![InfoPlus-Primary-Logo (1)-1.png]](https://www.infopluscommerce.com/hs-fs/hubfs/InfoPlus-Primary-Logo%20(1)-1.png?height=30&name=InfoPlus-Primary-Logo%20(1)-1.png){kind=small}
Getting Started
Start here for all the basics of Infoplus; from dashboard navigation to setting up fulfillment plans and receiving, this is your go-to-guide.
Setting Up Your Test Site
Step 1: Warehouse Configuration
- Bulk Remove Tags on Records
- How to Bulk Delete Records in Infoplus
- Bulk Edit Using a Spreadsheet
- Bulk Add Tags to Records
- How to Bulk Load Data in Infoplus
- How to Bulk Edit in Infoplus
- Create a Source File for Bulk Loading
- How to Edit User Profiles
- Create / Manage User Reports
- Create / Edit Lines of Business
- Setting Up a New Line of Business
- Add / Update Custom Logos to Replace Infoplus Branding
- Manage User Reports
- Learn How Your Test Site's Locations Were Created
- Create / Edit / Delete a User
- Add / Remove a User's Role Association
- Create a Role
- View / Edit Role Permissions
- Creating Roles for 3PL Customer Access
- Considerations Before Creating Your Warehouse in Infoplus
- Video: Get an Overview of How to Structure your Warehouse
- Overview of "Warehouse Setup" Tables, Processes and Reports
- Locations Overview
- Create a Warehouse
- How to Create / Edit a Building
- Create / Edit a Zone
- Create / Edit an Aisle
- Create / Edit Location Billing Types
- Create / Edit Location Footprints
- Create / Edit Location Address Schemes
- Create / Edit One Location at a Time
- Create / Edit Multiple Locations Using the Location Builder
- Update Location Addresses
- Create Location Labels
- An Overview of Users, Roles, and Profiles
- Overview of "Warehouse Setup" Tables, Processes, and Reports
- Warehouse Inventory Table
Step 2: Hardware Configuration
- Overview of Compatible Devices, Equipment, and Integrations
- Compatible Desktop, Mobile Devices, Browsers, and Email Clients
- Compatible Printers
- Compatible Scale Models
- Mobile Floors Apps - Compatible Devices & Scanners
- Overview of Auto Print and Scale Usage in Infoplus
- Install Infoplus LocalConnect
- Connect Printers to Infoplus
- Connect Scales to Infoplus
- Turn On Auto Print and/or Scale Settings in your Infoplus User Profile
- Create / View an Infoplus LocalConnect Account
Step 3: Setting Up Shopping Carts, Integrations, and EDI
- Who are the Infoplus direct Integration Partners
- Overview of External Shopping Cart Connections
- Connect Infoplus to your Magento 1 Site
- Connect Infoplus to Your Shopify Site
- Add/Edit Carrier Mappings in Shopping Cart Connections
- Turn On and View Shopping Cart Alerts
- Rerun Shopping Cart Business Transactions
- Connecting Infoplus to Your ChannelAdvisor Marketplaces
- Connect Infoplus to Your WooCommerce Site
- View Shopping Cart Connection Log
- Connect Infoplus to Your BigCommerce Site
- 3PL Customer - Connect Your Shopify Site to Infoplus
- 3PL Customer - Connect Your WooCommerce Site to Infoplus
- Shopping Cart Connection Actions - Sync Fields
- Shopping Cart Connection Actions - Manual Processes
- How to Match the Shopify Order Number to the Infoplus Order Number
- How to integrate an Amazon shopping cart with Infoplus using Extensiv (CartRover)
- How to Set Up a New eBay Integration with Infoplus
- Passport Carrier - Setup and Limitations
- LSO Carrier - Setup and Notes
- LaserShip Carrier - Set Up and Requirements
- FedEx Cross Border - Carrier Setup
Step 4: Dashboard and Navigation
- How to navigate the Infoplus platform
- How to Show / Hide Table Columns
- How to Hide and or Disable Fields in Infoplus
- Run a Process from a Table
- Run a Report from a Table
- Search Within Tables
- VIDEO: Search within Tables and Modify Column Display
- VIDEO: Use "Include Only" and "Exclude" Table Search Options
- VIDEO: Read/Navigate Tables, Sort Data, and Select Records
- Video: Get a Quick Overview of Infoplus
- How to Log Into Infoplus
- How to Use Quick Search
- How to Edit, View, and Acknowledge Alerts
- Add / Remove Favorite Smart Filters
- View Metrics as Wallboard
- How To View / Edit Records
- Tip: Use the Forward Slash (/) to Access Quick Search
- How to Use Keyboard Shortcuts in Infoplus
- Overview of the Infoplus Dashboard
Step 5: Item Configuration
- Example Barcode Templates
- Overview of Lot and Item Mixing Rules
- Overview of Allocation Rules
- Item Records - Quantity, Status, and Key Fields
- Create / Edit Items
- Manage Values for Classifying Items
- Add Dimensions to Items (for Cartonization)
- How to Bulk Load Kits
- Create and Edit Unit Descriptions
- Warehouse Display Fields in Mobile App
Step 6: Smart Filters & User Reports
- Export Records to Excel or PDF
- Add / Review Record Notes
- Watch a Record
- How to Send an Infoplus Record via Email
- Share User Reports
- Subscribe to User Reports
- Sample Smart Document Templates
- How to Create and Use Smart Document Templates
- Video: Create and Edit Smart Filters
- Make a Smart Filter a Favorite Smart Filter
- How to Share a Smart Filter
- Add a Description and Edit a Filter's Name
- Create / Manage Subscriptions
- How to Create / Manage Triggers (cont.)
