PackemWMS · Your Onboarding Journey
Your Onboarding Has Started

Welcome to PackemWMS
Let’s get your warehouse live.

We’ll guide you through every phase at a pace that fits your operation. Here’s everything you need to know — and what we’ll need from you — before we start.

1 Warehouse Setup
2 Carrier & Clients
3 Integrations
4 Pick / Pack / Ship
5 Billing
6 Go Live 🚀

What to have ready

The smoother your kickoff call, the faster you go live. Please have these items gathered before we meet — it makes a huge difference in getting your system configured quickly.

🗺️

Warehouse Layout

A list of your locations, zones, aisles, and bins. Even a rough sketch or spreadsheet helps us configure your location structure right away.

Required
📦

Product / SKU List

Export your product catalog as CSV or Excel — include SKU, description, weight, and dimensions if available. We’ll import this directly.

Required
🚚

Carrier Credentials

Login credentials or API keys for FedEx, UPS, USPS, DHL — whichever carriers you use. We’ll connect them securely during setup.

Required
🛒

Sales Channel Access

Admin access to Shopify, WooCommerce, Amazon Seller Central, or any other store. We’ll set up the order sync integration together.

If applicable
🏢

Client List (3PL)

For 3PL warehouses: a list of your clients, their products, and any custom billing rates or special agreements already in place.

3PL only
🖨️

Hardware Info

Make note of any barcode scanners, label printers (ZPL/thermal), and scale equipment you plan to use. Model numbers are helpful.

Nice to have

Your onboarding, phase by phase

Each phase has a level of effort rating — how much work is involved scales directly with your inventory size, number of clients, and integrations. Smaller operations often complete onboarding in 2 sessions; larger 3PLs typically take 4.

01

Warehouse Configuration

Locations, zones, packaging types, user accounts, and receiving workflows. Effort scales with how many locations and SKUs you have.

Location & zone setup Packaging types & dimensions Product/SKU catalog User accounts & permissions Receiving workflows
LowEffort
02

Carrier & Client Setup

Connect your carriers and configure 3PL client portals. Effort increases with the number of clients and custom shipping rules needed.

FedEx / UPS / USPS / DHL connect Shipping rules & rate preferences 3PL client portals Client-level branding Test label generation
Low–MediumEffort
03

Order Integrations

Sync your sales channels so orders flow in automatically. Effort depends on how many platforms you connect and the complexity of your SKU mapping.

Shopify / WooCommerce / Amazon TikTok Shop / Square SKU & field mapping Sample order import test SPS Commerce / EDI
Medium–HighEffort
04

Pick, Pack & Ship

Train your team on daily fulfillment workflows and process your first live shipments. Effort is consistent regardless of size — this is hands-on time with your team.

Pick ticket workflows Packing station & scan verify Label printer setup (ZPL) First live shipments Tracking confirmation
Low–MediumEffort
05

Billing Configuration

Set up invoicing for your 3PL clients. Effort scales with the number of clients and how customized your billing rate structures are.

Per-client billing rates Storage & handling fees Auto-invoice generation First billing cycle review
Low–MediumEffort · 3PL only
🚀

Go Live & Ongoing Support

Production handoff, full access to resources, and a dedicated team behind you every step of the way.

Production sign-off Video tutorial library FAQ docs portal Dedicated support channel
OngoingYou’re live!

Typical onboarding is 3–6 weeks

Not because it’s complicated — but because each phase involves your team reviewing imports, testing workflows, and confirming everything looks right before we move on. The actual guided setup sessions range from 2 sessions for smaller operations to 4 sessions for larger 3PLs with multiple clients and integrations. The biggest variable? Your inventory size and number of sales channels.

Level of Effort What drives it Typical sessions Overall timeline
● Low Small SKU catalog, 1–2 sales channels, no EDI 2 sessions ~3 weeks
●● Medium Mid-size inventory, multiple channels, a few 3PL clients 3 sessions 3–4 weeks
●●● High Large catalog, many clients, EDI/SPS Commerce, custom billing 4 sessions 4–6 weeks
🗓 Timeline reflects the full cycle including your team’s review time between sessions — not just hours on a call.

Support every step of the way

⚡ Response Times

  • Onboarding phase — same business day
  • Post go-live — within 24 hours
  • Emergency / critical issues — 4 business hours

📚 Resources Available

  • Video tutorial library (self-paced)
  • FAQ documentation portal
  • In-app help & tooltips
  • Email support ticket system
  • Dedicated implementation specialist

Questions before your kickoff call? We’re here.

support@packemwms.com