SETTING UP YOUR OTO PACK AND OTO INVENTORY

Welcome to the setup guide for OTO PACK and OTO INVENTORY! Whether you’re just getting started or looking to fine-tune your configuration, this guide will walk you through everything you need to know to get the most out of OTO’s powerful tools.

Scope of the Article

In this guide, you’ll:

1. Understand the differences between OTO PACK Basic and OTO PACK Advanced.

2. Learn when you might need OTO INVENTORY.

3. Follow step-by-step instructions to configure your modules and settings for an optimal setup.

Let’s get started!

1. OTO PACK: Basic vs. Advanced

OTO PACK Basic

If your warehouse operations are simple and involve fewer daily orders or SKUs, OTO PACK Basic is your go-to. It’s designed to handle essential tasks like:

• Picking orders one by one.

• Assigning pickers to orders.

• Tracking the entire packing process.

• Confirming returns without inventory updates.

Think of it as a streamlined solution for small warehouses or stores.

OTO PACK Advanced

For larger or more complex operations, OTO PACK Advanced steps in with additional, powerful features:

• Multiple Order Picking with Wave Creation: Pick several orders simultaneously, grouped into waves for efficiency.

• Zone-Based Picking: Assign specific warehouse zones to optimize workflows.

• Automatic Team Assignment for Orders or Waves: Let the system allocate teams based on capacity.

• Flexible Sorting Options for Order Preparation: Customize sorting rules for order preparation.

• Customized Screens for Wave Creation: Access advanced, tailored screens for creating waves.

• Strong Transaction System: Ensure accuracy with a robust system for inventory and bin inventory levels.

• Daily Staff Report: Measure the performance of warehouse staff with detailed daily reports.

If your business is scaling and needs these advanced capabilities, OTO PACK Advanced is the solution for you.

2. Do You Need OTO INVENTORY?

OTO INVENTORY is the perfect add-on if you need real-time inventory tracking across multiple locations. Here’s when you’ll want to enable it:

• If you have multiple warehouses and want centralized inventory management.

• If you need to synchronize inventory levels with other systems.

• If you’re using Bin Tracking or advanced inventory operations (this feature automatically enables OTO INVENTORY).

In short, if inventory accuracy and multi-location management are priorities, OTO INVENTORY is the tool for you.

3. Configuring Your Modules

Now that you know what you need, let’s set it up! Configuring your modules is the first step.

How to Configure Modules:

1. Navigate to the Company page under the Settings menu in the OTO Dashboard.

2. Click on Configure in Manage Modules section.

3. Select the modules you want to activate:

   • For OTO PACK BASIC, activate the Basic Warehouse Management System.

   • For OTO PACK ADVANCED, activate the Advanced WMS Module.

   • To enable inventory tracking, select OTO INVENTORY.

4. Fine-Tuning Your Settings

After activating the modules, it’s time to configure the settings to match your workflow. Below is a breakdown of all the available options and the products that include them:

Descriptions of Key Settings:

• OTO Pack Manual Option: Allows manual picking and packing without scanning by scanner or camera.

• Deactivate Picking Operation: Skips the picking stage, sending orders directly to the packing phase.

• Activate Bin Tracking: Enables bin-related operations, such as wave creation and inventory counts.

? Pro Tip: When you enable Bin Tracking, OTO INVENTORY is automatically enabled to support bin operations.

• Activate Inventory Check in Packing: Ensures sufficient inventory during packing.

• Activate Inventory Check During Wave Creation: Verifies inventory during wave creation.

• Enable Automatic Print of AWB in Packing Page: Automatically prints AWBs for faster packing.

• Activate Automatic Create Shipment in Packing Page: Automates shipment creation in the packing process.

• Activate Bundle Feature: Manages sub-products separately for bundled items.

• Status Update 'Picked Up' After Shipping Action: Automatically updates shipment statuses in real time.

5. Bringing it All Together

Once you’ve completed your configuration:

• Use the OTO Dashboard to manage high-level operations and track progress.

• Deploy the OTO PACK Mobile App to enhance accuracy in picking, packing, and shipping through barcode scanning and real-time updates.

With the right setup, you’ll be ready to optimize your warehouse operations and keep your inventory accurate and up-to-date.

Conclusion

Setting up OTO PACK and OTO INVENTORY is straightforward and designed to adapt to your needs. Follow this guide to configure your tools and unlock their full potential. If you need help, our support team is always ready to assist.