Open setup
1
Go to the Settings hub
- Open Settings from Data & Admin.
- Choose Inventory, Purchasing, or Commerce under Areas — or use the setup gear on the matching sidebar group.
Inventory setup
Inventory setup (/setup/inventory) covers where inventory lives and how items are categorized.
Purchasing setup
Purchasing setup (/setup/purchasing) covers landed cost and purchase-order controls.
Coming soon: lead times, PO approval thresholds, supplier scorecards
Coming soon: lead times, PO approval thresholds, supplier scorecards
Default lead times by SKU and supplier, purchase order approval workflows, and supplier scorecards are listed on the hub as coming soon and are not yet available.
Commerce setup (fulfillment)
Commerce setup (/setup/commerce) configures how orders flow through fulfillment:
Connect the organization’s EasyPost account under Inventory setup. Rate shopping and label purchases happen from the fulfillment’s Shipping panel at the pack stage.
Shipping prerequisites
Recommended order
1
Warehouses
Define locations before receiving stock.
2
Item GL accounts
Map inventory, COGS, and revenue accounts on Settings → Finance → Default GL Accounts. See Item GL accounts.
3
Units of measure
Configure shared units before multi-UOM items and PO lines.
4
Adjustment reasons
Map shrink and found-stock reasons to accounts before the first adjustment or inventory count posts. See Adjustment reasons.
5
Landed cost components
Review allocation bases and map the landed cost system accounts before the first freight or duty allocation. See Landed cost components.
6
Channel and box defaults
Set Commerce channel defaults and packaging boxes before high-volume pick/pack/ship.
7
Ship-from addresses
Complete warehouse addresses so shipping labels can quote postage.
Related guides
Products overview
Items, stock, and warehouses.
Purchasing
Purchase orders and receipts.
Sales orders & fulfillment
Pick, pack, and ship workflow.
Shipping labels
Compare rates and buy postage from the pack stage.