Commissioning

This page guides you through the steps of the initial Planograma setup, before you start daily operation. There is no automatic setup wizard: you go through the steps below manually, in the recommended order, because each step builds on the previous one.

Info

Data entered once (warehouses, locations, master data) is reused across all later documents and operations. It's worth configuring it correctly from the start.

1. Company and access

Start with the company data and the users who will have access to the application.

• Company data
• Users
• Departments

2. Physical structure of the warehouse

Define the warehouses, storage spaces, zones and locations where you will keep stock.

• Warehouses
• Storage spaces
• Warehouse locations
• Zones
• Locations

3. Master data

Configure the base data: units of measure, categories, products and partners.

• Units of measure
• Product categories
• Products
• Suppliers
• Clients
• SSCC codes

4. Equipment and settings

Connect and configure the equipment and notifications.

• Printers
• Scanner configuration
• Sensor configuration
• Loading ramp configuration
• Notifications

5. Starting operation

Once you have gone through the steps above, you can start working daily with documents, inventories and reports.

• Documents
• Inventory
• Reports