Below are the steps required to setup and configure Warehouse functionality in TrakIT.

Step 1: Warehouse Setup

Navigation:  Admin > Masters > Warehouses & Yards

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

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

For more details go to Warehouses & Yards 

Step 2: Item Setup

Navigation: Operations -> Warehouses -> Item Masters

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

• If you need additional item categories or types, please contact TrakIT Support Team.

For more details go to Item Masters 

Step 3: Workflow Setup

Navigation: Admin > Workflow Definitions

a. Operations Section

Navigation: Workflow -> Modify (click on pencil icon) -> "Operations" section

• Warehouse Transaction: Set which types of transactions should be enabled for this workflow. It can be "None" or "Inbound" or "Outbound" or "Both".

• On Selection of Warehouse Transaction as "Inbound" or "Outbound" or "Both", you can also define below options:

  1. Commit Requirement:  Specify event completion required for items to be committed.

  2. Warehouse Commit Event: Specify event to be triggered on Warehouse commits.

b. Warehouse & Yards Tab

Navigation: Workflow -> "Warehouse & Yards" Tab

• Available Warehouses & Yards: Select the Warehouses & Yards to be enabled for this workflow.

• Available Item Types: Specify which Item Types should be enabled for this workflow.

• Yard Move Triggers: Add Events to Trigger on  specific type of Yard Move.

For more details go to Warehousing

c. Work Order Tabs

Navigation: Workflow -> WO tab

• Check the 'Items' box to make the Items tab visible in the Work Order (WO). 

For more details go to Work Order Tabs.

Step 4: Adding / Committing Items

Navigation: Operations -> Jobs -> Work Order -> Items Tab
a. For Adding an Item:

• Select the Warehouse and Transaction Type.

• Click on "Add Item" button and fill in the required details in the popup window.

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

• Storage

• Transaction

• Customer

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

b. For Committing Item:
Click on the "Commit Items" button

c. You can view transaction details under:
Navigation: Operations -> Warehouses -> Transactions