Quick Start Guide

Get your hosted OpenBoxes instance up and running in under 10 minutes. This guide walks you through creating an account, choosing a plan, and logging into your new supply chain management platform.

Prerequisites

Before you begin, make sure you have:

  • A valid business email address (personal email works for trials)
  • A modern web browser (Chrome, Firefox, Safari, or Edge)
  • A name for your organization and a preferred subdomain (e.g., acme for acme.openboxes.cloud)

No software installation is required. OpenBoxes Lift is fully cloud-hosted.

Step 1: Create Your Account

  1. Visit openboxes.cloud and click Start Free Trial.
  2. You will be redirected to the signup form at app.openboxes.cloud.
  3. Fill in your name, email address, and a secure password.
  4. Check your inbox for a verification email and click the confirmation link.
  5. Once verified, you will be logged into the OpenBoxes Lift portal.

Your portal account uses single sign-on (SSO), so you only need one set of credentials to access both the management portal and your OpenBoxes instance.

Step 2: Choose a Plan

After signing in, you will be prompted to select a plan:

Plan Price Users Storage Best For
Shared $89/mo Up to 10 10 GB Small teams and pilot projects
Dedicated $899/mo Up to 50 100 GB Mid-size organizations needing isolated resources
Enterprise Custom Unlimited Custom Large deployments with compliance requirements

If you are evaluating the platform, the Shared plan is a great starting point. You can upgrade at any time without losing data.

Step 3: Pick Your Subdomain

Choose a subdomain that identifies your organization. This will be the URL your team uses to access OpenBoxes:

https://your-subdomain.openboxes.cloud

Subdomain tips:

  • Use your organization name or a short abbreviation
  • Only lowercase letters, numbers, and hyphens are allowed
  • Keep it short and easy to remember

Step 4: Provision Your Instance

Click Create Instance to start provisioning. The platform will:

  1. Set up your isolated database
  2. Initialize all OpenBoxes modules
  3. Create your admin account
  4. Configure your subdomain

This process typically takes 1 to 3 minutes for Shared plans and 3 to 5 minutes for Dedicated plans. You will see a progress indicator in the portal dashboard.

Step 5: Log In to OpenBoxes

Once provisioning is complete, you will see a Launch OpenBoxes button on your portal dashboard. Click it to open your instance.

You are automatically signed in through SSO. No separate login is needed.

If you prefer to go directly, visit your subdomain URL in any browser:

https://your-subdomain.openboxes.cloud

What to Do Next

Now that your instance is live, here are the recommended next steps:

  1. Set up your first location -- Create a warehouse or depot that represents your primary facility. See Your First Instance for a walkthrough.
  2. Invite your team -- Add team members from the portal so they can access OpenBoxes with their own accounts. See Account Setup.
  3. Add products -- Start building your product catalog by entering items manually or importing from a spreadsheet. See Migrating Data.
  4. Explore the interface -- Familiarize yourself with the navigation, dashboard, and key modules. See Navigating OpenBoxes.

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