Warehouse Management settings
Overview
In the Warehouse Management (WMS) settings, you can manage your shipping integrations, defaults, and automations for your warehouse or other branches.
Access the Warehouse Management settings
In the navigation, select
Stocks and then select WMS.
Select your username and then Settings.
General Settings
Change Branch
Select the warehouse or other branch where warehouse management is being used.Scanner Type
Choose if your scanner connects with Bluetooth, or Other.
Receiving
Auto Invoice Date
If Yes, the current date will be the invoice date for a purchase order when it is received.Default Sort
Sort orders by Product, OrderRef, or Location in the Receiving module.Default Location
All orders will be received into a product’s Last Location or No Location, or choose the location each time with Select Location.Partial Receiving
When you have only received some items for an order, you can choose how you want to partially receive the order. You can Partially Receive with Backorder, Partially Receive without Backorder, or Always Ask to make the choice for each order.
Racking
Enable Racking
If Yes, you can use the Racking module.Default Sort
Sort orders by Product or Location in the Racking module.Default Location
All orders will be racked into a product’s Last Location or No Location, or choose the location each time with Select Location.
Picking
Enable Picking
If Yes, you can use the Picking module.Default Sort
Sort orders by Product, OrderRef or Location in the Picking module.-
Enable Totes
If Yes, you need to assign orders to totes. Totes let you track products as they are picked and loaded onto different kinds of trolleys.Enable Multiple Totes
If Totes are enabled, you can decide if orders can be assigned to more than one tote.
If Yes, pickers can assign the order to different totes. IfNo, pickers can only assign the order to a single tote.
Packing
Auto Invoice Date
If yes, the current date will be the invoice date. The sales order stage will be Dispatched.
If no, you will need to add the invoice date for the sales order in Cin7 Omni. The sales order stage will be your complete stage.Complete Stage
Choose the default stage for all packed sales orders.Delivery Document
You can print a delivery document (or docket) when orders are packed. By default, Do not print is selected. However, you can choose a document template to print during packing. We recommend using Default: Delivery Order.Shipping Integration
You can print labels in the packing process for your shipping solution. You will need to connect your shipping integration to Cin7 Omni (Starshipit, ShipStation, and Shiptheory) and then setup the integration in WMS.