock sync: keep the stock levels in your Shopify store up to date. When it is on, Open Shopify stock sync takes you to its screen.

Returns > Book inspected returns into stock: when a return inspection is completed, the item goes back into stock by its grade: A to sellable stock, B to the B-stock item, the rest to quarantine or scrap. Returns that cannot be matched wait in Warehouse > Inbound > Returns.

Counts > Auto-apply count differences up to (units): a difference of at most this many units per line is booked when the count is submitted. Larger differences wait for approval. 0 means only exact matches are booked. Enter a whole number from 0 to 1000.

Another user approves count differences: a difference that waits for approval can only be approved by someone other than the person who counted it.

Warn before expiry (days): used for every item without its own warn days (0 to 3650).

Alert emails to: colleagues who get an email once per lot (at most 20). The bell and the dashboard always show alerts; leave it empty for "Nobody, bell only".

Keep selling THT lots after the date: THT (best before) lots stay sellable after their date. TGT (use by) and expiry-date lots are always blocked. Only switch this on when you may sell such products and your customers know it.

Minimum shelf life per channel: orders from a channel only reserve lots with at least this many days left. Click Add, choose a Channel, optionally an Item (empty means every item on that channel) and Min. days left, then Apply. A rule for one item wins over the rule for all items. Use the icons to edit, copy or delete a rule. Rule changes apply after Save.

Backorder can be filled: an item on backorder has stock available again.

Count waits for approval: a count has a difference that someone must approve.

Transfer has a difference: a transfer was received with more or fewer units than were sent.

Purchase order overdue: a purchase order is past its expected date and not fully received.

Order lines wait for a stock item: an order line is still not linked to a stock item. Set after how many hours you want to hear about it in Unmapped order lines alert after (hours) (1 to 720).

Alert emails to: colleagues who also get an email (at most 20). A chosen colleague gets the email of an alert only when their role has the permission for that kind of work. The bell always shows the alerts; leave the field empty ("Nobody, bell only") when the bell is enough.

GS1 company prefix: 6 to 12 digits from GS1. Empty means no automatic SSCC.

Extension digit: 0 to 9, the first digit of every SSCC.

Next serial: the next number QrX uses. Below it you see how many numbers are left with this prefix, and the line "Next container:" shows the next SSCC.

Stock list: every stock item with what is on hand, reserved and available.

Low stock alerts: items that warn you when the available stock drops to their alert level. Opens the list of low stock alerts.

Import stock: load stock from a CSV file, with a preview and undo.

Warehouses (Full WMS): warehouses, bins, channels and who works where.

Shopify stock sync (when that module is on): push QrX free stock to your Shopify stores.

Dangerous goods: which dangerous-goods classes may ship with which carrier and shipping method.

Needs mapping: order lines QrX could not match to a stock item.

Warehouses table: name, code and time zone of each warehouse. The Default pill marks the warehouse orders ship from.

Link to a stock item (link icon): search by SKU, name or EAN, pick the item and click Link. An EAN suggestion is already selected.

Create a stock item (box icon): QrX fills in the SKU and name from the line. Click Create and link.

Mark SKU as non-stock (block icon): lines with this SKU are never tracked in stock again, on every channel. Use it for things like gift cards or services. Not possible for a line without a SKU.

New warehouse and the trash icon need the Multiple warehouses module. Your first warehouse is created when stock is set up.

Only an empty warehouse without open reservations or channels can be deleted. The default warehouse cannot be deleted; make another warehouse the default first. While a switch to Simple stock is running, no warehouse can be deleted.

With bins but no bins yet, a hint offers Generate bins and Import locations.

Export icon (top right): exports every warehouse with its code, name, default, time zone, address, contact, receiving instructions, loading docks, GLN, number of locations and units on hand. See Export to CSV or Excel below.

Import warehouse data (the upload icon, needs the Manage stock settings permission): add or update warehouse details, opening hours or closures from a CSV file. See Import warehouse data below.

Code: short code on labels and lists (letters, digits, dash; up to 20 characters). Name and Time zone: the time zone sets the day for the dashboard and the cut-off times of this warehouse.

Default warehouse: orders of channels without their own warehouse ship from here.

Allow negative stock: every item in this warehouse may go below zero.

