# WMS Setup

<details>

<summary>Media</summary>

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FWBAgdHxO538vqQG8EC3p%2Fvecteezy_light-bulb-icon_6757532.jpg?alt=media&#x26;token=f7283bd4-81e3-4d9a-b5e3-f594d233421f" alt="" data-size="line">[Install the WMS](https://howto.salesorder.com/install-the-wms/)

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FrZsJXShGAi7gotDeVreA%2Fvecteezy_steering-wheel-icon-template-black-color-editable-steering_6693457.jpg?alt=media&#x26;token=513a4d40-0f7e-4ccf-ba1f-8074308f27fb" alt="" data-size="line">[Add the WMS](https://app.storylane.io/share/co7rfhvvkaxw)

</details>

{% hint style="danger" %}
You **cannot** install the WMS if you have stock-related transactions in your system.&#x20;

**If you are evaluating** and you have stock-related transactions then you can reset your system to delete them. See '[Reset your system](https://helpwith.salesorder.com/broken-reference)'.

**If your system is already in live operation** you <mark style="color:red;">must</mark> contact <support@salesorder.com>. The transition to using the WMS is a considered task requiring specialist planning and knowledge.&#x20;
{% endhint %}

### Evaluating?

If you're evaluating the WMS, save time by setting up enough Locations to support trying out your core workflows, for example:

* Goods In
* Goods Out
* A small number of locations where you'll store or put away stock for a small selection of your Items.&#x20;

### Choosing Barcode Scanners

{% hint style="info" %}
If you don't already have Barcode scanner hardware, find a supplier who will loan you hardware for evaluation.&#x20;
{% endhint %}

Search Google for 'android barcode scanners'.&#x20;

**If you're in the USA**, resellers like [Barcodes Inc](https://www.barcodesinc.com/) and [Barcode Factory](https://www.barcodefactory.com/) can answer your questions, and help you choose the right hardware.

**If you're in the UK**, resellers like [Barcode Warehouse](https://www.thebarcodewarehouse.co.uk/) can answer your questions, and help you choose the right hardware.

### Barcode scanner specification

Our Barcode scanner app is a Google Android application (.apk). You'll need a scanner running the latest version of the Android operating system.&#x20;

Reputable manufacturers and models:

* [Honeywell](https://sps.honeywell.com/us/en/products/productivity/mobile-computers/handheld-computers)
* [Zebra](https://www.zebra.com/us/en/products/mobile-computers/handheld/tc5x-series.html)
* [ScanSKU](https://www.scansku.com/)

### WMS setup steps

Do these steps in the order presented:

1. [Install the SOWMS plugin](#install-the-sowms-plugin).
2. [Import Locations](#import-locations).
3. [Import Multipacks (optional)](#import-multi-packs).
4. [Import Item Location mappings (optional)](#import-item-location-mappings).
5. [Review and configure 'WMS General Configuration'](#review-and-configure-wms-general-configuration).&#x20;
6. [Review and configure 'Packing Container/Box types'](#review-and-configure-packing-container-box-types).
7. [Add and configure 'WMS Manager users'.](#add-and-configure-wms-manager-users)
8. [Add and configure 'WMS Scan Users'](#add-and-configure-wms-scan-users).
9. I[nstall Barcode scanner app (APK)](#install-barcode-scanner-app-apk).
10. [Register Barcode Scanners.](#register-barcode-scanners)
11. [Install EasyPost plugin (optional)](#install-easypost-plugin).
12. [Setup EasyPost (optional)](#setup-easypost).

{% hint style="info" %}
It's best practice to check and test every setting looks and works as expected before allowing users to start using the system.
{% endhint %}

### Install the SOWMS plugin

<mark style="color:orange;">Setup>Plugin Store>SOWMS plugin</mark>

Locate the SOWMS plugin in the Plugin store in Setup, install and register the Plugin.

