Master Data Web App Documentation

Written by Bitergo | Aug 18, 2026, 6:44:15 AM

Master Data Web App Documentation

Introduction

The Master Data Web App is used to create and configure all the master data required to use Bitergo WMS in your warehouse. The correct setup and maintenance of these master data is essential for the successful and smooth operation of the Bitergo Warehouse Management System (WMS).

Note:

During the initial setup of Bitergo WMS -- Warehouse Star, you must follow a specific order when creating the various master data records. Please refer to the guide "Setting Up Your Warehouse" for more information.

User Interface (Master Data)

The Master Data app uses the standard Bitergo WMS web app user interface (UI). For details, see the "User Interface and User Experience" document.

The menu icon on the right side of the header gives you access to the following general functions:

Navigation visible: Toggles the navigation pane on and off.
Preview visible: Toggles the preview area on and off.
Excel export: Creates a generic export of the table displayed in the workspace. After clicking, a dialog box opens for selecting the save location for the Excel file. Click "OK" to save the file to the specified location.
Import master data: Allows you to import your master data via a csv. file
Change language: Allows you to choose between German, English and Spanish. Clicking this opens a dialog box where you can select the language. Click "OK" to confirm your selection or "Cancel" to cancel the language selection.
Settings: Here you'll find additional settings for the apps, such as selecting a label printer. After clicking, a dialog box opens where you can select a label printer or the "Download PDF" option. The "Download PDF" option allows you to select a save location and save the label(s) as a PDF.
Log out: Logs the user out of Bitergo WMS and closes the app.

On the left side is the navigation panel, where you can select the various categories of master data to view and edit in the main workspace of the screen.

Main Workspace

In the center is the main workspace, where the data corresponding to the category selected in the navigation bar is displayed in tabular form. Below the table are the function buttons that trigger specific actions related to all displayed data and/or only to selected rows.

Preview Area

To the right of the table is the preview area. This area displays all detailed information for an element selected in the main workspace; in most cases, this is a selected row in the table.

Master Data Types

The following master data types can be set up and maintained in the Master Data app:

Item Master Data: The unchangeable master data for an item, such as number, description, standard unit, dimensions, serial number, best-before date, and other properties.
Bill of material:
Bin Location: Each individual bin/ storage location in the warehouse that can be uniquely identified and is assigned to a bin type and a bin location master
Bin location master: Bin location types. Types can be classified based on functional, topological, or other specific criteria.
Field:
Warehouse type: Types of warehouses where goods are stored. Classification can be based on functional, topological, or other specific criteria.
Warehouse: The largest logical or physical unit in which inventory is managed.
Partner: The companies with which business relationships exist, e.g., customers, suppliers, or carriers.
Loadsupport master (LSM Master): Types of loading aids (LSM) used to transport goods within the warehouse, such as EURO pallets....
Carrier Route: This master data type is not relevant for the free version of Bitergo WMS. Please contact the Bitergo Support Team for more information.

To select a master data type and view the corresponding data, you must select the desired type in the navigation.

Item Master Data

Introduction

Item master data is the basic master data for an item.

This includes, for example:

Identification: Item number, EAN code, etc.
Description: Short product description, manufacturer's type designation, etc.
Classification: ERP product group number, etc.
Characteristics: Weight, color, etc.
Order information: Order unit, minimum order quantity, etc.
Additional multimedia data: Images, PDF files, etc.
Classifications: Dutiable goods, hazardous materials, etc.

Product master data can be imported via an Excel or .csv file or synchronized directly with an ERP system via an interface. The Bitergo WMS Free Version does not include free setup of interfaces to other systems; please contact the Bitergo Support Team if needed.

Main Work Area

The table displays all items stocked in the warehouse.
Each row contains all the information about an item, organized across different columns.

You can define which columns are displayed in the table using the settings icon (gear) in the upper-right corner above the table. You can apply filters using the filter icon in the upper-left corner above the table to display only specific items. You can also create and save different table layouts. For more information, see the chapter on User Interface and User Experience.

Click on a row to select an item:

All detailed information about the selected item appears in the preview area.
The following function buttons, located below the table, are activated:
- "Print..."
- "Edit..."
- "Delete..."
- "Edit packaging..."

Product Master Data Functions

Below the product master data table, you'll find the following function buttons:

"Print..."
"Edit classifications..."
"New..."
"Edit..."
"Delete..."
"Edit packagings..."

Some function buttons are only active when an item is selected.

"Print..." function

"Print..." triggers label printing for the selected item.

