NetSuite WMS Advanced Setup Guide

Transcription

1 September 27,

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4 Table of Contents NetSuite WMS Advanced Version Notes... 1 NetSuite WMS Advanced Setup Overview... 2 Enabling Inventory Management Features... 3 Configuring the Warehouse... 6 Companies... 7 Warehouse Locations... 8 Warehouse Zones... 9 Bin Location Groups... 9 Mapping Bin Location Groups to Zones Bin Locations Pick Face Locations Setting Accounting Preferences Creating Warehouse Records Items Item Dimensions Item Aliases Item Families Item Groups Item Statuses Containers Inbound Trailers Receipt Types Order Types Stock Adjustment Types License Plates (LPs) Carrier Service Levels Defining Warehouse Management Rules Putaway Methods Putaway Strategies Picking Methods Picking Strategies Replenishment Methods Replenishment Strategies Staging Rules System Rules Configuring Integrations RF Mobile Devices NetSuite WMS Advanced Shipping Integration Standard Label Formats Reprinting Labels Electronic Data Interchange (EDI) Integration... 45

5 NetSuite WMS Advanced Version Notes 1 NetSuite WMS Advanced Version Notes The information and procedures in this guide are specific to NetSuite WMS Advanced Version For Version 15.2 information and procedures, see the Version This section summarizes the changes to NetSuite WMS Advanced between the noted version and the previous release. For information on setting up and configuring this functionality, see the appropriate section of this guide. For detailed instructions on using this functionality, see the appropriate section of the NetSuite WMS Advanced User Guide. These version notes are subject to change. The enhancements and changes listed in this section are not available to NetSuite WMS Advanced customers until they have upgraded to the noted version. If you are unsure which NetSuite WMS Advanced version you are using, go to Customization > SuiteBundler > Search & Install Bundles > List. If necessary, sort the list by the Name column or search to find the NetSuite WMS Advanced row. The version number appears in the Version column. Version As of version , you can now receive orders by container. Items from one or more purchase orders are assigned to an inbound container and can be received at one time using RF mobile devices. Version Version and later versions include the following enhancements to warehouse management features: WMS Advanced now supports inbound container management. The Custom subtab on all applicable forms and transactions is now called the WMS Advanced subtab. Version For details on the enhancements included in Version and later versions, see NetSuite WMS Advanced Release Notes Version

6 NetSuite WMS Advanced Setup Overview 2 NetSuite WMS Advanced Setup Overview NetSuite Warehouse Management System (WMS) Advanced extends your NetSuite account and its inventory and warehouse management features. With the help of a radio frequency (RF) mobile device and customized processes, NetSuite WMS Advanced helps you streamline warehouse operations and track information in detail to better manage your inventory and warehouse transactions. Setup of NetSuite WMS Advanced requires an active NetSuite account with the NetSuite WMS Advanced SuiteApp already installed. This guide is intended for administrators configuring NetSuite WMS Advanced with an existing NetSuite account, working in conjunction with NetSuite Professional Services. Note: NetSuite recommends you work closely with NetSuite Professional Services to identify the best plan for defining warehouse management records, preferences, and strategies according to your business needs. This guide describes the required and optional setup procedures used to successfully configure NetSuite WMS Advanced with NetSuite. The following procedures must be completed by someone with either the NetSuite Administrator role or the NetSuite WMS Advanced WMS Admin role: Enabling Inventory Management Features Configuring the Warehouse Setting Accounting Preferences Creating Warehouse Records Defining Warehouse Management Rules Configuring Integrations The information and procedures in this guide are limited to configuring NetSuite WMS Advanced functionality. See the NetSuite WMS Advanced User Guide for detailed instructions for using NetSuite WMS Advanced.

7 Enabling Inventory Management Features 3 Enabling Inventory Management Features This section describes the NetSuite inventory management features that might need to be enabled before you can use NetSuite WMS Advanced. Depending on your business requirements, you might not need to enable every feature. Serialized Inventory In NetSuite, serialized inventory is a means to track the purchase and sale of physical inventory items by assigning a serial number to each unit of an item. Serializing inventory enables you to choose specific serial numbered items to fulfill or receive an order. You can access the history of any serialized item to track the cost of the item, or check its status. You can optionally enable the Serialized Inventory feature in NetSuite or choose to use only the serial number tracking functionality included in NetSuite WMS Advanced. If you enable Serialized Inventory in NetSuite, the following conditions are true: You must scan serial numbers on every transaction. You cannot choose to capture serial numbers only on inbound transactions or only on outbound transactions. You can enter serial numbers with a maximum character limit of For more information on the serial number tracking functionality included in NetSuite WMS Advanced, see Items. For more information on the Serialized Inventory feature in NetSuite, see the help topic Serial Numbered Items in the NetSuite Help Center. Lot Tracking In NetSuite, lot items track the purchase, stock, and sale of a group or quantity of items by assigning a specific number to the group or quantity. For example, a food distributor can track goods by assigning a lot number and expiration date to a group of perishable products. You can optionally enable the Lot Tracking feature in NetSuite or choose to use only the lot tracking functionality included in NetSuite WMS Advanced. You might want to use only the lot tracking functionality included in NetSuite WMS Advanced if any of the following conditions are true: You do not require visibility into which lot numbered items are ordered or need to commit specific lot numbered items to sales orders. You need to track lot numbers or expiry dates only within the warehouse or when orders are fulfilled. You need to track lot numbers only to identify sales of a lot that needs to be recalled. You need to capture expiry dates when items are received. You might want to enable Lot Tracking in NetSuite if you need to commit specific lot numbered items to sales orders. If you enable Lot Tracking in NetSuite, you cannot enter a lot number that contains a space character. For more information on the lot number tracking functionality included in NetSuite WMS Advanced, see Items. For more information on the lot tracking feature in NetSuite, see the help topic Lot Numbered Items in the NetSuite Help Center.

8 Enabling Inventory Management Features 4 Assembly Items An assembly item is an inventory item made of several components but identified as a single item. Assemblies are manufactured by combining raw materials you stock. For more information, see the help topic Assembly Items in the NetSuite Help Center. Work Orders Assembly work orders track the production of assembly items needed for stock or to fill orders. For more information, see the help topic Assembly Work Orders in the NetSuite Help Center. Inventory Count The Inventory Count feature supports improved tracking of inventory and tighter control over assets. It enables you to enter regular periodic counts of on-hand item quantities to maintain inventory accuracy. Keeping an accurate count can help reduce required safety stock, which lowers your overhead costs. For more information, see the help topic Inventory Count in the NetSuite Help Center. Multi-Location Inventory The Multi-Location Inventory feature enables you to associate each item and transaction with allocation. Then, you can track the purchase, sale, stock level, and value of items in your warehouses, as well as transferring inventory between warehouses. For more information, see the help topic Multi-Location Inventory in the NetSuite Help Center. Pick, Pack, and Ship The Pick, Pack, and Ship feature offers greater flexibility processing orders by using separate transactions to pick items from inventory, pack them to be shipped, and then ship the items to the customer. For more information, see the help topic Pick, Pack, and Ship Overview in the NetSuite Help Center. Advanced Shipping With Advanced Shipping, you can track partial shipments and invoice customers for partial or entire orders. Your picking tickets reflect the items on the order that are actually shipped. For more information, see the help topic Advanced Shipping in the NetSuite Help Center. To enable inventory management features: 1. Log in to your NetSuite WMS Advanced account using the Administrator role. 2. Go to Setup > Company > Setup Tasks > Enable Features. 3. Under ERP General, check the Multiple Units of Measure box. 4. Click the Transactions subtab. 5. Under Shipping & Receiving, check the box next to the following features:

9 Enabling Inventory Management Features 5 Advanced Shipping Pick, Pack and Ship 6. Click the Items & Inventory subtab. 7. Under Inventory, clear the Bin Management box. 8. Check the Inventory box. 9. Check the box next to the following optional features: Multi-Location Inventory Assembly Items Work Orders Serialized Inventory Lot Tracking Inventory Count 10. Click Save. Note: Depending on your business requirements, you might not need to enable every feature. For more information on each feature s functionality, see the help topic Enabling Inventory Management Features.

10 Configuring the Warehouse 6 Configuring the Warehouse After you enable the required inventory management features in your NetSuite account, you then configure your warehouse by creating the following records: Companies Warehouse Locations Warehouse Zones Bin Location Groups Bin Locations Pick Face Locations These records represent physical or logical areas in your warehouse using the following hierarchy: Following is a basic warehouse layout that provides examples of how you can use the records mentioned above and described below to configure your warehouse:

11 Companies 7 Companies Company records establish ownership of inventory. Create a company record for each of the companies that own inventory you store and process in your warehouse location. For example, if your warehouse location stores and processes inventory for more than one company, you can use individual company records to assign inventory and transactions to the appropriate company. To create a company:

12 Companies 8 2. Go to Setup > Company > Company > New. 3. In the Name field, enter the name of your company. 4. In the Description field, enter a description for your company. 5. Set any of the remaining fields. 6. Click Save. Warehouse Locations You can create a warehouse location record for each of your warehouses. Then you can track inventory and transactions by warehouse location. You can create physical or virtual warehouse locations. Items stored in virtual warehouse locations cannot be allocated to orders. Following are some examples of uses for virtual warehouse locations: holding items for quality assurance tracking items returned by customers or vendors separately from your main inventory separating damaged items from your main inventory For example, to prevent damaged items from being allocated from your warehouse s inventory, you can create a Damaged Inventory virtual warehouse location. Then, you can transfer damaged inventory from any physical warehouse location to the virtual warehouse location. For more information, see Creating Locations in the NetSuite Help Center. To create a warehouse location: 2. Go to Setup > Site > Warehouse Site > New. 3. In the Name field, enter the name of your warehouse. 4. If this warehouse location is a sublocation of another, in the Sublocation of field, select the parent warehouse location. 5. If you have a NetSuite OneWorld account, in the Subsidiary field, select a subsidiary. 6. In the WMS Location field, select whether you are creating a Physical or Virtual warehouse location. If you leave this field blank, the warehouse location is recognized as a virtual warehouse location by default. Note: Inventory stored in virtual warehouse locations cannot be allocated to orders. 7. Check the WMS Make WH Site box. You can make an existing location a warehouse at any time by checking this box on its location record. 8. In the Location ID field, enter an identifying description for your warehouse location. 9. Set any of the remaining fields. 10. Click Save.

