Getting Started
Footprint is a beast; a beautiful, warehouse managing beast, but a beast nonetheless. With so many modules, sections, parts, tabs, and tabs within those tabs, it's easy to get intimidated. "Where do I start?" "Which settings are necessary?" "How do I make an Order?" "What's a License Plate?" Don't worry, these are all very normal questions. Let's get you started with the basics.
For a walkthrough on getting started with the HTML5 Customer Portal, see the Getting Started with the Customer Portal guide.
Overview
Before you're able to begin your ordinary, everyday operations in Footprint, there are some things you'll need to set up first. Once those basic settings are in place, you can begin working with the system, creating and executing Orders, Moving Inventory around in your Warehouse, even Billing your customers and Manufacturing new products from existing Inventory; whatever your business requires, you will be ready for it.
Here we will take a look at where you'll start: setting up the basics, some of the essential tutorials for understanding how system operates, and then some additional tutorials to customize your operation.
If you're not familiar with the layout of Footprint, or Microsoft .NET software, you may want to look over the Using the WMS Interface section before going through the tutorials listed below.
The Basics
The following sections will walk you through setting up the bare minimum for your Warehouse to be operational in Footprint:
A representation of your physical Warehouse in the system, Warehouses are crucial. The Setting Up Warehouses tutorial walks you through creating the Locations in which you will store Inventory, absolutely required before storing anything.
Owners represent those who are storing inventory in your Warehouse, and Projects are used to categorize their inventory. Whether you are a Third Party Logistics business or you're operating a Warehouse for your own Inventory, you must set up at least one Owner and Project for your Warehouse. The Setting Up Owners & Projects tutorial walks you through the process.
Setting Up Materials
Materials are Footprint's version of the Inventory you will be storing in your Warehouse, and they must be set up in the system before you can start keeping track of their real world equivalent. The Setting Up Materials tutorial explains how Materials are created in the system.
Essential Tutorials
These tutorials will walk you through, step by step, the most basic operations in Footprint. These operations are essential to understanding the system.
The Inbound Operations tutorial walks you through every step in the process of bringing new Inventory into your Warehouse, from creating the Order to Receiving and storing the Inventory.
The Outbound Operations tutorial walks you through each step in the Outbound process of Shipping Inventory out of your Warehouse to wherever it needs to go, from creating the Order and finding the Materials to Ship, to actually Loading the Inventory onto a truck.
Move Tasks
A basic Warehouse operation, the Move Tasks tutorial shows you how to Move Inventory from one Location in your Warehouse to another. Keeping track of everything that goes on in your Warehouse is vital, and this tutorial will familiarize you with how that is done.
Additional Tutorials
Though these sections aren't strictly required to work in Footprint, they will help you make your operation your own, allowing you to use the system to its full potential.
Billing: All the steps necessary for setting up Billing for your customers.
Manufacturing: If you Manufacture goods in your Warehouse, this tutorial will walk you through the process.
Setting Up Accounts: This tutorial explains how to maintain basic contact information in the system, saving you time and effort in your day to day operations.
Setting Up Temperature Categories: If your Warehouse is Temperature Controlled, keeping your Inventory in the right Temperature Categories is critical. Footprint can do that, and this tutorial shows you how.
Setting Up Equipment: If you want to use Mobile Devices in your Warehouse, you'll need to set them up in the system first. This tutorial will walk you through that process.
| Last Updated: |
| 06/06/2025 |
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