OMS Instruction Manual

OMS Instruction Manual

OMS Instruction Manual

Step 0

If you do not have an account yet, please contact our Sales and Customer Service team to obtain your account details and default password.

If you do not have an account yet, please contact our Sales and Customer Service team to obtain your account details and default password.

Step 1

Account Login & Language Settings

Step 1

Account Login & Language Settings

1.

Navigate to the portal website: https://oms-ks5pl.xlwms.com

2.

Enter your account credentials to log in.

3.

You can switch the interface language (e.g., English/Chinese) from the top-right corner

Step 2

Shopify Platform Authorization

Step 2

Shopify Platform Authorization

1.

Navigate to Settings → Platform Account.

Select Shopify and ddd authorization.

2.

Grant Shopify Order View Permission

Please send a staff invite to info@ks5pl.com with access permissions for: Orders, Products, and Apps. So we can access orders in your Shopify store.

3.

Install the LabelBridge app from the Shopify App Store.https://apps.shopify.com/label-bridge After installation is completed, our team will assist with account linking and system integration.

Step 3

Product Creation

Step 3

Product Creation

Option 1

Please create the product in OMS, but since the SKU in OMS requires our approval, kindly fill in the product information in the Google Sheet below. We will create it for you and notify you once it’s completed.

Option 2

You can create SKUs directly in the OMS system. Click “Add” to manually add a single product, or use “Import” to add products in bulk.

Step 4

Inbound Order Creation(❗This step must be completed before the products are received into inventory)

Step 4

Inbound Order Creation(❗This step must be completed before the products are received into inventory)

1.

Once the product has been created, you can proceed to create the inbound order.

2.

Go to Warehouse → Inbound → add.

3.

Fill in the fields marked with an asterisk (*). Select the products to be received.

4.

Arrival method: If it is express delivery to the warehouse,choose Pacel, if it is palletized, choose Pallet.If it is container, you can choose the corresponding one according to the size of the container. If you choose express delivery, you need to fill in the Tracking number. If it is palletized, you need to fill in the number of pallets in Delivery Pallets.

5.

Submit the order for processing.

Step 5

Create Inbound Carton & SKU Labels

Step 5

Create Inbound Carton & SKU Labels

1.

After creating the inbound order, go to More → Print box labels

2.

Choose 100*150 and confirm.

3.

Please also print SKU labels, choose 100*100 and confirm.

4.

Download and print both the carton labels and SKU labels. Attach the carton labels to each outer carton and apply the SKU labels to each individual unit as required before shipment.

Step 6

Inventory Check

Step 6

Inventory Check

1.

Navigate to Inventory → SKU Inventory.

2.

Search by SKU or product name to view available, reserved, and in-transit quantities.