Getting Started
Getting Started
Get up and running from your business perspective: configure the system and go live.
3PL Onboarding: Multi-Client Structure and Billing Setup
How a third-party logistics operator sets up merchants, per-client warehouse strategies, rate cards, and brings a new client live.
Wholesaler Onboarding: From Purchase Receiving to Distribution
The minimum closed loop for a wholesaler or distributor: master data, procure-to-receive, and order-to-ship.
Own-Warehouse Onboarding: Simplified Setup, Staff and Devices
For single-owner warehouses: simplified configuration, staff and attendance setup, and device/printing checklist.
Go-Live Checklist: Data, Access, Printing, Counts and Cutover Day
The universal pre-launch checklist: data readiness, accounts and permissions, printing and devices, inventory counts, and cutover-day steps.
Getting Started: Cross-Border E-commerce Sellers
For cross-border sellers warehousing in the US and shipping from China (Amazon / Walmart / Shein / Temu): the complete go-live path from item setup and inbound receiving to daily outbound, FBA first-mile, and returns.
Getting Started: DTC & Independent E-commerce Brands
For Shopify / WooCommerce independent brands: the complete go-live path from automatic channel order intake and mobile picking to carrier label printing, shipping, and returns that drive repeat purchases.
Cold Chain Food: Setting Up a Temperature-Controlled Warehouse
Zone planning, temperature-controlled receiving, FEFO picking and expiry alerts — a practical walkthrough for cold storage go-live.
Freight Forwarder: Running Containers and Trucks with Drayage + TMS
Quoting, dispatch, container tracking, terminal appointments and billing — the forwarder workflow from order to invoice.
Courier Station Setup: Pickups, Sort Wall, and Delivery
How a courier station runs pickup orders, sort-wall operations, VRP route planning, and driver deliveries in LastMile.
Drayage Trucker Setup: From Order Creation to Invoicing
How a drayage trucker manages drivers, chassis, and containers in Drayage: order creation, dispatch board, terminal appointments, LFD tracking, and invoicing.
Getting Started for Last-Mile Teams: Deliveries, Routes, and Drivers
Run a full day of deliveries in the LastMile module — from creating delivery orders and sorting, to route optimization, driver dispatch, and proof of delivery.
FBA Prep Provider Guide: Receiving, Inspection, Labeling, and Per-Unit Billing
How an FBA prep provider receives and inspects goods, labels and cartons, ships per Amazon’s shipment plan, and bills each seller per unit.
Assembly & Light Manufacturing Guide: BOMs, Work Orders, and Virtual Kits
How assembly shops and kitting operators run BOMs, work orders, and quality checks on Docklify — stock-built, order-built, and virtual kits.
Store Delivery Guide: Store Address Book, Milk Runs, and Load Tasks
How distributors replenishing retail stores set up store profiles with delivery windows, fix repeating milk-run routes, and load trucks in reverse drop order.
Returns Center Guide: Return Policies, the RMA Flow, and Disposition
How returns centers and 3PL reverse-logistics operators set return policies once, run the RMA flow, inspect arrivals, and decide between re-stocking and disposal.
Carrier Guide: Taking Tenders in the Portal, the Driver App, and POD
How carriers run contracted freight with Docklify shippers: accept or decline TMS tenders in the Carrier Portal, run trips in the driver app with four check-ins, and close with a signed POD.
Bulky & Furniture Warehouse Guide: Oversize Rules, Staging, and Full-Truck Loads
How furniture and bulky-goods warehouses define “oversize” once per warehouse, keep staging areas honest, and ship by full-truck Loads instead of parcel-style packing.