OrderWise Training: How to Train Your Warehouse Team on OrderWise ERP

Train your warehouse team on OrderWise with visual guides combining video, screenshots, and written steps. Preserve inventory and order management knowledge.

Yuval Karmi
May 17, 2026

If you manage a warehouse team running OrderWise, you already know the gap between “the software can do it” and “my team actually knows how to do it.” Figuring out OrderWise training is one of those things that never feels urgent — not until your best warehouse person hands in their notice and suddenly nobody knows how to run a stock take or process a return in your OrderWise ERP.

I’m Yuval, founder of Glitter AI. Through building a tool that helps teams create training guides from screen recordings, I’ve talked to dozens of OrderWise teams who all describe the same problem. Not because the people are bad at their jobs, but because ERP systems like OrderWise are dense. Hundreds of screens. Dozens of workflows. A thousand little decisions that experienced operators make on autopilot. And none of it is written down.

That’s what this post is really about. Not a generic “how to use OrderWise” tutorial. You can find those. This is about building a training system that survives turnover, scales with your team, and actually gets used.

Why OrderWise Knowledge Is So Fragile in Warehouses

Warehouse operations have some of the highest turnover rates in any industry. The work is physical, the pace is relentless, and the people doing it tend to be the first to leave when something better comes along. That’s not a judgment. It’s just how it is.

The problem is what walks out the door with them.

Your senior warehouse operator doesn’t just know how to click buttons in OrderWise ERP. They know that Supplier X always ships light, so you verify counts twice during goods receiving. They know Bin 4C is prone to misplacement errors because the labels are faded. They know the stock report needs to be run before 9am or the overnight sync data won’t show up.

This is undocumented know-how at its most dangerous. Operational intelligence that lives entirely in people’s heads. Every time someone leaves, you lose a piece of it.

The Real Cost of “Just Ask Dave”

Every warehouse has a Dave. The person everyone goes to with questions. “How do I adjust this inventory discrepancy?” Ask Dave. “What’s the process for a partial goods receipt?” Ask Dave. “Why is this purchase order showing the wrong status?” Dave knows.

Dave is a single point of failure.

When Dave is on holiday, things slow down. When Dave leaves, things break. And nobody realizes how much Dave was holding together until he’s gone. The hidden cost of undocumented processes in a warehouse isn’t some abstract concept. It shows up as missed shipments, inventory errors, and customers who don’t get their orders on time.

Why Traditional OrderWise Training Fails for Warehouse Teams

Teams have tried pretty much every approach to documenting warehouse processes. Most of them fall apart for reasons that are specific to how warehouse software actually gets used day to day.

Written SOPs Miss the Visual Context

OrderWise ERP is a complex, screen-heavy application. A written procedure that says “Navigate to Stock Control, select the relevant warehouse location, and initiate a new stock take” assumes the reader already knows where Stock Control lives in the menu, which warehouse location codes mean what, and what “initiate” actually looks like on screen.

For an experienced user, that sentence is fine. For someone on their second day? It might as well be in another language. Warehouse ERP interfaces are dense. Grids, dropdowns, status indicators, and action buttons all competing for attention on every screen. Text instructions alone just can’t bridge that gap.

One-on-One Training Doesn’t Scale

The most common training method I see in warehouses is shadowing. New person follows experienced person around for a week. It works, sort of. The new person picks up the physical layout and some OrderWise basics. But they can’t possibly absorb every workflow in five days.

Meanwhile, the experienced person just lost a week of productivity. In a busy warehouse, that’s a real cost. Multiply it by every new hire and every role change, and you’re spending serious money on training that’s inconsistent, unrepeatable, and completely undocumented.

Screenshots Go Stale Fast

OrderWise, like any actively developed ERP, updates its interface regularly. Screenshots you took six months ago may not match what a new hire sees today. And once a trainee spots one outdated screenshot, they lose trust in the entire document. “If this is wrong, what else is wrong?”

A Better Approach to OrderWise Training: Record It, Get a Guide

Here’s what actually works. Instead of choosing between video, screenshots, or written steps, use all three. Generated from a single recording.

With Glitter, you open OrderWise, hit record, and walk through a workflow while talking through what you’re doing. The same way you’d explain it to someone sitting next to you. When you stop recording, Glitter generates a complete training guide: the video, annotated screenshots of each key step, and written instructions. All from that one take.

