WMS - Configuration
Step 1 - Configure Center Tabs
Customization > Centers and Tabs > Center Tabs
Add appropriate user permissions for tab "MOV System". This menu will be used during the installation process or for any system maintenance. Access should not be made widely available.
General user will need to see the "MOV Stock" tab. Either add user permissions for tab "MOV Stock" or add the functions in there to existing menus as desired.
Step 2 - Connect to Movilizer
MOV System > Connect to Movilizer
The following account details will be supplied after your Movilizer account has been setup. Enter MOVILIZER URL, SYSTEM ID and SYSTEM PASSWORD then click on "Connect"
Step 3 - Movilizer Configuration
MOV System > Install > Edit Configuration
Set the "SYSTEM ID" and "SYSTEM PASSWORD" fields for production system. Values may also be entered for a sandbox account if one exists.
Client
Client tab contains options to configure the appearance of the Movilizer app running on a device.
Setting | Description |
|---|---|
HEADER BACKGROUND COLOUR | Orange band of colour across the header. |
| HEADER FOREGROUND COLOUR | Black colour for text and other icons. |
| HEADER TEXT | Text that appears in the header. In the example below the text is set to "Movilizer" |
| HEADER ICON | By default this is set to the Movilizer icon. If a file name is entered this will replace this icon. |
Movelet
Movelet tab contains options to customise the appearance of the movelet which is sent across to the device.
Setting | Description |
|---|---|
MOVELET BACKGROUND COLOUR START | Specify a fill colour gradient to start with. The combination of start and end colours will fill the entire movelet. |
| MOVELET BACKGROUND COLOUR END | Specify the colour gradient to end. |
| MOVELET BACKGROUND COLOUR ORIENTATION | The orientation of the merging colour gradients will go down the screen (value '2') or across the screen (value '1'). |
| SANDBOX MOVELET BACKGROUND COLOUR START | Same as above but value is allowed to sandbox account. Different colours are useful for identifying production or sandbox movelets. |
| SANDBOX MOVELET BACKGROUND COLOUR END | Same as above but value is allowed to sandbox account. |
| SANDBOX MOVELET BACKGROUND COLOUR ORIENTATION | Same as above but value is allowed to sandbox account. |
| SUFFIX FOR MOVELET FROM THIS NETSUITE ACCOUNT | Suffix will be added to all movelets from this account. This is useful if device is linked to multiple accounts. |
| REQUIRE MOVELET LOGIN | Requires user to choose a user on the device Movilizer menu. No password is required. |
| RESCALE IMAGES TO RESOLUTION 1 | This is useful in resizing images to a smaller resolution to save on Movilier transaction volume size. Resolution width example 800. |
| RESCALE IMAGES TO RESOLUTION 2 | Resolution height example 600. |
Stock Management
The stock management options allows the configuration of each of the Receive, Putaway, Inventory count, Pick, Pack and Ship.
General Section
Setting | Description |
|---|---|
ALLOW COLLECTION OF IMAGES (E.G. SHIPMENT IMAGES) | Allows the storing of images against the transaction for receiving and shipment of orders. Images sizes are added to Movilizer usage and maybe turned off for small size accounts. |
Receive Purchase Order
Setting | Description |
|---|---|
INDIVIDUAL RECEIVE MOVELETS ACTIVE | Sending of movelets to mobile devices for receiving function is turned ON or OFF. |
| RECEIVE MODE ON MOBILE DEVICE |
|
SHOW "QUICK SCAN" IN RECEIVE PURCHASE ORDER | Allows the user to scan items in any order without selecting an item first. |
REQUIRE ITEM VALIDATION IN RECEIVE PURCHASE ORDER | Requires the user to scan item barcode or enter UPC Code/item name to validate the item. If this option is turned off the user only has to enter "Confirm". |
Bin Putaway
Setting | Description |
|---|---|
INDIVIDUAL PUTAWAY MOVELETS ACTIVE | Sending of movelets to mobile devices for bin putaway function is turned ON or OFF. |
REQUEST PUTAWAY REFRESH MOVELET ACTIVE | Enable mobile device function to request a list of items that need to be putaway from Netsuite. |
FIELD FOR CLASS IN PUTAWAY | Location can be further split by this field during Item putaway processing. Example Sydney/Class A. |
| SHOW "QUICK SCAN" IN BIN PUTAWAY | Allows the user to scan items in any order without selecting an item first. |
