Recommended Maintenance Procedures
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