Welcome to pixi. This article is directed at all new customers and users to provide you with an easy to follow step-by-step guide when installing pixi for the first time. In the overview, the necessary preparatory measures for launching the software are explained in eight steps. The overview can be found on the left-hand side and should serve you as a guide. If you have any questions, or if you run into problems when carrying out any of the steps, our Integration Team will be happy to help you. You can contact us by e-mail at pixi.installation@descartes.com.
Step 1 – Installation pixi
When the database has been set up and when you have received the login data from us, you can start the installation of the software. First, please install the individual pixi clients onto the designated workstations:
When this is done, please define the following settings:
Please make sure that all the PCs you have selected to run pixi have admin rights. If this is not the case, please proceed as follows:
Step 2 – Installation Hardware
This step contains instructions to guide you through the installation of special hardware recommended by pixi. Here you will find out everything about the necessary barcode and label printer, the hand scanner and the mobile data acquisition device.
Here you will find instructions to guide you through the installation and configuration of the label printer:
If you use the pixi Mobile, please proceed as follows:
Next in line are the hand scanners:
If you are using the pixi POS, you will find instructions for configuring the cash drawer:
Configuration and Connection of Cash Drawer for pixi POS Cash Register System (optional)
Step 3 – Configuring pixi
When the hardware has been successfully put into operation, you can now adapt the hardware to pixi and your individual requirements. First and foremost, this step is there to choose the printer settings correctly so that the labels and barcodes are printed properly. It also explains how user management works. If you are using the pixi POS, you will find help with the setup. The following articles are provided as to support you in setting up the printer settings:
Following settings need to be defined, if the printer you are using has multiple paper feeders:
Assign printer compartment in the invoice template
Next, you will learn how to create different users in pixi and assign different rights to them.
If you are using pixi POS do as follows:
Configuration POS Cash Register System
For invoices, delivery notes and goods returns slips we provide ready-made templates. Smaller adjustments are often made by our Integrations team. The following article describes how to performe customizations using the Template Editor:
Step 4 – Setting Up the Storage Space
Step 4 covers the core part of our software, the warehouse management. Here you will find everything you need to know how to create, label and set up the storage bins. How to set up the warehouse correctly can be found in the following article. Of course, our pixi Integration team will lend you a helping hand here.
Once the warehouse is configured, the only thing left to do is to label the storage bins.
Step 5 – Interfaces
Before you go live with pixi, you should have taken care of following preparations:
Preparations Online Shop
If you have bundled items in your assortment, please have a look at the following article:
Step 6 – Preparation Appointment
As stated in your personal project plan, next up is the preparation appointment when an employee of our company plans and implements the connection to shipping vendors, invoice layouts, adaptations of emails as well as setting up the warehouse infrastructure, etc. Before this date, please make sure that the logistic software you received beforehand from your shipping vendor has already been installed on the shipping computer. Our employee will then connect the shipping service provider(s) to pixi.
In order to get an overview of the day-to-day operation, read the following article for further insight. Our staff on-site will of course be able to explain everything step by step.
Step 7 – Inventory
Now, one of the last and more important steps - the inventory.
Step 8 – System Launch
If you have worked through all steps together with us, then you are now ready for system launch and in-house training sessions. You will also find the scheduled date for the system launch in your personal project plan.
The prerequisite is that all steps have been carried out successfully and that you have completed the inventory in time to receive your training.
Please send us the filled in and signed checklist for installation preparation (pdf) at least five days before launching your new system. This checklist is part of your personal welcome pack. In this checklist, you will find a summary of the most important preparation steps.