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Operations guide

WMS for Xero users: keep the ledger, fix the floor

Work through the requirements and trade-offs before choosing a product or planning a change.

Go to the evaluation checklist →

Understand the decision

Search for "WMS that integrates with Xero" and you are really asking two questions: how do I get warehouse capability without giving up Xero, and how much system do I actually need? Confirm current subscription, allowances and implementation costs against an itemised proposal; the commercial structure is explained below. Xero's own guidance for businesses with real stock movement is to connect an inventory or warehouse system and let that system be the stock master, with Xero items set to untracked.

The field splits into three shapes. The classic Xero inventory add-ons, Unleashed and Cin7 Core (formerly DEAR Systems), with the quote-based Cin7 Omni above them, are inventory and order management platforms born in the Xero ecosystem: stock accuracy, purchasing, multichannel sales orders and B2B portals, with mobile barcode apps for pick, pack and putaway. Lighter tools like inFlow, Katana and Zoho Inventory cover simpler versions of the same job. Then there are operations platforms like OpsUI, where receiving and putaway, wave and zone picking, slotting optimisation, cycle counts, RF scanning and dispatch run as first-class modules on the same record set as orders, inventory and CRM, a platform built around the warehouse rather than a WMS app added to an inventory platform.

This guide is written by OpsUI, so read it knowing that, but the honest version of the advice cuts both ways. Plenty of Xero businesses do not need a WMS: if a small team can pick the day's orders from a list without falling behind, an add-on is cheaper, faster to connect and entirely sufficient. The trigger for more is when the floor becomes the constraint, pick rates, walking distance, mispicks, missed dispatch cut-offs, because directed workflows are what fix those. And credit where it is due: the add-ons have moved here, with Cin7 Core's WMS app documenting zone-assigned picking, directed picks by bin group and guided walk paths. The honest OpsUI differentiation is not that the add-ons cannot direct a pick. It is wave planning, velocity-based slotting optimisation and structured cycle-count programmes, plus orders, inventory, warehouse, dispatch and CRM on one record set, at public per-module pricing, with ANZ data residency, rather than a WMS app bolted onto an inventory core.

OpsUI's shape in this field: keep Xero as the ledger and run operations, orders, inventory, warehouse, dispatch, shipping, CRM, in a modular platform of 20 operational modules plus 5 integration connectors, with bidirectional Xero sync wired during rollout via the Finance & Accounting module. To be precise: that sync is configured with you during rollout, not a one-click Xero App Store install today, and we would rather you know that up front.

OpsUI publishes this guide and is one of the options discussed. Use the operating guidance to frame your evaluation. Vendor-specific details without a checked primary source remain unverified; confirm them against the proposal you receive.

Requirements and options.

Conceptual illustration: Warehouse shelving and a picking tote connected by a short violet route.

Relationship to Xero

OpsUI context
Xero stays as the ledger. Bidirectional Xero sync is wired during rollout via the Finance & Accounting module, invoices, bills and contacts flow through to Xero. It is configured with you during rollout, not a one-click marketplace install today.
Wider options and considerations
Native Xero App Store apps with mature, self-serve connections. Unleashed and Cin7 were built to sit above Xero, and their marketplace integrations are genuinely their strongest card.

Vendor-specific detail: confirm current scope and evidence.

Core product shape

OpsUI context
Modular ERP + WMS + CRM: 20 operational modules plus 5 integration connectors (NetSuite, Xero, MYOB, Abel, SAP). Start with the warehouse pack and add modules as you grow.
Wider options and considerations
Inventory and order management platforms: stock accuracy, purchasing, sales orders and channel sync above Xero, with warehouse functions layered on top.

Vendor-specific detail: confirm current scope and evidence.

Warehouse workflow depth

OpsUI context
Receiving and putaway, wave and zone picking, slotting optimisation driven by ABC analysis of your own pick history, rolling cycle-count programmes, RF/barcode scanning, dispatch and outbound shipping, each a dedicated module on the same record set as orders, inventory and CRM.
Wider options and considerations
Stronger than the category's reputation: Cin7 Core's WMS app documents zone-assigned picking (Pick Zones), directed picks by bin group and guided walk paths, plus stocktakes pitched for team-led cycle counts. Unleashed stays closer to scan-assisted pick, pack and putaway. Wave planning, velocity-based slotting and rolling ABC-driven count programmes remain the genuine gaps.

Vendor-specific detail: confirm current scope and evidence.

Pricing transparency

OpsUI context
Confirm current subscription, allowances and implementation costs against an itemised proposal; the commercial structure is explained below.
Wider options and considerations
Tiered subscriptions with user caps per tier. Confirm current subscription, allowances and implementation costs against an itemised proposal; the commercial structure is explained below.

Vendor-specific detail: confirm current scope and evidence.