13 Warehouse Zones 9 Warehouse Zones Zones are areas in your warehouse that contain items with like qualities or requirements. Some examples of warehouse zones might include an electronics zone, a special handling zone, or a refrigerated items zone. In addition to helping you organize your warehouse, zones are used in the definition of picking and putaway strategies. To create a warehouse zone: 2. Go to Setup > Warehouse Rules > Warehouse Zones > New. 3. In the Name field, enter a name for your warehouse zone. 4. In the Location field, select the warehouse location where you want to create the warehouse zone. 5. In the Company field, select the parent company for the warehouse location where the zone is located. 6. In the Zone Description field, enter a description for the warehouse zone. 7. In the Zone Type field, select one of the following options: Inbound Perform inbound transactions to this zone. For example, receive or put away items. Outbound Perform outbound transactions from this zone. For example, pick items to fulfill orders. Inventory Perform inventory transactions from this zone. For example, let down items to replenish a pick face location. All Perform inbound, outbound, and inventory transactions to and from this zone. 8. Set any of the remaining fields. 9. Click Save. Bin Location Groups Bin location groups are collections of bins with like types and qualities. You can use a bin location group to identify bins with items that should be stored and processed in a similar manner. For example, you can create a bin location group for racks of fast-moving items. Then, you can use that bin location group to define how those fast-moving items are stored and processed within the warehouse. To create a bin location group: 2. Go to Setup > Site > Bin Location Group > New. 3. In the Name field, enter a name for your bin location group. 4. In the Location field, select the warehouse location where you want to create the bin location group 5. In the Company field, select the parent company for the warehouse location where the bin location group is located.

14 Bin Location Groups In the Bin Location Group Type field, select one of the following options: Inbound Perform inbound transactions to this bin location group. For example, receive or put away items. Outbound Perform outbound transactions from this bin location group. For example, pick items to fulfill orders. Both Perform inbound and outbound transactions to and from this bin location group. 7. In the Description field, enter a description for the bin location group. 8. In the Location Type field, select whether the bin location group contains Rack, Slot, or Stage bin locations. 9. In the Sequence # field, enter a unique sequence number for the bin location group. Bin location group sequence numbers are used to determine which bin location groups in a warehouse zone take priority when you pick or put away items. 10. In the No of Foot Prints field, enter the number of pallets that can be stored in the bin location group. 11. Click Save. Mapping Bin Location Groups to Zones After you create a bin location group, you then map it to the zone where it is located in the warehouse. You create a zone by location group record for each mapping. If a bin location group s usage changes at any time, you can edit the zone by location group record to move the bin location group to a new zone. To map a bin location group to a zone: 2. Go to Setup > Warehouse Rules > Zones by Location Group > New. 3. In the Loc Group field, select the bin location group that you are mapping to a zone. 4. In the Zone field, select the zone where the selected bin location group is located. 5. In the Seq field, enter a unique sequence number for the selected bin location group in this zone. 6. Click Save. Bin Locations Bin location records define physical bin locations within your warehouse. Bin location numbers are associated with items and included on receiving and fulfilling transactions to keep track of the on-hand quantity for each bin. You can identify bin locations by type and process direction. For example, you can create rack, slot, or staging bin locations and bin locations that are used for inbound, outbound, or inventory processes. You can also define the dimensions and weight tolerances of bin locations to determine when bins are not available to accept additional items. To create bin locations: 2. Go to Setup > Site > Warehouse Site > Create Bins > New.

15 Bin Locations In the Name field, enter a number or code to designate a bin location in your warehouse. For example, you might create a bin numbering nomenclature that uses aisle, pallet position, and level in the format aisle-pallet position-level. The bin in the first aisle in the first pallet position of the first level would be A In the Bin Location Type field, select whether the bin location is a Rack, Slot, or Stage. Important: You must set the Bin Location Type field to use NetSuite WMS Advanced to put away items to the bin location. 5. If the bin location is used for inbound processing, in the Inbound Location Group field, select the inbound bin location group the bin location is a part of. 6. If the bin location is used for outbound processing, in the Outbound Location Group field, select the inbound bin location group the bin location is a part of. Important: You must set one or both of the Inbound Location Group or Outbound Location Group fields to use NetSuite WMS Advanced to put away items to or pick items from the bin location. 7. In the Aisle Type field, select whether the aisle where the bin is located is Narrow, Standard, or Wide. 8. In the Location field, select the warehouse location where you want to create the bin location. 9. In the Company field, select the parent company for the warehouse location where the bin location group is located. 10. Click the Definition subtab. 11. In the Pallet Position field, enter the bin location s pallet position. 12. In the Pallet Position Type field, select whether the bin location is on the Odd or Even side of its aisle. 13. Enter the bin location s Aisle/Row, Level, and Sublocation in the corresponding field. 14. In the No of Foot Prints field, enter the number of pallets that can be stored in the bin location. 15. Click the Dimensions/Properties subtab. 16. In the Starting Put Seq #, enter a putaway sequence number for the bin location. A bin location with a lower sequence number takes priority over a bin location with a higher sequence number. For example, when you put away an item that is stored in more than one bin location, you are directed to the available bin location with the lowest sequence number. 17. In the Starting Pick Seq #, enter a picking sequence number for the bin location. A bin location with a lower sequence number takes priority over a bin location with a higher sequence number. For example, when you pick an item that is stored in more than one bin location, you are directed to the available bin location with the lowest sequence number. 18. In the Height, Width, Depth, and Weight fields, enter the number that corresponds to the item s dimensions. The number you enter in these fields should use the same units as the numbers you enter in the dimension fields for items that are stored in this bin location. Based on the values you set in these fields, values in the Cube, Remaining Cube, and Remaining Weight fields are automatically calculated. 19. Optionally enter the bin location s coordinates.

16 Bin Locations Click Save. Note: You can create multiple bin records at one time by adding all of the bin information to a CSV (comma-separated value) file and using the Import Assistant to upload the data to NetSuite. Using the Administrator role, the Import Assistant is available at Setup > Import/ Export > Import Tasks > Import CSV Records. For more information, see Importing CSV Files with the Import Assistant in the NetSuite Help Center. Pick Face Locations Pick face locations are used to pick single units of an item for orders. You replenish, or let down, items from a bulk storage bin location to a pick face location. For more information, see Replenishment Strategies. To create a pick face location: 2. Go to Setup > Item > Pick Face Location > New. 3. In the Pick Zone field, select the warehouse zone where the pick face location is located. 4. In the Item field, select the item that is stored in the pick face location. 5. In the UOM field, select the unit type of the selected item that is stored in the pick face location. 6. In the Bin Location field, select the bin location you want to assign as the pick face location. 7. In the Replenishment Rule ID, select the replenishment strategy you want to apply to the pick face location. 8. In the Min Qty field, enter the number of item units at which the pick face location should be replenished. 9. In the Max Qty field, enter the maximum number of item units the pick face location can store. 10. In the Max Pick Qty field, enter the maximum number of item units that can be picked from the pick face location per picking task. Note: If a picking task requires a number of item units that exceeds the maximum picking quantity, the user will be directed to the item s bulk storage location. 11. In the Replen Qty field, enter the number of item units that should be moved from the bulk storage location to replenish the pick face location. 12. If you want a replenishment task to be generated automatically when the pick face location reaches the minimum quantity, check the Auto Replen box. 13. If you want to replenish the pick face location directly when the item is received, check the Priority Putaway box. For example, consider a pick face location that has reached its minimum quantity and its associated item is received to the warehouse. During the putaway process, the user will be directed to put away the replenishment quantity to the pick face location and the remaining quantity to the bulk storage location. 14. Set any of the remaining fields. 15. Click Save.

17 Setting Accounting Preferences 13 Setting Accounting Preferences After you configure your warehouse, you can set accounting preferences to set your warehouse location on orders by default. You can also set preferences that control how orders are recorded after they are received or fulfilled. Depending on your business requirements, you might not need to set every preference. To set accounting preferences: 1. Log in to your NetSuite account using the Administrator role. 2. Go to Setup > Accounting > Accounting Preferences. 3. Click the Order Management subtab. 4. Under Sales Orders, in the Default Location For Sales Orders field, select your warehouse location. 5. Under Fulfillment, check the Default Items to Zero Received/Fulfilled box. If this box is not checked, all lines on sales orders are considered fulfilled after the first line item quantity is fulfilled. For more information, see Order Management Accounting Preferences in the NetSuite Help Center. 6. Under Purchasing, in the Default Location for Purchase Orders field, select your warehouse location. 7. Under Receiving, check the Allow Overage on Item Receipts box. If this box is checked, you can enter a quantity larger than the quantity remaining for an item when you are receiving it. If this box is cleared, you cannot enter a quantity larger than the quantity remaining for an item when you are receiving it. For more information, see Receiving Overages in the NetSuite WMS Advanced User Guide. 8. Under Transfer Orders, clear the Use Item Cost as Transfer Cost box. If this box is checked, you cannot receive or fulfill partial line item quantities on transfer orders. The entire item quantity must be processed at one time. If this box is cleared, you can partially receive or fulfill line item quantities on transfer orders. For more information, see the help topic Transfer Order Preferences in the NetSuite Help Center.

