Go-Live Checklist for a New Tenant

1. What you will do

Check that a new tenant has the minimum data to run the full path: receive -> putaway -> pick -> pack.

2. Before you start

• The installer finished the platform part (section 3).
• You can sign in as an administrator.
• You read 00-README.md, so you know what is not available.

3. Platform part (done by the installer)

#	Item	Check	Source
P1	The databases are migrated (enterprise, app, meta-ui).	app-server check-dependencies prints app-server dependencies are valid.	app-server/src/cli.rs
P2	The configuration is valid.	app-server check-config prints app-server configuration is valid.	same
P3	At least one warehouse exists: a schema plus a row in enterprise.warehouse.	A user can see the warehouse after sign-in.	03-warehouse-structure.md, section 1
P4	The RBAC seeder ran.	The Permission Matrix shows rows for all six roles.	wms-lib-auth/src/authorization/seeder.rs
P5	The first administrator exists.	You can sign in.	Section 6, finding F1.
P6	REPORTS_SERVICE_URL and REPORTS_JWT_SECRET (32 bytes or more) are set for the web UI.	Sidebar > Reports shows the catalogue.	08-reports-and-dashboards.md
P7	LABEL_RENDERER_URL points to the renderer.	A test label renders.	07-printing-and-labels.md
P8	The public WMS address uses HTTPS and the services run in production cookie mode.	App-server has SERVICE_ENV=production; web-ui-server has UI_SERVICE_ENV=production. A successful login returns auth-token and wms-session-id with Secure; SameSite=Lax.	../reference/administration/92-sign-in-passwords-and-sessions.md

4. Data checklist

Legend: Seeded = the migration creates it. Create = you must create it. N/A = not available.

4.1 People

#	Item	Status	Where	Notes
1	Administrator, manager, supervisor, operators.	Create	Enterprise > Users & Roles > Users	02-users-roles-permissions.md, section 3.
2	Warehouse and role for each user.	Create	tab Warehouses & Roles	One Default per user.
3	Operators for the floor: RF device login on.	Create	user card	Operators come only from users with this switch on.
4	Role rights reviewed.	Review	Permission Matrix	OPERATOR can edit locations, SKUs and pack items by default.
5	A supervisor user for overrides.	Create	SUPERVISOR role	Close with discrepancy needs it.

4.2 Structure

#	Item	Status	Where	Notes
6	Putaway zones.	Seeded: DOCK, RACK	Topology > Putaway Zones	Replace or add your own. New locations default to zone DOCK.
7	Special locations.	Seeded: STAGE, PICKTO, LOST, QC, DAMAGE, RTV, RETURN, INTRANSIT, UNKNOWN, DOCK	Topology > Locations	Do not delete STAGE, PICKTO, LOST, DAMAGE, INTRANSIT: zones and code refer to them by name.
8	Storage locations.	Seeded demo: 96 locations A-01-0 to D-06-3 (types Case, Pick)	Topology > Locations	Replace with your real map: use Generate.
9	A Door location (dock door).	Create	Locations	No Door location is seeded. Needed only if you choose Door as a drop type.
10	A Pack location for each pack station.	Create	Locations	No Pack location is seeded.
11	Work area with zones and a pack station.	Create	Topology > Work Areas	None is seeded.
12	Equipment profiles (if lifts are used).	Create	Topology > Equipment Profiles	None is seeded.
13	Operator task rights.	Create	Task Manager > Operators	One row per operator, task type and area. Without it: "you have no right to take Pick tasks ...".

4.3 Master data

#	Item	Status	Where	Notes
14	Owners, suppliers, carriers, customers.	Seeded demo: OWNER001/002, SUPP001-003, CARR001/002, CUST001/002	Owners	Replace the demo names.
15	Owner WH Settings.	Seeded for the owners that have a row	owner card	Set the default putaway policy.
16	Units of measure.	Seeded: 32	Code > Code List (UOM)	Not available as a screen for classes and factors.
17	Pack hierarchy.	Seeded: STD (PL > CS > IP > EA)	Packs	Create your own packs.
18	SKUs with weight, cube and pack.	Seeded demo: NOLOT	SKU	Weight and cube are needed for cartonization.
19	SKU barcodes.	Create	SKU barcode list	RF scanning needs them.
20	Lot policy.	Seeded: STD, NOLOT	Policy > Lot Policy	Set dates and attributes you need.
21	Serial config for serial SKUs.	Create	SKU tab Serial Tracking	Only when needed.
22	Custom attributes.	Optional	Attributes

4.4 Inbound

#	Item	Status	Where	Notes
23	Receipt policy.	Seeded: STD (allows everything, no quantity check)	Policy > Receipt Policy	Make a stricter one if needed.
24	Hold codes.	Seeded: 16	Code > Hold Codes
25	Damage actions per owner.	Seeded: Minor None, Major Hold, Total Reject	owner WH Settings > Receiving
26	Putaway policy with steps.	Seeded policy STD has no steps	Policy > Putaway Policy	You must add at least one step, then set it as the owner default.
27	Settings: PUTAWAY_RESERVATION_TTL_MIN, ALLOW_CLOSE_WITH_DISCREPANCY, MOVE_HOLD_POLICY.	Seeded	System Settings

