Warehouse Management Put away

Neil Haddley • August 19, 2023

Warehouse Management - Put-away

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I created a walkthrough of how businesses receive, pick, and ship items using Business Central's warehouse management features.

I updated my role to Inventory Manager

I updated my role to Inventory Manager

I clicked the Bin Content link

I clicked the Bin Content link

At this point there seems to be nothing in the Warehouse.

At this point there seems to be nothing in the Warehouse.

I clicked Locations link

I clicked Locations link

I clicked on the White Warehouse link

I clicked on the White Warehouse link

I clicked on the Zones link

I clicked on the Zones link

I saw the White Warehouse was divided into 8 zones, each with a Bin Type

I saw the White Warehouse was divided into 8 zones, each with a Bin Type

Bin Type

I noted that the bin type determines how a bin is used when processing the flow of items through the warehouse. Incoming goods are unloaded to a "Receive" bin, moved to a "Put Away" bin, removed from a "Pick" bin, and sent from a "Ship" bin.

In this example I used these Bin Types: PICK (Pick), PUTAWAY (Put Away), PUTPICK (Put Away and Pick), RECEIVE (Receive) and SHIP (Ship). QC (None) bins are used for items excluded from normal item flows.

I reviewed the Bin Types

I reviewed the Bin Types

Zones

I used Zones to subdivide the warehouse into logical parts. Zones are divided into bins.

I noted that bin "W-08-0001" is a RECEIVE bin and "W-04-0001" is a PUTPICK bin.

I clicked the Bins link to open a list of Bins in the White Warehouse

I clicked the Bins link to open a list of Bins in the White Warehouse

I reviewed the list of Bins in the White Warehouse

I reviewed the list of Bins in the White Warehouse

I clicked Settings|Personalize to open the Personalizing toolbar.

I clicked Settings|Personalize to open the Personalizing toolbar.

I was able to drag fields from the right onto the Bins page

I was able to drag fields from the right onto the Bins page

I added the Zone Code and the Bin Type Code Fields

I added the Zone Code and the Bin Type Code Fields

Notice that bin W-08-0001 is a RECEIVE bin in the RECEIVE Zone

Notice that bin W-08-0001 is a RECEIVE bin in the RECEIVE Zone

Notice that bin W-04-0001 is a PUTPICK bin in the PICK Zone (with a bin ranking of 100)

Notice that bin W-04-0001 is a PUTPICK bin in the PICK Zone (with a bin ranking of 100)

I noted that Business Central allocates incoming items to "Put Away" bins based on a Put-away Template

I noted that Business Central allocates incoming items to "Put Away" bins based on a Put-away Template

I saw that two put-away templates had been defined

I saw that two put-away templates had been defined

In the STD template, I saw that items are directed to a Fixed Bin already used for this item type with the same unit measure and less than minimum quantity, a Fixed Bin already used for this item type, a Floating Bin that already has an item of this type, an empty bin with the next highest "bin ranking", or a random floating bin.

In the STD template, I saw that items are directed to a Fixed Bin already used for this item type with the same unit measure and less than minimum quantity, a Fixed Bin already used for this item type, a Floating Bin that already has an item of this type, an empty bin with the next highest "bin ranking", or a random floating bin.

In the VAR template, I saw that items are directed to a Floating Bin that already has an item of this type, an empty bin with the next highest "bin ranking", or a random floating bin.

In the VAR template, I saw that items are directed to a Floating Bin that already has an item of this type, an empty bin with the next highest "bin ranking", or a random floating bin.

Purchase Order

To demonstrate how items flow through a warehouse, I created a Purchase Order manually.

I navigated to the Purchase Orders page

I navigated to the Purchase Orders page

I clicked the + New link

I clicked the + New link

In this case I wanted to purchase items from "First Up Consultants". I selected the Vendor Name box.

In this case I wanted to purchase items from "First Up Consultants". I selected the Vendor Name box.

