Overview

• Inbound WMS

  Inbound WMS Activity (Putaways)

   

  A putaway is a billable warehouse action that places received pallets into inventory.
  
  Once a putaway is performed, the pallet(s) are officially entered into inventory and become available for tracking, movement, and billing.
  
  General Putaway Process
  1. Schedule the putaway (optional)
  2. Create the putaway
  3. Perform the putaway (pallet(s) are now officially in inventory)
  4. Bill the putaway
  5. Invoice the putaway
  
  Putaway Overview
  During a putaway, users assign inventory to a bin and define key details such as item, quantity, and billing configuration.
  
  Key fields include:
  
  • Bin to Putaway Into – Final storage location
  • Item / Description – Product being received
  • # of Units / # of Identical Pallets – Quantity and pallet count
  • Billing (Daily / Weekly / Monthly / Monthly Every 1st) – Storage frequency
  • Billing Service – Determines how the activity is charged
  • Grace Period – Delays initial storage billing if applicable
  • PPA PO # – Optional field used to group or separate billing

  screenshot
  
  Putaway Billing
  Each putaway that is created and performed will automatically generate one initial billing order, which includes:
  
  • 1 Pallet Handling Fee per pallet
  • 1 First Month / Week / Day Charge per pallet
  
  These inbound charges are typically billed immediately.
  
  Grace Period Behavior
  If a Grace Period is selected during putaway:
  
  • The First Month / Week / Day charge is delayed until the grace period expires
  • If the pallet remains in inventory after the grace period, the charge is automatically billed and invoiced
  • If the pallet leaves inventory before the grace period ends, the charge is not billed
  
  Recurring storage billing is not affected by the grace period and continues based on the original received date.
  
  Recurring Billing
  For as long as the pallet remains in inventory:
  
  • A recurring anniversary charge is automatically generated
  
  This results in:
  
  • 1 Recurring Charge per pallet per billing cycle

Putaway Customer Orders

• Key Information

  Scheduling a Putaway (Optional): 
  
  Putaway appointments can be optionally added to the Schedule/Calendar to plan and structure your inbounds.  
  
  
  Creating a Putaway: 

  Putaways can be created for one or multiple items at a time, a blank item and quantity, or just a total weight and no units, and can contain 1 or multiple pallets. 

  If a putaway appointment was created, link the appointment to the putaway to faciliate the completion of the appointment.  
  
  
  

  Pallet Labels: 

  Print Pallet Label Checkbox: Check this box to print a pallet label for the current putaway 

  Save & Print All Open: Click this button to save the current putaway and print ALL labels associated with this current putaway queue 

   

  Manual Pallet ID: Used to maintain alternative names for certain pallets

   

  Performing a Putaway: 

  Every putaway created is automatically placed into a putaway queue based on the date and time of creation.  Multiple putaways created on the same date at the same time will be placed in the same queue together. 

   

  Billing a Putaway:

  All putaways performed must be billed through WMS Activity. 

   

  Invoicing a Putaway:

  All putaways that have been billed through WMS Activity will automatically be placed in a customer order which will then need to be invoiced.

• Step 1: Scheduling a Putaway
  Get organized and plan ahead by adding anticipated putaways onto the Schedule/Calendar (Optional). 
  
  1. Click on the Schedule Icon 
  
  
  
  2. Click on the Add New Button 
  
  
  
  3. Select Putaway Appointment as the Type 
  
  
  
  4. Enter a Date, Customer and Description of the expected Putaway
  
  
  
  5. If applicable, add any Notes and/or enter Contact Email Addresses and Specify Alert(s) 
  
  
  
  6. Click on the Save & Exit Button to save the appointment 
  
  
  
  
  
  7. Click on the Edit Icon next to the Schedule Entry and then the Create Confirmation Button to generate and email a Putaway Confirmation
  
  

  Note: Once generated, a copy of the Putaway Confirmation will be automatically emailed to all Appt. Contacts.
  
  
  
  
  
  
  
  

  8. View the putaway confirmation form
  
  
  
  

• Step 2: Creating a Putaway
  1. Go to the Warehouse Menu and click on the Create Putaway Sub-Menu
  
  
  
  
  
  2. Click on either the Floor button to put a pallet away to the floor, or click on the Create Putaway icon next to the corresponding bin 
  
  
  
  
  

  
  
  Single Item/Lot Per Pallet:

  
  3. Fill in all of the necessary information, then choose whether or not to print a pallet label by checking the Print Pallet Label Checkbox.  
  
