This document Outlines the Daily, Weekly, Monthly, Yearly WMS recommended maintenance procedures.

1. Backup - Cloud WMS database backups are performed automatically daily, held for 14 days.

2. Accounting system backup - varied manual backup options dependant on your accounting system.

3. Scheduled Task Replication/s - Automatic/Manual

4. Invoice Sales to Accounting Software - Automatic/Manual

5. Bill Purchase Orders to Accounting Software - Automatic/Manual

6. Close Assemblies to Accounting Software - Automatic/Manual

1. Review Registers for incomplete transactions and alerts- Sales, Returns, Transfers, Assemblies, and Receiving.

2. Cloud WMS data backups etc. (stored images, documents etc. backups are automated and performed weekly.)
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1. Perform a Sales Reconciliation using the Sales Reconciliation Report.

2. Perform a Stock Reconciliation using the Stock Reconciliation Report.
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Perform a Stocktake.
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Stock Taking
​ALERT Codes and Remedies

Invoicing and Closing Sales
​Sales Reconciliation Report

Stock Reconciliation Report
​Building, Closing, and Allocating from Work Orders to Sale Orders