D210: Inv Order Mgmt Automated Warehouse Operations

Version: 2025R1
Category: Inventory

How To Use This Course

This course introduces automated warehouse operations in Acumatica ERP based on a set of examples that illustrate warehouse processes in a midsize company with a warehouse. The course consists of lessons that guide you step by step through the examples and explanations of the configuration and business process flow in Acumatica ERP.

What Is in This Guide

The guide includes the Company Story topic and process activities. The Company Story topic explains the organizational structure of the company that has been preconfigured in the U100 dataset, as well as the company's business processes and requirements. Each of the process activities of the course is dedicated to a particular user scenario and consists of processing steps that you complete.

Which Training Environment You Should Use

All lessons of the course should be completed in an instance of Acumatica ERP 2025 R1 with the U100 training dataset preloaded; this dataset provides the predefined settings and entities you will need as you complete the activities of this course. You or your system administrator should prepare an instance of Acumatica ERP 2025 R1, as described in the How to Create a Tenant with the U100 Dataset section below.

What Is in a Lesson

Each lesson provides a story describing a particular user scenario and an overview of the relevant features that have been enabled in the system; configuration settings that are related to the described scenario are also listed. The lesson provides a brief overview of the process that should be performed to complete the described scenario, and instructions that guide you through the process in Acumatica ERP.

          The lessons are independent and can be completed in any order. However, depending on the
          sequence in which you complete the course lessons, the settings in the screenshots may diﬀer from
          the settings in the system.

What Is in Additional Materials

In the Additional Materials part of the guide, you can find the implementation checklists related to the processes and scenarios covered in the corresponding lessons of the guide.

What the Documentation Resources Are

The complete Acumatica ERP documentation is available on https://help.acumatica.com/ and is included in the Acumatica ERP instance. While viewing any form used in the course, you can click the Open Help button in the top pane of the Acumatica ERP screen to bring up a form-specific Help menu; you can use the links on this menu to quickly access form-related information and activities and to open a reference topic with detailed descriptions of the form elements.

How to Create a Tenant with the U100 Dataset Before you complete this course, you need to add a tenant with the U100 dataset to an existing Acumatica ERP instance. You will then prepare the tenant for completing the activities. To complete this preparation, perform the following instructions: How To Use This Course | 7

Go to Amazon Storage.
Open the folder that corresponds to the version of your Acumatica ERP instance.
In this folder, open the Snapshots folder and download the u100.zip file.
Launch the Acumatica ERP instance and sign in.
Open the Tenants (SM203520) form and click Add New Record on the form toolbar.
In the Login Name box, type the name to be used for the tenant.

On the form toolbar, click Save.

              When you create a system tenant, you may be signed out aer its creation, depending on how
              many non-System tenants your Acumatica ERP instance already had:

If you started with one non-System tenant (to which you are signed in) and you create a new one, the system signs you out to switch from single-tenant mode to multitenant mode.
If the instance had multiple non-System tenants and you create another, it is already in multitenant mode. Instead of being signed out, you wait until the system completes the operation and then proceed.

On the Snapshots tab, click Import Snapshot.
In the Upload Snapshot Package dialog box, select the u100.zip file, which you have downloaded, and click Upload. The system uploads the snapshot and lists it on the Snapshots tab of the Tenants form. 10.Open the Apply Updates (SM203510) form and click Schedule Lockout. 11.In the Schedule Lockout dialog box, click OK. 12.Open the Tenants form again. 13.On the form toolbar, click Restore Snapshot. 14.If the Warning dialog box appears, click Yes. 15.In the Restore Snapshot dialog box, make sure that the correct snapshot package is being uploaded and click OK. The system will restore the snapshot and sign you out. 16.Sign in to the tenant that you have just created. 17.Open the Apply Updates form again. 18.On the form toolbar, click Stop Lockout.

Which Credentials You Should Use

To complete the lessons, sign in as the following users:

Lesson 1: perkins
Lesson 2: perkins
Lesson 3: perkins
Lesson 4: perkins
Lesson 5: perkins
Lesson 6: perkins
Lesson 7: perkins
Lesson 8: angelo, perkins, rollins, hardin, rueb, and sauer

Lesson 9: angelo, rollins, perkins, hardin, barber, rueb, and sauer How To Use This Course | 8

10.Lesson 10:
   a. Implementation activity: gibbs
   b. To Process Single-Shipment Pick Lists: angelo, hardin, and sauer
   c. To Process Wave Pick Lists: angelo, perkins, rollins, and sauer
11.Lesson 11: perkins
12.Lesson 13: perkins

The password for each user is 123.

Which License You Should Use

For the educational purposes of this course, you use Acumatica ERP under the trial license, which does not require activation and provides all available features. For the production use of this functionality, you have to activate the license your organization has purchased. Each particular feature may be subject to additional licensing; please consult the Acumatica ERP licensing policy for details.

