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