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Layout editor: teaching the system what your warehouse looks like

Last updated 2026-10-15

Auto-generate a 3D layout from rack specs, import one from Excel, fine-tune by dragging, then publish. Needs the layout_edit permission; old versions are kept for rollback.

The 3D view needs to know where every rack stands — that is what a layout is. The layout editor is a back-office tool for implementation consultants and warehouse managers: generate or import a layout, fine-tune it, and publish it. The 3D page always reads the published version.

You need the layout_edit permission (wms.visualization.layout_edit) to touch the editor. Regular users only get the read-only 3D view.

Three ways to build a layout#

  • Auto-generate — enter the warehouse length/width and the rack specs (how many rows, racks per row, levels, columns); one click generates every bin’s 3D coordinates and saves them as a draft layout. Best for regular warehouses with clean numbering.
  • Excel import — fill the template with one row per rack group: rack group code, start X, start Z, length, width, rotation (0/90/180/270), levels, columns. Import generates the layout. Best when the CAD drawing already exists.
  • Fine-tune by dragging — in the 3D editor, drag a rack group to its real position, resize it, rotate it. Box-select a batch of racks to change levels, rotation or floor in one go.

Shell import: trace your floor plan#

If drawing the building outline from scratch feels impossible, upload the warehouse floor plan instead. In the layout editor, a fifth tab "Shell import" accepts a PDF or an image (PNG/JPEG): pick a PDF page to render as a background, calibrate the scale by marking two points with a known real distance (for example a 25 ft grid spacing), then trace walls, dock doors, columns and functional zones right on top of it. Save, and the shell is overlaid in the 3D preview.

  1. Save the layout as a draft first (Versions tab) — the shell attaches to a draft version.
  2. Upload the PDF or image. For a PDF, choose the page that shows the floor plan.
  3. Calibrate: click two points with a known distance on the background and enter the real length (meters, or 25' for feet).
  4. Trace with the Wall / Dock door / Column / Zone tools, then Save shell. The shell follows the layout when you publish or roll back.
DWG files cannot be uploaded directly — in AutoCAD use "Save As DXF" first (or grab the free ODA File Converter linked on the upload page). AI-assisted auto-tracing is planned for phase 3.

DXF import: straight from the CAD drawing#

If you have the CAD drawing as DXF, skip tracing entirely. In "Shell import", switch the source to "DXF import" and upload the .dxf file (text format, ≤10MB). The drawing is parsed deterministically: walls from line entities, dock doors and columns from blocks, door numbers (like DK1–DK39) from text labels. Map each DXF layer to Wall / Dock door / Column / Zone / Ignore — the mapping can be saved as a template and reused. Preview the result top-down, then "Apply to editor": scale calibration is automatic and the parsed shell lands in the trace editor as a background you can fine-tune before saving.

Publish and roll back#

  1. Build or import until the draft looks right, then preview it exactly as users will see it.
  2. Publish: the draft becomes the published version; the previously published one is archived automatically. Only one published version exists per warehouse.
  3. Something wrong after publishing? Roll back to any archived version — the 3D page switches back immediately.
Known limitation: regenerating a layout creates a new version and overwrites the previous coordinates. If you roll back to an older version whose coordinates were overwritten, the 3D view may show an empty scene — that is expected. Always preview the new version before retiring the old one.
No published layout yet? The 3D page shows an empty state: "No 3D layout yet" with buttons to auto-generate one (only if you have layout_edit) or to tour a demo warehouse first.