For fulfillment centers
9 topics · 37 articles
Onboarding
1 article
Employee onboarding
20 articles
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Getting started as a warehouse employee A short tour of the ChannelDock fulfillment menu, then how-to lessons per screen.
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Set up your employee account Sign in with your own employee account and find the screens you need for your role.
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Get your scanner and printer ready Check your barcode scanner and label printer before you start warehouse work.
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Search everything Find an order, product, delivery or serial from any screen with Search everything.
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Understand the inventory overview Find products, confirm the seller, and read stock and location information.
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Receive incoming deliveries Find an expected inbound delivery, check what arrived, and record received stock.
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Record stock changes Correct or adjust stock after a physical count, and know when to transfer instead.
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Move stock between warehouse locations Transfer products from a source location to a destination without changing total stock.
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Find and review orders Search for an order, confirm seller and reference, and read products, comments and status.
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Find a missing order Search by reference, seller, dates and status before you report that an order is missing.
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Work with batches Open an assigned batch, pick into the correct tote, and keep orders separated.
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Pick and pack an order Pick, scan, pack and complete an order using your warehouse Pick & Pack workflow.
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Handle missing or damaged products during picking Confirm the shortage, report it, and keep the order identifiable without substituting stock.
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Reprint or create an extra shipping label Reprint an existing label after a print problem, or add a separate label for an extra parcel.
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Receive and check returns Identify a return, inspect items, and follow the agreed storage or restock process.
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Work with more than one seller Keep each seller’s products, orders and stock separate in a multi-client warehouse.
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Use the CRM Find a connected seller in CRM and work only with the customer information your role can access.
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Open a seller account What Login as user does, what the seller menu looks like, and what warehouse staff must not change.
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Understand shipping rules Read how shipping rule conditions, actions and priority choose a method — and who may change them.
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Troubleshoot common issues Work through a short checklist and report issues with enough detail for your supervisor or support.
Warehouse setup
1 article
Managing sellers
1 article
Deliveries
1 article
Import & export
1 article
Administration
9 articles
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Administration Legacy Administration settings for pick costs, packaging, carriers, and storage. Seller billing now uses Invoicing.
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Getting started with Smart Invoicing Overview of Smart Invoicing for fulfillment centers—what it does, where to find it under Administration, and how to get set up
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Setting up billing profiles and rules How to create invoicing profiles, add rules, define conditions, and test billing in Administration
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Invoicing fees and charge types How cost categories, charge types, percentages, tiers, and pass-through label prices work on fulfillment center invoicing rules
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Invoicing rule conditions How invoicing rule conditions, operators, priority, and bundles decide which fulfillment fees apply
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Billing storage costs How fulfillment center invoicing bills logged storage rates, storage rules, stock sections, and load-carrier storage
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Billing inbound, returns, and load carriers How to bill inbound and outbound deliveries, processed returns, and load carrier types in fulfillment center invoicing
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Creating invoice exports How to generate, review, and download PDF and XLSX invoice exports per seller in Administration
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Managing shipping surcharges How to import, link, validate, and bill carrier surcharges in Administration before invoicing sellers
API connections
2 articles
Best practices
1 article