| REQUIRE ITEM VALIDATION IN BIN PUTAWAY | Requires the user to scan item barcode or enter UPC Code/item name to validate the item. If this option is turned off the user only has to enter "Confirm". |
Inventory Count
Setting | Description |
|---|---|
INDIVIDUAL COUNT MOVELETS ACTIVE | Sending of movelets to mobile devices for inventory count function is turned ON or OFF. |
| SHOW "QUICK SCAN" IN INVENTORY COUNT | Allows the user to scan items in any order without selecting an item first. |
REQUIRE ITEM VALIDATION IN INVENTORY COUNT | Requires the user to scan item barcode or UPC Code/item name to validate the item. If this option is turned off the user only has to enter "Confirm". |
Pick Sales Order
Setting | Description |
|---|---|
| INDIVIDUAL PICK MOVELETS ACTIVE | Activate Pick process on mobile device. If a Pick/Pack/Ship process is disabled, the system will automatically move item fulfillments along to the next step, bypassing those disabled. |
| PICKING MODE ON MOBILE DEVICE |
|
| SHOW "QUICK SCAN" IN PICK SALES ORDER | Allows the scanning of items in any order without having to select the item first on the movelet. |
| REQUIRE ITEM VALIDATION IN PICK SALES ORDER | Requires the user to scan item barcode or enter UPC Code/item name to validate the item. If this option is turned off the user only has to enter "Confirm". |
| SET "TO BE PRINTED" ON ITEM FULFILLMENT | Enable this if you want completed packing slips to be printed by the Print Cheques and Forms option. |
| STATUS AFTER PICKING | Fulfilment process may be customised to the current work practice of the warehouse. As an example one step PICK, PACK, SHIP may be configured be assigning the final status to 'SHIP' and disabling Pack Sales Order operation. |
Pack Sales Order
Setting | Description |
|---|---|
| INDIVIDUAL PACK MOVELETS ACTIVE | Activate Pack process on mobile device. If a Pick/Pack/Ship process is disabled, the system will automatically move item fulfillments along to the next step, bypassing those disabled. |
| REQUIRE INDIVIDUAL ITEM TICKS IN PACK SALES ORDER | When reviewing a Packed sales order, allows the user to confirm items by ticking them individually. |
| PACKAGE SIZE MEASURE UNIT | Unit of measure for size of package. Example cm |
| PACKAGE WEIGHT MEASURE UNIT | Unit of measure used to weigh package. Example kg |
| STATUS AFTER PACKING | Additional work practices for fulfilment process may be configured to work in conjunction with Pick Sales Order operation. Final status possible are 'PACK' and 'SHIP' |
Validate Item Fulfillment
Setting | Description |
|---|---|
| SINGLE VALIDATE MOVELET ACTIVE | Sending of movelets to mobile devices for validation of item fulfillment function, ON or OFF. |
Step 4 - Assignment Groups
MOV System > Participants > Assignment Groups
By default an 'ALL' group is available. This group will allow all warehouse process operations. It may be possible to restrict certain warehouse operation on particular device by creating assignment groups. For example a device that can only receive orders in the delivery dock.
It is only necessary to add the main Movelets, not the "Core" movelets. e.g. add "Pick Sales Order" but not "Pick Sales Order (Core)".
Note: By default the 'All' assignment group will contain all devices and infrastructure movelets such as Login / Logout.
Step 5 - Add Devices
MOV System > Participants > Devices
Participants are Devices
A participant is tied to a single device. Therefore, if a person has two devices then two participant entries must be created for them. Alternatively, a participant may be available for use by several people without a specific owner.
A participant is identified by either phone number or email address, this means that there must be a unique phone number / email address for each device that a person has. However, dummy values can be used as it is possible to enter an alternative email address for the required registration email.
New devices will be automatically sent to Movilizer for registration. An email will be sent with login credentials.
Step 6 - Add Devices to Assignment Groups
MOV System > Participants > Assignment Groups > Devices
Once a device is create, it will need to be added to a group.
Step 7 - Initialize Masterdata
MOV System > Install > Initialize Masterdata
All Masterdata needs to be initialised by sending current data to each device.
