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Advanced Warehouse Management

Javapackage: com.etendoerp.advanced.warehouse.management

Overview

The Advanced Warehouse Management module extends the standard capabilities of Etendo to offer comprehensive, flexible, and automated inventory management, adding integration with mobile devices. Every action performed from the mobile application is automatically synchronized with Etendo, ensuring complete traceability and consistent updates in the corresponding system windows.

This module allows the user to:

  • Manage inventory in multiple predefined and customized statuses.
  • Make stock adjustments and physical inventories from mobile devices.
  • Automate relocations and statuses with movement rules.
  • Integrate traceability using barcodes, which can be scanned from the mobile app.

Initial Setup

To start using this module correctly, the following installation and configuration steps must be completed:

  • Install the Warehouse Extensions Bundle.
  • Install the Etendo Mobile app.
  • Assign the mobile user role to the Warehouse SubApp.
  • Load the GS1 Barcode Configs barcode configuration DataSet.
  • Configure key parameters in Advanced Warehouse Configuration.

Steps to follow:

Info

To be able to include this functionality, the Advanced Warehouse Management module of the Warehouse Extensions Bundle must be installed. To do that, follow the instructions from the marketplace: Warehouse Extensions Bundle. For more information about the available versions, core compatibility and new features, visit Warehouse Extensions - Release notes.

  1. Install the mobile app on a device. Follow the instructions in Getting Started - Etendo Mobile

  2. Associate the Advanced Warehouse SubApp with the user's role so that they have access from Etendo Mobile.

    To allow access to the warehouse and inventory management subapp in Etendo Mobile, you need to configure the corresponding roles. Follow the steps described in Configure Roles and Dynamic SubApps to assign the subapp to the desired role.

    Info

    This configuration ensures that only users with the appropriate role can access warehouse features from the mobile app.

  3. Loading the GS1 Barcode Configs DataSet from the Enterprise Module Management window is required.

  4. Advanced Warehouse Configuration

    Application > Warehouse Management > Setup > Advanced Warehouse Configuration

    Before using the module, in the Advanced Warehouse Configuration window, you must configure the key variables that define how inventory operations are managed for each organization.

    Fields to note:

    • Organization: allows you to manage which organization will apply the configuration.

    • Warehouse: is a non-mandatory field that can be used to apply the configuration to a specific warehouse or to all warehouses in the organization.

    • Active: is checked or unchecked to enable or disable the configuration.

    Barcode Configuration section

    • Barcode algorithm: A barcode algorithm that allows interpretation according to any of the standards defined by international organizations. The options to select are:

    • Ai configuration: A set of application identifiers (AIs) defined by GS1 standards that are used in barcodes such as GS1-128 to distinguish different types of information. Each AI specifies the type of data that follows it, such as product identifiers (GTINs), lot numbers, expiration dates, or quantities. AIs can be of fixed or variable lengths and are critical to correctly interpreting and processing barcode data. It is configured by default since it is included in the dataset.

    • Search Related Barcode: checkbox, which allows you to search for the product by more than one barcode.

    Important

    It is mandatory to create a configuration for the organization you are working with.

    These configurations ensure that inventory adjustments, relocations, and barcode operations follow the logic defined by the organization.

Master Data Configuration

Creating Statuses from Etendo

Application > Warehouse Management > Setup > Inventory Status

Inventory statuses allow the user to classify and manage stock units according to their condition or operational availability. The system includes some predefined statuses (such as Blocked, Damaged, In Quality Control, etc.), but it is possible to create new custom statuses according to your needs.

Info

For more information on How to setup inventory statuses, visit Inventory Status.

The new status will be available in Etendo Mobile to be assigned to new or existing locators using the Adjust or Relocate options. In the latter case, the rules defined in the Movement Rules Configuration window, described below, are used.

