Mobile Inventory and CDN

Using Mobile Inventory with ComCept.Net¶

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¶

Preferred Bin¶

• The Preferred bin is 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.
  

Picking Bins¶

Overflow Bin¶

No bin (none)¶

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¶

• The Bin Items screen 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¶

• 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¶

Order Entry - Billing¶

Inventory¶

Purchasing¶

Other Functions¶

Associated Data Maintenance Sheets¶

Bin Management¶

• Bin Type has been added.
• Non-WMS locations cannot use the 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¶

Bin Move Audit¶

System Alerts¶

Invoices¶

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

Adjust Transfers¶

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

Quotes¶

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

Work Orders¶

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

Consignments (both)¶

• Warehouses will receive a block when selected in the 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 can 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 a 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 listed in the Stock Levels section.
  

Preferences/Inventory¶

• Warehouses will receive a block when turning on Auto-settling Inventory Preference.