Netsuite Warehouse Management System Implementation
Hello Everyone,
In this post let’s discuss implementation of Netsuite WMS.
Implementing NetSuite WMS allows businesses to optimize warehouse operations, improve inventory accuracy, and enhance fulfillment efficiency. Here’s a step-by-step guide covering the full implementation process, from setup to go-live.
• Warehouse layout (zones, bins, aisles).
• Picking methods (wave, batch, zone picking).
• Receiving and putaway strategies.
• Shipping workflows (integrated carriers, packing stations).
2. Confirm NetSuite WMS Licensing:
• Ensure you have the NetSuite WMS module activated.
• Setup > Warehouse Management > Setup Tasks > Configure WMS
• Configure system-wide settings:
• Enable Directed Putaway (automatic bin recommendations).
• Enable Wave Picking for high-volume order fulfillment.
• Enable Cycle Counting to automate periodic inventory audits.
2. Location-Specific Configuration:
• Lists > Locations > [Select Location]
• Under WMS Setup, enable WMS and configure:
• Default receiving and shipping bins.
• Picking and putaway strategies.
• Device settings for mobile access.
• Setup > Company > Locations > New
• Specify warehouse details and enable Inventory Management.
2. Set Up Bins:
• Lists > Supply Chain > Bins > New
• Organize bins based on:
• Aisles, shelves, pallets.
• Designated zones (receiving, picking, staging, packing).
3. Define Putaway Zones (Optional):
• Helps optimize storage locations after receiving goods.
4. Establish Picking Zones:
• Group bins into zones to streamline picking routes.
• Lists > Accounting > Items > [Select Item]
2. Inventory Management Tab:
• Assign items to specific bins.
• Enable Lot/Serial Tracking if required.
• Set default putaway and picking strategies (FIFO, LIFO, zone picking).
3. Barcode Configuration (Optional):
• Assign SKU, UPC, or custom barcodes to items.
• Set up barcode label printing templates.
• Compatible with Android and iOS devices.
2. Device Setup:
• Setup > Mobile Device > Device Configuration
• Register devices to specific locations.
• Assign user roles for access control.
3. Test Barcode Scanners:
• Verify connectivity with the NetSuite WMS app.
• Test scanning for receiving, picking, and inventory counts.
Step 1: Planning and Preparation
1. Define Business Requirements:• Warehouse layout (zones, bins, aisles).
• Picking methods (wave, batch, zone picking).
• Receiving and putaway strategies.
• Shipping workflows (integrated carriers, packing stations).
2. Confirm NetSuite WMS Licensing:
• Ensure you have the NetSuite WMS module activated.
• Verify if additional modules are required:
• Bin Management
• Mobile Device Integration (for barcode scanners)
• Mobile Device Integration (for barcode scanners)
• Advanced Inventory Management (for multi-location tracking)
3. Key Stakeholders:
• Involve warehouse managers, IT admins, and NetSuite administrators for a smooth rollout.
• Involve warehouse managers, IT admins, and NetSuite administrators for a smooth rollout.
Step 2: Enable WMS Features
1. Go to:
• Setup > Company > Enable Features > Items & Inventory
2. Enable the Following: • Warehouse Management System (WMS)
• Bin Management (required for WMS)
• Inventory Management
• Mobile Device Integration (for barcode scanning)
• Advanced Shipping (optional, for complex fulfillment workflows)
3. Save Changes and refresh NetSuite.
• Setup > Company > Enable Features > Items & Inventory
2. Enable the Following: • Warehouse Management System (WMS)
• Bin Management (required for WMS)
• Inventory Management
• Mobile Device Integration (for barcode scanning)
• Advanced Shipping (optional, for complex fulfillment workflows)
3. Save Changes and refresh NetSuite.
Step 3: Configure WMS Setup
1. Global WMS Preferences:• Setup > Warehouse Management > Setup Tasks > Configure WMS
• Configure system-wide settings:
• Enable Directed Putaway (automatic bin recommendations).
• Enable Wave Picking for high-volume order fulfillment.
• Enable Cycle Counting to automate periodic inventory audits.
