Paper Based Overview

This section shows DVU users how to set up a paper-based (i.e. no barcoding) ordering system with automatic inventory allocation.

DVU users learn how to:

• enable paper-based inventory at the warehouse level

• configure inventory allocation, receiving, and shipping settings on the Accounts page

• create and process receiving and shipping orders

• avoid a common inventory management error

Configuring baseline settings

Warehouse-terminal

This setting works like a master switch for three warehouse-terminal activities (i.e. shipping, receiving, and work orders).

1. Go to Home > Settings > Warehouse-Terminal.

2. Select the correct table row and click the Edit icon.

3. Click the Mode field and select Paper.

4. Click Save.

General Properties

1. Go to Home > Business Partners > Accounts.

2. Open an account (or create a new one).

3. Click General Properties on the side menu.

4. Go to the Allocation Mode field and select Automatic.

Inventory

1. Click Inventory on the side menu.

2. Go to the Allocation Mode field and select FIFO (first in, first out). (optional)

3. Enable Track Codes and Track Sublot Codes. (optional)

4. Click Save.

Receiving

1. Click Receiving on the side menu.

2. Disable Barcode Scanning. (uncheck the box)

3. Enable LPNs. (optional)

Shipping

1. Click Shipping on the side menu.

2. Disable Barcode Scanning. (uncheck the box).

3. Enable LPNs. (optional)

4. Click Save.

Next steps

• Create a receiving order in a paper-based system.

• Create a shipping order in a paper-based system.

• Learn about a common inventory management error.