OMS Quickstart

Import orders and inventory, edit shipping information, and set up warehouses

Quick steps to building a centralized source of order, inventory, and warehouse information so that you can receive, track, and fulfill customer orders.

Import Orders

Launch OMS from the Copilot application.

Click the Import button at the top of the page.

Download the CSV template and make sure that the headers in the spreadsheet you’re uploading match those in the template. If the headers in the file you upload don’t match, the upload will result in errors.

Upload your CSV file.

OMS - import orders
OMS - import orders

Add Shipping Information

From the Orders page, find and click on the order you would like to modify.

Click the checkbox next to an item that’s ready to be shipped, and then click Add tracking number. Choose the Shipment provider and enter the Tracking number and Quantity.

OMS - add shipping information
OMS - add shipping information

Import Inventory

Select Inventory in the left column and click the Import button at the top of the page.

Follow the steps outlined in the Import Orders section above.

OMS - import inventory
OMS - import inventory

Edit Items

Click on an item in the table on Inventory screen to view additional information.

Use the Select Warehouse drop-down menu to view the available, reserved, and in-transit numbers for the product by specific warehouse facility.

OMS - edit items
OMS - edit items

Set up a Warehouse

Select Warehouse in the left column and click Add Warehouse at the top of the page.

In the modal window that appears, fill out the warehouse’s information and fulfillment rules.

OMS - add a warehouse
OMS - add a warehouse

Last update: Jul 09, 2022

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