Barcode scanning hardware

OpsUI context
Confirm current subscription, allowances and implementation costs against an itemised proposal; the commercial structure is explained below.
Wider options and considerations
Phone and tablet camera scanning through their mobile apps; dedicated scanning hardware is bring-your-own.

Vendor-specific detail: confirm current scope and evidence.

Implementation

OpsUI context
Scope the required modules, users, data preparation and integrations before comparing delivery time or total cost. Built from the floor, with a public weekly changelog.
Wider options and considerations
Self-serve trials and guided onboarding for Unleashed and Cin7 Core; larger Cin7 Omni deployments are sales-led with structured onboarding.

Vendor-specific detail: confirm current scope and evidence.

Multichannel ecommerce

OpsUI context
Orders, inventory and dispatch in one platform; ecommerce and marketplace connections are scoped per rollout rather than offered as a big public connector catalogue.
Wider options and considerations
A genuine strength, Cin7 advertises 700+ platform connections, and both products are built for product brands selling through Shopify, Amazon, B2B portals and retail channels.

Vendor-specific detail: confirm current scope and evidence.

Carrier integration (ANZ)

OpsUI context
NZ Couriers is live today; Australian carriers (Australia Post, StarTrack and others) are wired during rollout, confirm the carriers you need before committing.
Wider options and considerations
Typically handled through third-party shipping connectors (Starshipit-style apps) rather than direct carrier APIs; coverage depends on the connector stack you assemble.

Vendor-specific detail: confirm current scope and evidence.

Data residency

OpsUI context
Confirm production, backup and log locations for the proposed deployment. Regional domains or billing currencies do not establish data residency.
Wider options and considerations
Cloud-hosted; hosting region varies by vendor and plan. Confirm where your data lives if residency matters to your customers or auditors.

Vendor-specific detail: confirm current scope and evidence.

Best-fit buyer

OpsUI context
Operators whose bottleneck has moved to the floor, pick rates, putaway accuracy, dispatch throughput, who want orders, inventory, warehouse and CRM in one modular stack beside Xero.
Wider options and considerations
Product brands whose pain is stock accuracy and channel sync on top of Xero, with pick-pack volumes a small team can still handle from a list.

Vendor-specific detail: confirm current scope and evidence.

Local operating considerations

Confirm production, backup and log locations for the proposed deployment. Regional domains or billing currencies do not establish data residency. That local centre of gravity matters in practice: GST handling on both sides of the Tasman is table stakes rather than an afterthought, and support hours match your shifts. Two things still need checking on any shortlist. First, carriers: OpsUI has NZ Couriers live today, with Australia Post, StarTrack and other Australian carriers wired during rollout, whichever system you choose, confirm the specific carrier APIs you need are live, not roadmap. Confirm production, backup and log locations for the proposed deployment. Regional domains or billing currencies do not establish data residency.

Ask which carrier accounts, services and label formats are supported; how your accounting records move; and where production data, backups and logs are held. Record the answers for the exact deployment under consideration.

Compare the full operating cost.

Conceptual illustration: Operational work cells, a separate row of user markers and an optional connection bridge.

Separate subscription cost from user allowances, integrations, devices, data preparation and onboarding. Ask who owns configuration, training, cutover and support, and which items are recurring.

A starting subscription price is not an implementation quote. Compare the same workflows, team size and transaction volumes across proposals. Keep the original currency, tax treatment and billing period visible.

OpsUI’s published package structure

Essential

NZ$499

per month

2 users included

2 operational modules

Control

NZ$1,499

per month

5 users included

5 operational modules

Command

NZ$2,999

per month

15 users included

11 operational modules

Apex

NZ$11,990

per month

Unlimited users

20 operational modules

Published monthly subscriptions in NZD. Existing annual pricing and package allowances apply. Additional seats are NZ$99 per month beyond the applicable allowance; integration connectors are separate add-ons.

Review the full packages and configure pricing →

A checklist you can use in a demonstration.

Conceptual illustration: A tabletop warehouse plan and representative records with a magnifying lens at a handoff.

Bring representative records and ask each vendor to work through the same scenarios. Write down what was demonstrated, what needs configuration and what remains unverified.

  1. Receive a discrepancy. Use an expected delivery with a missing line and damaged stock. Follow the difference through recording, review and the stock decision.
  2. Allocate constrained stock. Use two orders competing for the same stock. Check reservations, priorities and what the service team sees.
  3. Resolve a short pick. Start with an empty pick location. Show the exception, reassignment or backorder, and who can approve the next step.
  4. Complete the dispatch handoff. Use your carrier, parcel mix and label format. Check tracking references, manifests and a rejected address.
  5. Recover from an interrupted sync. Reject a record or interrupt delivery. Show visibility, retry behaviour, duplicate prevention and reconciliation.
  6. Confirm access and reporting. Run the same scenario as an operator and supervisor. Check action permissions and the records available for investigation.

