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System Setup Guide

Introduction

This guide explains how to identify and provide specific details for several system-wide settings. These initial settings are prerequisites for many warehouse setup tasks, and therefore must be defined first.

Basic data

In this guide you will learn how to set up the following data.

  • Company
  • Countries
  • Currencies
  • Languages
  • Owners
  • Units
  • Unit conversion factors

Company

A company is the organization that is running Iptor WM1. Each installation must have a company defined. Iptor WM1 can also use company information for printing labels and documents. In addition, later in the setup process, after you define all of the basic data required to run your warehouse, you can update company information to include company-level default settings.

Add a company

  1. On the menu, expand Basic Data > System > General, and then double-click Company.
  2. On the Company window, in the toolbar, click add. The Add Company dialog box appears.

    Add_Company

  3. Enter the following information.
Field Description Required
Company Code Unique system code that identifies your company. Yes
Company Name  Full name of your company. Used for display purposes. Yes
Address Line 1―4 Postal address that can be configured to print on internal or external documents. Typically address line 4 could be used for the city or community, if in printed documents it appears next to the postal code. Yes
Postal Code Postal code for the address. Format can be customized based your country’s postal code format. No
Country Code Unique system code that identifies a country. Iptor WM1 uses ISO standard codes by default. However, these values can be changed. For example, they can be mapped to the codes for any host system. No
Language Code Unique system code that identifies a language. Iptor WM1 uses ISO standard codes by default. However, these values can be changed. For example, they can be mapped to the codes for any host system. If a language is not specified, then the company language code is used by default. No
Telephone Number Contact phone number. Format as necessary with country calling codes and area codes. Example: x-xxx-xxx-xxxx No
Fax Number Phone number to which fax messages can be sent. Include country calling codes or area codes and use formatting as necessary. Example: xxx-xxx-xxxx No
Email Address Address to which email messages can be sent, such as name@company.com. No
VAT Registration Number Identifier for corporations doing business in a European Union country that uses the value-added tax system. No
Task History Informational only. Not used by the system. No
Third-Party Logistics Toggle if Iptor WM1 is used for multiple owners. Even if not using owners, the application uses at least 1 owner. No
Owner Code Unique system code that identifies an owner. In this setting, the system can use this owner code as default, if Third-Party Logistics is not used. No
Dimension Unit Code Value that determines the dimension unit expressed. This may be overridden at some specific levels, such as the item level. No
Surface Unit Code Informational only. Not used by the system. No
Volume Unit Code Value that determines the volume unit expressed.

  • If an item is created and its volume is specified, the system will create an item unit conversion record between the stock keeping unit of the item and the volume unit code defined at company level.
  • The volume unit code defined at company level might be used to determine the multiplication factor to calculate total volumes in the activity registration functionality (only if the volume at the stock product level is not specified).
 No
Weight Unit Code Value that determines the weight unit expressed. This may be overridden at some specific levels, such as the location size level.

  • If an item is created and its weight is specified, the system will create an item unit conversion record between the stock keeping unit of the item and the weight unit code defined at company level.
  • The weight unit code defined at company level might be used to determine the multiplication factor to calculate total weights in the activity registration functionality (only if the weight at the stock product level is not specified).
 No
Initial Priority  Informational only. Not used by the system. No
Priority Increment  Informational only. Not used by the system. No
Priority Change Delay  Informational only. Not used by the system. No
Input Warehouse Code  Informational only. Not used by the system. No
Input Location Code  Informational only. Not used by the system. No
Receiving Location Class Code  Informational only. Not used by the system. No
Putaway Location Class Code  Informational only. Not used by the system. No
  1. Click Save.

Countries

For successful setup, you must define the countries in which you conduct business. Although country information is optional on many setup windows, such as owners and warehouses, it is required on some setup windows, such as transport companies.