18 Creating Warehouse Records 14 Creating Warehouse Records After you configure your warehouse and set the required accounting preferences, you have to enter information about the items you process within the warehouse. You can create the following warehouse records: Items Item Dimensions Item Aliases Item Families Item Groups Item Statuses Containers Stock Adjustment Types Receipt Types Order Types License Plate (LP) Ranges Carrier Service Levels Items Items are the goods you receive, store, and ship within your warehouse and the parts and raw materials you purchase from vendors. For more information, see the help topic Creating Item Records in the NetSuite Help Center. To create an item record: 2. Go to Setup > Item > Items > New. 3. Select the type of item you want to create. NetSuite WMS Advanced supports the following item types: Assembly/Bill of Materials, Lot Numbered Assembly/Bill of Materials, Serialized Assembly/Bill of Materials, Inventory Item, Lot Numbered Inventory Item, Serialized Inventory Item, Kit/Package. For more information on setting specific fields when creating each type of item, see the help topic Item Types in the NetSuite Help Center. 4. In the Custom Form field, select Item Master Form. 5. In the Item field, enter an identifier for the item. 6. Under Classification, make selections in the Item Family and Item Group fields, as appropriate. For more information, see Item Families and Item Groups. 7. If you want to be prompted to enter attributes for the item if you pick it to complete a work order, check the Capture Attribute at Picking box. For example, you can be prompted to enter the box number or special instructions when you pick an item. 8. If you want to allow overages of this item to be received, in the PO Overage field, enter the number that corresponds to the percentage of the item quantity that can be received above the item quantity.

19 Items 15 For example, to allow an overage of 10%, enter 10. Then, if an order has a total item quantity of 100, you can receive up to 110 units of items in the order. Note: If a PO Overage value is not set on the item record, the overage value set on any associated receipt type records will be used to calculate allowed overages for items from that order. 9. Click the Inventory subtab. 10. If you are creating an assembly item, click the Components subtab and add the component items of the assembly. 11. Click the Characteristics subtab. 12. In the ABC-Vel field, select A, B, or C, respectively, depending on whether the item is a fast, medium, or slow moving product. 13. Optionally enter the appropriate text in the NMFC Code, NMFC Desc and Freight Class fields. This information appears on Bill of Lading reports. 14. If you want to be prompted to enter the dimensions of the item when it is received, check the Prompt for Dimensions box. 15. If you want to be prompted to enter the weight of the item when it is received, check the Prompt for Weight box. 16. Set any of the remaining fields. 17. Click the Tracking subtab. 18. If you want to create a lot numbered item, check the Batch/Lot box. Checking this box designates the item as a lot numbered item only in NetSuite WMS Advanced. For more information on the differences between NetSuite lot numbered items and NetSuite WMS Advanced lot numbered items, see Lot Tracking. 19. Optionally select the FIFO Policy preference for this item. Depending on the value you set, the item s FIFO Date will be populated with one of the following values: Daily Received date. Expiration Day the item expires. Monthly First day of the month the item was received. Weekly First day of the week the item was received. Yearly First day of the year the item was received. If you leave this field blank, NetSuite WMS Advanced uses the expiration date FIFO policy by default. 20. If you are creating a serialized item and you want to capture the serial number for each unit of the item when it is received, check the Serial-In box. Note: To capture serial numbers for each item unit, you must disable the Serialized Inventory feature in NetSuite. For more information, see Serialized Inventory. 21. If you are creating a serialized item and you want to capture the serial number for each unit of the item when it is picked, check the Serial-Out box. Note: To capture serial numbers for each item unit, you must disable the Serialized Inventory feature in NetSuite. For more information, see Serialized Inventory. 22. If you are creating a serialized item and you want to truncate the item s serial numbers, do the following:

20 Items 16 Check the Serial # Parsing Required box. In the Trim Serial To field, select whether you want to trim digits from the Left or Right side (or the beginning or end) of the serial number. In the Serial # Parsing Formula field, enter the number of digits you want to trim from the serial number. 23. In the Shelf Life field, enter the number of days the item can remain in your warehouse before it must be shipped out. NetSuite WMS Advanced will calculate an expiry date based on the number you enter. 24. If you want to be prompted to enter the expiry date for the item when it is received, check the Capture Expiry Date box. 25. If you want to be prompted to enter the FIFO date for the item when it is received, check the Capture FIFO Date box. 26. Click the Warehouse subtab. 27. In the Default Pack Code field, enter the number that corresponds to the typical packaging for the item. For more information, see Pack Codes. 28. In the Default SKU Status field, select the item status that should be applied to the item when it is received. For more information, see Item Statuses. 29. To allow more than an allocated quantity of the item to be picked, check the Over Pick Flag box. 30. Set any of the remaining fields. 31. Click Save. Item Dimensions Item dimension records identify the height, length, width, and weight of a unit type of an item. One item dimension record is used for each item unit type. Some examples of item dimension uses include determining how many items can fit in a bin location and what cartons should be used for shipping items. After you create an item, two corresponding item dimension records are created automatically. One item dimension record is created for a unit of the item and one record is created for a pallet of the item. The name of an automatically-created item dimension appears as the name of the item with _EACH or _PALLET appended to the end of the name. Item dimension records are not created automatically for assembly items. You can edit existing item dimension records or create additional item dimension records for another unit type or pack code. For example, you might create a new item dimension record for a case of an item or for a unit of the item that has holiday packaging. To find a list of existing item dimensions, go to Setup > Item > Item Dimensions > List. To edit an existing item dimension, click Edit next to the record you want to edit. To create a new item dimension record, click New Item Dimensions. UOM Levels Unit of measure (UOM) levels correspond to a type of standard packaging for items. The following levels are used in NetSuite WMS Advanced: 1 each

21 Item Dimensions 17 3 inner pack 5 case/container 9 pallet 20 shipping container Pack Codes Pack codes can be used to identify differences in packing for items of the same unit of measure. For example, you can use a pack code to identify a case of 24 water bottles with standard packaging and a different pack code to identify a case of 24 water bottles with a special design printed on the packaging. To create a pack code: 1. Log in to your NetSuite WMS Advanced account using the Administrator role. 2. Go to Customization > Lists, Records, & Fields > Lists. 3. Click Pack Code. 4. On the Values subtab, enter a number to correspond to the new pack code. 5. Click Add. 6. Click Save. To create an item dimension record: 2. Go to Setup > Item > Item Dimensions > New. 3. In the Name field, enter a name to identify the item dimension. 4. In the Location field, select the appropriate warehouse location. 5. In the Company field, select the appropriate company. 6. In the Item field, select the Item you are creating the item dimension for. 7. In the Pack Code field, enter the number that corresponds to the type of packaging for this item. For more information, see Pack Codes. 8. In the UOM field, select the unit type you are creating an item dimension record for. 9. In the UOM Level field, select the number that corresponds to the unit type you are creating an item dimension record for. For more information, see UOM Levels. 10. In the Quantity field, enter the number of units of the item in the unit type. For example, if you are creating an item dimension record for a case of 24 water bottles, enter Enter the Length, Width, Height, and Weight of the unit type. The Cube of the unit type is calculated automatically. 12. If the item dimension you are creating is the typical unit type for the selected item, check the Base UOM box. Important: This box must be checked on at least one of the item dimension records associated with an item. 13. In the Pack Flag field, optionally select how you want to prepare the associated item for shipping:

22 Item Dimensions 18 Ship Carton Ship the item in its current carton. No packing is required. Ship Pallets Ship the item in its current pallet. No packing is required. Build Carton Ship the item in a shipping carton. Packing is required. 14. In the NS UOM field, select a unit type that is configured in your NetSuite account. Note: If you associate a NetSuite unit type with an item dimension and you edit that unit type in NetSuite, applicable edited fields are also updated in the item dimension record. For more information, see the help topic Setting Up Units of Measure in the NetSuite Help Center. 15. If you want to prevent this unit type from being picked, check the Not Allowed for Picking box. For example, check this box if you are creating a pallet unit type and you do not pick full pallets for orders within your warehouse. 16. Click Save. Item Aliases Item alias records provide a name for an item that is alternate to the name used in your warehouse. For example, you can create an item alias to track an item s vendor code. If the name of the item used in the warehouse is red T-shirt, but your vendor refers to the item by the code , create an item alias record and enter in this Name field and select red T-shirt in the Item field. If an item has an associated alias, you can enter the item alias instead of the item name when prompted to enter an item on your RF mobile device. An item can have more than one associated item alias. However, the same item alias cannot be associated with more than one item. To create an alias record for an item: 2. Go to Setup > Item > Item Alias > New. 3. In the Name field, enter the alias you want to provide for your item. 4. In the Alias Description field, optionally describe the alias, or the reason for the alias. 5. In the Item field, select the item that you are providing an alias for. 6. In the Vendor field, optionally select the vendor the alias applies to. 7. In the Location field, select the appropriate warehouse location. 8. In the Company field, select the appropriate company. 9. In the UOM field, select the unit type of the selected item. 10. Click Save. Item Families Item families are groupings of like products that can be used to identify items that should be stored or processed in the same way within your warehouse. For example, you can create a clothing item