{% hint style="info" %}
Check if we have already installed the WMS plugin for you. Go to <mark style="color:orange;">Setup>Plugins>Installed Plugins</mark>. Look for a Plugin 'SOWMS'.&#x20;
{% endhint %}

As well as adding the WMS, the installation adds:

* Stock manager list: to track stock instances Lots list Locations list.
* Transfer warehouse: to track stock in transit between warehouses.
* WMS Transfer customer: for intra company stock transfers&#x20;
* WMS Transfer supplier: for intra company stock transfers&#x20;
* WMS Customer for Returns - from a supplier credit (debit) note create a sales order on this special customer. From this sales order create a shipment to pick and ship the related items back to the supplier

…and removes

<mark style="color:orange;">Stock Item>Stock tab>Current status and availability</mark>, therefore disabling functions to set stock value and quantity on Item master

### Import Locations

Study [Locations](https://helpwith.salesorder.com/wms-warehouse-management/locations), use the Stock Locations import template located at:

<mark style="color:orange;">SOWMS</mark> <mark style="color:orange;"></mark>*<mark style="color:orange;">plugin</mark>*<mark style="color:orange;">>Configure</mark>

Decide # of warehouses. Create a list of Locations, their unique identifiers, and individual configurations i.e. Goods In - Receiving, 10-12-23 Quarantine.

If required, set Item mapping (fixed locations for SKUs). See [Import Item Location Mappings.](#import-item-location-mappings)

{% hint style="info" %}
Use a **small sample** of this data for evaluation of the core order to cash workflow.
{% endhint %}

### Import Multi-packs

This step is optional.

Study [Multi-packs](https://helpwith.salesorder.com/wms-warehouse-management/multipacks), use the Stock Locations import template located at:

<mark style="color:orange;">SOWMS</mark> <mark style="color:orange;"></mark>*<mark style="color:orange;">plugin</mark>*<mark style="color:orange;">>Configure</mark>

### Import Item Location mappings

This step is optional.&#x20;

If you want to specify fixed locations for your Items, do this step.

Study [Locations](https://helpwith.salesorder.com/wms-warehouse-management/locations), use the Stock Location/Item Mappings import template located at:

<mark style="color:orange;">SOWMS</mark> <mark style="color:orange;"></mark>*<mark style="color:orange;">plugin</mark>*<mark style="color:orange;">>Configure</mark>

### Review and configure 'WMS General Configuration'

Configure WMS behaviors and workflows.&#x20;

Study [Config](https://helpwith.salesorder.com/wms-warehouse-management/config).

### Review and configure 'Packing Container/Box types'

Set up your box or container types to streamline the packing tasks.

Study [Packing Container/Box types](#review-and-configure-packing-container-box-types.).

### Add and configure 'WMS Manager users'

Your Workers with logins enabled in the main app can be configured to give them access to the WMS console.&#x20;

Users can login to the WMS console from [wms.salesorder.com](https://wms.salesorder.com)

Study [Admin](https://helpwith.salesorder.com/wms-warehouse-management/admin).

### Add and configure 'WMS Scan Users'

So your warehouse pickers can log in via the barcode scanners, you'll need to set up and configure them here.&#x20;

Study [WMS scan users](https://helpwith.salesorder.com/wms-warehouse-management/admin#greater-than-new-barcode-scanner-user).

### Install Barcode scanner app (APK)

Your scanner(s) need to run the Android 8 or 9 operating system. You can download the barcode scanner app 'SOWMS.apk' from:

<mark style="color:orange;">WMS console>WMS Registered Devices>Download Scan App</mark>

OR&#x20;

<https://wmsapk.salesorder.com/>

OR

The Google Play Store (coming soon).

{% hint style="warning" %}
You must be running Android 9 to download the app from the Play Store
{% endhint %}

### Register Barcode Scanners

When open the barcode app on your scanner you'll be presented with a 'Register' screen.

You'll need to enter:

1. Your Salesorder main app account id, e.g. SOAxxxxxx
2. Your Salesorder main app user id.
3. Your Salesorder main app password.

Now choose a warehouse. &#x20;

Now select a Scan User and login.

*To setup Scan User on <mark style="color:orange;">WMS > Admin > WMS Scan Users > New</mark>*

The device will then be registered and the details will show up on the 'WMS registered devices' pane in the WMS consol~~e.~~

### ~~Install EasyPost pl~~ugin

This step is optional.

EasyPost connects your WMS to your small parcel carriers e.g. UPS, FEDEX.&#x20;

See [EasyPost](https://helpwith.salesorder.com/setup/easypost).

### Setup EasyPost

This step is optional.

See [Easypost getting started guide](https://www.easypost.com/getting-started).