The Warehouse Settings page is where you configure all aspects of the plugin – portal URLs, portal appearance, email notifications, shipping carriers, bin location imports, demo data, and workflow statuses. Only WordPress Administrators can access and change settings.
Location: Go to Warehouse → Settings in your WordPress admin panel. You must be logged in as an Administrator.
Section 1: Portal URLs
This section shows the three web addresses your warehouse team uses to access the portal. These are read-only display fields – they show you the current URL and you can click them to open the portal.
| URL | What It Is | Who Uses It |
|---|---|---|
Login URL |
The page where warehouse staff enter their username and password to access the portal. |
Share with all warehouse staff. This is the URL they bookmark on their tablets or computers. |
Orders URL |
The main Kanban order board. Staff are redirected here automatically after logging in. |
Staff are taken here automatically after login. Managers can bookmark this directly if they want to skip the login page (if already logged in). |
Completed URL |
The Completed Orders archive page – shows all fulfilled orders. |
Share with managers who need to look up past orders. |
Portal Style
Choose how the order board displays orders. This affects the visual layout of the portal for all users.
| Style Option | Description | Best For |
|---|---|---|
Board (Kanban) |
Orders displayed as cards in horizontal columns – one column per status. The classic Kanban view. |
Warehouses that want a visual pipeline overview and easy drag-to-update workflow. |
List |
Orders displayed in a flat, scrollable list – more data visible per order, less visual column layout. |
Warehouses with many orders where column cards become too small to read, or teams that prefer a spreadsheet-like view. |
Orders per Screen
Controls how many orders are loaded per batch on the order board and completed orders list. Options: 10, 20, 50, 100 orders per screen. The default is 20.
If your warehouse is busy and you have 50+ active orders, consider increasing this to 50 or 100 so managers can see all orders without clicking “Load More.” However, higher numbers make the page slightly slower to load – choose based on your typical order volume.
To change the portal URL slug (e.g., change /warehouse/ to /fulfillment/), click the “Change portal URL slug” link, which takes you to WordPress Settings → Permalinks where the slug is configured.
Section 2: Status Emails
Configure which warehouse statuses trigger an email notification and where those emails are sent. See Email Notifications for full details on how status emails work.
| Setting | Description |
|---|---|
Enable/Disable per status |
Toggle whether an email is sent when an order reaches each warehouse status. You can enable emails for some statuses and disable for others. |
Recipient email address |
The email address(es) that receive the status notification. You can enter multiple addresses separated by commas. |
Section 3: Demo Orders
The Demo Orders section lets you create fake test orders on your warehouse portal. This is useful when you are setting up the portal for the first time and want to see how it looks with orders on the board, without placing real WooCommerce orders.
| Option | What It Does |
|---|---|
Create Demo Orders |
Generates a set of sample WooCommerce orders pre-distributed across different warehouse statuses so you can see the board filled with example cards. |
Remove Demo Orders |
Deletes all the sample orders that were created by the demo tool. Use this when you are done testing and ready to go live with real orders. |
Always remove demo orders before your store goes live. Demo orders are real WooCommerce orders that will appear in your order reports and may trigger emails to customers if left active.
Section 4: Bin Import
The Bin Import section is where you bulk-upload bin locations for your products via CSV. This is a faster way to add bin locations to many products at once instead of editing each product individually.
See Bin Locations for a full step-by-step guide on how to prepare and upload a bin locations CSV file.
| Field | Description |
|---|---|
CSV File Upload |
Select your CSV file. Must have at minimum two columns: product SKU (or product ID) and bin location. |
Import Button |
Starts the bulk bin location import. The plugin matches each CSV row to a WooCommerce product by SKU and saves the bin location. |
Section 5: Shipping Carriers
Manage the list of shipping carriers available in the carrier dropdown when adding tracking to an order. The default carriers (USPS, UPS, FedEx, DHL, Other) are pre-configured. You can add custom carriers or remove ones you don’t use.
| Field | Description | Example |
|---|---|---|
Carrier Name |
The display name shown in the dropdown on order detail panels. |
Australia Post, Royal Mail, DPD |
Tracking URL Template |
The carrier’s tracking URL with %s as a placeholder where the tracking number goes. The plugin replaces %s with the actual tracking number to create a clickable link. |
https://auspost.com.au/mypost/track/#/details/%s |
Delete button |
Removes the carrier from the list. Note: the “Other” carrier cannot be deleted – it acts as a fallback for any carrier not in the list. |
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See Shipping & Tracking for instructions on adding a custom carrier.
Section 6: Order Statuses
Create, edit, reorder, and delete your warehouse workflow statuses. These statuses become the columns on the Kanban order board.
See Workflow Statuses for a full guide on managing statuses.
| Field | Description |
|---|---|
Status Name |
The label shown on order cards and as the column header on the board. Keep it short and action-focused. |
Colour |
The colour of the status badge on order cards and the column header. Choose a distinct colour for each status. |
Drag handle |
Drag rows up or down to reorder statuses. The order here determines the order of columns on the board. |
Delete button |
Removes the status. Cannot delete the “Complete” status – it is required for the archive to function. |
Settings Tips
- After making any changes to settings, always click the relevant Save button for that section. Different sections have their own save buttons – changing carriers and statuses requires separate saves.
- After saving new portal URL slugs, go to WordPress Settings → Permalinks and click “Save Changes” (even without changing anything) – this flushes the URL cache and ensures the new slug works correctly.
- Keep the Portal Login URL saved somewhere accessible (e.g., your company intranet or Slack channel) so you can quickly share it with new team members without going back into Settings every time.