This document Outlines the Daily Weekly Monthly Yearly WMS recommended maintenance procedures.
Backup Databases (Accounting Software 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 Common folder
- To backup the registry, select the start button and select run, enter "Regedit."
- expand folders to "[HKEY_LOCAL_MACHINE\SOFTWARE\Datapel Systems]" or in the case of 64-bit machines "[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Datapel Systems]"
- Right-click on the Datapel Systems folder and select export, save to backup folder.
Scheduled Task Replication/s - Automatic/Manual
Invoice Sales to Accounting Software - Automatic/Manual
Bill Purchase Orders to Accounting Software - Automatic/Manual
Close Assemblies to Accounting Software - Automatic/Manual
Review Registers for incomplete transactions and alerts- Sales, Returns, Transfers, Assemblies, and Receiving.
Cloud WMS Host Server backups etc. settings, software, stored document file backups are performed weekly.
Perform a Sales Reconciliation using the Sales Reconciliation Report
Perform a Stock Reconciliation using the Stock Reconciliation Report
Perform a Stocktake
Purge the Audit Log