Analytics

The Reports area in BladePRO provides access to flexible datasets across a range of records that help you analyse performance trends and provide an interface to export data for deeper analysis. Here's everything you need to know about Reports.

Exploring Reports

The BladePRO Dashboard pulls together warehouse, sales, inventory, and purchasing data so you can see an overview of relevant information at a glance, without jumping between multiple reports. Here's how to find your dashboards on BladePRO.

Viewing your dashboard

Your Dashboard is made up of a variety of data widgets which can be customised to suit your needs. Change the view of your Dashboards page by selecting which data fields are visible and organising the page layout, making it easier to see the data which matters most.

Customising dashboards

You are able to create multiple dashboards in BladePRO to help your keep data organised and monitor KPIs at a glance.

Creating a new dashboard

BladePRO

API docs

System status

Getting Started

BladePRO is our fulfilment operating system that keeps stock and orders organised and moving smoothly through our warehouse. This guide helps you understand BladePRO's core features and get your team started quickly.

Getting started on BladePRO

This guide will walk you through logging in to BladePRO - perfect for first-time users or anyone who needs a quick refresher.

Logging in

The Account Health Check page gives you a complete overview of your warehouse operations, highlighting issues that need attention and providing real-time order metrics. 

Reviewing your account health

Multi-Factor Authentication (MFA) requires users to provide 2 methods of verification before signing them in to BladePRO, providing a second method of verification beyond just a username and password.

Setting up Multi-Factor Authentication (MFA)

Stay informed about important changes to your warehouse orders with BladePRO notifications. You can customize which alerts you receive and how you receive them, ensuring you never miss critical updates.

Managing notifications

Orders

While most orders connect automatically from your connected sales channels to BladePRO, you'll sometimes need to create orders manually. This article shows you how to create a new order directly in BladePRO.

Creating an order

All orders in BladePRO are assigned a status depending on what stage they are at in the warehouse cycle. You can locate a specific order from the Order List page. 

Understanding order statuses

Use the Quick search or Filter options to find specific orders quickly and efficiently in BladePRO.

Finding an order in the Order List

Preparation guidelines are instructions given to despatchers to help communicate specific requirements for an order such as fragile handling, gift wrapping, or custom packaging.

Adding preparation guidelines to orders

Third party deliveries may require a booking in reference and delivery date before dispatch - this needs to be flagged in BladePRO. Read our handy guide to learn how to tag this in your orders.

Adding a Booking-in Required tag to an order

Address Lookup helps you to find complete shipping addresses using partial information, allowing you to fix invalid addresses that are blocking your orders from processing.

Using Address Lookup to find a shipping address

You can change the warehouse fulfilling your order if you need to redirect shipments from a different location, or when your preferred warehouse is unavailable.

Changing a warehouse

Splitting a goodsout shipment is the process of dividing an order into separate shipments. This may be required if not enough stock is available in a single warehouse for an order. 

Splitting a shipment

Some products automatically upload documents to an order automatically when they are added to an order, but in some cases you’ll need to upload attachments them manually. 

Adding attachments to an order

Tags and attributes help to classify and categorise orders in BladePRO. They can be used to flag specific features about an order and filter searches in the Order List page. 

Adding and creating tags

Attributes are specific characteristics, traits or data points that help to further identify and categorise an order, such as if the composition of the order is of single, double or mixed SKUs. 

Adding attributes

Holding an order pauses it from moving forward in the warehouse cycle. Orders can be placed on hold or taken off manually if required.

Manually holding/unholding an order

The order timeline shows the journey of the order through the warehouse cycle since its creation. This article will show you how to find the order timeline, add messages to the order timeline and use filters to refine it.

Managing order timelines

Products

This guide will walk you through the steps for adding a new product (SKU) into BladePRO.

Adding a new product

A bundle (also called an Existing inventory or Virtual Product) is a group of existing products which are ordered together. They may be used seasonally to streamline warehouse operations for popular combinations of products. When you create a bundle in BladePRO, you're defining which products should be packaged and shipped together as a single unit.

Creating a bundle

You can upload products in bulk into the BladePRO product list using a CSV template. Read our quick guide to learn how.

Bulk importing products

Product classification tags help dispatchers handle products correctly by highlighting attributes like fragility or perishability. These tags ensure the warehouse knows how to properly store, handle, and ship each product in your inventory.

Inputting product classification tags

It's important to keep customs information up to date so that international orders have accurate details for customs clearance. This page explains how to update Customs Descriptions, Country of Origin, Nominal Value and HS Codes.

Updating product customs information

Product instructions help warehouse operatives to pick and pack products correctly by providing specific guidelines such as if an item is fragile and requires special handling. 

Adding product instructions

Quickly locate specific products in BladePRO using the Quick Search bar or advanced filtering options. 

Finding a product in the Product List

Purchase Orders

This handy guide will walk you through everything you need to know about manually creating a purchase order on BladePRO.

Creating a purchase order

Arranging a goodsin shipment is the process of preparing to receive purchase order goods into our fulfilment centre. Here's everything you need to know before arranging your PO shipment.

Arranging a goodsin shipment

Returns

If a customers wishes to return a product they can initiate the return themselves through the Returns Portal. This is automatically captured by BladePRO so that when the item is received at the warehouse it can be easily processed. However a return may need to be created manually.

Managing returns

Inventory Management

The Product Stock page gives you a full breakdown of your inventory, listing on-hand stock, available stock and expected stock, so you can easily monitor your inventory levels.

Viewing your product stock

Landed prices are the total cost of a product once it has arrived at the warehouse, including shipping, handling and customs fees. 

Reviewing landed prices for a product

Allocations are used to reserve available stock in the warehouse to fulfill a pending order. Viewing allocations can be useful to see a list of all pending orders including a specific product.

Reviewing product allocations

Shipments are goodsout orders that have been dispatched from the warehouse. Viewing shipments can be useful to see a list of all orders including a specific product for different product channels.

Viewing shipments for a product

Batch codes are unique identifiers used to group items that are produced, received, or handled together. You can view a product’s batch codes on the Product Stock page in BladePRO.

Managing batch codes

Settings

Price lists on BladePRO are .CSV documents listing your products and their unit cost. Price lists can be used to make orders for more efficient by pre-populating SKU unit costs for an order. You may need to have specific price lists for retailers with pre-agreed pricing.  

Managing Price Lists

The Tag Manager allows you to view and manage all of the tags which are used to categorise products and orders across your account in BladePRO. From the Tag Manager you can see usage data, edit tags and delete them if needed.

Using the Tag Manager

Harmonised System (HS) Codes are a numerical identifier used to classify and identify products during customs for international shipping. HS Codes are mandatory for all commercial international shipments to ensure the correct calculation for any duties or taxes and prevent unauthorised restricted shipments. 

Managing HS Codes

Instead of inputting address information manually for an order, the Address Book allows you to pre-populate the address and contact information for a previously saved contact, streamlining the order process. From the Address Book you can add, remove or edit contacts. 