Welcome GuestLogin

ComCept Documentation

RSS RSS

 



Navigation




 Search:

»

Table of Contents [Hide/Show]


Using Mobile Inventory with ComCept.Net
   Mobile Inventory Location Types
      WMS Warehouse
      WMS Store
      WMS Non-WMS (do not use WMS)
   Bins
      Types of Bins
         Preferred Bin
         Receiving Bin
         Picking Bins
         Overflow Bin
         No bin (none)
      Bins Screen
      Bin Items Screen
      Bin Item Associations
      Bin Audits
   Bin Selection
      Mobile Inventory App
      Order Entry - Billing
      Inventory
      Purchasing
      Other Functions
   Associated Data Maintenance Sheets
      Bin Management
      Bin Items Management
      Local Inventory Update
   Associated Reports
      Bin Listing
      Bin Move Audit
   System Alerts
      Invoices
      Adjust Transfers
      Quotes
      Work Orders
      Shipping (Legacy)
      Process WO
      Credits and Refunds
      Consignments (both)
      CollisionLinx Orders
      Local Inventory
      Adjust Inventory
      Create PO/Xfer
      Receive PO/Xfer
      Receipt Worksheet
      Doc Gen (old)
      Doc Gen (new)
      Item Lookup
      Preferences/Inventory


Using Mobile Inventory with ComCept.Net

Outlined below is how the different Mobile Inventory location types work within ComCept.Net (CDN).

Mobile Inventory Location Types

WMS Warehouse

  • All Mobile functionality: Receiving, Put Away, Picking, Item Lookup, Bin Move, Count Sheets
  • Multiple bin associations per item.

WMS Store

  • Only Mobile functionality: Receiving, Picking, Item Lookup, Count Sheets
  • Single bin associations per item.

WMS Non-WMS (do not use WMS)

  • No mobile functionality.
  • Single bin associations per item.

Bins

Types of Bins

Bin types are predefined and cannot be edited, nor additional types created.

Preferred Bin

  • The Preferred bin is the bin assigned to the item in the local inventory maintenance screen.
  • All location types can assign a Preferred bin for all, some, or none of their inventory items, although warehouse locations should always have one assigned.
  • Only Picking and Overflow bins can be assigned as Preferred bins.

Receiving Bin

Receiving bins are used by Warehouse locations to temporarily house inventory received until it can be put away into a picking or overflow bin. Multiple Receiving bins can be created and used.

Picking Bins

Picking bins are where items are pulled from to fill orders. Preferred bins should primarily be Picking bins.

Overflow Bin

Overflow bins are used to store inventory that will not fit in the picking bin(s). Picking bins are restocked from Overflow bins.

No bin (none)

When an item has not had a Preferred bin assigned, you will see some form of the word “none” displayed in its place throughout CDN and the WMS app.

Bins Screen

  • This screen is strictly a bin management screen where you add, edit, and delete bins.
  • This screen only shows information for the location, not companywide. Adding, editing, or deleting bins across all locations is done via Data Maintenance.
  • Items cannot be assigned or unassigned from bins on this screen; it is strictly informational only.
  • Items listed under a bin are items where that bin is the Preferred bin. 

Bin Items Screen

  • Bin Items is where associates between items and bins are created, edited, and deleted.
  • The Preferred bin for an item can also be managed here.

Bin Item Associations

  • Associations between Bins and Items are created. The association record contains:
  • The bin the item is assigned to (Warehouses can have multiple associations for one item)
  • How many of that item is in that bin (the bin on-hand, not the location’s total on-hand)
  • The minimum stocking quantity for the bin
  • The maximum stocking quantity for the bin

Bin Audits

Every time there is bin movement for an inventory item, a bin audit record is created, not unlike the current inventory audits. The audits detail the activity’s:

  • Date and time
  • Initiating user
  • Initiating function
  • Item
  • Bin the item is leaving or arriving
  • Bin’s current quantity on-hand
  • Change in quantity for the bin

Bin Selection

Mobile Inventory App

Image

Order Entry - Billing

Image

Inventory

Image

Purchasing

Image

Other Functions

Image

Associated Data Maintenance Sheets

Bin Management

  • Bin Type has been added.
  • Non-WMS locations cannot use Bin Type of “Receiving”.

