Pre-launch documentation. Storely is preparing for launch. These guides describe the product workflows; availability and setup may change. Contact us about launch availability.
Orientation
Getting around the system
Before you touch any workflow, it helps to know where things live. Your Storely contact has already set up your account and warehouse layout — this is where you'll land after your first login.
The dashboard
The dashboard is your daily home screen. It surfaces what needs attention right now — orders waiting to be allocated, shipments that have arrived but haven't been received, and inventory nearing expiry — so you always know where to start your day.
The sidebar
The left sidebar is organized into five sections:
| Section | What's in it |
|---|---|
| Operations | Day-to-day warehouse work: inbound receiving, outbound orders, picking, returns, and cycle counts. |
| Clients | Your client accounts and their products. |
| Finance | Billing events, invoices, and rate cards. |
| Insights | Reports, lot trace, and import history. Advanced reporting & lot trace is a Pro plan feature. |
| Settings | Warehouse setup, users, and integrations. |
The client selector
At the top of most screens you'll find a client selector. Pick a client and every page filters down to just their inventory, orders, and activity — useful when you're heads-down on one account. Leave it on — All Clients — to see aggregate activity across your whole operation.