23 Item Families 19 family to identify all clothing items and define a putaway strategy to put away all clothing items in bin locations in a specified zone. The item family is set on the item records. To create an item family: 1. Log in to your NetSuite WMS Advanced Account using the WMS Admin role. 2. Go to Setup > Item > Item Family > New. 3. In the Name and Item Family fields, enter the name of the item family you are creating. 4. In the Description field, enter a description for the item family. 5. In the Location field, select the appropriate warehouse location. 6. In the Company field, select the appropriate company. 7. Click the Tracking subtab. 8. Optionally select the FIFO Policy preference for this item family. Depending on the value you set, the item s FIFO Date will be populated with one of the following values: Daily Received date. Expiration Day the item expires. Monthly First day of the month the item was received. Weekly First day of the week the item was received. Yearly First day of the year the item was received. If you leave this field blank, NetSuite WMS Advanced uses the expiration date FIFO policy by default. 9. Click the Warehouse subtab. 10. Optionally enter the appropriate text in the NMFC Code field. This information appears on Bill of Lading reports. 11. Click Save. Item Groups Item groups are groupings of like products that use a more refined classification than item families. You create item groups within item families. For example, you can create a pants item group as a subset of a clothing item family. The item group is set on item records. Like item families, item groups can also be used to define picking and putaway strategies. To create an item group: 2. Go to Setup > Item > Item Group > New. 3. In the Name field, enter the name of the item group you are creating. 4. In the Description field, enter a description for the item group. 5. In the Item Family field, select the item family the item group belongs to. 6. In the Location field, select the appropriate warehouse location. 7. In the Company field, select the appropriate company.

24 Item Groups Click the Tracking subtab. 9. Optionally select the FIFO Policy preference for this item group. Depending on the value you set, the item s FIFO Date will be populated with one of the following values: Daily Received date. Expiration Day the item expires. Monthly First day of the month the item was received. Weekly First day of the week the item was received. Yearly First day of the year the item was received. If you leave this field blank, NetSuite WMS Advanced uses the expiration date FIFO policy by default. 10. Click the Warehouse subtab. 11. Optionally enter the appropriate text in the NMFC Code field. This information appears on Bill of Lading reports. 12. Click Save. Item Statuses Item statuses associate attributes and requirements with an item. They are used to track the condition of an item and control which operations can be performed when items are received or ordered. Some examples of item statuses include good, damaged, returned, scrapped, and held for quality control. You can set a default item status for each item in your warehouse. When you receive items, you can confirm the default status or set a new status. For example, consider an item that is typically received from the supplier in good condition. You can set that item s default item status as good. If the item is damaged when it arrives to your warehouse, you can change the item status to damaged during the receiving process using your RF mobile device. You can also configure items statuses to allow associated items to be received, picked, or shipped or to prevent these processes from being completed. For example, you can create a damaged item status that is configured to not allow associated items to be picked. To create an item status: 2. Go to Setup > Item > Item Status > New. 3. In the Name field, enter a name for the item status you are creating. 4. In the Status Description field, enter a description for the item status. 5. To allow items with this item status to be picked, check the Allow Pick box. 6. To allow items with this item status to be received, check the Allow Rcv box. 7. To allow items with this item status to be shipped, check the Allow Shp box. 8. To apply the item status to returned items, check the Returns box. 9. In the Display Sequence field, enter the number that corresponds to the position you want the item status to appear on the RF mobile device. For example, an item status with the display sequence of 1 appears at the top of a list of item statuses.

25 Item Statuses To set a bin location that items with this status should be moved to, select a warehouse location in the Map Item Status - Location field. For example, make a selection in this field if you have created a damaged items sublocation and you want to move items with a damaged status to the damaged sublocation. 11. To prevent items with this status from being moved within the warehouse, check the Not Allowed For Move box. 12. Click Save. Containers Container records define the cartons, boxes, or pallets you use within your warehouse to handle one or more items as one unit. You can define containers that you use for outbound processing. You set the container s dimensions and weight capacity, and NetSuite WMS Advanced suggests a container that can be used to package an order after it is picked. You can also associate an item with the container that should be used during the packing process. To create a container: 2. Go to Setup > Site > Containers > New. 3. In the Name and Container Name fields, enter a name for your container. 4. In the Container Type field, select whether the container will be used for picking, shipping, receiving, or all processes or if you are creating a picking cart. If you designate a container as a picking cart and define an appropriate picking method, you can use the cart optimization functionality when you pick items by cluster. For more information, see Picking Methods in this guide and Picking Items By Cluster in the NetSuite WMS Advanced User Guide. 5. Enter the container s Length, Width, and Height. The container s Cube is calculated automatically. 6. In the Max Weight field, enter the maximum weight of items that can be placed in the container. 7. In the Tare Weight field, enter the weight of the empty container. 8. In the Inventory (In/On) field, select whether items should be place In or On the container. 9. In the Location field, select the appropriate warehouse location. 10. In the Company field, select the appropriate company. 11. In the Packing Factor (%) field, enter the number that corresponds to the percentage of the container s cube that should remain empty when packing items. 12. Optionally check the Default Flag box. If no appropriate cartons are found for an item, NetSuite WMS Advanced directs you to pack the item in the default container. 13. Click Save. Inbound Trailers Use inbound trailers to assign items from one or more purchase orders to one shipment. When the trailer arrives at your warehouse, you can check in the trailer and its components items at one time.

26 Inbound Trailers 22 To view a list of inbound trailer records, go to Setup > Miscellaneous > Trailer. To create an inbound trailer: 2. Go to Setup > Miscellaneous > Trailer > New. 3. In the Site field, select your warehouse site. 4. In the Name field, enter a name for your inbound trailer. 5. In the Location field, select your warehouse location. 6. In the Appointment/Trip# field, enter the appropriate value. 7. In the Master Shipper # field, enter the appropriate value. 8. Set any of the remaining fields. 9. Click Save. Receipt Types Receipt type records are used to associate processing requirements with inbound orders. You can create a receipt type record to identify orders and the actions that should be taken on them. For example, consider a supplier that sends more than the ordered quantity of items. You can create a receipt type to control how much overage can be received in orders from that supplier. Then, you set the receipt type on the associated purchase order. Receipt types can also be referenced in staging rules. For example, you can create a rule to define where inbound orders of a specified type should be staged when they are received. To create a receipt type: 2. Go to Setup > Site > Receipt Type > New. 3. In the Name field, enter a name for your container. 4. In the Location field, select the appropriate warehouse location. 5. In the Company field, select the appropriate company. 6. In the Receipt Type field, enter the name you entered in the name field. 7. To allow items on orders associated with this receipt type to be checked in, check the Check In box. 8. In the PO Overage field, enter the number that corresponds to the percentage of the order s item quantity that can be received above the order quantity. For example, to allow an overage of 10%, enter 10. Then, if an order has a total order quantity of 100, you can receive up to 110 units of items in the order. Note: If a PO Overage value is set on the item record for the item being received, that overage value will be used before the overage value set in the receipt type record. 9. If you do not want the recommended and remaining quantities to appear on the RF mobile device when items are checked in, select the Blind Receipt box. 10. Set any of the remaining fields. 11. Click Save.

27 Order Types 23 Order Types Order type records are used to associate processing requirements with outbound orders. You can create an order type record to identify orders and the actions that should be taken on them. For example, consider a customer that should receive an advance shipping notice (ASN) when you have shipped an order to them. You create an order type with the customer and ASN requirement set and set the order type on the associated sales order. Order types can also be referenced in picking strategies. For example, you can create a strategy to define where orders of a specified type should be picked from. To create an order type: 2. Go to Setup > Site > Order Type > New. 3. In the Name field, enter a name for the order type you are creating. 4. In the Location field, select the appropriate warehouse location. 5. In the Company field, select the appropriate company. 6. If you want to mark an item as packed as soon as it is picked, check the Auto Pack Flag box. Clear this box if you have a discrete packing process and you want to manually mark orders of this type as packed. 7. If you want to send advance shipping notices for this order type, check the ASN Required? box. 8. Set any of the remaining fields. 9. Click Save. Stock Adjustment Types Stock adjustment types define the account that should be charged when you adjust inventory. You should create one stock adjustment type for adjustments that result from each of the following task types: To create a stock adjustment type: 2. Go to Setup > Miscellaneous > Stock Adjustment Types > New. 3. In the Name field, enter a name for the stock adjustment type. 4. In the Task Type field, select one of the following options: CYCC Adjustments resulting from inventory counts. INVT Adjustments resulting from inventory creation. MOVE Adjustments resulting from inventory moves. RPLN Adjustments resulting from inventory replenishment. ADJT Adjustments resulting from inventory transfers. 5. In the Map to NS GL Account field, select an account for this adjustment type. Usually, this is an expense account for inventory adjustment. 6. In the Location field, select the appropriate warehouse location. 7. In the Company field, select the appropriate company.

