1
Check your company details
Have your company name, organization number, address, and contact details ready when you go through the basic settings. Use clear and consistent names so the business and its parts are easy to recognize as more people start working in Leara.
2
Assign a setup owner
Appoint one person to coordinate the configuration. Involve colleagues from store, warehouse, and administration to make sure the setup matches how you actually work. Also decide who needs to be involved when the business system is connected and data is verified.
3
Plan your stores and warehouses
List the locations where you sell, store, and ship goods. This can be a central warehouse, a physical store, or several stores with their own stock levels. The structure should make it clear where goods are and where work is performed. A store can be both a sales location and a place where orders are picked.Choose names that are easy to tell apart, such as “Central Warehouse”, “Store Gothenburg”, and “Store Stockholm”. Use names already used in your business if possible.
4
Separate sales channel from warehouse location
The sales channel shows where an order comes from. The warehouse location shows where the goods are. They do not have to be the same place. An order from e-commerce can be picked from the central warehouse or a store. Keep both sales and physical goods handling in mind when planning the structure.
5
Check what already exists in your business system
If warehouses already exist in your business system, check what is imported when the integration is connected. This helps you avoid creating the same warehouse in multiple places.