In this article, we'll show you some basic setup steps for your Pickware Admin. Below you'll also find all the settings described in this article as a video.
This article is part of our onboarding series. You'll find all the videos in this Youtube playlist or at the beginning of each onboarding article here in the Help Center:
Onboarding Part 1: Getting Started
Onboarding Part 2: Processing a Test Order in Pickware Admin
Onboarding Part 3: Processing a Test Order with Pickware WMS
Creating Storage Bins
To create and manage storage bins, navigate to Lagerhaltung (Inventory Management) → Lager und Lagerplätze (Warehouses and Storage Bins) in Pickware Admin. Select the main warehouse there and then open the Lagerplätze (Storage Bins) tab.
Here you can choose whether to add storage bins manually or import them via a CSV file. The CSV import is especially useful if you want to create many different storage bins at once. In this case, you can upload a corresponding CSV file using the Importieren (Import) button. Be sure to follow our tips for working with CSV files. The CSV file for creating storage bins contains only the code column, where the storage bin identifier is entered:
You can find further information on designing and optimizing your warehouse on our blog. More detailed information on warehouse and storage bin management, as well as on creating storage bin labels, can be found here in the Help Center:
Importing Products from Shopify and Transferring Stock
When you connect a Shopify store for the first time, all products that already exist in Shopify are automatically imported into your Pickware Admin. The current stock level from Shopify is also transferred at this point. After that, the so-called live product import runs approximately every 10 minutes, transferring all changes you make to your products in Shopify into your Pickware Admin. You can learn more about the product import here. Stock changes for products that already exist in Pickware are handled via stock synchronization. You can learn how to configure this here.
Configuring Shipping Methods
In the next step, you'll configure your shipping methods so that the correct shipping carrier and desired shipping product are automatically selected when creating shipping labels. This is especially important if you want to create shipping labels using the WMS App.
When orders are imported, the shipping method used in Shopify is generally matched in the background against all existing shipping methods in Pickware Admin. If a shipping method with the same name already exists in Pickware, it's used for the order. Otherwise, a new shipping method is created.
This means that if you want to manually create all your Shopify shipping methods in Pickware in advance, you need to make sure they have exactly the same name as in Shopify.
You can create new shipping methods under Einstellungen (Settings) → Shop → Versand (Shipping) → Versandart anlegen (Create Shipping Method). You'll also find all previously created shipping methods there. If you've already processed test orders before, a shipping method should already exist. Click it to open the detail view.
In the Versanddienstleister (Shipping Carrier) section, you can select the desired provider and then make further settings accordingly. The exact settings available depend on the shipping carrier you selected. Save your shipping method afterwards.
In this example, DHL Geschäftskundenversand was selected, for which we already entered the access credentials earlier. If you use a different shipping carrier, it must also be configured first. You'll find all the instructions for configuring individual shipping carriers, as well as other shipping settings, here
Customizing Documents
Next, we'll show you where to customize your documents. To do this, go to Einstellungen (Settings) → Shop → Dokumente (Documents) and open the invoice entry, for example, to adjust the invoice document.
You can now make various settings, such as adding your logo, showing or hiding different elements, or maintaining your business information in the Geschäftseinstellungen (Business Settings) section. Which settings are available depends on the document type selected. Remember to save your changes at the end.