Please get in touch with the Pickrr Plus team for analytical support to identify the right FC for your customer needs

Step 1: Create your WMS account

This is the first step where you provide the necessary basic details of your company. Please add these details to the following Google form:


https://forms.gle/Tv5mJjZe5ospTNvT8


Post filling up this form, you’ll receive your Easyecom login details. Logon to your account at the following URL:


https://warehouse.pickrr.com/V2/account/auth/login?branding=17


Step 2: Update your company details

Please update basic details of your company in the WMS panel:

 

https://support.easyecom.io/portal/en/kb/articles/updating-your-basic-company-information#Step_1_On_the_dashboard_click_on_the_Three_dots_aka_meatball_menu

 

 

 

 

Step 3: Prepare master list for product SKU

Before integrating sales channels, you need to create a master SKU list in the WMS that uniquely identifies all SKUs across all sales channels. This single master document would be used to manage and update inventory status across all your channels. In case you already have a unified SKU master, we can sync with the shopping channel to pull inventory details from there. 

 

https://support.easyecom.io/portal/en/kb/campaigngroup1450092794169/how-to/how-to-products-and-listings

 

Batch ID & Manufacturing/Expiry Date

Tax Rate and Tax Code - update GST tax rate and HSN codes

Bin Master - Location to store material

 

 

Step 4: Integrate various sales channels

Please integrate your sales channels with the Pickrr WMS solution. Most commonly used channels such as Amazon, Shopify, Woo Commerce, Ecwid etc. are already pre-configured and can be set up in less than 10 minutes. 

 

https://support.easyecom.io/portal/en/kb/campaigngroup1450092794169/how-to/integrations

 

 

Select the channels you want to add and follow the prompts to complete integration. In case of any questions, please contact your Pickrr Plus account manager. 

Step 5: Prepare to move inventory to the Pickrr fulfillment center - Creation of PO and STN 

Before you dispatch your inventory to the Pickrr FC, you would need to create a Purchase Order (if goods are coming from a supplier) or a Stock Transfer Note (if goods are coming from your central warehouse). The process for the creation of these is provided in the link below

 

https://support.easyecom.io/portal/en/kb/articles/creating-purchase-orders-and-grn-for-stock-inward-22-1-2021

 

Once you have created your PO/STN, you can package your inventory and dispatch it to the Pickrr Plus Warehouse. In the next section, we will explain the process for packaging your inward inventory, generating an invoice, and dispatching it to the Pickrr Plus fulfillment center.

 

Pickrr provides a complete Inventory Planning and Purchase Order Management solution. On Pickrr, you can easily create a Purchase Order and a Stock Transfer Note (STN) when the stock is inwarded. 


To create a PO and STN please follow the below-mentioned process. 

 

Step 5.1: In the toggle menu, navigate to “Inventory>>Purchase Planning”

 

Step 5.2: Adding items to the Purchase Order


Under the “Add To Cart” option, choose the options best suited for your Inventory planning requirement. Based on the options selected, the system will provide the suggested list of items and their quantities. 

We suggest you the item list and their respective quantities based on your previous sales and the SKU quantity already available. Let’s say, you sold 30 units of item XYZ in the previous month (1 unit sold per day), and currently have 5 units of it available in your warehouse. 

If you are planning to purchase inventory for the next month (30 days) we will suggest you to buy 25 units (30-5) of XYZ. 

From the given list, you can either add a single item or all of them. You have the option to overwrite the quantity suggested and update the purchase price.


If you want to add products to cart without using the suggestions from the system in bulk please follow the below-mentioned procedure: 

 First, click on the hamburger menu:  , and select the “Bulk Add to cart” option. 




Once you click on it the following pop-up will appear: 




 

First click on the “Save Template” button to download the file. 

Fill in the details in the excel file, and save it. Then click on the “Choose File” button, and select this file from your system and upload it by clicking on the “Upload” button.

 

Token - Enter vendor’s token id (refer vendor master for right token)

 

Step 5.3: Create your Purchase Order

Please click on the “View Cart” option. 

Here click on the “Create Purchase Order” button. 

You have now created a Purchase Order for your products. 

Step 5.4: In the toggle menu, navigate to “Inventory>>Purchase Orders”

 



Step 5.5: Click on the “View Details” button


Under the Purchase Orders web-page, click on the “View Details” button. 

Once you click on it the following pop-up will appear:





Step 5.6:  Click on the “Print” button

After closing the Order Details pop-up, click on the “Print” button. 

Once you click on it the following your Purchase Order’s pdf will be downloaded. 



Step 5.7 Creating Stock Transfer Note (STN)


Masters>Customer Master  (In order to create STN, you need to go Customer Master and create STN


Download the STN format for the stock you wish to transfer to your primary location to secondary (3PL) locations




Fill in the details in the downloaded .csv file (leave the orde_item_id column as black) 


Add Order Tab: Bulk Order window will appear to updated with the below-highlighted details: 



Reference Number: Please give an order/reference number that may start with STN 

Use Price In the Sheet: Tick mart to use price mentioned in the excel sheet

Order Date: Give the date your STN order



View Order: It will show you the list of STNs created along with their ORDER ID, Quantity, INVOICE NO, INVOICE DATE, AMOUNT


Step 5.8 Confirm STN from Bulk Orders Tab


Bulk Orders>Open Order




You need to verify all SKUs added in STN order before generating an invoice to move stock from your location to Pickrr WHs  


Note: There has to be an adequate amount of inventory in your primary account before conforming to the STN orders 


Bulk Orders>Open Order>Generate Invoice


Step 5.9:  Click on the “Print” button

After closing the Order Details pop-up, click on the “Print” button. 



Once you click on it the following your STN’s pdf will be downloaded. 


Step 6: Create GRN without Purchase Order

 

If you want to create a GRN without a Purchase Order, please follow the below-mentioned procedure. 

 

https://support.easyecom.io/portal/en/kb/articles/creating-purchase-orders-and-grn-for-stock-inward-22-1-2021#Step_1_In_the_toggle_menu_navigate_to_InventoryPurchase_Planning

 

Step 1: In the toggle menu, navigate to “Inventory>>Purchase Planning”

Step 2: Select “Receive Inventory without PO” option

 

In the Purchase Planning webpage, click on the hamburger menu, and select “Receive Inventory without PO option. 

 



Once you click on it the following pop-up will appear: 



First select a vendor from the drop-down menu. 

 

Then click on the “Save Template” button to download the GRN Sheet. Fill in the details in the excel file, and save it. Then click on the “Choose File” button, and select this file from your system and upload it by clicking on the “Upload” button

 

 


Note: 

 

If you do not follow a Shelving System, Create a Shelf by the name “Default” by following this guide - https://support.easyecom.io/portal/en/kb/articles/creating-shelf-in-easyecom

You can then type “Default” in the Shelf Column in the Bulk Auto GRN Sheet.


If any error comes after uploading the GRN sheet such as Invalid master SKU (Create the Master SKU first and then upload the sheet) After the sheet is uploaded, the GRN will be queued and inventory quantity will be successfully updated.