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Warehouse staff: start here

Warehouse staff use theopsroom on a computer or a phone. Most warehouse screens work with a barcode scanner or the phone’s camera. On a phone, the bottom tabs for staff are Home, Orders, Scan, Pack and More: see Use theopsroom on a phone. Admins can do everything on these pages too.

When Where in theopsroom Task
Start of the day, and any time Orders Find and sync orders
Packing several orders at once Orders Pack from the Orders list
Through the day Pick & Pack (on a phone, the Pack and Scan tabs) Pick & Pack
A seller’s big batch (a live sale) Pick & Pack, Bulk packing tab Bulk packing
Using a scanner or the camera any scan box Scanning with a phone, scanner or camera
A Shopify order to pack Pick & Pack Ship a Shopify order
Labels you didn’t print yet Pick & Pack Labels to print later
A courier’s driver arrives Outbound Hand parcels to the courier
A seller’s delivery arrives Stock > Inventory > Inbound & Receiving Receive a delivery
After receiving Stock > Inventory > Put away Put stock away
Shelf labels Stock > Inventory > Shelves Shelves and shelf labels
Counts look wrong Stock > Inventory Find, adjust and move stock
A returned parcel arrives Returns Check in a returned parcel
Counting what came back Returns Check a return
A seller asks for free gifts Products > Gift rules and Gift lists Set up gift rules and lists for a seller
End of the month Billing Make and send an invoice
An invoice was wrong Billing Cancel and reissue, or resend an invoice email

Products, listings, gifts and shops for sellers

Section titled “Products, listings, gifts and shops for sellers”

You can do sellers’ product and gift work for them. These pages are written for sellers, and work the same for you (choose the seller where a page asks):

Choose a shop in the shop list at the top of the screen. Orders, Pick & Pack, Outbound & Shipping and Returns then show only that shop. Choose All shops to see everything again.

A few things are for admins only: changing or cancelling a courier booking, adding or switching off shelves, marking invoices paid and deleting sent invoices, and every page under Admin. If you need one of these, ask an admin. The Admins section explains them.