Contents
Index
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WMSmart
Getting Started
System Requirements
License Agreement
Service & Support
Installation
WMSmart licenses
Standalone PC Installation
Advanced Installation
Client Installation
Server/Database Installation
Reports WebAccess Installation
WMSmart Registration
Initial Setup
Application Structure
Business/Warehouse Manager
Add Business/Warehouse Manager
Add an Alias to a Warehouse Manager
Edit an Alias of a Warehouse Manager
Edit Business/Warehouse Manager
Storage Location (Warehouse)
Add Storage Location (Warehouse)
Edit Storage Location (Warehouse)
Accounts
Add New Account (Company)
Edit Account (Company)
Users
Add New User
Edit User
Configure E-mail Settings
Starting WMSmart
Logging in for the First Time
The Start Page
Key Functions in the Main Tool Bar
Cut/Copy/Paste/Undo
Navigation Symbols
General Functions in WMSmart
Closing WMSmart
Inventory Management
On-Hand Inventory
Inventory Actions
In-Transit Inventory
Item Catalog
Add New Item
Edit an Item
Master Package Ratio
Add Item Ratio
Item Category
Add a New Category
Edit an Existing Category
Remove an Item Category
Property Sets & Values
Non-Inventory Item Catalog
Add a Non- Inventory Item
Edit a Non- Inventory Item
Service Item Catalog
Add a Service Item
Edit a Service Item
Order Management
Work Orders
Add Work Order In
Add Work Order In Item
Add Work Order In Entry/Lot Item
Add Work Order Out
Add Work Order Out Item
Add Work Order Out Entry/Lot Item
Pending Work Orders
Pending Work Order In
Pending Work Order Out
Posted Work Orders
Posted Work Order In
Posted Work Order Out
Transfer Orders
Add Transfer Order
Add Transfer Order Item
Repackage Orders
Add Repackage Order
Add Repackage Order Item
Contacts Management (CRM)
Add New Conatct
Add an Alias to a Contact
Edit a Contact
Edit an Alias
Categories
Add Category
Edit Category
Remove Category
Administration
Logs
EDI Settings
Backup Management
User Management
Add New User
Edit an Existing User
Add New Role
Edit an existing Role
Reports Printer Settings
Labels Settings
Application Grid Reports Settings
Standard Reports Settings
Counter Managemet
Currency Management
Email Settings
Check for Updates
Account Management
Add New Account
Edit Account
Warehouse Manager
Edit Business/Warehouse Manager
Storage Locations
View a Warehouse Storage Location
Add Warehouse
Edit Warehouse
View Store Storage Location
Add Store
Edit Store
Reports
Work Order Reports
Pending Work Order In Report
Pending Work Order Out Report
Bill of Lading
Packing List
Posted Work Order In Report
Posted Work Order Out Report
Pending Transfer Order Report
Posted Transfer Order Report
Repackage Order Report
Standard Reports
View Standard Reports
Inventory Reports
Order Management
Item Catalog
Contacts
General Activity
Minimum/Maximum Quantity Report
Consolidated Work Orders Report
Entry/Exit Criteria Report
Expiration Date Criteria Rule
On-hand Inventory by Item Report (Total)
Customizable Reports
General Inventory Report
On-Hand Inventory Report
Forecast On-Hand Inventory Report
Item Activity Report
Warehouse Activity Report
Warehose Forecast Report
Volume Report
Entry/Lot Inventory Report
On-Hand Inventory Entry/Lot Report
Forecast On-Hand Inventory Entry/Lot Report
Item Entry/Lot Activity Report
Warehouse Entry/Lot Activity Report
Warehouse Entry/Lot Forecast Report
Volume Entry/Lot Report
Financial Management
Price Lists
Add New Price List
Edit a Price List
Invoice
Add Invoice
Edit Invoice
Scheduler
Web Access
Home
Web Access Report
Standard Reports
Item Catalog Report
Contacts Report
On-Hand Inventory by Item Report (Total)
General Inventory
On-hand Inventory Report
Forecasted Inventory Report
Item Activity Report
Warehouse Activity Report
Warehouse Forecast Report
Volume Report
Entry/Lot Inventory
On-hand Inventory Entry/Lot Report
Forecasted Inventory Entry/Lot Report
Item Entry/Lot Activity Report
Warehouse Entry/Lot Activity Report
Warehouse Entry/Lot Forecast Report
Volume Entry/Lot Report
Help
Switching Account
Logout
WMSmart