  Note: Selecting a grace period will halt billing of the First Month/Week/Day Storage Charge until the grace period expires, and the charges will only be billed if the pallet still remains in inventory. 
  
  
  
  
  
  
  Note:->  The item/printed contents MUST be the item and its description, it cannot be customized or overridden
  ->  Any changes to the item/printed contents will automatically override the printed notes with the item's description
  -> The printed notes can be customized when creating or adding putaways 
  
  
  Pallet Label: 
  
  
  
  
  
  4. To link the putaway to a Putaway Appointment on the Calendar/Schedule, click the Putaway Appt. Button, and then select the appointment from the list
  
  
  
  
  
  
  
  
  5. Once finished, click one of the Save Buttons to save the putaway 
  
  
  6. Once the putaway has been saved, click on the Go to Queue button to start performing the putaway to place the pallet(s) into inventory 
  
  
  
  

  
  
  
  Mixed Pallets (More than one Item/Lot per pallet): 

  3. Fill in all of the necessary information for the first item on the pallet, then choose whether or not to print a pallet label by checking the Print Pallet Label Checkbox
  
  Note: Selecting a grace period will halt billing of the First Month/Week/Day Storage Charge until the grace period expires, and the charges will only be billed if the pallet still remains in inventory. 
  
  
  4. To link the putaway to a Putaway Appointment on the Calendar/Schedule, click the Putaway Appt. Button, and then select the appointment from the list
  
  
  
  
  
  
  
  
  
  5. Click on the Save & Contents Button
  
  
  
  
  
  
  6. Click the Save & Copy or Save & New Button to confirm the first item's placement on the mixed pallet 
  
  
  
  
  
  7. Fill in the next item's item number and unit information, then click on either Save & Copy to continue adding items to the pallet or Save & Exit to finish 
  
  
  
  
  
  8. After hitting Save & Exit, click the Back button 
  
  Note: If catch weight items exist on the pallet, use the Take Weights button to record the weights 
  
  
  
  
  
  9. Click on Save & Exit 
  
  
  
   
  
  Pallet Label: 
  
  Note: -> For mixed pallets, the Item#/Printed Contents and Printed Notes of the first item only will be displayed on pallet labels.  
  

  -> The Item #/Printed Contents and Printed Notes will be updated for new pallet labels when items are moved out of a mixed pallet, if and only if, there is only 1 item/lot left on the pallet.  This update is done unless changes were manually made to the Printed Contents prior to the move. 

   

  
  
  
  
  
  10. Once the putaway has been saved, click on the Go to Queue button to start performing the putaway to place the pallet(s) into inventory 
  
  
  
  

  
  
  
  By Pallet Weight: 

  3. Fill in all of the necessary information, then choose whether or not to print a pallet label by checking the Print Pallet Label Checkbox
  
  Note: Selecting a grace period will halt billing of the First Month/Week/Day Storage Charge until the grace period expires and the pallet still remains in inventory.  
  
  
  
  4. To link the putaway to a Putaway Appointment on the Calendar/Schedule, click the Putaway Appt. Button, and then select the appointment from the list
  
  
  
  
  
  
  
  
  5. Click one of the Save buttons to save the putaway 
  
  
  4. Once the putaway has been saved, click on the Go to Queue button to start performing the putaway to place the pallet(s) into inventory 
  
  
  

• Step 3: Performing a Putaway

  Initiating from Putaway Maintenance: 

  1. Click on either the Start Putaway Button or the Start Putaway icon to start placing pallets from the putaway into inventory 
  
  
  
  
  

  Initiating through the Putaway Queue: 

  1. Go to the RF Menu and click on the Putaway Queue Sub-Menu 
  
  
  
  
  
  2. Click on the Initiate Putaway icon next to the putaway of choice from the list or  scan the label to select the putaway
  
  Select:
   
  
  
  3. Click on either the Start Putaway Button or the Start Putaway icon to start placing pallets from the putaway into inventory 
  
  
  
  or
  
  Scan to Choose: 
  
  
  
  
  

   

   

  
  
  
  
  4. Enter the pallet, then click the Next Step button 
  
  
  
  
  
  5. Enter the bin the pallet will go into 
  
  
  
  
  6. Enter the bin again to confirm 
  
  
  
  
  7. Continue with each pallet until all pallets within the putaway have been confirmed into inventory 
  
  Note: After placing the first pallet away, the Repeat For All Button can be used to place all pallets within the putaway into the same bin.  
  