Add a country

  1. On the menu, expand Basic Data > System > Unit and Regional, and then double-click Country.
  2. On the Country window, in the toolbar, click add. The Add Country dialog box appears.

    add country

  3. Enter the following information.
Field Description Required 
Country Code Unique system code that identifies a country. Iptor WM1 uses ISO standard codes by default. However, these values can be changed. For example, they can be mapped to the codes for any host system. Yes 
Country Desc  Simple statement that defines the country code. For example, if the country code is US, the description may be United States of America. Yes 
International Dialing Code  Informational only. Also known as a country calling code, it is the dialing prefix for a member country of the International Telecommunication Union (ITU). It is dialed after the international call prefix (or dial out code), and before the destination telephone number.

The United States and Canada have a one-digit country calling code, which is 1. Most countries have a two-digit country calling code. For example, the country calling code for the Netherlands is 31, Belgium is 32 and the United Kingdom is 44. Some less populated countries have a three-digit country calling code. For example, the country calling code for the Republic of Ireland is 353.

 No
  1. Click Save.

Currencies

You can define the different currencies that you use to conduct business. When setting up your business partners, you can select the currency to use when working with that partner.

Add a currency

  1. On the menu, expand Basic Data > System > Unit and Regional, and then double-click Currency.
  2. On the Currency window, click add. The Add Currency dialog box appears.

    Add Currency

  3. Enter this information.
Field Description Required
Currency Code Unique system code that identifies a currency. Iptor WM1 uses ISO standard codes by default. However, these values can be changed. For example, they can be mapped to the codes for any host system. Yes
Currency Desc  Simple statement that defines the currency code. For example, if the currency code is USD, the description would be U.S. Dollar. Yes
  1. Click Save.

Languages

Language setup identifies the languages used. Languages can also be used for printing labels and other external documents. If multiple languages are required, then the translated files must also be available to support the languages that you add during this setup procedure.

Add a language

  1. On the menu, expand Basic Data > System > Unit and Regional, and then double-click Language.
  2. On the Language window, in the toolbar, click add. The Add Language dialog box appears.

    add language

  3. Enter the following information.
Field Description Required 
Language Code Unique system code that identifies a language. Iptor WM1 uses ISO standard codes by default. However, these values can be changed. For example, they can be mapped to the codes for any host system. If a language is not specified, then the company language code is used by default. Yes 
Language Desc  Simple statement that defines the language code. For example, if the language code is en, the description may be English. Yes 
  1. Click Save.

Owners

All inventory in your warehouse must belong to an owner. For warehouses that manage inventory for multiple clients (3PL), an owner must be defined for each client. When multiple owners are defined, users performing warehouse operations are required to select the owner that is associated with the tasks that they are performing. When only one owner is defined, users are not required to select an owner.

Defining owners is an important initial step in the setup process, as many other setup tasks require selection of an owner. However, owner information can include identification of several owner-level default settings that are not yet defined, such as activity groups, package types, product control types, warehouses, putaway groups, transport companies and containers. For this optional data, you can return to this procedure later in the setup process to add that detail.

Add an owner

  1. On the menu, expand Basic Data > System > General, and then double-click Owner.
  2. On the Owner window, in the toolbar, click add. The Add Owner dialog box appears.

    add owner

  3. Enter the following information.
Field Description Required
Owner Code Unique system code that identifies an owner. Yes
Owner Name Display name for the owner that appears within the Iptor WM1 application windows and grid views. Yes
  1. On the General tab, enter the following information.
Field Description Required 
Contact Person  Full name of the person who is the main contact. No
Language Code  Unique system code that identifies a language. Iptor WM1 uses ISO standard codes by default. However, these values can be changed. For example, they can be mapped to the codes for any host system. If a language is not specified, then the company language code is used by default. No 
EAN Company  GS1 (7 digit) company prefix to be used for generating SSCC codes. No 
EAN Addres Code  Unique system code that uniquely identifies the address. Can be used for EDI transactions. No 
Invoicing Activity Group Code  Unique system code that identifies an invoicing activity group. Used for 3PL environments. No 
Dispatch Code 

Value that indicates the dispatch code used when order headers are created. The following values are supported.

