Warehouse settings

Configure place types, booking reasons, picking behaviour, PDF templates, place numbering and client access for a warehouse.

The warehouse settings control how the WMS works in a warehouse: which storage place types and kinds exist, which booking reason a stock movement gets in the history, how picking works, which PDF templates are used for labels, delivery notes and invoices, how place numbers are built and which clients may see the warehouse.

The settings always apply to the current warehouse (warehouse drop-down at the top right).

Screenshot: Page "Warehouse settings" with the five tabs General settings, Configurations, Default values, Storage place numbering and Releases

Before you start

A warehouse exists – see Warehouses.
Your user needs the permissions for WMS, Warehouse and Overview – ask your administrator.
For the fields that select a PDF template, a matching template must exist under PDF documents. Otherwise the field shows "No template was found" (Es wurde keine Vorlage gefunden).

Step by step

Open WMS › Warehouse › Overview (WMS › Lager › Übersicht) and click Settings (Einstellungen) in the row of the warehouse.
Choose a tab and change the values.
Click Save (Speichern). You see "All values have been saved" (Alle Werte wurden gespeichert).
Lists such as Storage place types (Lagerplatz Typen), Stock movement / reason (Lagerbewegung / Grund) or Priorities (Prioritäten) are maintained with Edit (Bearbeiten). If a list is still empty ("not yet defined", noch nicht definiert), Set default (Standard setzen) fills it with the standard values.

Tab "General settings"

Field	Meaning
Name / Status / Default warehouse (Name / Status / Standartlager)	Master data of the warehouse – see Warehouses.
Stock link (Bestandsverknüpfung)	Own warehouse (Eigenes Lager) or link the warehouse with the stock keeping of another company.
Master data link (Stammdatenverknüpfung)	Own master data (Eigene Stammdaten) or take product information from other master data.
Storage place types (Lagerplatz Typen)	List of place types, e.g. storage place, shelf place, pallet place, goods receipt, returns place, speed place, shipping station, transit.
Storage place kinds (Lagerplatz Arten)	List of place kinds, e.g. restocking, picking place.
Can articles be split during putaway / rebooking? (Artikel bei Einlagerung / Umbuchung splittbar?)	No rejects rebooking partial quantities with "Splitting deactivated." (Splitting deaktiviert.).
Hide entry (Eintrag ausblenden)	Hides a stock entry when it reaches 0.
Minimum remaining shelf life (days) (Mindestrestlaufzeit (Tage))	Stock whose best-before date is closer than this number of days is automatically moved to blocked stock once a day. Empty = off. Can be overridden per article with the article attribute of the same name; 0 on the article means "never block". For a minimum per client, country or platform without blocking the stock, use Best-before rules.
Stock movement / reason (Lagerbewegung / Grund)	List of booking reasons (01 Goods receipt … 15 Remaining stock on restocking pallet). They appear in the Article history.
Putaway with goods receipt number (Einlagern mit Wareneingangsnummer)	Yes makes the goods receipt number mandatory when you book articles in manually.
Close positions when the picklist is closed? (Positionen schließen wenn Pickliste geschlossen wird?)	Yes / No
Priorities (Prioritäten)	List of priorities (standard: High = 10, Normal = 20).
Scan method / Field to scan (Scan Methode / Feld zum scannen)	Barcode or QR code; article or storage place.
Loading units, Units, Materials, Packaging (Ladeeinheiten, Einheiten, Materialien, Verpackungen)	Selection lists for places and articles.
Excise tax product codes (Verbrauchsteuer-Produktcodes)	Alcohol product codes (B000, W200, W300, I000, S200–S500), used for the Alcohol tax ledger.

Tab "Configurations"