- Set Up Filter Action Notifications
- How to Create and Manage Smart Filters
- How to Add a Description and Edit a Smart Filter's Name
Step 7: Mobile Floor Apps
- Warehouse App - Load
- Modern Mobile Floor App: ASN Inquiry
- Modern Mobile Floor App: Change Inventory Status
- Use the "Pick to Cart" Fulfillment Option
- Modern Mobile Floor App: Inventory Adjustment
- Modern Mobile Floor App: Layout App
- Modern Mobile Floor App: Inventory Relocation
- Mobile Floor App: Item Inquiry
- Location Inquiry Mobile Floor App
- Modern Mobile Floor App: Order Inquiry
- Modern Mobile Floor App: Interactive Receiving
- Modern Mobile Floor App: Run Job
- Modern Mobile Floor App: Job Inquiry
- How to Set Up Auto Print in Infoplus
- Modern Mobile Floor App: Barcode Scans for Pack Station Functions
- Classic Mobile Floor App: Perform "Location Move" Work
- Modern Mobile Floor App: Pack Station
- Mobile Floor App: Perform Work
- Warehouse App - Location Inquiry
- Infoplus Mobile App: Download the Infoplus Commerce Companion app
- Mobile Floor App: Searching by barcodes
- Modern Mobile Floor App: Change Warehouse
Step 8: How To Receive and Put Away
- Create / Edit Vendors
- View Advanced Shipping Notifications (ASN)
- How to Create/Manage (ASN) Advanced Shipping Notifications
- Receiving Overview
- Create Quick Receipts
- Create / Edit Receiving Worksheet
- Print a Receiving Worksheet
- Close a Receiving Worksheet
- Cancel a Receiving Process
- Reopen a Receiving Worksheet
- Create/Print Put Away Work Tickets
- What are Item Receipts
- Unreceive an Item Receipt
- View / Export Inventory Adjustments
- Update Open or Received Item Receipts
- Blind Receiving Without an ASN in the Mobile App
- Receiving Criteria Scheme
- Overview of Replenishment
- Quick Receipt Item Serial Numbers
Step 9: Inventory Management
Step 10: Warehouse Documents and Printing
- Create / Edit Email Templates
- Send Email Template Preview
- Create and Use a Barcode Template
- Smart Documents and Barcode Templates for Sub-Records
- Create Manual Shipping Confirmation Emails
- How to Create and Preview an Order Invoice Template
- Create/Print Warehouse Documents (Packing Slip, Fulfillment Process Summary and Order Assembly Guide)
- View Sample Pick Documents
- How to Add Order Line Descriptions to a Smart Document
Step 11: Navigating Orders
Step 12: Order Fulfillment / Picking
- Introduction to Infoplus Loads
- View the Contents of a Load
- Order Actions - Preview Fulfillment
- Create / Edit Customers
- How to Generate Work Tickets
- Cancel Work
- Shipping/Fulfillment Overview
- Create / Edit a Fulfillment Plan
- Create a Pick Scan Scheme
- How to Create and Preview a Packing Slip Template
- Pick Cart Overview
- Create / Edit Pick Carts
- Fulfillment Process Overview
- Run Fulfillment (Fulfill Orders)
- View a Fulfillment Process Record
- Cancel a Fulfillment Process
- Picking Methodologies
- No Stock Recovery
- Create Carton Types
- Cartonize Orders
- View Carton Contents (after Cartonizing an Order)
- Fulfillment Process - V1 and V2
Step 13: Packing and Shipping
- How to Create a Commercial Invoice
- How To Ship To Military Bases
- Order Status 'Processed' but Order Shipped
- Unship Parcel Order
- Ship Non-Parcel Order
- Verify Parcel Rates
- Adding Shipping Accessories to an Order
- How to Create a Return Label
- Look Up Parcel Rates
- How to Rate Shop in Infoplus
- View a Load Packing Details
- Troubleshooting Shipping in Infoplus
- Overview of Inventory Allocation Options
- Add a Default Parcel Account for a Warehouse
- Create a Parcel Account
- Create a Third Party Parcel Account
- Override Parcel Label Return Address
- Manage Carriers in Infoplus
- Create Commodity Codes
- How to Create an Override Parcel Account for an Order Source
- Outside Vendor
- Run (or Re-Run) Pick, Pack, Ship
- Modern Mobile Floor App: Ship Station
- Assign a Packing Slip Template to an Order
- Ship Parcel Orders Using the Infoplus Desktop App
- Create / Print Packing Slips
- Create Parcel Labels
- Track Order Shipment
- How to Assign an Order Invoice Template to an Order
- Add a Carton to a Shipped Order
- Requirements to Set Up International Shipping
- How to Retrieve an eHub API Key
- How to Enable eHub in Infoplus
- Return Shipment Table