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WMS123 / EZ ONBOARDING
Bring customer order sources, data requirements and warehouse workflows into a clear onboarding plan. Explore WMS123’s integration capabilities before you commit.
START WITH THE RIGHT CONNECTION
Successful onboarding is about more than getting orders into a system. You need the right information, at the right stage, with clear ownership when something changes.
01 / ORDER SOURCES
List the e-commerce platforms, EDI partners or other systems that create orders. Define the data fields, update frequency and any approval steps.
02 / UPDATES & VISIBILITY
Identify the inventory, order-status and shipment information that needs to return to customers or connected systems. Confirm the supported flows.
PLAN
Document systems, trading partners, required data and responsibilities.
MAP
Review SKUs, customer references, order fields and status definitions.
VALIDATE
Check typical orders, exceptions and the information customers receive.
BUILD A WORKABLE HANDOFF
Review how incoming order data becomes warehouse work. Discuss client-specific handling, picking, packing, shipping and service billing requirements.
BRING YOUR SOFTWARE LIST
WMS123 offers API and integration capabilities, including e-commerce and EDI workflows. Availability, setup effort and ongoing costs depend on the systems and data involved.
BEFORE GO-LIVE
KEEP THE CLIENT INFORMED
Explore how the client portal can support order entry, inventory visibility and billing information once the customer is connected.
YOUR NEXT MOVE
Review the platforms, data flows and warehouse requirements you need to support.
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