Onboarding Guide

We're thrilled to have you. Our onboarding guide will be your trusted companion, offering all the help you need to get started and more.

Step 1: Logging into the Leanafy

To access the Leanafy platform, you will need to log in with your master credentials which will be provided to you through email via the Leanafy Team.

Step 2: Configuring Your Warehouse Setting

Now the first thing after logging in would be set up your warehouse. Navigate to the Settings from the menu and update the warehouse information, including the warehouse name and logo (if required), time zone, warehouse operation type, warehouse address, and warehouse currency.

Step 3: Setting up Access Profiles

Next step would be to add your team to Leanafy. But before that, you should define the different roles that you have in your warehouse and decide on what permission these roles will require. This mapping of Roles with permission is called "Access profile" in Leanafy. You will be able to attach this access profile with multiple users to give them the same level of permission for the same role.

For example, you can create a role called "picker" and give them access to only Picking permissions. Then at the time of adding a user, you can select this access profile to give all your pickers the same level of access instead of selecting the same permissions for each individual user over and over again.

Step 4: Adding a Warehouse User

After successfully setting up a new access profile, your next step is to onboard people from your team who will perform warehouse operations. All you need to do is provide their details like Name and email and assign the relevant access profile. This way, they will have permissions aligned with their role, enabling them to carry out authorized actions seamlessly.

Step 5: Adding Clients to a Warehouse

Now that you've added a user, the next step is to start adding your clients in the warehouse.

Step 6: Adding Units of Measurement

Unit of Measurement (UoM) is the unit associated with your products. For warehouses, the same product (SKU) can be measured differently. For example, an "Avengers T-shirt" comes to your warehouse in boxes of 10, you store it on pallets within your warehouse and you get orders for the same T-shirt in eaches. So there are multiple units to measure a product. But all these UoMs are connected. So we implemented a way for you to track your inventory and manage it in different units depending on your use case for each item.

First, identify the base unit for your item, which is generally the smallest unit possible for your SKU. Like eaches here in this case. Then you have to provide the information of the other units relative to this base unit.

10 eaches - makes - 1 Box

100 eaches (10 boxes) - makes - 1 Pallet

This configuration isn't specific to just one SKU (Avengers T-shirt); it might be the same for all the t-shirts of the brand. Hence, we allow creating a UoM (Unit of Measure) as a class which can be applied to multiple SKUs of the same type (other t-shirts). For example, the Iron Man T-shirt would have the same UoM structure. So, while adding the Iron Man T-shirt, you can select the same UoM class name as the Avengers T-shirt.

Step 7: Adding Item Master for Clients

The last step in the onboarding process is to setup the Item Master (containing information about the items stored in your warehouse) for each client added in the warehouse.

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Congratulations! You have completed the onboarding process. You are now ready to start using Leanafy to manage your warehouse operations efficiently.