28 Stock Adjustment Types In the Transaction Type field, select one of the following options: Inventory Adjustment Adjustment posted to the account selected in the Task Type field. Inventory Transfer Inventory transfer transaction posted for the selected location. 9. In the Move to WMS Bin Location field, select the bin location where items should be transferred when insufficient inventory is available for a pick. 10. In the Map to NS Location field, select the destination warehouse location for inventory transfers. 11. Click Save. License Plates (LPs) License plates are unique identifiers placed on a pallet, tote, carton, or other container. They are used to track the contents of that container as it moves through the warehouse. License plates can include the following information about their component items: SKU/item numbers Quantity Item statuses Name of user who performed associated actions Time of performed actions Date of performed actions Lot numbers Expiration dates FIFO dates Serial numbers License plate numbers can be either user-defined or system-generated, depending on the process being completed and your business requirements. NetSuite recommends that you purchase pre-printed rolls of bar code stickers to use with user-defined LP ranges. When your RF mobile device prompts you to enter a license plate number, you can scan the bar code on a sticker and then adhere the sticker to the appropriate carton or pallet, for example. License Plate (LP) Ranges License plate (LP) ranges are used to define LP numbers within two numbers, and by type and prefix. If you are using pre-printed bar code stickers as license plates, you create an LP range that begins with the first number in the roll of stickers and ends with the last number in the roll. You can also define a type and prefix within the LP range. For example, you can create a series of receiving LP numbers with an RCV prefix. When you see a container in your warehouse with a bar code with an LP number that begins with RCV, you know that the container has been received. To create an LP range: 2. Go to Setup > Miscellaneous > LP Range > New.

29 License Plates (LPs) In the Name field, enter a name for the license plate range. 4. If you want to use the LP range in one warehouse location only, in the Location field, select the appropriate warehouse location. If you leave the Location field blank, the LP range is used across all warehouse locations. Unique license plate numbers are assigned within the shared range and do no need to change when items move between warehouse locations. 5. In the Company field, select the appropriate company. 6. In the LP Type field, select one of the following options: PALT pallet PICK picking process SHIP shipping process CART cart UCC UCC labels BOL Bill of lading 7. In the LP Generation Type field, do one of the following: If you are using a pre-printed roll of barcode stickers for the license plate range, select User Defined. If you do not need to place a barcode sticker on cartons or bin locations for the license plate range, select System Generated. 8. Enter letters in the LP Prefix field. This prefix is displayed before each license plate number and enables you to identify the license plate type. For example, you could prefix receiving license plates with RCV or shipping license plates with SHP. 9. If you want to use alphanumeric characters in the Begin and End range values, check the Ignore Range Validation box. If this box is not checked, LP range values can include numeric characters only. 10. In the Begin field, enter the first number in the series of license plate numbers. 11. In the End field, enter the last number in the series of license plate numbers. 12. Click Save. Carrier Service Levels Carrier service level records associate additional properties with existing NetSuite shipping items and enable NetSuite WMS Advanced to customize shipping processes to your warehouse requirements. You should create one carrier service level record for each shipping item that you use in your warehouse. When you set the Shipping Method field on sales orders and transfer orders, the values configured in the carrier service level are also associated with the order. For more information on NetSuite shipping items, see the help topic Shipping Items in the NetSuite Help Center. To create a carrier service level record: 2. Go to Setup > Miscellaneous > Carrier Service Level > New. 3. In the NS Ship Method field, select the NetSuite shipping item with which you want to associate additional properties. You can view or update shipping items at Setup > Company > Shipping Items.

30 Carrier Service Levels In the Name field, type the name of the shipping method you selected. Important: The text you enter in the Name field must match the name in the Ship Name field on the Shipping Item record. 5. In the Location field, select the appropriate warehouse location. 6. To allow orders associated with this shipping method to use the quick ship feature, check the Allow Quick Ship box. Note: You must check the Allow Quick Ship box for orders associated with this carrier service level to be able to use the quick ship feature. The quick ship feature enables you to mark an item as shipped manually and handle the shipping process independently from the NetSuite WMS Advanced shipping integration. You might use this feature for orders that do not need to go through a formal shipping process, such as customer pickups or internal sales orders. 7. Set any of the remaining fields. 8. Click Save.

31 Defining Warehouse Management Rules 27 Defining Warehouse Management Rules Warehouse management rules define how and where items should be processed throughout your warehouse. You can define the following warehouse rules: Putaway Methods Putaway Strategies Picking Methods Picking Strategies Replenishment Methods Replenishment Strategies Staging Rules System Rules Methods define how items should be put away, picked, or replenished. Strategies define where items should be put away, picked, or replenished. Rules define if and where items should be staged when they are received, shipped, or assembled. Your specific warehouse operations and business needs determine the number and definition of your required rules. When defining warehouse management rules, NetSuite recommends that you work in close consultation with your NetSuite Project Manager. Putaway Methods Putaway methods define how items should be put away according to your business requirements. Putaway methods work in conjunction with putaway strategies to determine which bin locations NetSuite WMS Advanced directs you to during the putaway process. Following are some examples of the parameters you can define in putaway methods: Validate item dimensions and remaining space in bin locations. Put away items to empty bin locations only. Allow items to be mixed with different items in bin locations. Allow putaway tasks to be split between more than one bin location. To define a putaway method: 2. Go to Setup > Warehouse Rules > Putaway Method > New. 3. In the Name field, enter a name for the putaway method. 4. In the Location field, select the appropriate warehouse location. 5. In the Company field, select the appropriate company. 6. Enter appropriate text in the Method ID and Method Description fields. 7. If you want NetSuite WMS Advanced to consider item dimensions and the remaining space available in bin locations when suggesting putaway bin locations, check the Dimension box. 8. To put away items into an empty bin location, check the Empty Location box. 9. To allow items to be merged into bin locations where the same item is already stored, check the Merge box.

32 Putaway Methods 28 If both the Merge and Empty Location boxes are checked, NetSuite WMS Advanced first suggests a bin location with existing stored items. If no such bin location is found, an empty bin is suggested. 10. To allow lot numbered items to be mixed in bin locations with items belonging to different lots, check the Mix Lots box. For lot numbered items to be mixed in the same bin, the Mix Lots box must be checked on the putaway methods associated with each item. 11. To allow items to be mixed in bin locations with different items, check the Mix Items box. For items to be mixed in the same bin, the Mix Items box must be checked on the putaway methods associated with each item. 12. To allow items with different pack codes to be mixed in bin locations, check the Mix Packcode box. For items to be mixed in the same bin, the Mix Packcode box must be checked on the putaway methods associated with each item. For more information, see Pack Codes. 13. To merge license plates when you put away similar items, check the Merge LP box. For example, consider you are putting away item A with license plate A123 and units of the same item exist in bin location Z01-01 with license plate B456. When you put away item A into bin location Z01-01, you remove license plate A123 and add the item to license plate B456. For license plates to be merged, the Merge LP box must be checked on the putaway methods associated with each item. 14. To allow received items to be put away into more than one bin location, check the Allow Split box. For example, consider you are putting away 60 units of item A with license plate A123 and one associated bin can only fit 50 units and another bin can fit the remaining ten units. If you allow splitting, license plate A123 is removed and two new license plates are created for each of the 50 unit and ten unit grouping of the item. 15. Click Save. Putaway Strategies Putaway strategies define where an item should be put away after it is received. Working in conjunction with putaway methods, they determine the storage bin locations NetSuite WMS Advanced directs you to in the inbound processing of orders. You can set any combination of parameters to identify the items that should be put away according to the strategy. For a strategy to apply to an item, the item must match all of the criteria set in the strategy record. You can create any number of strategies, each with a unique sequence number. If more than one putaway strategy applies to an item, a bin location will be suggested according to the strategy with the lowest sequence number. To define a putaway strategy: 2. Go to Setup > Warehouse Rules > Putaway Strategy > New. 3. In the Name field, enter a name for the putaway strategy. 4. Enter appropriate text in the Rule ID and Description fields.

33 Putaway Strategies In the Putaway Method field, select the putaway method that you want to apply to the putaway strategy. 6. In the Putaway Zone field, select the warehouse zone where items that match the defined criteria should be put away. 7. In the Bin Location Group field, optionally select the bin location group where items that match the defined criteria should be put away. 8. In the Bin Location field, optionally select the bin location where items that match the defined criteria should be put away. 9. In the Sequence Number field, enter a unique sequence number for the putaway strategy. A strategy with a lower sequence number takes priority over a strategy with a higher sequence number. For example, assume strategy A has a sequence number of 2 and strategy B has a sequence number of 4, and both strategies apply to item X. When you put away item X, NetSuite WMS Advanced suggests a bin location in the zone defined in strategy A before a bin location in the zone defined in strategy B. 10. In the Location field, select the appropriate warehouse location. 11. In the Company field, select the appropriate company. 12. If you want NetSuite WMS Advanced to review the next putaway strategy in sequence if a bin location is not found in this strategy, check the Auto Overflow Flag box. 13. If you want to be able to put away assembly items after you build them via a work order, check the WO Flag box. 14. On the General subtab, set as many or as few of the available fields as necessary to define the items that should be put away according to this putaway strategy. You must set at least one field. For a strategy to apply to an item, the item must match all of the criteria set on this subtab. 15. Click Save. Picking Methods Picking methods define how items should be picked for orders according to your business requirements. Picking methods work in conjunction with picking strategies to determine which bin locations NetSuite WMS Advanced directs you to during the order fulfillment process. Following are some examples of the parameters you can define in picking methods: Create clusters to pick items for more than one order at a time. Limit the number of picks and orders in a cluster. Pick items from a pick face location. To define a picking method: 2. Go to Setup > Warehouse Rules > Pick Method > New. 3. In the Name field, enter a name for the picking method. 4. In the Location field, select the appropriate warehouse location. 5. In the Company field, select the appropriate company. 6. Enter appropriate text in the Method ID and Method Description fields.

