Onboarding workflow

The Onboarding page is the command center for getting a brand ready for Logentic. It should tell the team what to do next, who owns it, what output is expected, and how many labor hours are estimated.

Steps

1. Upload product catalog

Upload a Shopify export or product CSV. The expected output is a clean product file with SKU, UPC/barcode, title, vendor, variant, and import-ready rows.

1. Build warehouse map

Create a saved layout that reflects the real warehouse. Add racks, pick faces, pack stations, returns, staging, dock doors, walls, obstructions, offices, and pick paths.

1. Create location names

Decide the location naming pattern. Common formats are aisle-bay-level, rack-bay-level-face, or a custom pattern.

1. Print and place labels

Generate location labels and aisle signs. Place labels in the physical warehouse before counting starts.

1. Map inventory on the floor

Counters scan locations, UPC/SKU values, and quantities. Supervisors monitor progress.

1. Fix count exceptions

Review duplicate scans, unknown UPCs, missing locations, zero quantities, and locations that need recounting.

1. Export launch files

Export product, location, SKU-location, inventory mapping, and exception reports.

Labor hour estimates

Labor estimates are initial forecasts. They should be refined using:

• number of SKUs,
• number of units,
• number of warehouse locations,
• warehouse dimensions,
• team size,
• live counting progress,
• exception rate.

Best practice

Treat Onboarding as the home base. The detailed tools are there when needed, but the user should always be able to return to Onboarding to see what remains before go-live.