Description

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

Detail Steps

Daily

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

Backup Registry 

  1. To backup the registry, select the start button and select run, enter "Regedit."
  2. expand folders to "[HKEY_LOCAL_MACHINE\SOFTWARE\Datapel Systems]" or in the case of 64-bit machines "[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Datapel Systems]"
  3. Right-click on the Datapel Systems folder and select export, save to backup folder.
Cloud WMS database backups are performed daily (evenings). 

Backup 

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


Weekly

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.



Monthly

Perform a Sales Reconciliation using the Sales Reconciliation Report

Perform a Stock Reconciliation using the Stock Reconciliation Report


Yearly

Perform a Stocktake

Purge the Audit Log


Related Information

Stock Taking