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.