Setting Up Warehousing

This guide outlines the steps required to set up and configure Warehouse functionality in TrakIT.

Step 1: Warehouse Setup

Navigation:
Admin > Masters > Warehouses & Yards

• The Warehouse can be set up by a SysAdmin or the TrakIT Support Team.

• Other users can view the settings if the permissions are enabled under Role Management. (Section: Admin > Masters >  View Warehouses & Yards)

More Info: https://trakithelp.bitmetric.com/admin/master/warehouses-yards

Step 2: Item Setup

Navigation:
Operations > Warehouses > Item Masters

• By default, the system includes the "General" item category/type.

• If you need additional item categories or types, please connect with the TrakIT Support Team.

More Info: https://trakithelp.bitmetric.com/operations/warehouses

Step 3: Workflow (WF) Setup

Navigation:
Admin > Workflow Definitions

a. Operations Section

WF > Edit > Operations

• Set which types of transactions should be enabled for this workflow.

• Define any validation or action to be triggered on commit (i.e., finalizing the transaction).

b. WH & Yards Tab

WF > WH & Yards

• Select the Warehouses to be enabled for this workflow.

• Specify which Item Categories/Types should be available.

More Info: https://trakithelp.bitmetric.com/admin/workflow-definitions/available-item-types

c. WO Tabs

WF > WO Tabs

• Tick the checkbox for "Items" to make the Items tab visible in the Work Order (WO).

Step 4: Adding / Committing Items

Navigation:
Operations > Jobs > WO > Items Tab
i. For Adding:

• Select the Warehouse and Transaction Type.

• Fill in the required details in the popup window.

Note: For Outbound Transactions, you can add items based on:

• Storage

• Transaction

• Customer

To outbound specific items linked to an Inbound transaction, select the "By Transaction" option.

ii. For Committing:
Click on the Commit Items button

iii. You can view transaction details under:
Operations > Warehouses > Transactions