Dynamic locations (with bins): a bin is linked to the items it holds and unlinked when it is empty, so any free bin can take any item.

Auto-complete idle receipts: Off, or after 15 minutes up to 24 hours. An open receipt without activity for this long is completed and its creator gets a notification. Quantities typed but not confirmed are not booked.

Weight check at the pack station: the packer weighs every box. A weight outside the tolerance blocks the label until the box is weighed again or someone with override rights accepts it. Set Tolerance (%) (default 10), Minimum tolerance (g) (default 50 g; the larger of the two counts) and Empty box weight (g).

Address: Street and number, Address line 2 (optional), Postal code, City, Region or state (optional) and Country (search a country in the list). An address needs a street, a city and a country; leave all fields empty when you do not want an address.

Contact and receiving: Contact person, Phone and E-mail: who carriers and suppliers call. Receiving instructions: what they need to know when they deliver, for example the gate and delivery times.

Loading docks: how many trucks can load or unload at once. Empty means not set.

GLN (optional): the GS1 Global Location Number of this site (13 digits), used in EDI and on pallet labels. QrX checks the last digit.

Receiving hours: when suppliers and carriers can deliver goods. Dispatch hours: when parcels and pallets are collected. Each card shows Not set until you save hours for it.

Per weekday, switch Open on or off. A closed day shows Closed. An open day has 1 to 4 time windows (opens and closes, in quarter hours). Add a time window adds one, the trash icon removes it. Windows of one day may not overlap, and a window cannot run past midnight.

Same as receiving (on Dispatch hours): copies the receiving hours. Clear these hours: removes the hours of that card.

Each card has its own Save. Unsaved changes on the other tabs stay.

Manual: people create pick lists by hand or from a preset.

Automatic: the rules of this warehouse (presets with a trigger) create pick lists as soon as orders are ready. Automatic pick lists never print a picking document and never combine or split orders.

Pause automatic pick lists: no rule of this warehouse creates pick lists while it is paused. People can still create them by hand.

Click Save on this card. The icons next to it open the Rules (the batch presets), the Run history, the Carrier pickups of this warehouse and the Automatic pick list console.

Time estimates (seconds): Pick, per stop (1 to 3600), Pick, per unit (0 to 3600) and Pack, per order (1 to 7200). Empty means the QrX default. They are used for the planned pick time and for the wave before a carrier pickup.

Grouping weights: Walking distance, Stops, Order lines and Carrier pickup (0 to 1000). A higher weight makes that factor count more when orders are put together on one list. Empty means the QrX default.

Pack-load brake: Hold at this many orders waiting to pack and Or at this many minutes of pack work. Empty means off. While the brake holds, no new automatic pick list is made; Give me work still hands out lists that exist. The last wave before a carrier pickup is never held back.

Merchant quotas (only when you fulfil orders for other merchants): click Add quota, choose the merchant and set its Priority (0 to 1000, lower goes first) and Max share (%) (empty means no limit). A max share keeps one merchant from filling a whole run. Merchants without a quota share the rest.

Search a zone code or name. The table shows Code, Name, Type, Temperature, Pick order, Bins (how many bins use the zone) and Status (Active or Inactive, plus No picking when picking is off).

Add zone opens New zone. Fill in the Code (1 to 20 letters, digits, dash or underscore, for example COLD; shown on bin labels and lists), Name, Type (Ambient, Chilled, Frozen, Dangerous goods, Bulk storage, Forward pick, Quarantine, Returns, Staging or Other) and Colour.

Storage conditions: put-away matches these with the storage conditions of an item. Lowest temperature (°C) and Highest temperature (°C): leave both empty when the zone has no limits.

Pick order: pickers visit zones from low to high; zones with the same number follow the walk order of their bins. Put-away order: put-away advice fills zones from low to high when more zones fit the item.

Picking allowed: switch it off for reserve areas that only refill pick bins. Their stock is still sold, also in a zone of type Quarantine. To stop goods from being sold, use Block stock: it moves them to quarantine. Stock of several owners: off keeps one client per bin in this zone (fulfilment partners). Active (when editing): an inactive zone is not offered for new bins. Note (optional).

Row icons: Edit zone (pencil), Copy zone (a New zone with the same settings and an empty code) and Archive zone. Only a zone without bins can be archived; stock and history do not change.

