Lot Wizard Setup Checklist: Get Started in Under 30 MinutesGetting Lot Wizard configured quickly and correctly saves time, prevents data errors, and helps your team start using the system confidently. This checklist walks you through a focused, step-by-step setup you can complete in under 30 minutes, with practical tips and a short troubleshooting section so you don’t get stuck.
Before you start (2–3 minutes)
- Confirm access: Make sure you have an active Lot Wizard account and admin privileges.
- Gather credentials: Have usernames, passwords, and any required API keys or integration login details ready.
- Prepare a test lot: Choose one sample lot and a vehicle or item to use for initial setup and verification.
- Decide naming conventions: Pick a consistent format for lot names, block numbers, and item tags (e.g., “Lot-A_Section-1” or “Lot 12 — Row B”).
1) Initial login and workspace basics (3–5 minutes)
- Log in and confirm your dashboard loads without errors.
- Set your preferred time zone and locale in account settings.
- Upload a company logo if Lot Wizard supports branded dashboards — this helps orient users.
Quick check: Confirm dashboard shows your account name and correct time zone.
2) Create lots and zones (4–6 minutes)
- Navigate to the Lots (or Locations) module.
- Add your primary lot using the naming convention you chose. Include address and contact info if available.
- If your yard is large, create zones or sections (rows, blocks) inside the lot for easier tracking.
- For each zone, define capacity (number of vehicles/items) and any special attributes (e.g., “covered,” “cold storage,” “heavy equipment”).
Tip: Start with one or two zones for the test lot; expand after you confirm workflows.
3) Configure inventory items and categories (4–5 minutes)
- Create categories (e.g., vehicles, trailers, parts) to group items.
- Add the test vehicle/item: enter VIN/serial number, make/model, condition, and status (available, in service, sold).
- Add custom fields that your team needs (e.g., acquisition date, lien status, auction lot number).
Quick check: Ensure the test item appears in the correct lot and zone.
4) Barcode / tag setup and scanning (3–4 minutes)
- If using barcode or NFC tags, ensure your scanner is compatible and paired.
- Generate or assign a tag to your test item in Lot Wizard and print or program the code.
- Scan the tag and confirm the system pulls up the correct item record.
Tip: Use a smartphone scanning app for the first test if dedicated scanners aren’t available.
5) User roles, permissions, and notifications (3–4 minutes)
- Add your team members and assign roles (admin, manager, operator).
- Configure permissions so operators can update item status but not change lot configurations.
- Set up key notifications (e.g., low stock, incoming transfers, maintenance reminders) for relevant users.
Quick check: Verify one user can update the test item’s status and that the change appears in the audit log.
6) Integrations & data import (optional, 3–6 minutes)
- Connect essential integrations (DMS, auction platforms, accounting) if available. Enter API keys and test the connection.
- If importing historical inventory, start with a small CSV containing the test item to verify field mappings before bulk import.
Caution: Always back up existing data before bulk imports.
7) Run a short workflow test (3–5 minutes)
Perform a realistic task from start to finish:
- Move the test item from Lot → Zone A → Zone B (or mark as “in transit”).
- Update status (e.g., “ready for auction”) and add a short note.
- Generate a simple report or list filtered by status or zone to confirm visibility.
Quick check: Confirm the item’s movement, status updates, and notes appear correctly and timestamps are accurate.
Troubleshooting quick tips
- Login issues: clear cache, try an incognito window, or reset password.
- Missing fields: check user permissions and admin field settings.
- Scanner not recognized: confirm Bluetooth is on, scanner firmware is updated, and pairing is complete.
- Integration failures: verify API key validity and allowed IPs in the third-party service.
After setup: short adoption checklist (1–2 minutes)
- Share the naming convention and brief process notes with staff.
- Run a 10–15 minute training session using the test lot.
- Schedule a 1-week review to adjust zones, fields, and notifications based on real usage.
You should be able to complete the essential Lot Wizard setup in under 30 minutes by following this checklist. If you want, I can tailor this checklist to a specific type of operation (auto salvage yard, dealer lot, equipment rental) — tell me which and I’ll adapt it.