Set Up Your Facility Profile

Where to find it: Master Data → Facilities → [your facility] → Profile The facility profile is the source of truth for everything Owlery needs to know about a physical site — where it is, who to contact, what carriers should know before arriving, and how its docks are set up. Several other features (confirmation emails, dock scheduling, driver check-in) pull from this profile, so keeping it accurate pays off everywhere.

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Open Your Facility Profile

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What to Fill In

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Address

The street address Owlery uses on appointment confirmation emails and for distance/ETA calculations.

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Facility Notes

Free-form notes that carriers see on every appointment confirmation email. Use this for things like:

• Check-in instructions (which gate, where to park, who to call on arrival)
• Paperwork requirements (BOL, packing list, seals)
• Anything else a driver needs before they pull in

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Facility Contacts

The people at your facility responsible for receiving and shipping. Contacts you add here are automatically included on appointment confirmation emails, so add anyone who needs visibility into the day’s dock activity (managers, dock leads, shared group inboxes).

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Shared Mailbox

A single team inbox, such as docks@yourcompany.com, for appointment emails. When it’s set, appointment status and change emails go to the shared mailbox instead of your individual facility contacts. See Appointment Emails.

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Docks

List each dock door at the site and its label or number (for example, 1–7). Dock labels show up throughout the scheduling UI, so use the names your team actually uses on the floor. Click + Add above the dock list, then choose how to add them:

• Add One: add a single dock.
• Add Multiple: add a numbered run of docks at once. Fill in:
  • Prefix (optional): text before each number. Dock- gives you Dock-1, Dock-2, and so on.
  • Count: how many docks to add.
  • Start number: the first number in the run. To add docks 8 through 12, set Count to 5 and Start number to 8.

For either option, tick the Dock capabilities the docks support, Pickup, Dropoff, or both, then click Add Docks.

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Drop Trailer Docks

Mark a dock as drop trailer if a carrier keeps a trailer parked at it (for example, UPS and FedEx trailers that stay overnight). Drop trailer docks are excluded from normal live-load scheduling so the same slot can’t be double-booked.

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Dedicated Pallets Only

Turn on Dedicated Pallets Only if the facility requires every SKU on its own pallet. Owlery then won’t build mixed pallets for any shipment picking up or dropping off at this facility, even for SKUs that would normally share one. For how mixing works, see How Mixed Pallets Are Built.

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Your Customers

Add a customer here to give their team a Customer Portal, where they can see their orders and book their own dock appointments.

1. Go to Master Data → Facilities → [your facility] → Customers.
2. Add the customer with their company email domain (for example, acmefoods.com).

The customer shows in the list. Anyone who signs in with an email at that domain now sees the Customer Portal. You don’t create individual user accounts. To show them how it works, send them Using Owlery with Your Warehouse. Owlery uses the email domain to match the people who book with you to the right customer. It uses the orders it reads from your WMS to tell which customer each order belongs to.

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Related Settings

• Set up dock appointment settings: operating hours, appointment length, booking rules, and notifications.
• Check in a driver: how arrivals and late reasons flow through the dock schedule.