Bin Items Management

  • A sheet where Warehouse and Store locations build and maintain associations between bins and items.
  • Permissions are honored on this sheet (InventoryBin_Edit, InventoryBin_Add, InventoryBin_Admin).
  • Non-WMS locations can access the sheet, but it will not do anything and they will receive an error (this is noted on the instructions page).

Local Inventory Update

  • This sheet only updates the Preferred bin.

Associated Reports

Bin Listing

Lists bins, items associated with the bin and details for the bin (min/max quantity allowed in the bin, quantity of the item in the bin, etc.)

Bin Move Audit

Audit trail of items and on-hand quantities moving in to, out of, or between bins throughout CDN and the WMS app.

System Alerts

Invoices

  • Warehouses will receive a block on Save.
  • Warehouses will receive a block on Actions menu Create Credit.

Adjust Transfers

  • Warehouses will receive a reminder that preferred bin will be used before opening screen.

Quotes

  • Warehouses will receive a block on Actions menu Create Consignment.

Work Orders

  • Warehouses will receive a block on Actions menu Create Invoice.

Shipping (Legacy)

  • Warehouses will be asked to use the Shipping Worksheet, or confirm they want to use the item’s preferred bin.

Process WO

  • Warehouses will receive system warning unable to Ship or Ship/Invoice.
  • Warehouses Ship and Ship/Invoice selections are locked down.

Credits and Refunds

  • Warehouses must select a Receiving bin from a newly added drop-down (preselected if only one Receiving bin exists).
  • Warehouses will receive a block on Actions menu Create Invoice.

Consignments (both)

  • Warehouses will receive a block when selected in menu.

CollisionLinx Orders

  • Warehouses will receive a block on Create Invoice.

Local Inventory

  • “(none)” displayed where a Preferred bin has not been assigned to an item.
  • Warehouses will only be able to select a Preferred bin from a bin that has already been associated with the item.
  • Store/non-WMS will be able to select a Preferred from all picking or overflow bins.

Adjust Inventory

  • Warehouses will have to enter adjustments at the bin level.
  • Warehouse adjustments resulting in a 0 +/- to the item on-hand will not be allowed.

Create PO/Xfer

  • Warehouses will receive a block when selecting Quick Transfer.
  • Store/non-WMS will not be shown Warehouse locations when creating a Quick Transfer.

Receive PO/Xfer

  • Warehouses will have to select a Receiving bin from a newly added drop-down (preselected if only one Receiving bin exists).

Receipt Worksheet

  • Warehouses will have to select a Receiving bin unless only one Receiving bin exists.

Doc Gen (old)

  • Warehouse locations are not listed as an option for doc types of: Quick Transfer, Return Goods PO

Doc Gen (new)

  • Warehouses will receive system error unable to create RGPOs when finalizing.
  • Selection to create Quick Transfers when finalizing will be locked down if one of the locations for the transfer is a Warehouse.

Item Lookup

  • Warehouses have a reminder all bin associations are in the Bins Listing on Details tab under Stock Levels.
  • Warehouse Bins Listing shows all bin information – Min/Max, Bin On-Hand, etc.
  • Warehouse Preferred bins shaded in green on bins listing in Stock Levels section.

Preferences/Inventory

  • Warehouses will receive a block when turning on Auto-settling Inventory Preference.
  Name Size
- WMS_OV2_01App.jpg 59.67 KB
- WMS_OV2_02OE.jpg 66.97 KB
- WMS_OV2_03Inv.jpg 54.24 KB
- WMS_OV2_04Purch.jpg 55.21 KB
- WMS_OV2_05Other.jpg 24.97 KB
Copyright 1999 - 2019 ComCept Solutions, LLC