Solution for warehouse management when inventory is open for customers

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Posted on by Anette Jansson

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Hi,

Searching for examples of how to solve warehouse management when warehouse is used both for picking customer orders, and when customers has access to same warehouse and picks their own goods.

We have an open warehouse where customers can pick their own goods and go to a check out counter. The same warehouse is used for picking customer orders. Does anyone else have that setup in DYN365FO? How have you solved it system wise? Our wish is to use hand scanners for customers and pickers. In the warehouse we also have some goods intended for specific customer, that should not be picked by random customer. Are you using standard Dyn365FO or ISV solutions, and in that case which ones?

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Laurens vd Tang 2,576 Super User 2025 Season 1 on at

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RE: Solution for warehouse management when inventory is open for customers

Hi Anette,

Ok, thanks for the background information! You might consider to do a import of the items via the Excel add-in.

Other option is the 'Add lines' function or 'Add products function' for adding multiple items:

Regards,

Laurens
Anette Jansson 105 on at

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RE: Solution for warehouse management when inventory is open for customers

Thank you Laurens, really good input. The answers to your questions, yes the customers go to the check out today and a sales order is created so that would work. Right now we do not have fixed locations for customer specific goods on all our warehouses (we have 31 sites), depending on site size and occurence of the customer specific goods, but this is of course a matter of how we choose to set the warehouse up. Today we are running Ax 4.0, but the group is rolling out 365 and soon it is our turn.

When the goods is transferred to the check-out, is there any functionality to help me create the sales order, or I need to do that from scratch and type in all items?

/Anette
Laurens vd Tang 2,576 Super User 2025 Season 1 on at

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RE: Solution for warehouse management when inventory is open for customers

Hi Anette,

A few ideas/suggestions from my side. It might be an idea to configure the movement by template functionality. With the movement by template function the customer can scan/pick the items and bring them to a specific location (check out). Once on the check out location, you can process them via a sales order for the payment. However, a few additonal questions: 1) Do you create a sales order before the customer check out? 2) Are the customer specific goods held on a specific location?

Create a inventory movement work class

Create a work template for a movement. Via edit query you configure that it works only for particular locations (you can exclude locations where the stock is held for a specific customer)

Create a location directive

Create a mobile device menu item for a movement creation

Configure specific mobile device menu for the customer

Create a generic mobile device user for the customer and link the mobile menu to the generic customer user

Regards,

Laurens