From zero to your first
pick & pack.
Welcome to PackemWMS. This guide walks you through the six-step setup that takes a fresh account from login to a live, order-ready warehouse. Follow it in order — each step builds on the last.
The whole picture, before
we get into the details.
Settings
Locations
Clients
Stores
Inventory
Pack
Log in & verify your settings.
Sign into your PackemWMS account and confirm the basics. Your company information and address feed into shipping labels, packing slips, and every customer-facing document the system generates — getting this right now saves headaches later.
Company profile
Legal name, DBA, contact email, and phone. This appears on packing slips.
Warehouse address
Your ship-from address. Used for rate quoting and label generation.
Logo & branding
Upload your logo for branded documents and customer-facing portals.
Use the exact ship-from address registered with your carriers. A mismatch between PackemWMS and your EasyPost or carrier account is the #1 cause of label rejections during your first week.
Build out your storage locations.
Every box of inventory needs a home. Define your bin and pallet locations now so pickers know exactly where to go. You can create them one at a time, or import them all at once from a spreadsheet.
Option A — Manual
Click + New Location and enter aisle, rack, shelf, and bin codes one by one. Best for small warehouses or testing.
Option B — Bulk import
Download the CSV template, fill in all locations, and upload. Best when you have 50+ bins to set up.
any naming convention that fits your warehouse.
A-01-02
A Aisle
01 Bay
02 Level
Whatever convention you pick, try to use it consistently from the start — and if your warehouse already has labels on the racks, just match what’s physically there. Don’t stress about getting it perfect though: locations can be renamed later without losing inventory or history.
Add your clients.
If you’re a 3PL, this is the multi-tenant heart of the system. Each client gets their own siloed inventory, billing, and reporting — but shares your warehouse, your bins, and your team.
Client identity
Company name and primary contact details for the client account.
Billing terms
Per-order fees, storage rates, and any custom line items for invoicing.
Portal access
Invite your client to their own login so they can view inventory and orders in real time.
If you’re your own client (running a brand on top of PackemWMS rather than a 3PL), still create a client record for yourself. The system is built around the client → inventory → order chain, and skipping it causes orphaned records.
Connect their online stores.
If your client sells online, link each storefront to PackemWMS. Orders flow in automatically, inventory levels sync back out, and tracking numbers post the moment a label is printed.
Not every client sells online. If they only fulfill wholesale, EDI, or manually-entered orders, jump straight to Step 5.
Pick the platform
Choose from supported integrations and authorize PackemWMS to access the client’s store.
Authorize & map
Walk through OAuth, then map store fulfillment locations to your PackemWMS warehouse.
Set sync rules
Decide what auto-syncs: orders only, orders + inventory, or full two-way sync with tracking pushback.
For Shopify, double-check your auto-fulfillment settings on the Shopify side — if it’s set to fulfill instantly, it’ll race PackemWMS and create duplicate fulfillments. Set it to manual or assigned-location fulfillment to let PackemWMS drive.
Load up the inventory.
Now the system knows your bins and your clients — it’s time to tell it what’s actually on the shelves. There are two paths, depending on whether you connected a store in the previous step.
Path A — CSV import
Download the inventory template, fill in SKUs, descriptions, quantities, and bin assignments, and upload. Works for any client, with or without an online store.
Path B — Pull from store
If you connected a Shopify, TikTok, or WooCommerce account in Step 4, click Sync Products to pull the catalog directly. Then assign physical bins as inventory arrives.
Turn off inventory sync while you’re getting inventory cleaned up and fully added. You don’t want PackemWMS pushing incorrect quantities back to the client’s store and accidentally hiding products or overselling. Once everything is loaded and counted, flip sync back on.
Pick, pack, ship.
You’re almost ready. One last setup task before going live: configure your packaging and carriers so labels can actually print. After that, the daily rhythm kicks in — orders come in, picks get built, labels print, tracking flows out.
Add your boxes
Define each box size you ship in — dimensions and weight. The system uses these for cartonization and rate shopping.
Add void fill
Bubble wrap, air pillows, kraft paper — whatever you use. Helps with accurate dim weight and packing instructions.
Connect carriers
Link your UPS, FedEx, USPS, and DHL accounts so PackemWMS can pull live rates and print labels under your contracts.
Use your own carrier accounts wherever possible — your negotiated rates will almost always beat the platform default. PackemWMS connects directly via EasyPost, so once your account credentials are in, rate shopping happens automatically at pack time.
Now you’re ready — the daily flow
Build a pick batch
Group orders by zone, carrier, or priority. Print pick tickets or send them to handheld scanners.
Pack & label
Verify items at the pack station, choose the carrier service, and print the shipping label.
Watch tracking flow back
Once labels print, tracking pushes to the storefront automatically. Customers get their notifications. You move on.
You’re live.
That’s the full onboarding loop. From here, the system runs the same way every day — orders in, picks built, labels printed, tracking out. Anything more advanced (returns, EDI, multi-location, branded portals) is a layer on top of this foundation.
Account configured
Settings & address verified
Warehouse mapped
Bin locations defined
Clients onboarded
Multi-tenant ready
Stores connected
Orders flowing in
Inventory loaded
SKUs in bins
Ready to ship
Pick & pack live