34 Picking Methods If you want to pick a specific unit type, in the UOM Level field, optionally select the number that corresponds to the unit type you want to pick. For more information, see UOM Levels. 8. If you want to pick items for multiple orders at one time, check the Create Cluster box. 9. If you want to pick single units of items from a primary picking bin location, check the Pick Face Location box. 10. In the Max # of Orders field, optionally enter the maximum number of orders that can be included in a cluster. 11. In the Max # of Picks field, optionally enter the maximum number of items that can be picked in a cluster. 12. In the Allocation Method field, select one of the following options: Min. Qty on LP Pick from bins with the lowest quantity. Selecting this option enables you to empty bin locations, but may increase the time or number of picks required to fulfill orders. Max. Qty on LP Pick from bins with the highest quantity. Selecting this option enables you to optimize the time and number of picks required to fulfill orders. 13. In the Cartonization Method field, select which of the following factors you want to use to determine how to package picked items for an order: By Cube and Weight Find the best available cartons for the picked items cube and weight. By Weight Only Find the best available cartons for the picked items calculated weight. By Cube Only Find the best available cartons for the picked items calculated cube. By Order Find the best available carton for the picked items. All items in an order should be packed in one carton. Actual Cartonization Find the best available carton for the picked items. 14. If you want to consolidate picked items at a staging bin location before they are shipped, in the Stage Determination field, select one of the following options: Order Level All of the picked items for a particular order are directed to the same staging bin location. Wave Level All of the picked items for a particular wave of orders are directed to the same staging bin location. Carton Level All of the picked items for a particular carton are directed to the same staging bin location. Zone Level All of the picked items from a particular zone are directed to the same staging bin location. 15. In the Cartonization Strategy field, select one of the following: Pick to Pass The same carton number is generated for items in different zones. You can pick items from one zone and then pass the carton to a picker in another zone to add items to the same carton. You can also choose to change the carton number while picking. By Pick Zone Different carton numbers are generated for each zone so pickers in different zones can pick items at the same time. 16. If you want to optimize cluster picking using defined carts, check the Cart Optimization box and select the appropriate container(s) in the Picking Carts field. When you generate and release waves, the component clusters are optimized based on the items that can fit in the defined picking carts. When you scan a cluster number using your RF mobile device, NetSuite WMS Advanced directs you to pick items into the defined picking carts according to this optimization. For more information, see Containers in this guide and Picking Orders By Cluster in the NetSuite WMS Advanced User Guide. 17. On the RF Message Control subtab, check one of the following boxes:

35 Picking Methods 31 Summary Task One pick task is generated per item in a cluster of orders. For example, if each order in a cluster of five orders requires four units of item ABC, one task is generated to pick 20 units of item ABC. Detail Task One pick task is generated per item, per order. For example, in a cluster of two orders, if order #1 requires three units of item ABC and order #2 requires four units of item ABC, two tasks are generated. 18. Click Save. Picking Strategies Picking strategies define where an item should be picked from when it is ordered. Working in conjunction with picking methods, they determine the bin locations NetSuite WMS Advanced directs you to in the outbound processing of orders. You can set any combination of parameters to identify the items that should be picked according to the strategy. For a strategy to apply to an item, the item must match all of the criteria set in the strategy record. You can create any number of strategies, each with a unique sequence number. If more than one picking strategy applies to an item, a bin location will be suggested according to the strategy with the lowest sequence number. To define a picking strategy: 2. Go to Setup > Warehouse Rules > Pick Strategy > New. 3. In the Name field, enter a name for the picking strategy. 4. In the Location field, select the appropriate warehouse location. 5. In the Company field, select the appropriate company. 6. Enter appropriate text in the Rule ID and Description fields. 7. In the Pick Method field, select the picking method that you want to apply to the picking strategy. 8. In the Pick Zone field, select the warehouse zone where items that match the defined criteria should be picked from. 9. In the Bin Location Group field, optionally select the bin location group where items that match the defined criteria should be picked from. 10. In the Bin Location field, optionally select the bin location where items that match the defined criteria should be picked from. 11. In the Sequence # field, enter a unique sequence number for the picking strategy. A strategy with a lower sequence number takes priority over a strategy with a higher sequence number. For example, assume strategy A has a sequence number of 2 and strategy B has a sequence number of 4, and both strategies apply to item X. When you pick item X, NetSuite WMS Advanced suggests a bin location in the zone defined in strategy A before a bin location in the zone defined in strategy B. 12. If you want NetSuite WMS Advanced to review the next picking strategy in sequence if an appropriate bin location is not found in this strategy, check the Auto Overflow box. 13. On the General subtab, set as many or as few of the available fields as necessary to define the items that should be picked according to this picking strategy.

36 Picking Strategies 32 For a strategy to apply to an item, the item must match all of the criteria set on this subtab. 14. Click Save. Replenishment Methods Replenishment methods define how pick face locations should be replenished according to your business requirements. Replenishment methods work in conjunction with replenishment strategies, which determine the pick face locations to replenish according to the replenishment method. To define a replenishment method: 2. Go to Setup > Warehouse Rules > Replenishment Method > New. 3. In the Name field, enter a name for the replenishment method. 4. If you want to pick items for multiple pick face locations at one time, check the Create Cluster box. 5. In the Location field, select the appropriate warehouse location. 6. In the Company field, select the appropriate company. 7. To replenish items into an empty pick face location, check the Empty box. 8. To merge items into pick face locations where the same item is already stored, check the Merge box. 9. Click Save. Note: If both the Merge and Empty boxes are checked, NetSuite WMS Advanced first suggests a pick face location with existing stored items. If no such pick face location is found, an empty bin is suggested. Replenishment Strategies Replenishment strategies define where an item should be replenished when needed. Working in conjunction with replenishment methods, they determine the pick face locations NetSuite WMS Advanced directs you to during the replenishment process. You can set any combination of parameters to identify the items that should be replenished according to the strategy. For a strategy to apply to an item, the item must match all of the criteria set in the strategy record. You can create any number of strategies, each with a unique sequence number. If more than one replenishment strategy applies to an item, a bin location will be suggested according to the strategy with the lowest sequence number. To define a replenishment strategy: 2. Go to Setup > Warehouse Rules > Replenishment Strategy > New. 3. In the Name field, enter a name for the replenishment strategy. 4. In the Replenishment Method field, select the replenishment method that you want to apply to the replenishment strategy. 5. In the Replenishment Zone field, select the warehouse zone where items that match the defined criteria should be replenished from.

37 Replenishment Strategies 33 Only warehouse zones with the Zone Type field set to Inventory on their zone record can be selected in this field. 6. In the Bin Location Group field, optionally select the bin location group where items that match the defined criteria should be replenished. 7. In the Bin Location field, optionally select the bin location where items that match the defined criteria should be replenished. 8. Make selections in one or more of the Item Family, Item Group, Item Status, and Item fields to define the items that should be replenished according to this replenishment strategy. You must set at least one field. For a strategy to apply to an item, the item must match all of the criteria set in these fields. 9. In the Sequence Number field, enter a unique sequence number for the replenishment strategy. A strategy with a lower sequence number takes priority over a strategy with a higher sequence number. For example, assume strategy A has a sequence number of 2 and strategy B has a sequence number of 4, and both strategies apply to item X. When you need to replenish item X, NetSuite WMS Advanced suggests a bin location in the zone defined in strategy A before a bin location in the zone defined in strategy B. 10. In the Location field, select the appropriate warehouse location. 11. In the Company field, select the appropriate company. 12. Click Save. Staging Rules Staging rules define which items should be accepted to an intermediary staging bin location during their inbound, outbound, or inventory processing. An inbound staging bin location is used to hold items after they are received or checked in, but before they are put away to their storage bin location. An outbound staging bin location is used to process items for shipping after they are picked from the warehouse. An inventory staging bin location is used to process work-in-progress (WIP) assembly items. You can set any combination of parameters to identify the items that should be staged according to the rule. For a rule to apply to an item, the item must match all of the criteria set in the rule record. You can create any number of rules, each with a unique sequence number. If more than one staging rule applies to an item, a staging location will be suggested according to the rule with the lowest sequence number. To define a staging rule: 2. Go to Setup > Warehouse Rules > Staging Rules > New. 3. In the Name field, enter a name for the staging rule. 4. In the Location field, select the appropriate warehouse location. 5. In the Company field, select the appropriate company. 6. Enter appropriate text in the Rule ID and Rule Description fields. 7. In the Direction field, select whether you are defining a staging rule for Inbound, Outbound, or Inventory transactions. 8. If the staging rule is used for inbound processing, in the Inbound Location Group field, select the inbound bin location group the staging bin location is a part of.