Having built Glitter, I’ve watched our best teams document 5+ different operational workflows. The ones who stick around aren’t creating one guide. They’re building an entire knowledge base. That’s the real shift. It’s not about making a training video. It’s about capturing how your warehouse actually operates, one workflow at a time.

The OrderWise Workflows You Should Document First

Don’t try to boil the ocean. Start with the workflows that hurt most when someone doesn’t know them. Here’s the inventory management training priority list I’d recommend for any warehouse team running OrderWise.

1. Processing Sales Orders

This is the heartbeat of your operation. In OrderWise, sales order processing means pulling up customer orders, checking stock availability, allocating inventory, and pushing orders through to the pick-pack-ship pipeline. Every step has decision points that experienced operators handle instinctively.

2. Managing Purchase Orders

Purchase orders in OrderWise cover everything from raising a PO with a supplier to tracking delivery dates, handling partial shipments, and reconciling what was ordered versus what arrived.

3. Goods Receiving

When stock arrives at your warehouse, the goods receiving process in OrderWise needs to happen quickly and accurately. You’re matching deliveries against purchase orders, checking quantities, flagging discrepancies, and booking stock into the right warehouse locations.

4. Pick, Pack, and Ship

The pick-pack-ship cycle is where OrderWise’s warehouse management features really come into play. Automated pick assignments, barcode scanning, packing verification, and dispatch label generation all need to flow without hiccups.

5. Stock Takes and Inventory Counts

Inventory management training often starts here. Whether you run full stock takes or cycle counts, the process in OrderWise involves generating count sheets, recording physical counts, reviewing variances, and posting adjustments.

6. Inventory Adjustments

Stock doesn’t always match. Damaged goods, miscounts, returns that didn’t get processed. There are a dozen reasons you might need to adjust inventory in OrderWise.

7. Returns Processing

Returns are messy. In OrderWise, processing a return means creating a return authorization, receiving the goods back, inspecting them, deciding whether to restock or write off, and issuing credit.

8. Warehouse Bin Management

OrderWise lets you manage stock at the bin level, meaning you can track exactly where every item sits in your warehouse.

9. Running Stock Reports

OrderWise’s reporting is powerful but underused. Most teams run the same two or three reports and ignore the rest because nobody showed them what’s available.

How to Structure Your OrderWise ERP Training Program

Creating guides is step one. Organizing them so people actually use them is step two.

Organize by Role

Your warehouse has different roles with different OrderWise ERP needs.

Layer the Complexity

Start every workflow with the standard happy path. Then create additional guides for exceptions and edge cases.

Make Updates Easy

Here’s the real advantage of the record-and-generate approach. When OrderWise updates its interface or your process changes, you just re-record the affected workflow.

Why Video + Screenshots + Written Steps Work Better for OrderWise Training

I want to make a specific case for multiformat warehouse management training, because it matters more here than in most settings.

When you record an OrderWise walkthrough with Glitter, you get:

• The video captures the complete flow, mouse movements, and your verbal explanations of why each step matters.
• The annotated screenshots show exactly which buttons to click, which fields to fill, and what the screen should look like at each stage.
• The written steps give a scannable checklist that operators can follow alongside OrderWise in real time.

Getting Started This Week

You don’t need a big project plan. Here’s how I’d start:

1. Today: Identify your “Dave.”
2. This week: Have Dave record that workflow in OrderWise using Glitter.
3. Next week: Pick two more high-pain workflows and record those. Share all three with the team.
4. This month: You should have 5-8 core guides covering your most critical OrderWise workflows.

Frequently Asked Questions

How long does OrderWise training take with Glitter?

Most OrderWise ERP workflows take 5-15 minutes to record, depending on complexity.

Do I need to be an OrderWise ERP expert to create training guides?

You should be comfortable with the workflow you're recording, but you don't need to know every feature.

What OrderWise workflows should I document first for warehouse management training?

Start with the workflows that generate the most questions: sales order processing, goods receiving, and pick-pack-ship.

How do I keep OrderWise training guides updated when the software changes?

With Glitter, you simply re-record the affected workflow. One new recording regenerates the entire guide.

Can I create inventory management training guides for OrderWise barcode scanning workflows?

Yes. Record the screen while demonstrating the barcode scanning process in OrderWise.