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Quick Start — Advanced WMS
Advanced Warehouse Management System for Perfex CRM — inbound, outbound, and warehouse operations
5-minute Quick Start
Follow this short path the first time you use Advanced WMS:
- Activate — Setup → Modules → activate Advanced WMS (run Upgrade if prompted).
- Permissions — Setup → Staff → Roles → enable view/create/edit (and approve/settings if needed) for this module.
- Settings — Open Advanced WMS → Settings and save company defaults, prefixes, and integrations.
- Master data — Create the first required masters (products, warehouses, templates, channels, accounts, routes, etc.).
- First transaction — Create one sample record end-to-end (save → submit/approve → complete) and confirm it appears in lists/reports.
- Cron — If the module uses alerts, sync, queues, or AI, confirm Perfex CRM cron is scheduled on the server.
Screens map — what each menu is for
These are the admin screens registered by Advanced WMS. Click a name in the Knowledge Base for a full how-to, or open the path in admin.
| # | Screen | Admin path | Guide |
|---|---|---|---|
| 1 | WMS Dashboard | admin/advanced_wms | How to use |
| 2 | Warehouse Zones | admin/advanced_wms/advanced_wms_zones | How to use |
| 3 | Location Types | admin/advanced_wms/advanced_wms_location_types | How to use |
| 4 | Put-Away Rules | admin/advanced_wms/advanced_wms_putaway_rules | How to use |
| 5 | ASN (Advanced Shipping Notice) | admin/advanced_wms/advanced_wms_asn | How to use |
| 6 | Receiving Tasks | admin/advanced_wms/advanced_wms_receiving | How to use |
| 7 | Put-Away Tasks | admin/advanced_wms/advanced_wms_putaway | How to use |
| 8 | QC Inspections | admin/advanced_wms/advanced_wms_qc | How to use |
| 9 | Pick Waves | admin/advanced_wms/advanced_wms_pick_waves | How to use |
| 10 | Pick Tasks | admin/advanced_wms/advanced_wms_picking | How to use |
| 11 | Packing Sessions | admin/advanced_wms/advanced_wms_packing | How to use |
| 12 | Shipments | admin/advanced_wms/advanced_wms_shipments | How to use |
| 13 | Cycle Counts | admin/advanced_wms/advanced_wms_cycle_count | How to use |
| 14 | Replenishment Tasks | admin/advanced_wms/advanced_wms_replenishment | How to use |
| 15 | Cross-Dock Orders | admin/advanced_wms/advanced_wms_cross_dock | How to use |
| 16 | Slotting Recommendations | admin/advanced_wms/advanced_wms_slotting | How to use |
| 17 | Mobile Scanner | admin/advanced_wms/advanced_wms_scanner | How to use |
| 18 | Barcode Labels | admin/advanced_wms/advanced_wms_barcodes | How to use |
| 19 | REST API | admin/advanced_wms/advanced_wms_api_keys | How to use |
| 20 | Webhooks | admin/advanced_wms/advanced_wms_webhooks | How to use |
| 21 | WMS Analytics | admin/advanced_wms/advanced_wms_analytics | How to use |
| 22 | WMS Settings | admin/advanced_wms/advanced_wms_settings | How to use |
Related: How to Install · Features · FAQ & Tips