Setting Up Warehouse Management

A company's distribution strategy is reflected in the configuration of its warehouse processes. This includes defining how different items are handled in different warehouse locations, such as the degree of bin control and the extend of workflow required between warehouse activities.

The following table describes a sequence of tasks, with links to the topics that describe them.

To See
Get an overview of the capabilities of basic versus advanced warehouse functionality. Design Details: Warehouse Overview
Set up eight different bin types, such as Picking Bin, to define the flow activities that relate to each bin type. How to: Set Up Bin Types
Create bins, either manually or automatically, with information, such as name, number series, and category, according to a bin template. How to: Create Bins
Define which items you want to store in any given bin and set the rules that decide when to fill the bin with a particular item. How to: Create Bin Contents
Set an item up to always be placed in a specific bin. How to: Assign Default Bins to Items
Create templates to govern where and how items are put away during directed put-away. How to: Set Up Put-away Templates
Set users up as warehouse employees at specific locations. How to: Set Up Warehouse Employees
Define different types of bins across the warehouse to control where items are placed according to their type, rank, or handling level. How to: Set Up Locations to Use Bins
Make additional settings to an existing location to enable it for warehouse activities. How to: Convert Existing Locations to Warehouse Locations
Enable picking, moving, and putting away for assembly or production orders in basic warehouse configurations. How to: Set Up Basic Warehouses with Operations Areas
Set items and locations up for the most advanced scope of warehouse management where all activities must follow a strict workflow. How to: Set Up Items and Locations for Directed Put-away and Pick
Define when and how items in warehouse locations are counted for maintenance or financial reporting purposes. How to: Count, Adjust, or Reclassify Inventory
Enable warehouse workers to break a larger unit of measure into smaller units of measure to fulfill the needs of source documents. How to: Enable Automatic Breaking Bulk with Directed Put-away and Pick
Set up the warehouse to automatically suggest items to be picked that expire first. How to: Enable Picking by FEFO
Integrate bar code readers to your warehouse management solution. Use Automated Data Capture Systems (ADCS)
Get tips on how to reorganize locations, bins, or zones to obtain more efficient warehouse activities. How to: Restructure Warehouses

See Also

Dynamics 365 Business Central
Warehouse Management
Inventory
Assembly Management
Design Details: Warehouse Management
Working with Dynamics NAV