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. Part 2 looked at creating the customer, supplier and product databases. Then Part 3 provided a brief insight into how Stocker can be tailored for individual installations.
The final part of this guide to setting up your warehouse software looks at the ways you can input your warehouse inventory making the warehouse management system ready for operational use.
There are basically are two procedures available to you to input your current stock holding into Stocker.
- Perform a Stocktake and manually input your inventory
- Electronically import your inventory from an external system
Perform A Stocktake
This is the recommended procedure as it ensures Stocker’s inventory is correct from the outset. However, performing a full stocktake can impose a significant amount of work to organize and carry out. It may be required to either shut down a warehouse for possibly an entire weekend or to open the warehouse during normal closing times. This could incur extra costs, for example remunerating staff, lighting, heating etc. If you carry out the stocktake during normal working hours it could adversely impact your operational performance.
To complete the first stocktake for an empty warehouse you should follow the procedure:
- Print stock checking sheets for a range of locations.
- Use these sheets to perform your physical stocktake.
- Enter the physical stock holding into Stocker’s physical stockcheck table.
- Check and verify the physical stocktake data is correct.
- Upload the data into Stocker’s main database.
- Perform these operations for both backup stock and picking stock until the entire stock holding is loaded into Stocker.
Import The Warehouse Inventory From An External System
To compensate for the work involved in performing a full stocktake, Stocker 5.3 now has the option to import the current warehouse inventory from an external computer system or spreadsheet. This, however, is not the recommended procedure as any errors in the external system will be imported into Stocker. But it does provide a far quicker and more cost effective way to getting started.
Should you choose this second method it is highly recommended you perform a series of stock checks, after importing the warehouse inventory, to ensure Stocker’s stock holding is correct.
Again Backup Your Data
This last backup is not excessive. The first two backups were for long-term storage to recover from a complete disaster. They should never be overwritten. This third backup is the first one constituting your, at the very least, daily backup.
Start Using Stocker
You are now ready to enter orders and start using Stocker.
Congratulations. You’re operational!