Section	Options
Number ranges (Nummerkreise)	Billing number, customer number, pallet label number, picklist number, delivery note number, advance notice number.
Picking (Picken)	Default list sorting (Standard Listensortierung); Default pick type (Standard Pick-Art): Pick only (Nur Picken) or Pick & Pack; Picklist view (Picklisten Ansicht): Next position only (Nur nächste Position) or All open positions (Alle offenen Positionen); Enable voice output (Sprachausgabe aktivieren); Pick places (Pick-Plätze) – the place kind from which articles are taken, without a choice Default (picking place) (Standard (Kommissionierplatz)); Delivery note before pick (Lieferschein vor Pick).
Role per place type (Rolle je Platztyp)	Per place type: None – normal storage place (Keine – normaler Lagerplatz), Speed place (Speedplatz) or Transit. Only the role decides how the system treats a type, never its name. A speed place is served first when picking, is never restocked and can hold several pallets of different articles. A transit place is used for goods that leave the warehouse directly again – see Transit warehouse.
Pick behaviour per place type (Pick-Verhalten je Platztyp)	Pallet ride possible (Palettenfahrt möglich) or Article pick only (no pallets) (Nur Artikel-Pick (keine Paletten)). With "Article pick only" (e.g. shelf compartments for small parts) no pallet rides are ever created.
Multiple pallets per place (Mehrere Paletten je Platz)	No – one pallet per place, same article is merged or Yes – several pallets side by side (no merging). Types with the role "Speed place" count as "Yes" without an entry. "Yes" is required to move several pallets to the same target place in the Relocation.
Packing (Verpacken)	Default storage aid (Standard-Lagerhilfsmittel) – an article from the storage aid types; Carton place type (Kartonagen Platztyp) – default place type for cartons.
Stock overview (Bestandsübersicht)	View type (Ansichtstyp): Storage place view (Lagerplatzsicht) or Article view (Artikelsicht) for the Stock overview.
Delivery note (Lieferschein)	Default delivery note (Standard Lieferschein) template, Type of storage path name (Art des Speicherpfad-Names) – fixed delivery note folder or per user/packing table – and the Delivery note folder (Lieferschein Ablage).
Restocking (Nachbevorratung)	Fixed pick place for articles? (Fester Pickplatz für Artikel?), Source for restocking (Quelle für Nachbevorratung auswählen): same compartment from the farther place, by internal sorting (sorting / route optimization number) or by a warehouse structure field (level, block, row …), plus sort column and sort direction.
Invoices (Rechnungen)	Invoice PDF template (Rechnungs PDF-Vorlage).
Pallets (Paletten)	Label PDF template (Etikett PDF-Vorlage) for pallet labels.
Shelves (Fachböden)	Article label for putaway on shelves without a pallet. Without a choice, the built-in 57 × 31 mm label is printed.

Tab "Default values"

Here you choose the booking reason that each process writes into the stock history: Goods receipt (Wareneingang), Article pick (Artikel Pick), Article packing (Artikel packen), Relocation (Umlagerung), Picklist correction (Picklist-Korrektur), Pallet putaway (Paletteneinlagerung), Shelf putaway (Fachboden-Einlagerung), Pallet loading (Paletten Verladung), Pallet restocking (Paletten NBV), Pallet transport (Paletten Transport), Remaining stock on restocking pallet (Restbestand auf NBV-Palette) and Inventory change (Inventuränderung).

You also set the default Priority (Priorität), the default Storage place type (Lagerplatz Typ) and the Default storage place width (Standard Lagerplatz Breite).

Screenshot: Tab "Default values" with one booking reason drop-down per process

Shelf putaway is used for putaway on place types with "Article pick only" without a pallet. Leave it at "-- as pallet putaway --" (-- wie Paletteneinlagerung --) if you do not need a separate reason. Without any entry, the system uses the reason from your list that matches the purpose.

Tab "Storage place numbering"

Define up to five segments of your place numbers. Per segment you set:

Status (Status): Active / Deactivated
Area (Bereich): e.g. hall, line, block, area, field, level, aisle/row, rack, shelf, width, compartment, box, depth
Length (Länge): 1 to 5 characters
Labelling (Beschriftung): Digits (Zahlen) or Letters (Buchstaben)
Separator: space, -, _, :, . or /

A preview on the right shows how the numbers will look. The Number assistant builds its places from this structure.

Screenshot: Tab "Storage place numbering" with three active segments and the preview of an example place number

Tab "Releases"

"Give clients explicit releases for warehouses you manage." (Gib Untermandanten explizite Freigaben für Lager die Du verwaltest.)

For every user of your clients you switch on the warehouses they may see and mark one of them as Default (Standard).

Screenshot: Tab "Releases" with a client, its users and a switch plus a "Default" option per warehouse

Good to know / Troubleshooting

Message	Cause	Solution
No template was found (Es wurde keine Vorlage gefunden)	There is no PDF template of this type yet.	Create one under PDF documents.
The warehouse could not be saved. (Das Lager konnte nicht gespeichert werden.)	Saving failed.	Check your entries and save again.

Where do I set the booking reason for shelves? Tab Default values › Shelf putaway.
Why can't I move several pallets onto one place? Set Multiple pallets per place to Yes for that place type.