I selected First Up Consultants

I selected First Up Consultants

The Vendor name and contact details populated the new Purchase Order page

The Vendor name and contact details populated the new Purchase Order page

I wanted to purchase 10 yellow BERLIN Guest Chairs.

I wanted to purchase 10 yellow BERLIN Guest Chairs.

I entered quantity 10

I entered quantity 10

I wanted to have the chairs shipped to the White Warehouse

I wanted to have the chairs shipped to the White Warehouse

I clicked the Release link (notice that I did not enter a vendor invoice number - the invoice will not be received for some days or weeks)

I clicked the Release link (notice that I did not enter a vendor invoice number - the invoice will not be received for some days or weeks)

The Purchase Order document was released

The Purchase Order document was released

Under the hood: Push or pull

After I entered the purchase order, I could have clicked Create Whse. Receipt myself, which pushes the work to the warehouse. I used the alternative, a pull strategy: I released the order and let a warehouse worker create the receipt from the source documents. That is why I changed to the Warehouse Worker role.

Push or pull the warehouse receipt?

After the Purchase Order details have been entered I could have clicked on the "Create Whse. Receipt" link to create a Warehouse Receipt (based on the details in the current Purchase Order). This would be to follow a Push strategy.

The alternative is to release the Purchase Order and to let the Warehouse staff create the Warehouse Receipt. In this example I followed a Pull strategy.

I switched to the Warehouse Worker role

I switched to the Warehouse Worker role

I navigated to the Warehouse Employees page

I navigated to the Warehouse Employees page

I added myself as a warehouse employee

I added myself as a warehouse employee

I clicked the Warehouse Receipts link

I clicked the Warehouse Receipts link

I created a new Warehouse Receipt

I created a new Warehouse Receipt

I clicked the Get Source Documents... link to import details from the Purchase Order into this Warehouse Receipt(Notice that a single Warehouse Receipt can import lines from multiple source documents)

I clicked the Get Source Documents... link to import details from the Purchase Order into this Warehouse Receipt(Notice that a single Warehouse Receipt can import lines from multiple source documents)

Notice that the Bin Code was automatically set to bin W-08-0001 (the RECEIVE bin in the RECEIVE Zone - see above)

Notice that the Bin Code was automatically set to bin W-08-0001 (the RECEIVE bin in the RECEIVE Zone - see above)

I clicked the Post Receipt link

I clicked the Post Receipt link

I posted the Warehouse Receipt

I posted the Warehouse Receipt

As I posted the Warehouse Receipt a Put-away was created

As I posted the Warehouse Receipt a Put-away was created

I clicked the Put-aways link

I clicked the Put-aways link

I clicked on the newly created Put-away

I clicked on the newly created Put-away

I clicked the "i" to collapse the FactBox

I clicked the "i" to collapse the FactBox

Notice that the Put-away describes how the items should be moved from bin W-08-0001 (the RECEIVE bin in the RECEIVE Zone) and moved to bin W-04-0001 (the PUTPICK bin in the PICK Zone)

Notice that the Put-away describes how the items should be moved from bin W-08-0001 (the RECEIVE bin in the RECEIVE Zone) and moved to bin W-04-0001 (the PUTPICK bin in the PICK Zone)

I wanted to review the Bin Contents before clicking Register Put-away

I wanted to review the Bin Contents before clicking Register Put-away

The items are shown in the W-08-0001 bin (the RECEIVE bin in the RECEIVE Zone)

The items are shown in the W-08-0001 bin (the RECEIVE bin in the RECEIVE Zone)

I clicked the Register Put-away link

I clicked the Register Put-away link

I clicked Yes

I clicked Yes

The put away was completed

The put away was completed

I wanted to review the Bin Contents after clicking Register Put-away

I wanted to review the Bin Contents after clicking Register Put-away

The items are shown in the W-04-0001 bin (the PUTPICK bin in the PICK Zone)

The items are shown in the W-04-0001 bin (the PUTPICK bin in the PICK Zone)