Description
This document Outlines the Daily, Weekly, Monthly, Yearly WMS recommended maintenance procedures.
Detail Steps
Daily
1. Backup Databases (Accounting system and WMS)
For WMS DB backup browse to the installation folder, for example,
"C:\Program Files (x86)\Datapel Systems\Warehouse Management System" and include Forms folder; Workspace.xml; Prefs.xml
For WMS DB backup browse to the installation folder, for example,
"C:\Program Files (x86)\Datapel Systems" and include the Common folder
2. Cloud WMS database backups are performed automatically daily (evenings).
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
Weekly
1. Review Registers for incomplete transactions and alerts- Sales, Returns, Transfers, Assemblies, and Receiving.
2. Cloud WMS Host Server backups etc. (settings, software, stored document file backups are performed weekly.)
Monthly
1. Perform a Sales Reconciliation using the Sales Reconciliation Report.
2. Perform a Stock Reconciliation using the Stock Reconciliation Report.
Yearly
Perform a Stocktake.