The upload icon Import locations with their zones opens Import stock on Locations, and the Export icon exports the zones. A zone code in a locations import that is not a zone yet is created (with the code as name) when Create missing locations is on; give it a name and type here afterwards.

Labels: tick bins (or the header box for the whole list) and print bin labels, at most 500 at once.

Walk order: numbers every bin in a snake route by zone and aisle, in steps of 10. Click Preview walk order, check it, then Apply walk order.

Bulk create: create whole racks at once (see below).

Fill aisle, bay, level and position from the codes (the tree icon): reads the rack parts from each bin code, for example A-01-2-1. Only empty parts are filled; nothing you typed is overwritten. Click Preview, check the list, then Fill with the number of bins on the button.

Add: one new location with code, barcode, Zone (from the Zones tab, or No zone), Aisle, Bay, Level, Position, walk, role, location type, map X and Y, One item only and Active. Under Size and capacity you set Length (mm), Width (mm), Height (mm), Max weight (kg), Max volume (litres) and Max units. Empty fields take the defaults of the location type ("From the location type: ..."). Capacity is advice: put-away warns when a bin is too small or too heavy, it never refuses.

Block bin (the round stop icon): choose a reason in Blocked because and click Block. The reasons are your Location block reasons from Reason codes in Settings: the system reasons Damaged, Maintenance, Obstructed, Safety, Temperature out of range, Pest control, Inventory hold and Other, plus your own. Other always needs a note. A reason can also require a note or photos: add the photos in the same dialog. A blocked bin is skipped by put-away and picking until it is active again. Its stock stays where it is and is still sold. To stop goods from being sold, use Block stock: it moves them to quarantine. The bin list, the editor and the confirm window of Make bin active again show the reason. Make bin active again (the check icon) lifts the block and clears the reason.

Row icons: pencil to edit, Pick faces (crosshair) to set which items are picked from this bin with a Min and Max (when stock drops below the minimum, a replenish task fills it up to the maximum from bulk), and trash to delete. Only an empty location can be deleted; system locations can never be deleted and only their barcode and map position can change.

Add container: opens New container. Leave Code (optional) empty for an automatic code (it is the barcode too), or type your own code and barcode. Choose a Location type (for example Pallet) and Stands on (optional): a bin or the receiving area. Empty means loose in the warehouse. SSCC: type or scan the 18 digits (a scan with (00) in front works too), or click Give the next SSCC of my GS1 prefix and QrX gives the next number when you save (needs the GS1 prefix on the Rules tab). Set the Status, Container empty weight (kg), the size and Max weight (kg); empty fields show the value of the location type.

Pencil: change the code, barcode, SSCC, location type, status, weights, size and Active.

Move container (arrows): put the container, with everything in it, on another bin, in the receiving area, or loose. No stock is booked.

Empty container (open box): move all stock in the container to one location in Empty into. You see the contents first. In a bin the stock becomes sellable again and open backorders are filled. A container with more than 1000 stock lines must be moved out in parts first.

Print label (tags): prints the same label as a bin label, with the container code and barcode. A location label made in the ZPL Label Designer can also print the SSCC.

Trash: only an empty container can be deleted. Its history is kept. A bin that a container stands on cannot be deleted until the container is moved.

New plan: give it a Name and choose the Scope: Zones (from the Zones tab of the warehouse), Locations, ABC (bins holding items of the chosen velocity classes) or All locations.

Repeat every (days): 1 to 365; empty means only when you press Run now. Locations per run: empty means every location in the scope. Next run (optional): runs start in the hour after midnight, warehouse time.

Blind count: counters do not see the expected quantity. Plan is active: a paused plan creates no counts on its schedule.

In the list you see scope, repeat, per run, next run, last run and status (Active, Paused or Running). Row icons: Run now (or open the running count), edit, Copy to a new plan and delete. Preview next run in the editor shows how many locations and items the next run covers.

With more than one warehouse, a warehouse filter appears next to New plan.

New type: a Name (1 to 60 characters) and an optional Sort order (lower comes first). You can have up to 50 types.