2. Location-Specific Configuration:
• Lists > Locations > [Select Location]
• Under WMS Setup, enable WMS and configure:
• Default receiving and shipping bins.
• Picking and putaway strategies.
• Device settings for mobile access.
Step 4: Warehouse Structure Setup
1. Create Warehouse Locations:• Setup > Company > Locations > New
• Specify warehouse details and enable Inventory Management.
2. Set Up Bins:
• Lists > Supply Chain > Bins > New
• Organize bins based on:
• Aisles, shelves, pallets.
• Designated zones (receiving, picking, staging, packing).
3. Define Putaway Zones (Optional):
• Helps optimize storage locations after receiving goods.
4. Establish Picking Zones:
• Group bins into zones to streamline picking routes.
Step 5: Item Setup for WMS
1. Go to:• Lists > Accounting > Items > [Select Item]
2. Inventory Management Tab:
• Assign items to specific bins.
• Enable Lot/Serial Tracking if required.
• Set default putaway and picking strategies (FIFO, LIFO, zone picking).
3. Barcode Configuration (Optional):
• Assign SKU, UPC, or custom barcodes to items.
• Set up barcode label printing templates.
Step 6: Mobile Device Configuration
1. Download NetSuite WMS Mobile App:• Compatible with Android and iOS devices.
2. Device Setup:
• Setup > Mobile Device > Device Configuration
• Register devices to specific locations.
• Assign user roles for access control.
3. Test Barcode Scanners:
• Verify connectivity with the NetSuite WMS app.
• Test scanning for receiving, picking, and inventory counts.
Step 7: Define Warehouse Processes
A. Receiving Process
1. Create Purchase Orders:
• Transactions > Purchases > Enter Purchase Orders
2. Receive Inventory:
• Use the mobile app to scan incoming items.
• Perform Directed Putaway:
• System suggests optimal bin locations.
• Confirm item placement via barcode scanning.
B. Putaway Process
• Directed Putaway: Automated bin recommendations based on item attributes and bin availability.
• Manual Putaway: Warehouse staff manually selects bins.
C. Picking Process
1. Sales Order Creation:
• Transactions > Sales > Enter Sales Orders
2. Picking Methods:
• Wave Picking: Pick multiple orders simultaneously for efficiency.
• Zone Picking: Assign pickers to specific warehouse zones.
• Batch Picking: Group similar items from multiple orders into one pick run.
3. Mobile Picking:
• Scan items and bins to ensure accuracy.
1. Create Purchase Orders:
• Transactions > Purchases > Enter Purchase Orders
2. Receive Inventory:
• Use the mobile app to scan incoming items.
• Perform Directed Putaway:
• System suggests optimal bin locations.
• Confirm item placement via barcode scanning.
B. Putaway Process
• Directed Putaway: Automated bin recommendations based on item attributes and bin availability.
• Manual Putaway: Warehouse staff manually selects bins.
C. Picking Process
1. Sales Order Creation:
• Transactions > Sales > Enter Sales Orders
2. Picking Methods:
• Wave Picking: Pick multiple orders simultaneously for efficiency.
• Zone Picking: Assign pickers to specific warehouse zones.
• Batch Picking: Group similar items from multiple orders into one pick run.
3. Mobile Picking:
• Scan items and bins to ensure accuracy.
D. Packing & Shipping
1. Packing Process:
• Use the mobile app to confirm picked items.
• Assign items to specific boxes and generate packing slips.
2. Shipping Process:
• Integrate with carriers (FedEx, UPS, DHL).
• Print shipping labels directly from NetSuite.
1. Packing Process:
• Use the mobile app to confirm picked items.
• Assign items to specific boxes and generate packing slips.
2. Shipping Process:
• Integrate with carriers (FedEx, UPS, DHL).
• Print shipping labels directly from NetSuite.
Step 8: Inventory Management
1. Cycle Counting:
• Automate inventory counts based on schedules.
• Use mobile devices for real-time counting.
2. Inventory Transfers:
• Move stock between bins, zones, or locations.
• Track transfers with barcode scanning.
3. Inventory Adjustments:
• Adjust stock levels due to discrepancies, damage, or shrinkage.
