Description

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

Detail Steps

Daily

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

Cloud WMS database backups are performed automatically daily (evenings). 

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


Related Information

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