Run the floorReference

Set Up Storage and Assign Pick and Pack Locations

Build the warehouse's internal storage tree and assign products to the locations workers should use.

Updated Oct 2026

Build the warehouse's internal storage tree and assign products to the locations workers should use.

Where to start

Storage → select the physical warehouse or bin. Use Inventory to review a product's pick and pack locations.

What you will see

Select a bin in Storage to see its details and assigned inventory. Internal bins sit below a physical warehouse.

Build the storage tree

  1. Open Storage. Select an existing warehouse, or use Add Warehouse when you are setting up a new physical warehouse.
  2. Select the parent location before adding an area, aisle, shelf or bin with the available location controls.
  3. Give the location a clear code and name. Keep a bin under the intended physical warehouse.
  4. Select the new location and check the breadcrumb path. Similar bin names under different warehouses are not interchangeable.

Assign and check inventory

  1. Select the intended bin, then use Assign Inventory.
  2. Choose the intended client and exact product or variant. Do not assume a shared SKU belongs to the same client.
  3. Follow the displayed assignment controls, then review Assigned Inventory for that bin.
  4. Open Inventory and expand the same product to review its pick and pack location information.
  5. Check the live picking screen before the next task. Workers should follow the displayed location, not an old screenshot.

Pick, pack and Shopify locations are different

A pick location helps identify where units are stored. A pack location helps the warehouse organise packing. Neither is a replacement for the client's mapped Shopify location, which controls the warehouse's responsibility for Shopify stock and fulfilment.

Moving or deleting a location

Read the app's stock and child-location restrictions first. Do not move a warehouse mapping to represent an internal bin move, or delete a location while it is still in use.

If the location looks wrong

If The Shopify location owner is wrong or unclear

Stop releasing work and have an Admin correct the mapping.

Owner: Warehouse Admin

If The internal bin is blank

Follow the displayed stop or line; do not invent a bin.

Owner: Warehouse Operator

If The work screen no longer matches the physical assignment

Refresh the live work and report the exact visible conflict.

Owner: Current operator

Questions and hand-off

If The location points to the wrong warehouse

Stop and ask an Admin to correct the mapping.

If A shelf is empty or stock is elsewhere

Report the physical mismatch and use the shortage or inventory process.

If The displayed assignment is no longer current

Refresh the live work and report the conflict rather than moving a warehouse mapping.

Automatic device evidence

Device or station identity is handled internally. Workers do not need to name a station or enter a device code to follow a pick location.

What to remember

Shopify warehouse ownership remains distinct from optional internal storage, and workers can follow or safely report the displayed location.

Admin details: states, evidence and hand-off

Owner: Operations Admin. Area: Warehouse Organisation. Action owner: Warehouse Admin for location setup; Warehouse Operator for reading the assigned location.

What you might see

Warehouse location

The work belongs to the physical warehouse shown for the client.

Next: Follow the warehouse assignment and do not change it for a shelf move.

Internal location shown

A stop or item has an area, aisle, shelf, or bin assignment.

Next: Follow that displayed location.

No internal location

The warehouse has not configured a more detailed shelf or bin for this work.

Next: Ask the floor lead or Admin where to look; do not invent a bin.

Completion evidence

  • The correct warehouse is shown and workers either have a displayed shelf/bin or a clear hand-off.

When to ask for help

  • Record the client, displayed warehouse/location, and exact visible mismatch.
Before you start

Explain how the warehouse location and optional shelf or bin detail appear during daily work.

  • The Admin can identify the physical warehouse for a client’s Shopify location.
  • Internal storage areas or bins are known if the warehouse uses them.
  • Operators can read the assigned location on the work screen.

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