Configuring Inventory Movement Rules in Etendo

Application > Warehouse Management > Setup > Movement Rules Configuration

Movement rules allow you to automate the relocation or status change of inventory based on the action being performed. The purpose of this functionality is to automate inventory movements when they change status, exclude certain locations from operations such as picking or reservations due to their status, avoid errors in product handling, manage special products (Damaged, Blocked, etc.), and automatically handle virtual locations when there is no defined destination.

A virtual storage bin is a location automatically generated by the system to correctly maintain inventory, even when no specific location has been defined for the status to which it is being moved.

For example: If the Available status does not have an associated storage bin, and a user marks a product as Damaged, then the system creates a virtual location in which to deposit the affected inventory. This virtual location inherits the properties of the storage bin where the product was located and is associated exclusively with the new status (e.g., Available).

This allows you to maintain inventory traceability and consistency, even if the team has not yet defined all physical locations. It also streamlines operations by avoiding errors or blockages when working with exceptional statuses.

To define the movement rules mentioned above, you must enter the Movement Rules Configuration window in Etendo.

There you can select an Organization, define whether or not it is activated with the Active checkbox, which is selected by default. Select a source storage bin in the From Locator field and a target storage bin in the To Locator field, plus an inventory status in the To State field.

The application of these rules can be seen from two features of the mobile application:

  • From the Relocate option, once you have selected the location defined in a rule, this will move the inventory to the new location and, according to the configured rule, change the inventory status.

  • From the Adjust option, when you select the new status, this will update the status and, depending on the configured rule, move the inventory to the defined location.

This creates a new record indicating:

  • From Locator: Source location.

  • To Locator: Destination location.

  • To State: State to which the inventory will be transferred.

Note

If the To State field is filled in first, the To Locator field will be limited to the Storage Bins that have that state assigned.

Info

Actions performed using movement rules impact both the mobile application and Etendo's Stock Report, reflecting the location.

Using Etendo Mobile

Inventory Management and Status

When logging in to Etendo Mobile, the warehouse operator will be presented with the applications and menus available according to his role.

The flow of inventory management and statuses, involves the functionalities from Etendo Mobile of:

  • Physical inventory

  • Change of status

  • Relocation

Important

These actions are possible through the use of the movement rules functionality and the creation/use of custom statuses in Etendo, explained above.

Physical Inventory and Change of Status

Info

For more information about how to use this functionality in Etendo, visit Physical Inventory.

The Physical Inventory functionality from Etendo Mobile can be done with the following steps:

  1. Enter the Inventory Management menu.

  2. Search and select the product from the list or by the search engine. It is possible to unselect each selected product with the button .

  3. When selecting a product, the action buttons are enabled. Click on Adjust.

  4. Enter the quantity counted in the Quantity Count field.

  5. Confirm by pressing Process.

Once the adjustment has been processed, the result is reflected in real time in the same product list in Etendo Mobile, showing the updated quantity. Likewise, this information will also be seen in Etendo through the Stock Report, ensuring synchronization between both environments.

The To Status field, present in this screen, allows you to change the status of the selected inventory. Thus, by adding one more step, the status can be changed:

  1. Enter the Inventory Management menu of the mobile application.

  2. Search and select the product from the list or by the search engine.

  3. Press the Adjust button.

  4. Enter the quantity to change the status in the Quantity Count field.

  5. Select the status from the To Status field.

  6. Confirm by pressing Process.

Thus, the Adjust button allows two functions, physical inventory and status change.

Inventory Relocation

Info

For more information about how to use this functionality in Etendo, visit Goods Movement.

The Relocate function allows you to relocate inventory by following the steps:

  1. Enter the Inventory Management menu of the mobile application.

  2. Search and select the product from the list or by the search engine.

  3. Press the Relocate button.

  4. Enter the quantity to move in the Quantity to Relocate field.

  5. Select the destination location in the To Locator field.

  6. Confirm with Process.

The result of this process is reflected both in the mobile application, where the inventory location is updated, and in the Etendo Stock Report, ensuring traceability and visibility of the relocation in both platforms.