38 Staging Rules If the staging rule is used for outbound processing, in the Outbound Location Group field, select the inbound bin location group the staging bin location is a part of. 10. In the Bin Location field, select the staging bin location. 11. In the Sequence # field, enter a unique sequence number for the staging rule. A rule with a lower sequence number takes priority over a rule with a higher sequence number. For example, assume rule A has a sequence number of 2 and rule B has a sequence number of 4, and both rules apply to item X. When you receive or pick item X, NetSuite WMS Advanced suggests the staging bin location defined in rule A before the staging bin location defined in rule B. 12. In the Task Type field, select one of the following options: CYCC Adjustments resulting from inventory counts. INVT Adjustments resulting from inventory creation. MOVE Adjustments resulting from inventory moves. RPLN Adjustments resulting from inventory replenishment. ADJT Adjustments resulting from inventory transfers. 13. If you want to mark an item as packed as soon as it is picked, check the Auto Pack Flag box. Clear this box if you have a discrete packing process and you want to manually mark orders of this type as packed. 14. If you are defining a staging rule for a shipping carrier, in the Carrier Type field, select whether the carrier is a parcel carrier (PC) or less-than-truckload (LTL) carrier. 15. If you want to define the stage location based on which zone items are picked from, in the Zone field, select the appropriate zone. For example, if you want all items picked from Zone A to be moved to Stage B, set the zone field to Zone A and the bin location field to Stage B. When you complete zone picking from zone A, NetSuite WMS Advanced directs you to Stage B. 16. On the General subtab, set as many or as few of the available fields as necessary to define the items that should be staged according to this staging rule. Note: You must set at least one field. For a rule to apply to an item, the item must match all of the criteria set on this subtab. 17. On the Carrier subtab, set as many or as few of the available fields as necessary to define the orders that should be staged according to this staging rule. 18. Click Save. Note: You must set at least one field. For a rule to apply to an order, the order must match all of the criteria set on this subtab. System Rules System rules control specific processes and behavior in NetSuite WMS Advanced and can be edited to enable alternate behavior. By default, the Site field on system rules is left blank so they apply to all warehouse locations and warehouse sublocations configured in your account. To enable alternate behavior for one warehouse location or warehouse sublocation only, you can make a copy of an existing system rule and make the appropriate changes. For example, if you have a business exception that applies to one warehouse location, you make a copy of the appropriate system rule and set the Site field to the applicable warehouse location or warehouse sublocation.

39 System Rules 35 For more information on any of the records or functionality referenced in the behavior descriptions, see the NetSuite WMS Advanced User Guide. Default System Rule Values By default, NetSuite WMS Advanced is configured with the following system rule values and behaviors: System Rule Default Rule Value Default Behavior Adjust Inventory for Short Picks? Allow Item Scan in Quantity Field PICKTASKLEVEL N An inventory adjustment is initiated when there is insufficient inventory available to complete a picking task. You must enter quantity values manually using an RF mobile device. You cannot scan an item alias or UPC code to enter requested quantity values. Auto Generate Lot Flag N You must enter lot numbers using an RF mobile device. Lot numbers are not automatically generated when you check in a lot numbered item. CYCN Blind Item N When counting inventory in a bin location, item numbers are shown on the RF mobile device. CYCN Blind Lot# N When counting inventory in a bin location, lot numbers are shown on the RF mobile device. CYCN Blind Qty N When counting inventory in a bin location, the expected quantity of the item in the bin location is shown on the RF mobile device. EDICUST N EDI ASN data is not generated when items are shipped. This behavior is required if you do not need to send customers advance shipping notices (ASNs) after items are shipped. IF001 N An item fulfillment record is posted to NetSuite after each confirmed carton is packed or shipped (depending on the IF002 system rule value set). IF002 PACK An item fulfillment record is posted to NetSuite after each confirmed carton or order is packed (depending on the IF001 system rule value set).. Is Item scan verification required during RF putaway? Is Lot# Scan Required in RF Picking? Is Lot# Scan Required for Cycle Count? N Y Y Users do not have to scan items on RF mobile device screens to verify they are putting away the correct item. You must scan or enter the lot number when you pick lot numbered items. You must scan or enter the lot number when you count lot numbered items.

40 System Rules 36 System Rule Default Rule Value Default Behavior Is Lot# Scan Required for Move? Is Lot# Scan Required for Replen? N N You do not have to scan or enter the lot number when you move lot numbered items. You do not have to scan or enter the lot number when you replenish lot numbered items. Is Summary Screen Required? Y A summary of completed tasks appears on the RF mobile device during the outbound processing of orders. Is True Lot Required? Y You must enter actual lot numbers when you perform adjustments and transactions on lot controlled items. Max # of Pallets Allowed Per Trailer 100 You cannot receive more than 100 pallets from a trailer. PICKREPORT Standard A default format is used for picking reports. Post Adjustment to NS During Pick Exception? Y If you perform a pick exception to pick a different item from the one suggested, an inventory adjustment record is posted to your NetSuite account. Post Item Receipt By LP One item receipt is posted per license plate number when items are received. QC1001 Y You must apply a quality control label to items or pallets after you perform a quality check. STAGESCANREQD Y You must scan or enter the staging bin location during the outbound processing of orders. RF Picking Carton # Scan Required? Use Deferred RF Pick Confirmation Use Deferred RF Putaway Generation Y N N You must scan or enter the carton number when you pick items. Pick tasks are marked as completed immediately after an item is picked using an RF mobile device. Putaway tasks are marked as completed immediately after an item is put away using an RF mobile device. Alternate System Rule Values Based on your business needs, you can change the default system rule values to enable the following alternate behaviors: System Rule Adjust Inventory for Short Picks? Alternate Rule Value BINLEVEL Alternate Behavior An inventory adjustment is initiated when there is insufficient inventory available to fulfill an entire

41 System Rules 37 System Rule Adjust Inventory for Short Picks? Allow Item Scan in Quantity Field Alternate Rule Value NOADJUST Y Alternate Behavior order. The adjustment is posted to NetSuite at the bin level. An inventory adjustment is initiated when there is insufficient inventory available to fulfill an entire order. The adjustment is not posted to NetSuite. You can scan a license plate number to enter requested quantity values using an RF mobile device. Auto Generate Lot Flag Y A new lot is automatically generated when you check in a lot numbered item. CYCN Blind Item Y When counting inventory in a bin location, expected item numbers are not shown on the RF mobile device. CYCN Blind Lot# Y When counting inventory in a bin location, expected lot numbers are not shown on the RF mobile device. CYCN Blind Qty Y When counting inventory in a bin location, expected item quantities are not shown on the RF mobile device. EDICUST Y EDI ASN data is generated when items are shipped. This behavior is required if you are working with a NetSuite partner to send advance shipping notices (ASN) to customers using the Electronic Data Interchange (EDI) method after items are shipped. IF001 Y An item fulfillment record is posted to NetSuite for each order after it is picked or shipped (depending on the IF002 system rule value set). IF002 SHIP An item fulfillment record is posted to NetSuite after each carton or order is shipped. Is Item scan verification required during RF putaway? Is Lot# Scan Required in RF Picking? Is Lot# Scan Required for Cycle Count? Is Lot# Scan Required for Move? Is Lot# Scan Required for Replen? Is Summary Screen Required? Y N N Y Y N Users must scan items on RF mobile device screens to verify they are putting away the correct item. You do not have to scan or enter the lot number when you pick lot numbered items. You do not have to scan or enter the lot number when you count lot numbered items. You must scan or enter the lot number when you move lot numbered items. You must scan or enter the lot number when you replenish lot numbered items. A summary of completed tasks does not appear on the RF mobile device during the outbound processing of orders.

42 System Rules 38 System Rule Alternate Rule Value Alternate Behavior Is True Lot Required? N The item name is used as the lot number when adjustments and transactions are posted to NetSuite for lot controlled items. Max # of Pallets Allowed Per Trailer Up to 100 You cannot receive more than the configured number of pallets from a trailer. PICKREPORT Custom A custom format that you define with your NetSuite Project Manager is used for picking reports. Post Adjustment to NS During Pick Exception? N If you perform a pick exception to pick a different item from the one suggested, an inventory adjustment record is not posted to your NetSuite account. Post Item Receipt By PO You must manually post an item receipt for each purchase order after all putaway tasks are complete. One item receipt is posted per purchase order, per location. For example, three item receipts are posted for one purchase order that includes items associated with three different locations. Location information is also sourced from item status records. If a purchase order contains line items with different item statuses that are mapped to multiple locations, multiple item receipts are posted. If the different item statuses are mapped to the same location on the item status records, one item receipt is posted. QC1001 N You do not have to apply a quality control label to items or pallets after you perform a quality check. RF Picking Carton # Scan Required? N You do not have to scan or enter the carton number when you pick items. STAGESCANREQD N You do not have to scan or enter the staging bin location during the outbound processing of orders. Use Deferred RF Pick Confirmation Use Deferred RF Putaway Generation Y Y Pick tasks are marked as completed after a scheduled process is run, not immediately after an item is picked using an RF mobile device. Putaway tasks are marked as completed after a scheduled process is run, not immediately after an item is put away using an RF mobile device. To change the default system rule values: 2. Go to Setup > Warehouse Rules > System Rules. 3. Do one of the following: To change the default system rule value for all warehouse locations, click Edit next to the system rule you want to change. To change the default system rule value to accommodate a business exception that applies to one warehouse location only, complete the following steps:

43 System Rules Click View next to the system rule you want to change. 2. In the Actions menu, click Make Copy. 3. In the Name field, enter the same name as the system rule you copied. 4. In the Site field, select the warehouse location you want the rule to apply to. 4. In the Rule Value field, enter the appropriate alternate rule value, depending on the system rule you are editing. For more information about how each system rule value affects system behavior, see Default System Rule Values and Alternate System Rule Values. 5. To activate the system rule, check the Active box. 6. Click Save.

