TABLE OF CONTENTS

Below are the master files related for the warehouse setup to be use throughout the system. User is required to do the setup in the following order:

SEQUENCEMASTER FILEDESCRIPTION

1

Warehouses

Warehouses that store items.

2

Zones

A zone classifies a set of locations that share common properties.

3

Locations

Locations in the warehouse which will use to store items.

4

Item Warehouses

The designated warehouses at which an item is stored.

5

Item Locations

The designated locations at which an item is stored within a warehouse.

Optional

Lots

If applicable, lot form is to track the lot source and expiry date.

Optional

Item Lot Location

If applicable, it records the lot numbers of lot tracked items of the designated locations.

OptionalPalletsA structural interface which is used for keeping and handling unit loads.

Warehouses

A Warehouse is a physical building that stores all your items. Each warehouse will typically have several zones and stocking locations. The fields in the Warehouses settings are:

FIELDDESCRIPTIONDATA TYPEMAX LENGTHCAN ADDCAN EDITCOMPULSORY

Warehouse

The designated code given to the warehouse. This code is often use in the drop-down list or when scanning a barcode.

String

30

Yes

No

Yes

Description

This is the full name of the warehouse. This name does not show during transactions.

String

30

Yes

Yes

Yes

Address

The full address of the given warehouse. Use for reference purposes.

String

191

Yes

Yes

Yes

Default Transit Location

The default transit location which will use for transfer order transactions.

Must exist in Locations master and location type is Transit

String

30

Yes

Yes

No

Active

Indicator of availability. If the unchecked, the system will not show the warehouse in the drop-down lists.

Boolean:

0 – Inactive

1 – Active

NA

Yes

Yes, if the warehouse is not use in any open/released/pending transactions or have item with qty on hand

Yes
Default: Active


Zones

A Zone is to group locations that share common properties. A warehouse is divided into multiple zones based on its attributes. The fields in the Zones settings are:

FIELDDESCRIPTIONDATA TYPEMAX LENGTHCAN ADDCAN EDITCOMPULSORY

Warehouse

Identifies the warehouse of the zone.

Must exist in Warehouses master

String

30

Yes

No

Yes

Zone

The designated code given to the zone. This code is often used in the drop-down list or when scanning a barcode.

String

30

Yes

No

Yes

Description

This is the name/description of the zone. This description does not show during transactions.

String

30

Yes

Yes

No

Rank

The ranking of zone which can be set based on the route/path.

Numeric

Zones from same warehouse must have unique rank number.

NA

Yes

Yes

Yes


Locations

Locations are stocking bin or areas within the warehouse. The Location List contains the collection of all locations within a warehouse. The fields in the Locations settings are:

FIELDDESCRIPTIONDATA TYPEMAX LENGTHCAN ADDCAN EDITCOMPULSORY

Warehouse

Identifies the warehouse of the location.

Must exist in Warehouses master

String

30

Yes

No

Yes

Location

The designated code given to the location. This code is often used in the drop-down list or when scanning a barcode.

String

30

Yes

No

Yes

Description

This is the name of the location given the above code.

String

191

Yes

Yes

No

Zone

Identifies the zone of the location.

List:

Zones exist in Zones master

NA

Yes

Yes

No

Location Type

Define the location type:

Stock – Category for inventory related locations and often associated with warehouse shelves.

Transit – Temporary location to hold the item while moving to another warehouse such as truck. Also known as in-transit location.

List:


Stock

Transit

NA

Yes

Yes

Yes

Default: Stock

Active

Indicator of availability. If unchecked, the system will not show the location in the drop-down lists.

Boolean:

0 – Inactive

1 – Active

NA

Yes

Yes, if the location is not use in any open/released/pending transactions or have item with quantity on hand

Yes
Default: Active


Item Warehouses

The Item Warehouse form is used to link an item to a specific warehouse. System will auto create the Item Warehouse record when user add a new item location. The fields in the Item Warehouses settings are:

FIELDDESCRIPTIONDATA TYPEMAX LENGTHCAN ADDCAN EDITCOMPULSORY

Warehouse

Identifies the warehouse where the item is stored in.

