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Configure Warehouse Processes

Microsoft Dynamics NAV 2013

A company's distribution strategy is reflected in the configuration of its warehouse processes. This includes defining how different items are handled in different warehouse locations, such as the degree of bin control and the extend of workflow required between warehouse activities.

The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.

To See

Get an overview of the capabilities of different warehouse elements, such as bins, locations, and activities, to decide how to configure the warehouse management system.

About Warehouse Management

Learn how to configure an efficient distribution model with a combination of different location setups and responsibility centers assigned to business partners or employees.

About Using Locations and Responsibility Centers

Define general inventory rules and values, such as requirements on supply planning and number series for inventory journals and basic warehouse activity documents.

Inventory Setup

Define general warehouse management rules and values, such as required warehouse activities and the number series used for each activity document.

Warehouse Mgt. Setup

Set users up as warehouse employees at specific locations.

How to: Set Up Warehouse Employees

Configure a warehouse location with the rules and warehouse activities that will apply when handling items at that location.

Location Card

Define storage and planning rules for each instance of an item in a specific warehouse location.

How to: Set Up Stockkeeping Units

Make additional settings to an existing location to enable it for warehouse activities.

How to: Convert Existing Locations to Warehouse Locations

Define different types of bins across the warehouse to control where items are placed according to their type, rank, or handling level.

How to: Set Up Locations to Use Bins

Set up eight different bin types, such as Picking Bin, to define the flow activities that relate to each bin type.

How to: Set Up Bin Types

Create templates for bin types to be used when creating bin content with a bin creation worksheet.

Bin Templates

Use a worksheet to create multiple bins with information, such as name, number series, and category, according to a bin template.

How to: Create Bins in the Bin Creation Worksheet

Define which items you want to store in any given bin and set the rules that decide when to fill the bin with a particular item.

How to: Set Up Bin Contents

Set an item up to always be placed in a specific bin.

How to: Assign Default Bins to Items

Set up the warehouse to automatically suggest items to be picked that expire first.

Picking by FEFO

Create templates to govern where and how items are put away during directed put-away.

How to: Set Up Put-away Templates

Set locations up for the most advanced scope of warehouse management where all activities must follow a strict workflow.

How to: Set Up Warehouses for Directed Put-away and Pick

Set items up to be handled by directed put-aways and picks.

How to: Set Up Items for Directed Put-away and Pick

Enter information about the different transportation vendors you use, including a link to their package tracking service.

How to: Set Up Shipping Agents

Set up fixed location pairs, transfer-from location and transfer-to location, between which items can be transferred via in-transit services, transportation units.

How to: Set Up Transfer Routes

Configure the warehouse to support a process where items are shipped directly from the receiving area, without entering inventory.

"Set Up the Warehouse for Cross-Docking" in Cross-Docking Items

Define when and how items in warehouse locations are counted for maintenance or financial reporting purposes.

How to: Set Up Physical Inventory Counting Periods

Learn about the capabilities of integration bar code readers to the warehouse management installation.

Use Automated Data Capture Systems (ADCS)

Get tips on how to reorganize locations, bins, or zones to obtain more efficient warehouse activities.

How to: Restructure Warehouses

See Also

Concepts

Receiving
Shipping

Other Resources

Design and Engineering

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