  
  
  
  
  
  
  8.  View all pallets that have been put away into inventory on the Units Inquiry page located under the Warehouse Menu 
  
  
  

• Step 4: Billing a Putaway
  1. Go to the Sales Menu and click on the WMS Activity Billing Sub-Menu
  
  
  
  
  
  2. Click on the Bill to Order icon 
  
  
  
  
  3. Click on the Submit button 
  
  Note: Activities can only be billed on the date they were performed. The end of day process will not go through until all activities have been billed for that day.
  
  
  
  
  
  4. The putaway has now been billed for and has been placed into a customer order that is ready to be invoiced
  
  Note: If the entry is removed from the WMS Activity Billing list, then billing has been successful 
  
  

• Step 5: Invoicing a Putaway
  1. Go to the Sales Menu and click on the Orders Sub-Menu
  
  
  
  
  
  2. Locate the putaway order on the orders listing page 
  
  
  
  
  
  3. Click the Edit Order icon next to the putaway order 
  
  
  
  
  
  4. Click on the Save & Details button to review the order details
  
  
  
  
  
  
  
  5. Once the order has been reviewed, click on the Header button 
  
  
  
  
  
  
  
  6. Review the header and make any necessary changes. Click on the Invoice button to invoice the order 
  
  Note: The Req. Ship Date on inbound orders can be forward dated to invoice on a future date.   Pallet moves for non-invoiced pallets are allowed, but keep in mind that any inventory whose inbound order has not yet been invoiced will not be allowed to be adjusted or leave the building.  
  
  *Invoicing an order cannot be undone 
  
  
  
  
  
  
  
  7. The order has been invoiced and is now closed.   Click on the View Invoices icon to view the invoice document 
  

  
  
  

  

  
  
  
  
  
  
  
  8. Click on the Send Email icon to draft and send an email to the customer's contact(s) with the invoice document attached  
  
  Note: Those contacts that are setup to receive invoices via email will be automatically sent an email with the invoice document attachment at the time the order is invoiced 
  
  
  
  
  

• Step 6: Applying Payment to a Putaway

  Applying Payment to a Putaway

  A quick and simple walkthrough showing how to apply a payment to a putaway.
  
  1. Begin by navigating to Accounting → Accounts Receivable → AR Statements.
  
  

  
  2. On the AR Statements page, you’ll see a list of customers along with totals for any open credits, unpaid invoice fees, and aging details displayed across columns such as 1–8 days, 8–14 days, etc. Enter your customer’s name in the Customer field at the top of the page and click Search to bring up their account and any open statements.
  
  
  3. Once your customer appears, locate the invoice you’d like to pay. Under the Action column, click the paper icon to open that customer’s first 100 open invoices. Identify the correct invoice and note its Invoice # from the # column.
  
  
  4. Next, go to Accounting → Accounts Receivable → AR Cash Receipts to begin applying the payment.
  
  
  5. On the AR Cash Receipts screen, you’ll see any existing receipts currently in Ready to Post status. To create a new cash receipt, click the dark blue Add New button near the top of the page.
  
  
  6. On the new cash receipt entry screen, enter the Customer (optional — leave blank if funds will be split among multiple customers), the Total Amount received, and select the Payment Type. Once complete, click Distribute $ to allocate the payment to specific invoices.
  
  
  7. You’ll now see the Payment Distribution page, listing all open invoices.
  
  • To split a payment across multiple invoices, click the plus (+) icon under the Action column, enter the amount for the first invoice, and repeat as needed.
  
  • To apply the full amount to one specific invoice, locate the invoice number you recorded earlier, and click the dollar ($) icon to apply the total payment to that putaway invoice.
  
  
  8. After distributing funds, invoices that have received payments will display both an edit (pencil) and delete (X) icon. Once all funds have been allocated and the remaining balance shows $0.00, click the Back to Header button to return to the main Cash Receipts screen.
  
  
  9. Once you return to the main Cash Receipt screen, review all details to ensure accuracy. After confirming that everything appears correct, click the light blue Close Payment button to finalize and close the payment.
  
  
  10. Once the payment is closed, you’ll automatically return to the AR Cash Receipts page, where the newly created cash receipt will appear at the top of the list in Ready to Post status. To finalize and post this cash receipt for the putaway, click the orange Post button located in the upper-right corner of the screen. A confirmation message will appear asking, “Are you sure?” — select OK to confirm. This action will officially post the payment for the putaway.