HandbookStart here
Your daily admin routine
A calm operating rhythm for checking the business, handling orders, updating the storefront and closing the day without bouncing randomly between apps.
How it works
Begin with problems that can block orders or shipping.
- 1Open DTC Manager → Operations. Confirm the latest catalog sync completed, delivery queues are moving, and there are no open reconciliation incidents.
- 2Open Medusa Admin → Orders. Review new, paid, unfulfilled, canceled and partially refunded orders.
- 3Open WMS Admin → Overview. Review receiving work, unlocated stock, open outgoing shipments and inventory warnings.
- 4If something disagrees across apps, stop and use the incident guide before retrying or editing anything.
Green pages are not enough. A healthy morning check means the queues are clear and the same order or stock movement agrees across the owning systems.
- 1Use Medusa Admin for the customer, payment and order record.
- 2Use WMS Admin → Outgoing for picking, packing, shipment and tracking work.
- 3Return to Medusa Admin to confirm the shipment status came back after the warehouse update.
- 4Use DTC Manager → Operations only when the handoff is delayed, failed or needs reconciliation.
- 1Use WMS Admin → Catalog for product identity, variants, SKU/barcode data and source media.
- 2Use DTC Manager → Products for customer-facing copy, SEO, recommendations, pricing presentation and publication.
- 3Use DTC Manager → Storefront Editor for homepage blocks, collections, navigation, pages and promotional presentation.
- 4Check the live Storefront as a customer would. Do not use the Storefront as proof of inventory, payment or order state.
- 1Find the customer and order in Medusa Admin.
- 2For shipment questions, open the matching outgoing shipment in WMS Admin.
- 3For a return, start the VaultStage return action from the Medusa order. Wait for WMS inspection before a normal refund or restock.
- 4For wholesale customers or wholesale orders, switch to Sales Portal instead.
- 1In Medusa Admin, account for every paid order: shipped, actively being fulfilled, canceled through the approved flow, or attached to a known incident.
- 2In WMS Admin, account for open receiving and outgoing work. Do not leave physical work represented only by a note.
- 3In DTC Manager → Operations, confirm no new queue item or reconciliation incident is stuck.
- 4Use DTC Manager → Audit when you need to confirm who changed or retried something.