Setting Up Stocker WMS – Part 3

Setting Up Stocker WMS – Part 3


In Setting Up Stocker WMS – Part 1 we looked at the first step in the installing the warehouse software which was to create a representation of your warehouse within the WMS.

In Setting Up Stocker WMS – Part 2 we looked at creating the customer, supplier and product databases.

In Part 3 we’ll look at additional information which can optionally be input. Although optional it is expected that at least some of this information will be required. This information consists of:

  • Stocker Users
  • User Codes
  • System Switches

Stocker Users

Access to Stocker is controlled by creating Stocker Users. Each user must log into Stocker by providing a valid user name and password. If you have purchased more than one licence you will need to create a user record for each person who is going to access the system.

User Codes

These codes define elements unique to your environment. Examples include Status Codes and Reason Codes. A status code can be set against a pallet, placing that pallet on hold or in quarantine. You can create your own status codes to identify why a pallet has been quarantined. Examples of status codes might be ‘Damaged’ or ‘Scrapped’. Status codes can not only be set against pallets but also customers, suppliers, products, orders and even warehouse locations. Whenever a status code is applied to an item that item cannot be used. Reason codes provide additional information as to why the status has been set.

Some User Codes are automatically created when Stocker is installed and cannot be modified or deleted. Others may need to be input before your warehouse or any other database can be created. For example, there is the User Code PALLTYPE which describes the types of pallets/containers stored in the warehouse. A code can be created to describe a UK pallet, another a Euro Pallet, a third for a GKN Pallet and others to define different types of stillages and various containers. Each location and each product requires a pallet type to be associated with it. Therefore, before a location or product record can be created you must first create a list of valid PALLTYPE User Codes. The help system describes what User Codes should be created before you start.

System Switches

These are Software Switches which are used to turn on or off specific functionality within the Warehouse Management System. In this way the WMS functionality can be customized for individual operations. For example, one switch turns on or off Stocker’s auditing. Auditing records all pallet movements creating a history of all activity within the warehouse.

Another controls whether the system uses batch/serial/rotation numbers. Another specifies whether back orders should be created for partially satisfied orders. These are all simple on/off switches and as for Reason Codes some may need to be set before any other data is input. Again, the help system advises, for your operation, which System Switches should be set before you start.

You should now have completed the set up of the WMS. This will have included:

  • Creating a representation of your warehouse within the WMS
  • Inputting all your customer, supplier, product details
  • Inputting details of any hauliers/carriers and delivery addresses if needed
  • Creating records to identify all users who are going to access the system
  • Tailored Stocker for your operation by creating codes (e.g. reason and status codes) meaningful to you.
  • Tailored Stocker’s functionality for your operation by setting Stocker’s System Switches to turn on or off features


If you entered your data as outlined above you now have at least one fully configured empty warehouse. Take another backup your database now. Put it somewhere safe and don’t overwrite it. Although some of the information entered may change in the future (for example new customers and products may be added) this backup will provide a good starting point should catastrophe strike.

If you encounter any problems later, for example while performing your first stock take, you can always restore your warehouse to this point. If you encounter problems weeks or months down the line you can, again, always restore to this point. The configuration of a warehouse does not change frequently. However, even if you do change the physical layout of your warehouse, or more likely your Master Databases, this will be a massive help.

By | 2017-05-02T19:10:16+01:00 September 23rd, 2014|Getting Started, Uncategorized|Comments Off on Setting Up Stocker WMS – Part 3

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