4.5 Outbound

#	Item	Status	Where	Notes
28	Order type.	Seeded: SO	n/a	No screen or API creates more.
29	Allocation policy.	Seeded: STD (published, one Firm step)	Policy > Allocation Policy	Duplicate it to change it.
30	Cartonization policy.	Seeded: STD with BOX-S, BOX-M, BOX-L	Policy > Cartonization Policy	Match the boxes to your real boxes.
31	Picking policy.	Seeded: DISCRETE (published)	Policy > Picking Policies
32	Pick short reasons.	Seeded: SHORT, LPN_NOT_FOUND, WRONG_LOCATION	Policy > Pick Short Reasons
33	Replenishment policy.	Seeded STD placeholder		N/A: Not available in the current version. The SKU form still needs one.
34	Wave policy.	None	API only	Optional.

4.6 Printing

#	Item	Status	Where	Notes
35	Label definitions and templates.	Seeded: 6	API	lpn_id_label, handling_unit_label, shipping_label are used by code.
36	A printer configuration.	None	API	Needed to print.
37	A Warehouse printer assignment.	None	API / form not in menu	Without it: no label prints.

4.7 Integration and reports

#	Item	Status	Where	Notes
38	Internal subscribers on.	Seeded on	Enterprise > Integration > Subscribers	Keep quark_outbound_execution and quark_inventory_count active.
39	IPaaS subscriber.	Seeded off	Subscribers	Turn on after IPaaS runs.
40	Report catalogue loaded.	Install step	report service	16 reports.
41	Dashboard rail.	Seeded row with empty rail	Control Center > Board Settings	Pick six metrics.

4.8 Not available

Shipping confirmation, loading, replenishment: Not available in the current version. The packing action Repack is available on the RF terminal. Plan your process so that the goods leave after Picked or after packing, outside the product.

5. Dry-run test (receive -> putaway -> pick -> pack)

Steps

1. Create a receipt: Sidebar > Inbound > Receipts > New. Add one line for a test SKU.
2. Receive on the RF terminal (or the web Receive window).
3. Check that stock appears in Inventory Balances > Balances.
4. Run putaway on the RF terminal. Check that a location is suggested. If not: A policy with an empty pipeline suggests nothing. Add steps.
5. Create an order: Sidebar > Outbound > Orders > New. Add a line.
6. Click Allocate. Check the tab Picks. Check the tab Cartons.
7. Click Release. Check Task Manager > Task Board.
8. Pick on the RF terminal with an operator who has task rights.
9. Pack at the pack station on the RF terminal. Check that the shipping label prints.

What you should see

• Balances move from the receiving location to storage, then to a pick-to location, then into a carton.
• The order status reaches Picked.

If something goes wrong

Symptom	Likely cause	Fix
No putaway suggestion.	Policy has no steps.	Section 4.4, item 26.
Allocation reserves nothing.	No stock, or the policy steps do not match, or stock is held.	Check stock, steps and holds.
Cartonization exceptions on the order.	SKU has no weight or size.	Fill weight and cube.
"you have no right to take Pick tasks".	No task permission.	Item 13.
No label.	No printer assignment or renderer.	Items 36 and 37.

6. Findings about missing or unverified seeds

#	Finding	Evidence
F1	Fixed (F-01, commit 29c0cd6d7). app-server bootstrap-admin now creates the user through UserBmc::create and gives it the ADMIN role in the first warehouse. Before the fix the insert failed on every installation.	wms-lib-core/src/model/initial_admin.rs.
F2	There is no way in the web UI or API to create a warehouse.	warehouse_rpc.rs has two read methods.
F3	The wms-app baseline carries demo data (owners, 96 locations, one SKU, one pack). It lands in every new warehouse schema.	wms-app/migrations/001_baseline.sql (INSERT INTO owners, location, sku).
F4	The seeded putaway policy has no steps.	putaway_policy_detail has 0 rows after migration.
F5	No Door, Pack, work area, equipment profile, printer, wave policy or handling unit type is seeded.	Row counts after migration.
F6	The order type list cannot grow.	Only get/list/count_order_type exist.
F7	Fixed (F-03, commit 5cb291af1). Locked and Disabled users cannot sign in, lose open sessions and cannot use API keys.	wms-lib-auth/src/user_status.rs, wms-lib-web/src/middleware/mw_auth.rs.
F8	Printer assignment form is not reachable from the menu.	No menu item or tab opens printer_assignments_list_form.
F9	The sign-in message says 8 characters, the rule says 6.	http_params.rs.