How to Install the Acumatica Mobile App

In the last lesson of this training, you will use the Acumatica mobile app. You can install the Acumatica mobile app on any mobile device that is running Android 4.0 or later. You can instead install the application on a device that is running iOS 8.0 or later, but the appearance and functionality of the application may diﬀer somewhat from what is shown and described in the course. To install the Acumatica mobile app on an Android device, do the following:

On your mobile device, open the Play Store app.
Find the Acumatica mobile app.
Tap Install. Aer the app installation is finished, you can open it.
To install the Acumatica mobile app on an iOS device, do the following:
On your mobile device, open the App Store app.
Find the Acumatica mobile app.
Tap Get.
Confirm the installation. Aer the app installation is finished, you can open it. Company Story | 9

Company Story

This topic explains the organizational structure and operational activity of the company you will work with during this training.

Company Structure

The SweetLife Fruits & Jams company is a midsize company located in New York City. The company consists of the following branches:

SweetLife Head Oﬀice and Wholesale Center: This branch of the company consists of a jam factory and a large warehouse where the company stores fruit (purchased from wholesale vendors) and the jam it produces. Warehouse workers perform warehouse operations by using barcode scanners or mobile devices with barcode scanning support.
SweetLife Store: This branch has a retail shop with a small warehouse to which the goods to be sold are distributed from the company's main warehouse. This branch is also planning on selling goods via a website created on an e-commerce platform to accept orders online. The e-commerce integration project is underway.
SweetLife Service and Equipment Sales Center: This branch is a service center with a small warehouse where juicers are stored. This branch assembles, sells, installs, and services juicers, in addition to training customers' employees to operate juicers.

Operational Activity

The company has been operating starting in the 01-2024 financial period. In November 2024, the company started using Acumatica ERP as an ERP and CRM system and migrated all data of the main oﬀice and retail store to Acumatica ERP. The equipment center began its operations in 01-2025 in response to the company's growth. The base currency of the company and its subsidiaries is the US dollar (USD). All amounts in documents and reports are expressed in US dollars unless otherwise indicated.

SweetLife Company Sales and Services

Each SweetLife company's branch has its own business processes, as follows:

SweetLife Head Oﬀice and Wholesale Center: In this branch, jams and fruit are sold to wholesale customers, such as restaurants and cafes. The company also conducts home canning training at the customer's location and webinars on the company's website.
SweetLife Store: In the store, retail customers purchase fresh fruit, berries, and jams, or pick up the goods they have ordered on the website. Some of the goods listed in the website catalog are not stored in the retail warehouse, such as tropical fruits (which are purchased on demand) and tea (which is drop-shipped from a third-party vendor).
SweetLife Service and Equipment Sales Center: This branch assembles juicers, sells juicers, provides training on equipment use, and oﬀers equipment installation, including site review and maintenance services. The branch performs short-term service provision. The company has local and international customers. The ordered items are delivered by drivers using the company's own vehicle. Customers can pay for orders by using various payment methods (cash, checks, or credit cards).

Company Purchases

The company purchases fruits and spices from large fruit vendors for sale and for jam production. For producing jams and packing jams and fruits, the company purchases jars, labels, and paper bags from various vendors. For Company Story | 10

the internal needs of the main oﬀice and store, the company purchases stationery (printing paper, pens, and pencils), computers, and computer accessories from various vendors. The company also purchases juicers and juicer parts from large juicer vendors, and it either purchases the installation service for the juicers or provides the installation service on its own, depending on the complexity of the installation.

Warehouse Structure

The SweetLife Head Oﬀice and Wholesale Center branch has a warehouse. The warehouse has three locations with three rows in each location, and each row has three shelves. Also, the warehouse has a zone for sorting items, three refrigerators, a zone for receiving items, and a zone for inventory write-oﬀ. This structure is described further in Warehouse Structure. Warehouse Structure | 11

Warehouse Structure

The warehouse of the SweetLife Head Oﬀice and Wholesale Center branch has the following structure:

Three locations (L1, L2, and L3) for most of the items that are stored at the warehouse. Each location has three rows (R1, R2, and R3). Each row of a location has three shelves (S1, S2, and S3).
A shipping zone that has the SORT sorting location.
A refrigerator zone that has four fridges (F1R1, F2R1, F3R1, and F4R1). Each fridge has two shelves (S1 and S2).
A receiving zone that has the MAIN location.
The WRITEOFF location, which is used for items to be written oﬀ. The warehouse structure is shown in the following diagram. Automated Warehouse Operations: General Information | 12

Automated Warehouse Operations: General Information Acumatica ERP provides a solution to automate basic warehouse operations, such as the picking, packaging, receiving, putting away, transferring, and counting of items. This functionality and the related forms become available if the Warehouse Management feature is enabled on the Enable/Disable Features (CS100000) form. In this topic, you will read about the automation of warehouse operations in Acumatica ERP and in the Acumatica mobile app.

