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Table of Contents

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Warehouses

Warehouses defines the warehouse and interwarehouse move times.  Different types of warehouses can be defined

  1. Normal Warehouse
  2. Retail Store
  3. Mobile Warehouse
  4. Quarantine Warehouse

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When a business has multiple warehouses - stock is commonly moved between locations.  The duration of transport can be defined in each direction and is used in move orders and stock availability transactions

Note

If the number of Days is Zero - then the warehouse is considered close enough to be used to fulfill sales orders sent to another warehouse. The orders will have separate picklists for each warehouse and a driver may fill up at one warehouse then drive to fill up at the other warehouse to manage deliveries.


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Stock Locations

Stock location is where all the locations in the organisation that can hold stock are defined. Stock locations are a hierarchy. Right click to add.

  1. Warehouses are the top level of the tree
    1. A warehouse may have a child which is a warehouse - a way to limit some stock availability for example.
  2. Ad-Hoc Group is a group of locations
  3. Transit is locations are used to track stock moving between warehouses (and is only system created when stock is moving)

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Right click on a stock location to select that location (Properties)

Show the stock listed in the bay

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If

  • the stock location is type "Lot/Pallet Bay
  • then > Edit > Copy Articles / Qty to clipboard
  • Can be pasted to a move order using Edit > Paste Items/qty from clipboard

Creating stock for testing purposes in Test

When testing you can either import stock quantities on xls using Stock Take

or in a single click create 500 of each SKU into a location in a warehouse.

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Branches

When you have defined Branches on the Host Company (your business/s) then each warehouse (an all lower nodes of the tree) are associated with the branch in the screen when they are created.   Choosing a branch will filter the stock locations to that branch.

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Cloning - you can clone sections of the tree (warning)(warning) WARNING - do in test system first to check results and confirm which level of the tree you should clone

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When creating a new wall - can mass create columns and bays

Stock Locations - Splitting Bays

Splitting Stock Locations into multiple Columns and Rows

Stock - Stock Location

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Double click on the bay to be split - needs to be Lot / Pallet Bay

Click on Generate bays (columns x rows)

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Enter Columns 2 and Rows 6

Right click on the original bay Advanced and click on Split pick bay: Generate 6 picks bays via 2 groups

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Original Bay and Group Bays A and B are Adhoc Groups

6 A picking locations and 6 B picking locations are created

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Splitting Bays which have stock

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Checks stock in this bay and finds it

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Move the stock to another locations and try again

Warehouse Sectors - used for picking

Sectors can be setup to limit where pickers are sent so they do not get sent all over the warehouse.  Picking logic is done BEFORE sectors are applied - ie they simply filter the planned pick to only those isles in the sector

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Warehouses

Warehouses are the top level of the tree

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  1. Purchase Order Receipts will no longer require a staging location to receipt stock, a receipt location will be listed and used as the default if not other recent bay can be found for an SKU.

Printing Bay Labels

Right click on an Aisle to get an option to print labels (for a particular layout or barcode type please contact support)

Picklist Order

Note

Picklist order is for pickface. If the warehouse is ticked as "Mainly Bulk Orders" then full pallet quantities will bypass the pickface if required and find the shortest dated full pallet that is suitable

Stock locations may have a pick order - this is used to sort the pick so picking follows a similar pattern each time around the warehouse

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Note

To set a location as un-pickable use a negative number in pick order (eg -1)

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Stock locations that are blocked by other stock locations can be set as "Blocked by". 

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Import of pick list Order

Picklist order can be imported from an excel spreadsheet - columns are "bay" and "seq"

Use the Stock Location Screen > drag over the screen then Action Menu

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Unpickable Bays

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Requires a role with the secure feature Secure Features List and their impactsFeatures#IsStockManager 

Stock locations can be archived - if they do not have any stock in them.  The error message will show the first 3 locations found with stock.

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  • Stock Item, Stock Quantity, Average Cost, Value, Sell Price

If you do not choose a Warehouse then the total value calculated can be compared with the GL value (GL value is always total value)

Note
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titleWhy does the GL Value vary to the Stock Value

The stock value uses average cost - average cost is held at four decimal places. 

All GL journals have to be rounded to the nearest cent (half a cent does not exist)

Example:

  1. 600 items arrive at a cost of $20 > Average cost is set in the system to 20.00 / 600 = 3.33c
  2. When one is sold the COGS journal is created at 3c

As a result the stock value and GL value can vary.