• All adjustments are logged for audit purposes.
• Automate inventory counts based on schedules.
• Use mobile devices for real-time counting.
2. Inventory Transfers:
• Move stock between bins, zones, or locations.
• Track transfers with barcode scanning.
3. Inventory Adjustments:
• Adjust stock levels due to discrepancies, damage, or shrinkage.
• All adjustments are logged for audit purposes.
Step 9: Reporting & Analytics
1. Standard WMS Reports:
• Inventory Turnover Report
• Picking Efficiency Report
• Cycle Count Accuracy Report
• Bin Utilization Report
2. Custom Saved Searches:
• Real-time dashboards for stock levels, order statuses, and fulfillment KPIs.
3. Dashboards:
• Visualize key warehouse metrics (order backlog, fulfillment rates, inventory discrepancies).
• Inventory Turnover Report
• Picking Efficiency Report
• Cycle Count Accuracy Report
• Bin Utilization Report
2. Custom Saved Searches:
• Real-time dashboards for stock levels, order statuses, and fulfillment KPIs.
3. Dashboards:
• Visualize key warehouse metrics (order backlog, fulfillment rates, inventory discrepancies).
Step 10: Automation & Customization
1. Workflows:
• Automate warehouse tasks like:
• Auto-assigning picking waves.
• Triggering low stock alerts.
2. SuiteScript (Advanced):
• Customize WMS processes:
• Barcode validation scripts.
• Custom picking logic.
• Automated restocking workflows.
3. Integration with Third-Party Tools (Optional):
• Connect NetSuite WMS with external logistics platforms, ERP systems, or IoT devices.
• Automate warehouse tasks like:
• Auto-assigning picking waves.
• Triggering low stock alerts.
2. SuiteScript (Advanced):
• Customize WMS processes:
• Barcode validation scripts.
• Custom picking logic.
• Automated restocking workflows.
3. Integration with Third-Party Tools (Optional):
• Connect NetSuite WMS with external logistics platforms, ERP systems, or IoT devices.
Step 11: Testing and User Training
1. User Training:
• Train warehouse staff on:
• WMS mobile app usage.
• Barcode scanning procedures.
• New warehouse workflows.
2. System Testing:
• Conduct end-to-end testing in a sandbox environment:
• Simulate receiving, picking, packing, and shipping workflows.
3. Pilot Run:
• Start with a specific warehouse or process before full deployment.
• Train warehouse staff on:
• WMS mobile app usage.
• Barcode scanning procedures.
• New warehouse workflows.
2. System Testing:
• Conduct end-to-end testing in a sandbox environment:
• Simulate receiving, picking, packing, and shipping workflows.
3. Pilot Run:
• Start with a specific warehouse or process before full deployment.
Step 12: Go-Live & Post-Implementation
1. Go-Live Checklist:
• Verify hardware and mobile device connectivity.
• Confirm user access and permissions.
• Ensure inventory data accuracy.
2. Post-Go-Live Monitoring:
• Track performance metrics (order accuracy, fulfillment time).
• Gather feedback from warehouse staff.
• Optimize workflows based on real-time data.
• Verify hardware and mobile device connectivity.
• Confirm user access and permissions.
• Ensure inventory data accuracy.
2. Post-Go-Live Monitoring:
• Track performance metrics (order accuracy, fulfillment time).
• Gather feedback from warehouse staff.
• Optimize workflows based on real-time data.
Best Practices for WMS Implementation
1. Start Small: Roll out WMS in one warehouse before scaling company-wide.
2. Optimize Layout: Design bins and zones to reduce picking time.
3. Continuous Improvement: Regularly analyze reports to identify bottlenecks.
4. Cycle Counting: Maintain inventory accuracy without halting operations.
5. Regular Training: Keep staff updated on process changes and new features.
1. Start Small: Roll out WMS in one warehouse before scaling company-wide.
2. Optimize Layout: Design bins and zones to reduce picking time.
3. Continuous Improvement: Regularly analyze reports to identify bottlenecks.
4. Cycle Counting: Maintain inventory accuracy without halting operations.
5. Regular Training: Keep staff updated on process changes and new features.
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