Supported Warehouse Operations

You can automate the following warehouse operations by using a barcode scanner or a mobile device with barcode scanning support:

Picking and packing of the items for a particular shipment
Processing picking of shipments in a wave
Processing picking of shipments in a batch
Receiving items based on a purchase receipt defined in the system and putting away the received items to storage locations
Issuing items from a warehouse
Transferring items within a warehouse
Receiving items in a warehouse
Counting items within the physical inventory You can configure the workflow for each group of related operations to correspond to the business processes of your organization. For example, for shipping items, you can configure the workflow so that users can use only Pick mode, Pack mode, or Ship mode, or they can use these modes in any combination. As another example, for receiving items with a purchase order, you can configure the workflow so that users can use either Receive mode or Put Away mode, or they can use both modes in one workflow.

Special Commands for Scanning

When you work in any of the modes, you can use special commands to quickly switch to another mode or to perform an action in the current mode. You can scan a barcode of the command or type the command in the Scan box of the following forms:

Item Lookup (IN202520)
Pick, Pack, and Ship (SO302020)
Receive and Put Away (PO302020)
Scan and Count (IN305020)
Scan and Issue (IN302020)
Scan and Receive (IN301020)
Scan and Transfer (IN304020)
Storage Lookup (IN409020) For the list of commands, see Working Modes and Supported Commands.

Working Modes

The forms you use for automated warehouse operations, and the corresponding screens you use in the Acumatica mobile app, provide both working modes and service modes. Working modes are modes that correspond to key operations you perform while using the form. Automated Warehouse Operations: General Information | 13

Some forms that support the automation of warehouse operations, such as Pick, Pack, and Ship (SO302020), have multiple working modes. Each mode of a form, which corresponds to the operation you are currently performing, shows diﬀerent content and supports a diﬀerent set of actions. Other forms, such as Scan and Transfer (IN304020), have only one working mode, so that you can perform only a particular operation by using this form. While you are performing warehouse operations, you can change the working mode on the current form or navigate from the current form to another form by entering special commands (or by scanning special barcodes) starting with @. On the forms related to automated warehouse operations, you type the command or barcode into the Scan box and press Enter. For example, if you enter @pack in the Scan box or scan it, the system navigates to the Pick, Pack, and Ship form (or the corresponding screen in the mobile app) in Pack mode. When you change the mode of a form, the system keeps the current document selected. For example, if you have entered the shipment number in Pick mode and have entered the command (or have scanned the barcode) to switch to Pack mode, the system keeps the current shipment selected.

Service Modes

Service modes are modes that correspond to secondary operations you may perform, such as removing document lines. On each form related to automated warehouse operations, you can activate any of the following service modes:

Quantity Editing: In this mode, you can change the quantity of the item in the selected line. You activate the mode by scanning the *qty barcode or by clicking Set Qty on the form toolbar.
Remove: In this mode, you can remove the selected document line or a specific quantity of the inventory item from the current document. You activate the mode by scanning the *remove barcode or by clicking Remove on the form toolbar.

Support of Automatic and Manual Packaging

If the Automatic Packaging feature is disabled on the Enable/Disable Features (CS100000) form, while you are performing packing operations on the Pick, Pack, and Ship (SO302020) form, you specify the packaging details for the shipment manually. If the Automatic Packaging feature is enabled on the Enable/Disable Features form, the system automatically selects the optimal set of boxes for each shipment on the Packages tab of the Shipments (SO302000) form. For more information about the configuration of automatic packaging, see To Configure Automatic Packaging. If a single box is automatically selected for a shipment, in Pack mode of the Pick, Pack, and Ship form, the system automatically specifies the packaging details. When you confirm the shipment, the system automatically confirms the box. Shipments for which multiple boxes were selected automatically cannot be packed on the Pick, Pack, and Ship form. For a description of the picking and packing processes, see Picking and Packing Operations: General Information and Packing Operations: General Information. Barcode Support | 14

Barcode Support

While barcodes have been in use in retail stores for many years, many warehouses do not fully use this technology. Barcode scanning saves you time when you receive goods to warehouses and increases overall control of operations.

Barcodes as Alternative IDs for Inventory Items

In Acumatica ERP, you can use product barcodes as alternative identifiers for inventory items. For details on allowed types of alternative IDs, see Item Cross-References. You can enter barcodes for items on the Stock Items (IN202500) form, the Cross-References tab, manually or by scanning them. The scanner's soware converts the scanned barcode to an alphanumeric string that is immediately visible in the appropriate box as if it had been typed. You can add any number of diﬀerent barcode strings to the item record in the database. Barcodes are not necessarily associated with particular vendors or customers. Lesson 1: Automated Receiving and Putting Away Operations | 15