Must exist in Warehouses master

String

30

Yes

No

Yes

Item

Identifies the item that is stored in the abovementioned warehouse.

Must exist in Items master

String

30

Yes

No

Yes

Description

This field is auto filled by the system based on the item part chosen.

String

191

No

No

Yes

Qty on Hand

The total number of units in the warehouse at the current time. This field is auto filled by the system based on the item part and warehouse chosen.

Numeric

NA

No

No

Yes

Default: 0

UOM

This field is auto filled by the system based on the item part chosen.

String

3

No

No

Yes

Re-Order Level

Define the re-order level of the item.

Numeric

NA

Yes

Yes

Yes

Default: 0


Item Locations

The Item Location form use to link an item to a specific location. System will generate item location record when user receive an item to a new location. The fields in the Item Locations settings are:

FIELDDESCRIPTIONDATA TYPEMAX LENGTHCAN ADDCAN EDITCOMPULSORY

Warehouse

Identifies the warehouse where the item is stored in.

Must exist in Warehouses master

String

30

Yes

No

Yes

Location

Identified the specific location within abovementioned warehouse where the item is stored in.

Must exist in Locations master

String

30

Yes

No

Yes

Item

Identifies the item that is stored in the abovementioned warehouse and location.

Must exist in Items master

String

30

Yes

No

Yes

Description

This field is auto filled by the system based on the item part chosen.

String

191

No

No

Yes

UOM

This field is auto filled by the system based on the item part chosen.

Must exist in UOMs master

String

10

No

No

Yes

Product Code

This field is auto filled by the system based on the item part chosen.

Must exist in Product Codes master

String

30

No

No

Yes

Frozen
Indicate if the item location is freeze due to inventory count.

String

Yes/No
NoNoNo

Only can View
Is Being Counted
Indicate if the item is already counted in inventory count.

String

Yes/No
NoNoNo

Only can View
Last Count Date
System records the last count date of the item location.
DateNANo
No
Yes/No 

Qty on Hand

The total number of units in the warehouse location at the current time. This field is auto filled by the system based on the item part and location chosen.

Numeric

NA

No (via web)

Yes (via import Excel file)

No (via web)

Yes (via import Excel file)

Yes

Default: 0

Rank

Location ranking of the item. The system will allocate or issue the item based on item location ranking.

Numeric

NA

Yes

Yes

Yes

Default: 1 for new item location, else use last rank +1


Lots

The lot form is to link a lot tracked item to a lot number. The lot form records the lot source and information of a lot. The fields in the Lots settings are:

FIELDDESCRIPTIONDATA TYPEMAX LENGTHCAN ADDCAN EDITCOMPULSORY

Item

Identifies the lot tracked item.

Must exist in Items master and is lot-tracked

String

30




Description

This field is auto filled by the system based on the item part chosen.

String

191

No

No

Yes

Lot Number

Identifies the lot number for the lot tracked item.

String

15

Yes

No

Yes

Expiry Date

Identifies the expiry date of the lot tracked item.

Date

NA

Yes

Yes

Yes, if the item is expiry tracked.

Manufacturing Date

Identifies the manufacturing date of the lot tracked item.

DateNAYes (Only from PO Receipt transaction)
Yes (Only from PO Receipt transaction)No

Lot Source

System auto records the source of the lot based on the transaction type of the first receiving into the lot.

List:

Job Receipt

PO Receipt

TO Receipt

Misc Receipt

CO Return

NA

No, auto generate when first receiving

No

Yes

Reference Number

Identifies the Job number/PO number/CO number/TO number of the lot source.

String

30

No, auto generate when first receiving

No

Yes

Reference Line

Identifies the PO line/CO line/TO line of the lot source.

String

15

No, auto generate when first receiving

No

Yes

First Received Date

System records the date when the lot has first receiving of item.

Date

NA

No, auto generate when first receiving

No

Yes

Vendor LotSystem records the first vendor lot when receiving of item.

String

30

No, auto generate when first receiving

NoNo

Item Lot Locations

The Item Lot Location List contains the collection of all lot tracked items and the locations with quantity on hand. System will generate item lot location record when user receive a lot tracked item to a new lot and/or new location. The fields in the Item Lot Locations settings are:

FIELDDESCRIPTIONDATA TYPEMAX LENGTHCAN ADDCAN EDITCOMPULSORY

Warehouse

Identifies the warehouse where the lot tracked item is stored in.

