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Thank you for using the English version of the JTL-Guide!
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.

Note: On 1 September 2024, JTL introduced new editions that bundle most of the previous individual services into different packages. In order for you to continue working as smoothly as possible, existing customers were automatically switched to the package configuration that best matched their existing contract. The individual packages differ in terms of limitations and/or range of functions. Therefore, some of the features described in the JTL-Guide may not be available to you as part of your booked JTL edition. You can change your package configuration in your JTL customer account. Find out more about the new editions and packages here. Check our FAQ for frequently asked questions about the product editions.

Contents

Creating WMS warehouses with the Setup Wizard

Your task/initial situation

You want to create a new WMS warehouse in JTL-Wawi using the Setup Wizard.

Requirements

You have already installed JTL-Wawi.
You have already activated a licence for JTL-WMS in the JTL-Customer Centre.

General information

The WMS warehouse Setup Wizard helps you create WMS warehouses. The Wizard guides you through the setup step by step. After completing the Wizard, the warehouse with the specified data is automatically generated. Depending on the settings made, storage locations, shipping boxes and pick list templates are automatically created.

Preliminary considerations: How many WMS warehouses do I want to create?

A warehouse in JTL-WMS is an area with several storage locations for which the following criteria apply:

All storage locations in a JTL-WMS warehouse receive new goods via the same physical route (gate, goods receipt location).
Retrieving and shipping goods is carried out via the same physical route (packing table).
It is not possible to pack and create delivery notes across warehouses.

Example 1: A user has a storage section with several rooms. Each of these rooms is filled/emptied via the same goods receipt area and packing area. Therefore, exactly one JTL-WMS warehouse should suffice. It is best to distinguish the different rooms on the basis of the storage location name (The storage location name 03-11-15-3 could correspond to room 3, aisle 11, shelf 15 and compartment 3).

Example 2: A user has two separate warehouses. Each of these warehouses has their own goods receipt and packing area. Therefore, two WMS warehouses should be created.

Starting the Setup Wizard

Go to the menu Warehouses > Create: Warehouse to open the Create and edit warehouses dialogue box.

Create a new warehouse by clicking New.
On the left, enter the desired name and the desired code for your warehouse.
Select the WMS warehouse menu item from the drop-down list under Warehouse type. You will be asked whether you want to start the Setup Wizard.
Start the Setup Wizard by clicking Yes.

Creating WMS warehouses

Step 1: Warehouse name

If not already pre-filled, enter the name and code for your new warehouse. You can enter information about your warehouse in the Description field below.

Step 2: Saving stock data

Enter the contact information of the contact person and enter the warehouse address. Street name, postal code and city are mandatory fields.

Step 3: Defining warehouse dimensions

In this step, you define how your warehouse will be structured and thus also how the storage locations in your warehouse will be named. You can find a description of these settings in the documentation Configuring the warehouse layout.

Step 4: Selecting a shipping process

JTL-WMS offers different goods issue and shipping processes. The EazyShipping process is included in the standard version of JTL-WMS.
For the other shipping processes, you must activate the respective Modules in the JTL-Customer Centre.

Option: Configure ‘EazyShipping’ automatically with default settings
When this option is enabled, JTL-WMS selects the default settings for the EazyShipping process in the background. The user does not have to worry about configuring every single detail. The Setup Wizard now goes directly to the configuration of the goods receipt processes.

Please note: All settings made can be changed at any time via the Warehouse options and Pick list templates.

The Pick-to-box process can only be used in combination with the JTL-WMS Mobile App.
The Shipping boxes process can be used with or without the JTL-WMS Mobile App. When working without JTL-WMS Mobile, the pick lists are picked using a piece of paper and without the support of mobile devices, such as tablet computers.

Step 5: EazyShipping

The settings for the EazyShipping process are made in this step. This step is skipped if you have not selected EazyShipping in Step 4 or have selected Configure ‘EazyShipping’ automatically with default settings.

With all shipping processes, pick lists are created, which are based on pick list templates. These pick list templates must be configured once and can then be used again and again. In this step, JTL-WMS automatically creates a pick list template of the EazyShipping type, which can be used later. There are no special settings for this template, except for the maximum number of sales orders on a pick list.

If EazyShipping has been selected and the default settings option has not been activated, the following settings can be changed in this step:

Maximum number of sales orders per pick list: Enter a value here to limit the number of sales orders on a pick list. Choose the value carefully so that the picking trolley used is not overfilled. The limit is only needed if there are too many sales orders in the system at once and they cannot all fit on the picking trolley at the same time.
Direct packing: If this option is enabled, the default pick list template is configured so that sales orders containing only one item or several identical items can be packed directly. This means, for example, that if an item is scanned and the item is the only item that is part of the sales order, the packing process is triggered automatically. This makes the process more time efficient.
Allow entering quantity before scanning: If this option is enabled, you can enter the item quantity manually during the packing process and no longer have to scan each item individually.
Goods issue with EazyShipping from goods receipt: If this option is enabled, JTL-WMS checks for each item in the Standard goods receipt and Goods receipt w/o PO if this item is part of a sales order. If this is the case, the EazyShipping dialogue is called up directly and the item can be packed directly.

