Setting Up Stocker WMS

Introduction

There are basically five steps to setting up Stocker

  • Create a representation of your warehouse within Stocker.
  • Create the master static databases.
  • Input the current warehouse inventory.
  • Enter site specific data.
  • Set site specific options.

Create A Representation Of Your Warehouse(s)

Each Stocker installation will consist of the following elements:

  • A warehouse site. There can be more than one site.
  • A warehouse. A site can contain one or more warehouses. A warehouse is generally a physical building.
  • Warehouse zones. Each warehouse is divided into an arbitrary number of zones, but there must be at least one.
  • Warehouse sub-areas. Each zone is divided into an arbitrary number of sub-areas, but a zone must have at least one sub-area.
  • Warehouse locations. Actual warehouse locations are held within the warehouse sub-areas.

Warehouse sites, warehouses, zones and sub-areas are each defined with a single record consisting of a code and description. How many you have of each is entirely up to you. Define as many as best describes the physical and logical structure of your warehouse(s).

Most of you work will involve creating the actual storage locations. However, Stocker has a facility to potentially create hundreds of locations at once.

Create The Master Static Databases

The static databases consist of:

  • Customers.
  • Suppliers.
  • Product descriptions.
  • Carriers.
  • Addresses.

These elements are completed using a single form for each. If this information exists on another computer system, or spreadsheet, you can import it via simple text files. The product database is the most important as each record it tells Stocker where you prefer to store a product and what stock selection method should be employed (FIFO/LIFO etc). Should you be unable to provide all the information required by the warehouse (e.g. preferred storage locations) when importing product details, this information can be quickly added later.

Input The Current Warehouse Inventory

This can be achieved in one of two ways:

  • Performing a full stocktake.
  • Importing your current warehouse inventory from another computer system or spreadsheet.

Method 1 is the preferred and recommended method. However, recognising this may be a time consuming and costly activity method 2 is also supported. You should be aware that importing your inventory directly from another computer system or spreadsheet can result in importing any errors from that system. Therefore, it is recommended to perform a series of stock checks after the import to validate its integrity.

Enter Site Specific Data

For example site specific reason, status and user defined codes.

Set Site Specific Options

These are merely software switches which turn on and off Stocker functionality to suite your operation.