Must exist in Warehouses master

String

30

Yes

No

Yes

Location

Identified the specific location within abovementioned warehouse where the lot tracked item is stored in.

Must exist in Locations master

String

30

Yes

No

Yes

Item

Identifies the lot tracked item that is stored in the abovementioned warehouse and location.

Must exist in Items master

String

30

Yes

No

Yes

Description

This field is auto filled by the system based on the item chosen.

String

191

No

No

Yes

UOM

This field is auto filled by the system based on the item chosen.

Must exist in UOMs master

String

3

No

No

Yes

Product Code

This field is auto filled by the system based on the item chosen.

Must exist in Product Codes master

String

30

No

No

Yes

Lot Number

Create and assign above selected item to a designated lot number within the warehouse.

String

30

Yes

No

Yes

FrozenIndicate if the item lot location is freeze due to inventory count.

String

Yes/NoNoNoNo

Only can View
Is Being CountedIndicate if the item is already counted in inventory count.

String

Yes/No
NoNoNo

Only can View
Last Count DateSystem records the last count date of the item lot location.

Date

NANoNoNo

Only can View

Qty on Hand

The total number of units that are in the warehouse location at the current time. This field is auto filled by the system based on the lot tracked item part and location chosen.

Numeric

NA

No (via web)

Yes (via import Excel file)

No (via web)

Yes (via import Excel file)

Yes

Default: 0


Pallets

The pallets functionality consolidates inventory into pallets within a warehouse and location. A unique identifying number (i.e., license plate number (LPN))  is assigned to the pallet.  

Pallet can be restricted as:

1. single item pallet - means include on item in a Pallet

2. multi-item pallet - means include multiple items in a Pallet

The fields in the Pallets settings are:

FIELDDESCRIPTIONDATA TYPEMAX LENGTHCAN ADDCAN EDITCOMPULSORY
Pallet Header
LPNPallet license plate unique number.

String

30
YesNoYes

Status

Status of the pallet. This is system control status.

List:

1. Open

2. Picked 

3. Transferred

4. Shipped


NANoNoYes

Warehouse

Identifies the warehouse where the Pallet is located in.

Must exist in Warehouses master

String

30

Yes

No

Yes

Location


Identified the specific location within abovementioned warehouse where the Pallet is located in.

Must exist in Locations master


String30YesNo
Yes
Single Item
Identifies if the pallet only can receive single item number
String
Yes/No
Yes
Yes
(Only if no item in pallet)
Yes
Usage RestrictionIdentifies the restriction of the usage for the pallet.

If For Customer is selected, this pallet only uses for customer picking for the selected customer
List:
1. No Restriction
2. For Customer
NAYesYesYes
CustomerIdentifies the customer codeString30Yes (Only if Usage Restriction is For Customer)Yes (Only if Usage Restriction is For Customer)
No
Customer NameThe name of the customer selected above. StringNANoNoNo
Creation DateThe creation date of the palletDateNANoNoNo
Pallet SourceThe transaction type for the first receiving into the pallet. List:
1. PO Receipt
2. Misc Receipt
3. CO Return
4. Job Receipt
NANoNoNo
Ref NumOrder number of the source.StringNANoNoNo
Ref Line Order Line of the reference number above. StringNANoNo No
Pallet Line
LPNPallet license plate numberString30
NoNo
Yes
Pallet Line
A number uniquely identifies the pallet line.NumericNANo
No
Yes

Item

Identifies the item that is stored in pallet.

Must exist in Items master

String

30

Yes

No

Yes

Description

This field is auto filled by the system based on the item chosen.

String

191

No

No

No

Lot Number Identifies the lot that is stored in the pallet. Only applicable to lot-tracked item.

Must exist in Item Lot location master
String30NoNoYes
Qty ContainedThe total quantity of the item inside the pallet.NumericNAYes
NoYes

UOM

Unit of measure based on the item chosen.

Must exist in UOMs master

String

3

Yes

No

Yes