WMS Client Related Setup Workflow

1. Purpose

Onboard a new client into the WMS by defining their identity, billing parameters, product catalog, and (optionally) lot-tracking rules. Completing these steps ensures that every inbound and outbound transaction for the client is correctly recorded, rated, and billed.

2. Step-by-Step Configuration

1. Names and Addresses
   1. Type: Mandatory Setup
   2. Action: Enter the client’s legal name, billing and shipping addresses, primary contacts, and assign a unique client ID in the system.
2. Rates
   1. Type: Mandatory Setup
   2. Action: Define all inbound and outbound rate schedules for this client, including handling fees, storage rates (per pallet/day or per cubic foot), and any special surcharges.
3. Billing Profiles
   1. Type: Mandatory Setup
   2. Action: Create one or more billing profiles for the client. Configure invoice frequency, currency, net terms, tax rules, and any prorating or minimum-charge rules that govern how invoices will be generated.
4. Client Arrangements
   1. Type: Optional Setup
   2. Action: Document and encode any special contractual terms or service-level agreements (SLAs) such as expedited handling windows, off-hours access, or custom penalty clauses. Link these to the client record so they drive exception workflows.
5. Products
   1. Type: Mandatory Setup
   2. Action: Define the full SKU catalogue for the client: part numbers, descriptions, dimensions, weights, packaging rules, and storage requirements (e.g., ambient, frozen, hazardous). Mark any items that require special handling.
6. Lots
   1. Type: Optional Setup
   2. Action: If the client uses lot or batch tracking, configure:
      1. Lot Components (e.g. date codes, shift codes)
      2. Lot Set Definitions (grouping components into named templates)
      3. Client-Product Lot Assignments so that incoming receipts automatically generate the correct lot codes.
7. End 🟥
   1. All client master-data is now configured, and the client is ready for live transactions.

4. Key Outputs & Artifacts

• Client Master Record (Names & Addresses)
• Rate Schedule Entries (Rates)
• Billing Profile Configuration (Billing Profiles)
• SLA / Arrangement Records (Client Arrangements)
• Product Master Data (Products)
• Lot-Tracking Templates & Assignments (Lots, if used)

5. Best Practices

• Order Matters: Complete the first three mandatory steps (identity, rates, billing) before moving on to optional items.
• Consistency: Use standardized naming conventions (e.g., client codes, profile names) to simplify reporting and support.
• Validation: After configuring rates and billing profiles, run a small test receipt/invoice cycle to confirm correct calculations.
• Documentation: Store copies of customer agreements (step 4) in a linked document repository for auditability.
• Lot-Tracking Checks: If you enable lot tracking, test with a sample SKU to ensure lot codes generate as expected in both RF and paper-based receipts.

6. Legend & Roles

 Next: 1. Client Related Names and Addresses