Step 6: Shipping boxes

Please note: This step will be skipped if this process has not been selected in the shipping process selection.

The settings for the Shipping boxes process are made in this step.

In the shipping process Shipping boxes, the items that have been picked using a pick list are stored temporarily in shipping boxes that each only contain the items of a single sales order. These boxes must be created once. JTL-WMS automatically creates these shipping boxes. However, you need to specify once how many boxes are to be created.

If Shipping boxes has been selected, the following settings can be changed in this step:

Number of requested shipping boxes: Specify the number of shipping boxes here. The shipping boxes are created automatically.
Important: The shipping boxes created here must also physically exist in the warehouse. Each box must be in the warehouse in a box location and assigned its own number (1 to 20 in this example). Otherwise, an employee is sent to Box 1 which may not exist in the warehouse.
Items do not need to be scanned individually: With this option enabled, you no longer have to confirm the quantity of items when filling the shipping box.
Allow pre-picking from goods receipt: With this option enabled, you can pre-pick items from the goods receipt and place them directly in the corresponding shipping boxes.
Fill empty boxes with items of new sales orders sub-option: With this option enabled, you can also pick items from the goods receipt and place them in empty shipping boxes.
Only with reservable items or items awaiting delivery sub-option: With this option enabled, you can only pre-pick items from the goods receipt if all other items of the sales order are reservable or awaiting delivery.

JTL-WMS automatically creates a pick list template named Pick list for shipping boxes for Pick-to-box. If the EazyShipping process is activated at the same time, all sales orders with at least 2 items will be put on the pick list. Otherwise, the limitation of the number of items no longer applies. If both processes are active, it makes sense to clear sales orders with only one item via EazyShipping.

Step 7: Pick-to-box

Please note: This step will be skipped if this process has not been selected in the shipping process selection.

The settings for the Pick-to-box process are made in this step.

Please note: JTL-WMS Mobile is required for Pick-to-box.

Picking trolleys are used for the Pick-to-box process. These are movable trolleys with multiple shipping boxes. One sales order is collected in each of these shipping boxes during picking. Each of these shipping boxes is given a number and must be uniquely marked. In addition, the picking trolley is given a unique name, which must be visible on the picking trolley.

You can name your picking trolley in this dialogue box and set the number of shipping boxes that you would like to place on the picking trolley.

To create more picking trolleys, you must first create a new storage location. The boxes must then be created for this storage location.

Please note: JTL-WMS automatically creates a pick list template with the name Pick-to-box for Pick-to-box. If the EazyShipping process is activated at the same time, all sales orders with at least 2 items will be put on the pick list. Otherwise, the limitation of the number of items no longer applies. If both processes are active, it makes sense to clear sales orders with only one item via EazyShipping.

Step 8: Configuring goods receipt

In this step, the goods receipt is configured for the warehouse.

Option JTL-WMS Mobile App is used for storage:

With this option enabled, a goods receipt location is created. Furthermore, JTL-WMS Mobile is activated in the storage settings.

Too many delivered goods:

Allow excess delivery: Excess deliveries are always allowed and posted without a request for confirmation.
Allow excess delivery on request: Excess deliveries are permitted but must be confirmed by the user. A dialogue box appears that informs the employee about the excess delivery. This prevents very large quantities from being posted accidentally due to incorrect input of information.
Do not allow excess delivery: Excess deliveries are not allowed. Additional quantities can be posted with the goods receipt w/o PO, if necessary.

Receipt of new items:

If you enable this option, you can create new items in the goods receipt w/o PO. In the input field, you can enter a category name. This category name will be assigned to new items.

Step 9: More options

In this step, the SLED (shelf life expiration date) and batch processes can be activated. If these are not enabled, corresponding items cannot be received or cleared from the warehouse. In addition, the fields and table columns for SLED, batch and serial number items are hidden in all dialogues.
Please note: These options can only be activated if the SLED/Batches/Serial numbers Module has been activated in the Customer Centre.

In addition, the info boxes for item details and sales order details can be configured in JTL-WMS.

Please note: These options can only be activated if the SLED/Batches/Serial numbers Module has been activated in the Customer Centre.

You can configure the display options for item details and sales order details that are displayed in JTL-WMS. Select the respective button Configure Item/Sales order info box.

Step 10: Completing the setup

Click on Finish to exit the Setup Wizard. Your warehouse has been created.