Getting Started

Go to the Webbycrown website or the marketplace where you purchased the plugin. Log in to your account and find your purchased downloads. Download the plugin as a ZIP file – it will look like woo_warehouse.zip or similar. Do not unzip or extract the file. WordPress needs it in ZIP format for the next step.

Open your web browser and go to your WordPress login page. This is usually at  yourwebsite.com/wp-admin. Enter your WordPress administrator username and password. You must be an Administrator – lower-level accounts (like Editor or Author) do not have permission to install plugins.

Once logged in, you will see the WordPress dashboard – the main control panel for your website. The left side has a menu of all the sections. You are ready to install the plugin.

In the WordPress left menu, go to Plugins → Add New Plugin. At the top of the page, you will see a button that says “Upload Plugin” – click it. A file selection area will appear. Click “Choose File” (or “Browse”) and select the woo_warehouse.zip file you downloaded in Step 1. Then click “Install Now.”

WordPress will upload the file and install the plugin. You will see a progress screen with text saying “Installing Plugin…” followed by a success message. This usually takes 5 to 15 seconds. Do not close the browser tab while it is running.

After WordPress finishes installing the plugin, you will see a screen with two options:“Activate Plugin”and “Return to Plugin Installer.” Click “Activate Plugin.”

Alternatively, if you are on the main Plugins list page (Plugins → All Plugins), find “Woo Warehouse” in the list and click the “Activate” link that appears below its name.

When the plugin activates successfully, you will be taken back to the Plugins list page and you should see a notice confirming activation. In the left-hand WordPress menu, a new item called “Warehouse” will now appear – this is the plugin’s admin area.

Woo Warehouse works on top of WooCommerce. It cannot function without WooCommerce being installed and active on the same website. To check: go to Plugins → All Plugins and look for “WooCommerce” in the list. The plugin name should show in bold text with a blue “Active” indicator, and you should see a “Deactivate” link below it (meaning it is already active).

If WooCommerce is not in your list at all, go to Plugins → Add New, search for “WooCommerce,” install it, and activate it. Then come back to this step.

If WooCommerce is inactive, Woo Warehouse will show an admin notice at the top of your WordPress pages saying it requires WooCommerce. The plugin will not work until WooCommerce is activated.

Now that the plugin is active, go to Warehouse → Settings in the WordPress left menu. This is the plugin’s configuration page.

At the top of the Settings page, you will see the “Portal URLs” section. This shows three important web addresses:

• Login URL – The web address where warehouse staff log in to the portal. Share this with your team.
• Orders URL – The main warehouse order board. This is where staff see and manage orders after logging in.
• Completed URL – The archive page for fulfilled orders.

Copy the Login URL and save it somewhere easy to find – you will share it with your warehouse team in the next steps.

The default portal URL is based on your website address. For example, if your website is myshop.com, your portal might be at myshop.com/warehouse/login. You can change the URL slug later at Settings → Permalinks

Your warehouse team needs individual WordPress user accounts with the correct role to access the portal. Each person – picker, packer, manager – needs their own account. Here is how to create them:

• Go to Users → Add New In the WordPress left menu, click Users, then Add New User.
• Fill in their details Enter a Username(e.g., john.picker), their Email address, and create a Password for them. Tick the box “Send the new user an email about their account” so they receive login details by email.
• Set the Role correctly – this is the most important step Find the “Role” dropdown on the Add User form. Change it from “Subscriber” (the default) to either:
  • Warehouse Staff – For pickers and packers. They can see and manage orders assigned to them. They cannot change settings or statuses.
  • Warehouse Manager – For supervisors. They can see all orders, run batch actions, and have more control over the board.

Do not give warehouse staff the “Administrator” role – that gives full access to your entire WordPress website and WooCommerce store, which is a security risk. The Warehouse Staff and Warehouse Manager roles give exactly the right amount of access and nothing more.

• Click “Add New User” Click the button to save the account. Repeat steps a–d for each member of your warehouse team.

Now that your staff accounts are created, send each team member:

• The Portal Login URL(from Step 6 – it looks like yoursite.com/warehouse/login)
• Their Username
• Their Password

Staff access the portal through the Login URL – not through the regular WordPress admin login at /wp-admin. The warehouse portal is a separate, clean interface built for use on a warehouse floor or on a tablet. It does not show any WordPress menus or admin tools.

Before going live with your team, test the portal yourself:

• Open the Portal Login URL in a new browser tab (or an incognito/private window).
• Log in using one of the warehouse staff accounts you created in Step 7.
• You should see the Warehouse Order Board – a Kanban-style board with columns for each workflow status.
• If you have existing WooCommerce orders (paid/processing status), they should appear as cards on the board in the first column (Pending Pick).
• Try clicking an order card to open its detail view. Check that the order items, customer name, and address are visible.
• Try moving the card to the next column by changing the status.