Defaults for every bin and container of this type, unless it sets its own value: under Size and capacity the Length (mm), Width (mm), Height (mm), Max weight (kg), Max volume (litres) and Max units (empty means no default); the Role (Pick, Bulk or No role); Storage conditions (put-away warns when an item needs another condition); Container empty weight (kg); One item only; Mixed lots (off keeps one lot per bin); Dangerous goods allowed (put-away warns when a dangerous-goods item goes into a bin of another type) and Stackable (containers of this type may stand on top of each other).

The list shows the name, sort order, Role (with a DG pill when dangerous goods are allowed), Max units, Max kg and how many locations use the type. Use the pencil to edit or the trash to delete. Only a type that no location and no stock item uses can be deleted.

Recompute ABC: computes the ABC velocity classes again from the last 90 days of shipments, at most once every 10 minutes.

Rules and Classes (top right): switch between the rules and the list of dangerous-goods classes (see below).

The list: one row per rule with the Class (Lithium battery, Limited quantity, Aerosol, Flammable or one of your own classes), the Carrier, the Shipping method (or All methods), the Rule (Allowed or Blocked) and Updated.

Add rule (top right): choose the Dangerous-goods class, the Carrier and the Shipping method, and switch Allowed on or off. All methods makes the rule count for every shipping method of the carrier. A rule for one shipping method goes before the rule for the whole carrier.

Row icons: Edit rule (pencil), Copy to a new rule and Delete rule (bin, asks you to confirm). A class, carrier and shipping method can have one rule together.

Give every stock item its class on the Storage and dangerous goods tab of the stock item.

System reasons always exist (the pill System). You can hide them and change their rules, never delete them. Your own reasons come next to them.

Filters: Search by name or code, Every use (choose one or more lists, for example Stock correction, Write-off, Return scrap, Block, Count difference, Transfer loss, Damaged at receipt, Lot hold, Expiry date change or Location block) and Every status (Active or Hidden or archived).

The columns: Name, Code, Used for, Category, Direction (only for stock corrections), Note (Yes when a note is required), Photos (the minimum number), Status (Active, Hidden or Archived), Sort and Updated. The list loads more rows as you scroll.

Row icons: Edit reason (pencil, or click the row), Copy to a new reason, and Hide this reason or Show this reason again for a system reason, Archive reason or Restore reason for your own reason. A hidden or archived reason leaves every picker; stock changes that used it keep it in their history. A hidden system reason still works when a connected app or the API sends it, and a write-off without a reason still uses Other.

Name (for example "Broken in the warehouse") and Code: lowercase letters, digits and _ only, at most 40 characters. QrX suggests the code from the name. The code cannot change later: documents already use it.

Used for: the list the reason belongs to. It cannot change later.

Category: Correction, Found, Damaged, Expired, Defective, Lost, Theft, Sample or Other. Reports, exports and the API show this category.

Direction (only for Stock correction): Adding stock, Removing stock or Adding and removing. Adjust and Quick change only offer the reason for that direction.

Description (optional): when your team should pick this reason.

Note required: the action cannot be saved without a note. Photos required with Minimum photos (1 to 5): the action cannot be saved without that many photos. The API and the AI assistant cannot add photos, so they cannot use such a reason.

Sort order: lower numbers come first in the list.

Units: the units your stock items are counted in, such as Piece, Pair, Box, Kilogram or Litre. The system units always exist: you can hide them from the item editor and change their sort order. Search by name or code and filter on what a unit measures (Count, Weight, Volume, Length, Area, Time or Other) and on status. The columns are Name, Code, UN/ECE, Measures, Status, Sort and Updated.

New unit: a Name (for example Roll), a Code (starts with a lowercase letter or digit; then letters, digits, _ or -; at most 20 characters; it cannot change later because stock items store it), an optional UN/ECE code (optional) (2 or 3 capital letters or digits, for example RO or C62, used in exports and supplier files), Measures and Sort order.

Row icons: Edit unit, Copy to a new unit, Hide this unit or Show this unit again (system units), Archive unit or Restore unit (your own units). Items that use a hidden or archived unit keep it.

Pack units: every inner pack, case and pallet of your items, with Item, Level, Name, Barcode, Base units, Size (mm), Weight (kg), Buy in and Receive in. Search by SKU, name or barcode and filter on the level. You change pack units on the Units tab of the stock item; the icon at the end of a row opens it there.

