Add a Warehouse

The Warehouse Management System (WMS) is configured using the SOWMS plugin.

To get your WMS up and running you need to know about this plugin which activates your WMS.

To locate the plugin, go to Salesorder app :

SETUP > Registered Plugins

The Plugin has two sections:

  • More Info (link)
  • Configure (button)

More Info (link)

Clicking the More Info link, displays the plugin information along with Useful Links section which contains tools to :

  • prepare data for import,
  • integrate printers, and
  • configure Android Barcode app for the handheld scanners.
Useful Links
Upload Locations Excel Spreadsheet This .xlsx template uploads Locations and their respective settings.

For more information on how to prepare this sheet, column header definitions and more, see Locations
Upload Locations-Item Mapping Excel Spreadsheet This .xlsx template uploads the cross-references of Item to Location.

Use this spreadsheet if:

  • You want to preset/fix Locations to store specific Items. Make sure you have set the configuration of the Location to Specific Items. We refer to this as static locations.

  • You want to record the current location of the stock. For example, you already have a warehouse with locations containing this stock. We refer to this as dynamic locations.

You can mix the above strategies. For more information on how to prepare this sheet, column header definitions and more, see Locations
Upload Stock Excel Spreadsheet The .xlsx template uploads the stock levels for each Item in each location.

Please remember: If you stock the same Item in multiple locations, you need to match the quantity of stock at each of the respective locations.

 

For more information on how to prepare this sheet, column header definitions and more see Uploading Stock into the WMS
Bartender Setup Documentation This document walks you through setting up and connecting Bartender (software for designing, printing and managing barcodes, labels, RFID tags, documents, etc.).
Bartender Integration zip file Refer above section Bartender Setup Documentation
Android Barcode App (APK File) This application runs on your Barcode scanning device to manage the WMS workflows.

Configure (button)

Clicking Configure button will display a section that contains the controls to upload the following templates:

  • Upload Stock Locations (excel spreadsheet).
  • Upload Stock Locations | Item Mappings (excel spreadsheet).
  • Upload Stock (excel spreadsheet).

In this article

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