  • 1 – Complete References
  • 2 – Complete Lines
  • 3 – Partial Lines
  • 4 – Complete Order References
 No 
Backlog Allowed  Currently not used. No 
Package Type Code  Unique system code that identifies a package type. In this usage, it is the package type to use in package calculations. If a value is entered here, it can be overwritten later during entry. No 
Product Control Type Code  Reserved for future use. No 
Default Warehouse Code  Unique system code that identifies a warehouse. In this usage, it is the warehouse that is associated with an item when a stock product is created without user interaction. No 
Shipping Bill Type

Value that identifies the type of shipping bill that this owner uses. The following values are supported.

  • NP – Not Predefined
  • PD – Predefined per Delivery Address
  • PL – Predefined per Load
 No 
Owner Active When selected, indicates that activities associated with the owner can be performed in the warehouse. Yes
Allocation Handling

Value that identifies how inventory allocation is managed for the owner. The following values are supported.

  • ARDET – On Arrival Detail
  • ARREC – On Arrival Receiving
  • NONE – No Allocation Handling
 No
Putaway Group Code Unique system code that identifies a putaway group. Putaway groups are used by the putaway logic in Iptor WM1. The putaway group can be defined on the arrival detail, stock product/item, product location group and/or warehouse default and is the stakeholder for the putaway rules to be used. In this usage, it is the putaway group to use when storing inventory for the owner. No 
  1. Click the Address Info tab.

    add owner address

  2. Enter the following information.
Field Description Required 
Address Line 1―4 Postal address that can be configured to print on internal or external documents. Typically address line 4 could be used for the city or community, if in printed documents it appears next to the postal code. No
Postal Code Postal code for the address. Format can be customized based your country’s postal code format. No 
Telephone Number  Contact phone number. Format as necessary with country calling codes and area codes. Example: x-xxx-xxx-xxxx No 
Fax Number  Phone number to which fax messages can be sent. Include country calling codes or area codes and use formatting as necessary. Example: xxx-xxx-xxxx No 
Email Address  Address to which email messages can be sent, such as name@company.com. No 
Country Code  Unique system code that identifies a country. Iptor WM1 uses ISO standard codes by default. However, these values can be changed. For example, they can be mapped to the codes for any host system. No 
  1. Click the Arrival tab.

    add owner arrival

  2. Enter the following information.
Field Description Required 
Arrival Handling Value that indicates the way in which arrivals for the owner are created. The following values are supported.

  • IF – Interface Only
  • IM – Interface and Manual
  • MA – Manual Only
  • NO – None
 Yes
Arrival Processing  Value that indicates how arrivals for the owner are processed. This value is used as a default when creating an arrival for the owner, and indicates whether all steps must be confirmed explicitly or if certain steps are automatically performed by the system. The following values are supported.

  • A_ – Approve Auto Start Auto Stop Inbound Lines
  • A_A – Approve Auto Start Auto Start Header
  • A_S – Approve Auto Start Manual Stop
  • AI_– Approve Interface Start Auto Stop Inbound Lines
  • AIA – Approve Interface Start Auto Stop Header
  • AM_– Approve Manual Start Auto Stop Inbound Lines
  • AMA – Approve Manual Start Auto Stop Header
  • ARA – Approve Auto Start Receive Stop Header
  • ARS – Approve Start Auto Receive Stop
  • ASS – Approve Start Stop
 Yes 
Arrival Reception  Value that indicates how the lines to receive are presented; individually or cumulative. Currently, only the following value is supported.

  • LBL – Line by Line.
 Yes 
Arrival Numeration Algorithm used to generate the numerator for system-generated arrival numbers. The following values are supported.

  • OW – Numerator per Owner
  • TP – Numerator per Type
 Yes 
Arrival Type 

Value that indicates the type of arrival to be used as the default for the owner. The following values are supported.

  • CR – Customer Return
  • IA  – Inbound Announcement
  • IO – Inbound Order
  • PR – Purchase Reception
 Yes 
  1. Click the Name Cat tab.

    add owner name cat

  2. Enter the following information.
Field Description Required 
Name Cat 1―6 Name used to group information for reporting purposes. As an example, you might set up name categories if you have multiple divisions for which you generate separate reports, such as pharmaceutical and automotive. No
  1. Click the Inbound tab.

    add owner inbound

  2. Enter the following information.
Field Description Required 
Inbound Order Handling

Value that indicates how inbound orders for the owner are created. The following values are supported.