Click the speech bubble Team comments to open the panel. Write in the field "Write a comment. Type @ to mention a colleague." and click Send. The newest comment is on top. A number on the speech bubble shows how many comments there are (99+ for 100 or more).

Type @ and choose a name to mention a colleague. The mention lands in that colleague's team inbox under Warehouse, Team. Unless the colleague switched it off, QrX also tells them by e-mail and on the phone. One comment can mention at most 20 people.

Your own comments have Edit comment and Delete comment. A changed comment shows "edited". A team lead (permission Manage team tasks) can delete any comment.

You see the button with the permission View team tasks and comments, and you can write with Write team comments.

"Stock is not available yet": stock tracking is not switched on for your account. Contact QrX support if you want to use it.

"Your account has no WMS plan yet.": contact QrX support to activate warehouse stock.

"This option is not included in your WMS plan.": the level or module is outside your plan.

"This change needs the stock setup wizard...": open orders still hold stock or more than one warehouse is in use, so the level was not changed.

"Someone else changed these settings. The latest version is loaded.": check the settings again and save.

"Enter a whole number from 0 to 1000.": fix the auto-apply count limit on the Rules tab before you can save.

"The file or options changed after the preview.": click Check file again before you apply the import.

"This import can no longer be undone": it is older than 24 hours, already undone, or stock of its items moved since.

"This code is already in use.": choose another warehouse or location code.

"This location still holds stock. Move it out first.": only an empty location can be deleted.

"An address needs a street, a city and a country. Fill them in or clear the address.": complete the address on the Address and contact tab, or empty all address fields, then save.

"A GLN has 13 digits and the last digit must match the GS1 check digit.": check the GLN with the number from GS1, or leave the field empty.

"This day is already in the closures.": a warehouse has one closure per date. Edit the existing closure instead.

"The file or the saved records changed since the check. Check the file again.": someone changed the data, or you chose another file, after Check file. Check the file again and import.

"Link at least one Shopify location to a warehouse before you switch stock push on.": link a location under Shopify locations first.

"A full stock sync ran less than 15 minutes ago.": wait for the countdown on the Sync now button.

"A rule for this class, carrier and shipping method already exists. Change that rule instead.": edit the existing dangerous-goods rule.

"This warehouse already has a zone with this code.": choose another zone code.

"Bins still use this zone. Give them another zone first, then archive it.": change the zone of those bins on the Locations tab first.

"A warehouse can have at most 200 zones. Archive a zone you no longer use first.": archive an empty zone.

"Set your GS1 company prefix in Settings > Stock first, or type the SSCC.": fill in the GS1 company prefix on the Rules tab, or type the SSCC of the container.

"All SSCC numbers of your GS1 prefix are used. Set a new prefix in Settings > Stock.": enter a new GS1 company prefix.

"The last digit does not match: check the SSCC." or "An SSCC has 18 digits.": scan or type the SSCC again.

"Items or rules still use this class. Change them first, or hide the class.": a dangerous-goods class in use cannot be archived. Hide it instead.

"A reason with this code already exists in this list." or "A unit with this code already exists.": choose another code.

"The file or the data changed since the preview. Preview again.": click Check file again before you import.

"Turn on stock tracking first. Automatic pick lists need to know what is in stock.": choose a stock level on the Level and modules tab, then switch the warehouse to Automatic.

"Shopify shops linked to more than one warehouse" (switch to Simple stock): a Shopify shop has locations on more than one of your warehouses. Keep one location per shop in Shopify stock sync first; then you choose in the wizard what happens to it.

"Shopify location linked to a merged warehouse during the switch": remove that link in Shopify stock sync, or cancel the switch.

"Another stock level change of this account is still running.": continue or cancel it from the stock settings. Anyone who manages the stock settings can do that.

"This switch is already finishing and can no longer be cancelled.": click Continue and let it finish.

"The warehouse that should keep the stock no longer exists.": the switch was stopped and your order routing is back as it was. Choose another warehouse and start again.

"This warehouse is being merged into another one, so nothing new can be started in it.": finish the switch to Simple stock first, or use the warehouse that stays.

"Enter whole seconds in the range of the field ..." (Planning, brake and quotas): use whole seconds within the range shown, or leave the field empty.

"A merchant can have only one quota in this warehouse.": change the existing quota of that merchant instead.

Need help? Click Chat at the bottom of the Help Center.