Configuring WMS settings

Here is an overview of the settings available for warehouse managers.

They can be accessed in WMS, by clicking "Settings" on the left-hand side:

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Templates

When Goods Out Notes are printed in WMS, the order, customer and product information is put into a template. Templates are created and edited in Brightpearl back office at Settings > Templates > Document templates.

If your sales channels and shipping methods require different content for goods out notes (such as channel logos, or ship method return policies), you can use channel brands. WMS will use the channel branding that’s set up already in Brightpearl, which you can override for any chosen channel / shipping method combination.

Set up your WMS template usage at Settings > Template. Choose a channel, and then choose a template per shipping method, or select a template to use for all shipping methods. You can also copy your settings from another channel.

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When you add a new template to Brightpearl, you will need to wait 24 hours for the template to be available to map to channels or shipping methods in WMS.

Content changes made to existing templates will be reflected immediately in WMS the next time that template is used, since template content is pulled dynamically from Brightpearl on-demand.

Note: Sometimes templates printed in WMS can look a little different from those printed directly from Brightpearl back office. Ensure you preview your template changes in WMS as well as Brightpearl, and take a look at this guide for some help getting them to align.

Audio alert

Many features in WMS are accompanied by an audio alert which is useful when the warehouse associate isn't in line-of-sight of their computer, or as an extra confirmation that WMS has performed the action.

Choose whether to enable or disable audio alerts under Settings > Audio alert:

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Note: Audio alerts for packing can be found under Settings > Goods out.

Agile picking

Agile picking must be enabled by our Support team. Please contact them if you wish to use it. Once it's been activated, you can enable or disable it under Settings > Agile picking:

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Learn more about agile picking here.

Inventory

Under Settings > Inventory, you can choose which fields are searched when a user scans a barcode:

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You can also choose what custom fields to display when viewing a product by clicking "Configure" next to the "Custom fields for products" option:

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Be aware that searching more fields may increase the time required to process the search.  It's therefore best to only activate the fields that are required.

Goods out

There are a number of settings to configure under Settings > Goods out.

Reveal order when processing batches?

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When processing batches, choose whether to display the order ID and bin number.

Bundles

There are two options you can enable relating to packing bundles:

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Show bundle components in packing displays the bundle components on the packing note instead of just the bundle parent.

Pack bundled items together means workers will have to scan all items on a bundle before they're able to pack anything else on an order.

Read more about packing bundles.

Summary notes configuration

You can choose what fields to include in the summary notes when packing by clicking "Configure" next to "Summary notes":

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These will appear when packing, at the top of the screen:

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Custom fields for packing

If you want warehouse associates to enter custom per-order information which is pushed back to Brightpearl sales order custom fields, you can add these fields to the packing process at Settings > Goods Out > Custom fields for packing.

Note that the warehouse associate will need to know about these fields - WMS does not prompt the user in any way during packing.

One example of use could be a 'reason for hold' when you have to park a GON. To update the custom field on the GON during packing, click the Update button on the packing screen.

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Deliveries

Custom fields for returns

When creating sales credits during the customer returns process, a warehouse associate can fill out sales custom fields. Choose the fields you want them to fill out at Settings > Deliveries > Custom fields for returns.

Here's an example with a custom field called "swing tags included" - to request the warehouse associate checks swing tags.

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Providing a value for these fields is not mandatory.

Default sales credit status

Choose which status your sales credits are set to when they are created from WMS.

Prevent over-receiving against associated deliveries

By default, over-delivery is not allowed. A user can only receive up to the quantity set on a delivery. You can allow over-receiving at Settings > Deliveries (you'll also have to update any associated POs in Brightpearl to match).

Verify location on put away

Enable this option to require warehouse operatives to verify the location of an item as they put it away.

If enabled, you can also choose whether to allow them to type the locations in, or whether they have to scan them:

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Delivery statuses

WMS delivery statuses can be paired with Brightpearl Purchase Order and Sales credit statuses, so that changes in WMS are also pushed up to Brightpearl. If a delivery has problems, for example an item received from your supplier is damaged, then you might not want your accounts team to pay for that purchase order. 

Configure delivery statuses at Deliveries > Delivery statuses.

Setting the delivery status in WMS to "Flagged" would update the Brightpearl PO to "Delivery issue" in this example: 

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