Fit and trade-offs

When a Xero inventory add-on is the better fit

Your pain is stock accuracy and channel sync, not floor workflow. If a small team can pick the day's orders from a printed or app list without falling behind, Unleashed or Cin7 Core solves the actual problem, reliable multichannel inventory above Xero, with less cost and less change. And if you need one step more than list picking, Cin7 Core's WMS app stretches to zone-assigned and directed picking without changing platforms.

You want a marketplace app connected this week. Unleashed and Cin7 are native Xero App Store integrations with years of maturity behind them; OpsUI's Xero sync is wired during rollout via the Finance & Accounting module, which is a configured step in a rollout, not a one-click install today.

You assemble or lightly manufacture. Unleashed and Cin7 Core both handle bills of materials and assembly natively, which suits food brands, fabricators and kit-builders that have outgrown Xero alone but do not need warehouse-directed workflows. (For heavy MRP and finite-capacity scheduling, look at dedicated manufacturing systems. That is not OpsUI's lane either.)

You sell hard across marketplaces and storefronts. Cin7's connector catalogue, it advertises 700+ platform connections, is far broader for ecommerce channel coverage than anything OpsUI publishes.

You are a 3PL billing clients for storage and fulfilment. Neither a Xero inventory add-on nor OpsUI leads there: purpose-built 3PL platforms like CartonCloud and Mintsoft handle per-client billing depth better today.

When you need a real WMS beside Xero

The bottleneck has moved from the spreadsheet to the floor. When pickers walk too far, mispicks creep up and dispatch cut-offs get missed, you need directed work, and you need it joined up. Cin7 Core's WMS app can direct a zone pick; where OpsUI goes deeper is wave planning, velocity-based slotting optimisation and structured rolling cycle-count programmes, run as modules of the same platform as your orders, dispatch and CRM.

You want operations breadth without a suite migration. Confirm current subscription, allowances and implementation costs against an itemised proposal; the commercial structure is explained below. All of it is published pricing.

Scope the required modules, users, data preparation and integrations before comparing delivery time or total cost. OpsUI was built from the floor by a founder with three years on it, ships a public weekly changelog, and rolls out module by module — the bidirectional Xero sync is wired during that rollout so the ledger keeps reconciling from day one.

Confirm production, backup and log locations for the proposed deployment. Regional domains or billing currencies do not establish data residency.

Questions buyers ask.

Do I have to replace Xero to get a WMS?

No. That is the whole point of this category. Xero stays as the ledger and the operations system becomes the stock master. With OpsUI, orders, inventory, warehouse and dispatch run in OpsUI, and bidirectional Xero sync is wired during rollout via the Finance & Accounting module so invoices and bills keep flowing into Xero. Be aware it is configured during rollout, not a one-click Xero App Store install today.

Isn't Xero's built-in inventory enough?

For simple operations, yes. Confirm current subscription, allowances and implementation costs against an itemised proposal; the commercial structure is explained below. Xero itself points businesses with warehouse needs at integrations, and most integrations make the external system the stock master with Xero items set to untracked. If you pick from multiple locations or need to scan anything, you have outgrown it.

When is Unleashed or Cin7 enough, and when do I need a real WMS?

The dividing line is floor workflow, but draw it honestly. If your pain is stock accuracy, purchasing and multichannel sync, the add-ons are built for exactly that and connect to Xero from the App Store, and Cin7 Core's WMS app does cover zone-assigned and directed picking. The case for a WMS layer like OpsUI is when you need wave planning, velocity-based slotting optimisation and structured rolling cycle-count programmes, or when you want warehouse, orders, dispatch and CRM running on one record set instead of a separate WMS app above your inventory system.

What does a WMS for Xero actually cost?

Compare the required modules, users, order allowances, integration work and implementation responsibilities before comparing prices. OpsUI’s current package structure is shown on this page. Current competitor prices and terms need confirmation with the vendor; historical estimates are not a current quote.

What barcode hardware do I need to scan against Xero stock?

Less than you might think. The inventory add-ons mostly scan with phone or tablet cameras through their mobile apps. Confirm current subscription, allowances and implementation costs against an itemised proposal; the commercial structure is explained below.

Sources and evidence

Checked facts apply only to the scope described next to each source. Other vendor details in the editorial analysis remain unverified for a current purchase decision. Confirm them with the vendor and record the applicable plan, version and proposal date.

    Current primary-source verification of this vendor’s detailed capabilities and prices is pending. An unknown is not a missing feature.

    Further reading: Xero inventory limits, neutral guide

    OpsUI integration delivery and scope · Security review information · Published OpsUI packages

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    Bring one process and the requirements behind it. Review where OpsUI fits and what still needs to be confirmed.