Setting Up Storage Unit Types

This guide explains how to set up and manage storage unit types in Clarus WMS. These types, also known as "pallets used", are essential for organising and tracking inventory within your warehouse, ensuring efficient operations.

Step-by-Step Guide

1. Understand Storage Unit Types

Storage unit types are the physical containers or pallets where your stock is kept. They help keep your inventory tidy and easy to track. The three standard unit types are: Standard Pallet (STD), Euro Pallet (EURO), and Tote Box (TOTE).

2. Find and Manage Existing Types

To access and manage storage unit types in Clarus WMS, go to the left-hand panel, then navigate to Settings > Storage Unit Types. Here, you'll see a list of all existing types, which you can view, edit, or create new ones.

3. Create a New Storage Unit Type

If you need a new storage unit type for your warehouse, follow these steps:

1. Select "New" in the storage unit types list.

2. Fill in the required information:

• Name and Code: Give your new unit type a name and a short code.
• Reference Sequence: Assign a sequence for tracking (further guidance on sequences is available).
• Next in Sequence: This will be the next identifier based on your sequence setup.
• Check Digit Requirement: Decide if a check digit is needed for this unit type.
• Pallet Details: Specify if the pallet will leave the warehouse and enter its dimensions.
• Naming Convention: Set up how this unit type will be named.

Once you've filled in all the details, remember to save your new storage unit type.

4. Assign Storage Unit Types to Products

After creating a new storage unit type, you need to link it to the relevant products. Here's how:

1. Go to the Product Screen in Clarus WMS.

2. Find the product you want to edit and click Show.

3. Go to the Product Storage Unit Section and add the storage unit types you need.

You can assign as many unit types as required to a product. The unit type at the top of the list will be the default. You can reorder the list by dragging your preferred unit type to the top.

5. Use Storage Unit Types During Stock Receipt

When you receive stock into your warehouse, the system will automatically select the primary storage unit type linked to that product. However, you can change the unit type manually before you finish the receipt if needed.

This also applies when you're importing data, for example, with a pre-receipt import. In such cases, you just need to enter the storage unit type's code (e.g., EURO, TOTE, STD) in the relevant field.

FAQs

What are the common default storage unit types?

The three common default storage unit types are Standard Pallet (STD), Euro Pallet (EURO), and Tote Box (TOTE).

How do I access storage unit types in Clarus WMS?

You can access storage unit types by navigating to the left-hand panel under Settings > Storage Unit Types.

Can I assign multiple storage unit types to a single product?

Yes, there is no limit to the number of storage unit types that can be assigned to a product. The topmost unit in the data grid will be the default.

What is the "pallet used" in warehouse management?

The term "pallet used" is often another way of referring to storage unit types. It describes the physical structure or container that holds stock within a warehouse.