  • IF – Interface Only
  • IM – Interface and Manual
  • MA – Manual Only
  • NO – None
 Yes
Inbound Transport Company Code  Unique system code that identifies a transport company (carrier). In this usage, it is the carrier for inbound shipments. No 
Shipment Handling 

Value that indicates the how shipment for the owner is created. The following values are supported.

  • IF – Interface Only
  • IM – Interface and Manual
  • MA – Manual Only
  • NO – None
 No 
  1. Click the Outbound tab.

    add owner outbound

  2. Enter the following information.
Field Description Required 
Outbound Order Handling

Value that indicates how outbound orders for the owner are created. The following values are supported.

  • I2 – Interface and Manual Outbound
  • IF – Interface Only
  • IM – Interface and Manual
  • MA – Manual Only
  • MO – Manual Outbound
  • NO – None
 Yes
Outbound Order Processing

Value that indicates how outbound orders for the owner are processed. The following value is supported.

  • ARP – Approve Release Picklist
 Yes 
Outbound Transport Company Code  Unique system code that identifies a transport company (carrier). In this usage, it is the carrier for outbound shipments. No 
  1. Click the Default Container tab.

    add owner default container

  2. Enter the following information.
Note Containers must be configured before you can provide this default owner information.
Field Description Required 
Create Default Container When selected, indicates that when creating a new container for the owner, the container details specified on this tab are used as defaults. No
Container Size Code  Unique system code that identifies a container size. In this usage, it is the default container size for the owner. No 
Container Type Code  Unique system code that identifies a container type. In this usage, it is the default container type for the owner. No 
Container Usage 

Defined use for a container of the specified container type. The following values are supported.

  • EQ - Equipment
  • FN - Fictitious not transportable
  • FT - Fictitious transportable
  • RN - Real not transportable
  • RT - Real transportable
  • VH - Vehicle
 In this usage, it is the default container usage for the owner.		 No 
Container Level Type  Unique system code that identifies a container level. In this usage, it is the default container level type for the owner. No 
  1. Click Save.

Units

Units consist of all measurement units by which you measure dimensions, quantities and duration of time, along with the handling units by which you store and manage inventory in your facility. Iptor WM1 is delivered with predefined units. You can add to or edit existing units to meet your requirements.

When you have defined a unit to be used in your warehouse, you can then define a conversion factor for that unit. Unit conversions allow you to handle inventory at different levels. You can have multiple conversion factors for a unit.

Add a unit

  1. On the menu, expand Basic Data > System > Unit and Regional, and then double-click Unit.
  2. On the Unit window, in the toolbar, click add. The Add Unit dialog box appears.

    Add Unit

  3. Enter the following information.
Field Description Required
Unit Code Unique system code that identifies the unit. Aligning the values used with interfaced systems (for example, a legacy system) will avoid extra mappings unless you align it with the operator’s common practices. Yes
Unit Desc Simple statement that describes the unit. For example, if the unit code is PAL, the description may be Pallet. Used for display purposes. Yes
Unit Active When selected, indicates that the unit is available for use. Yes
  1. Click Save.

Unit conversion factors

Add a unit conversion factor

  1. On the menu, expand Basic Data > System > Unit and regional, and then double-click Unit.
  2. On the Unit window, right-click the unit for which you want to define a conversion factor, and then click Unit Conversion.
  3. In the Unit Conversion grid view toolbar, click add. The Add Unit Conversion dialog box appears.

    Add Unit Conversion

  4. Enter the following information.
Field Description Required
Unit Code Unique system code that identifies the unit. Display only
To Unit Code Code associated with the unit to which you want to convert the selected unit. Yes
Multiplication Factor Number by which to multiply a single instance of the original unit code to achieve the equivalent unit code. For example, if a pallet contains 24 boxes and you want to convert the pallet to boxes, your multiplication factor would be 24. 1 Pallet = 24 boxes. Yes
Allowed as Alt  When selected, indicates that the converted value will be accepted during warehouse processing. Yes
  1.  Click Save.
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