44 Configuring Integrations 40 Configuring Integrations You can configure the following integrations with your NetSuite WMS Advanced account: RF Mobile Devices NetSuite WMS Advanced Shipping Integration Electronic Data Interchange (EDI) Integration RF Mobile Devices NetSuite WMS Advanced leverages the mobility and convenience of RF mobile devices to process inbound, outbound, and inventory transactions and post real-time updates to your NetSuite account. For use with NetSuite WMS Advanced, NetSuite recommends that RF mobile devices include the following features: at least 256 MB flash memory Android 4.1 or higher 1D barcode scanner 4 inch or larger touch screen a/b/g enabled Bluetooth enabled HTML 5 & JavaScript enabled browser (TLS 1.2 compliant) Interactive Sensor Technology (IST) ruggedized or semi-ruggedized (optional) Note: Before you begin, verify you received an RF mobile device URL from NetSuite Professional Services. To configure your RF mobile device for use with NetSuite WMS Advanced: 1. On your RF mobile device, open an internet browser. 2. Go to the URL provided by NetSuite Professional Services. 3. Log in to NetSuite using your user name and password. 4. Set this page as your device browser s home page and create a shortcut to the page on your device s home screen. 5. Depending on your preference, configure your mobile device to perform a Tab or Enter action after you scan an item. Your NetSuite Project Manager can provide more information about this configuration. NetSuite WMS Advanced Shipping Integration The NetSuite WMS Advanced Shipping Integration provides a connection between NetSuite and your parcel carrier shipping software (for example, FedEx Ship Manager, UPS WorldShip, or USPS Endicia). This connection enables you to automate some of your outbound processing tasks to streamline the shipping process. The NetSuite WMS Advanced Shipping Integration uses the NetSuite WMS Printer Driver and Integrator application to automatically:

45 NetSuite WMS Advanced Shipping Integration 41 pull shipping data from NetSuite WMS Advanced to push it to your carrier shipping software. generate shipping labels for each carton packed using NetSuite WMS Advanced. print shipping labels to printers in your warehouse. pull tracking number information from your carrier shipping software and push it to NetSuite WMS Advanced. The NetSuite WMS Printer Driver and Integrator application is installed on the same computer in your warehouse s shipping station that is used to run your parcel carrier s shipping software. As items are packed in the warehouse, the application runs a scheduled task to find all orders that are ready to be shipped. Using the information stored in the WMS Ship Manifest record, it creates shipping labels and prints them at the printer you configure in the application. NetSuite WMS Printer Driver and Integrator Application Installation Prerequisites Before you start to install the NetSuite WMS Printer Driver and Integrator application, verify that the following conditions are met: The computer on which you are installing the application runs on Windows XP, Windows Vista, Windows 7, or Windows 8. The computer has at least 80 GB of available space and 4 MB of RAM. You have administrator rights to install software on the computer and print server. You have carrier shipping software (for example, FedEx Ship Manager, UPS WorldShip, or USPS Endicia) installed on the same computer on which you are installing the Shipping Integration application. To install the NetSuite WMS Printer Driver and Integrator application: 1. Log in to your NetSuite WMS Advanced account using the Administrator role. 2. Go to Documents > Files > File Cabinet. 3. On the left pane, click SuiteBundles. 4. Select the bundle number for your NetSuite WMS Advanced SuiteApp. If you do not know the bundle number, go to Customization > Suite Bundler > Search & Install Bundles > List. If necessary, sort the list by the Name column or search to find the NetSuite WMS Advanced. The bundle number appears in the Bundle ID column next to the bundle name. 5. Click Integration. 6. Click Download next to NSWMS Print Driver Application. 7. Save the zip file locally on your computer. 8. Extract the contents of the zip file to a folder locally on your computer. 9. Select the NetsuiteCarrierIntegrator application file and create a shortcut for the application on your computer s desktop. To log in to the NetSuite WMS Printer Driver and Integrator application for the first time: Note: Before you begin, verify that the show internal ID preference is set in your NetSuite WMS Advanced account. Using the Administrator role, go to Home > Set Preferences > Defaults. Check the Show Internal IDs box. Click Save. 1. Log in to your NetSuite WMS Advanced account using the Administrator role.

46 NetSuite WMS Advanced Shipping Integration Double-click the NetsuiteCarrierIntegrator shortcut on your computer s desktop to open the NetSuite Print Driver application. 3. If necessary, click Run. 4. Go to Settings > Login. 5. Check the Sandbox or Production box, depending on what environment you are using to test or use the NetSuite WMS Printer Driver and Integrator application. 6. In the Role field, enter the Internal ID for a role that has access to NetSuite WMS Advanced and Web Services access. To find the internal IDs for roles, go to Setup > Users/Roles > Manage Roles. 7. In the Account ID field, enter your NetSuite WMS Advanced account number. To find the account number, go to Setup > Integration > Web Services Preferences. 8. Enter the address and password for a user that has access to NetSuite WMS Advanced and Web Services. 9. Click Submit. 10. If you are prompted to restart the integration, click Yes. After you log in to the NetSuite WMS Printer Driver and Integrator application for the first time, you do not have to log in using this procedure on subsequent logins as your login credentials are saved to the application s configuration file (your password is encoded). To configure the NetSuite WMS Printer Driver and Integrator application: Note: Before you begin, verify that the show internal ID preference is set in your NetSuite WMS Advanced account. Using the Administrator role, go to Home > Set Preferences > Defaults. Check the Show Internal IDs box. Click Save. 1. Open the NetSuite WMS Printer Driver and Integrator application. 2. Go to Settings > Configuration. Record Types 1. Log in to your NetSuite WMS Advanced account using the Administrator role. 2. Go to Customization > Lists, Records, & Fields > Record Types. 3. Make note of the internal IDs for the following record types: WMS Ship Manifest WMS Label Printing WMS Commodity Shipment WMS Open Task WMS External Labels 4. In the NetSuite WMS Printer Driver and Integrator application, in the Record Types section, enter the internal IDs from step 3 into the corresponding fields. Flags 1. Check the Get Shipment Data box. This setting generates the worldship.csv file that is used to communicate data from NetSuite WMS Advanced to the parcel carrier shipping software. Data is pulled from NetSuite WMS Advanced and written to the worldship.csv file. Data is pushed from the worldship.csv file to the parcel carrier software.

47 NetSuite WMS Advanced Shipping Integration Check the box next to each of the following features you want to enable: International Shipment Show commodity information in the worldship.csv file for orders shipping internationally Update UPS Tracking# Read tracking number information from the UPS Access database and write it back to NetSuite records Update FedEx Tracking# Read tracking number information from the FedEx Access database and write it back to NetSuite records. BarTender Labels Generation Generate a text file that the BarTender application uses to format and print labels. HTML Pack Reports Generate packing lists in HTML format for printing. HTML Pick Reports Generate picking lists in HTML format for printing. BarTender Labels Generation If you have checked the BarTender Labels Generation box in the Flags section, choose one of the following options: Static Printers Always use the printer configured in the BarTender Commander Dynamic Printers Be able to choose a printer from the NetSuite WMS Advanced user interface Printer Settings Before you configure printer settings, verify you have configured a laser printer and a label printer as network printers and you know the name of both printers. If a printer is properly configured as a network printer, it will have an IP address identified as a port in its properties. For more information, see the help content available on your desktop computer. 1. In the Zebra Printer field, enter the name of the printer you use to print labels. 2. In the Laser Printer field, enter the name of the printer you use to print picking and packing reports. ODBC Connection In the each of the following fields, enter the folder path where you want to save uploaded files. If necessary, click Upload next to the field to navigate to the appropriate location. WorldShip Path Where the worldship.csv file is saved. External Label Path Where label files and picking and packing reports are saved. Image Path Where packing list logos are saved. UPS MDB Path UPS database location where UPS tracking information is stored. You can only set this field if you have checked the Update UPS Tracking# box in the Flags section. FedEx MDB Path FedEx database location where FedEx tracking information is stored. You can only set this field if you have checked the Update FedEx Tracking# box in the Flags section. Other Settings Note: Before you begin, verify that the show internal ID preference is set in your NetSuite WMS Advanced account. Using the Administrator role, go to Home > Set Preferences > Defaults. Check the Show Internal IDs box. 1. In the Site ID field, enter the internal ID for your warehouse location.

48 NetSuite WMS Advanced Shipping Integration 44 If you have only one warehouse location configured in your NetSuite WMS Advanced account, or you do not want to filter data by warehouse location, leave this field blank. To find the internal ID for your warehouse location, log in to your NetSuite WMS Advanced account using the Administrator role. Go to Setup > Company > Classifications > Locations. 2. In the Interval field, enter the time period in milliseconds (1000 ms = 1 second) that you want to pass between each run of the shipping integration. Auto Ship Labels To enable auto-ship labels, in the Flags section, verify that you have cleared the Get Shipment Data box and checked the Enable Automatic Integration box. If you want to use auto-shipping with FedEx, check the FedEx box. If you want to use auto-shipping with UPS, select the Endicia box. You can now configure the auto-shipping feature for each of the necessary carriers. Standard Label Formats NetSuite WMS Advanced prints labels in the following standard formats: Label Type Example Address Item Pallet UCC Reprinting Labels By default, labels and packing lists are printed one time at the appropriate step in the order process. For example, an address label is printed when an order is packed. You can configure a specific label or list to be printed more than one time by editing its associated printing record. To reprint specific labels or lists, you edit the label s associated External Label Details record. In the global search box, search for label and click View next to the External Label Details entry in the search results. Find the entry for the label you want to reprint and click Edit. Clear the Printflag box and save the record