Clicking this opens a dialog box where you must enter the number of labels. Click in the "Quantity" field and enter a number. Printing is done via the label printer selected in the general app menu (header).

Click "OK" to print the label or "Cancel" to cancel the print job.

If a printer is selected in the main menu, the label will be printed using that printer.

If no printer is selected, a warning message appears prompting you to select a printer from the menu: Click the menu icon in the header and select "Settings" from the drop-down menu. In the following dialog box, you can select a connected label printer using the "Label Printer" field or choose the "Download PDF" option. Select a label printer or the "Download PDF" option and confirm with "OK." Alternatively, you can cancel the printer selection by clicking the "Cancel" button.

After closing the dialog box, click "Print..." again to print the label(s). If you have selected "Download PDF" from the menu, a dialog box will open where you can choose the location to save the PDF. Click "OK" or "Save" to save the label(s) as a PDF.

"Edit classifications..." Function

The "Edit classifications..." function button allows you to create and select item master data classifications. These classifications affect parameters and processes in Bitergo WMS and cannot be set up without the assistance of the Bitergo WMS Support Team. Please contact the Bitergo Support Team if necessary.

Clicking the "Edit classifications..." function button opens the "Classifications" dialog box. On the left side of the dialog box is a table listing the existing classifications. The table consists of two columns: The first column displays the "Type," and the second displays the "Code." Each row represents a classification, as a classification always consists of a "Type" and a "Code." The "Code" is the name of the classification, and the "Type" is a group of one or more "Codes." The name or "Code" must always be unique within a "Type," meaning each "Code" must have a different name.

On the right side of the dialog box, there are two sections one below the other. The upper section, "Types," contains two buttons for creating ("New...") and deleting "Types." The lower section is called "Classifications" and contains three buttons for creating ("New..."), editing (Edit..."), and deleting ("Delete...") Classifications....

"Types" Section

You can create a new "Type" using the "New..." button. After clicking "New...," the "Save Classification Type" dialog box opens, displaying the "Name*" field and the "OK" and "Cancel" buttons. Enter the name for the new "Type" here. Clicking "OK" creates the new type; clicking "Cancel" cancels the operation.

"Classification" section

The "Classifications" button allows you to create a new classification for a previously created "Type." After clicking "New...," the "Save Classification" dialog box opens, displaying the "Type*" drop-down menu, the "Code*" field, and the "OK" and "Cancel" buttons. In the "Type*" drop-down menu, you can select a previously created classification type. You can then enter the name for the "Classification" in the "Code" field. Clicking "OK" creates the new classification; clicking "Cancel" cancels the operation. After confirming with "OK," the dialog box closes, and a new row appears in the table on the left-hand side with the newly created "Classification."

The "Classifications" dialog box can be closed using the "Close" icon in the title bar or by clicking the "Close" button.

"New..." Function

The "New..." function button allows you to create a new item with its associated properties. All item master data is defined in this dialog box. All properties defined here will then appear:

In the corresponding columns of the table in the main workspace.
In the preview area on the right side of the screen.

After an item's master data has been set via this dialog box or through an import, you can edit it using the "Edit" function button.

Clicking "New..." opens the "New Item Master" dialog box. The upper section of the dialog box contains several tabs that allow you to create the various types of item master data for the new item. The asterisk at the end of a tab's name indicates that the corresponding tab contains fields required for creating a new item. Each tab consists of one or more fields, each representing individual properties that can be defined here.

If not all required fields are filled in, the new item cannot be created. In this case, an error message appears.

You can exit the "New Item Master" dialog box using the "OK" or "Cancel" buttons. Clicking "OK" creates the new item, and clicking "Cancel" exits the dialog box without creating a new item. In this case, all entries are lost.

The "New Item Master" dialog box contains the following tabs:

Text/tag*
Image
Identifiers
Status/Time*
Controls
Size
Loadsupport Type
User Area

Text/tag*:

The following fields/properties are displayed on the "Text/tag*" tab:

Number:

(Required field; Type: Number, Text field)
The unique, internal item number.

Note: EAN numbers, etc., can be managed under the "Identifiers" tab.

Quantity Type*:

(Required field; Type: Dropdown menu)
The type of unit of measure in which the item is managed (usually "countable," i.e., the item is managed in "units"). The following options are available here:

Packaging: The item is managed by packaging unit, e.g., a carton of 12 bottles.
Area: The item is managed by "area," e.g., carpet in ^m^².
Countable: The item is managed in "units," e.g., electronic items, clothing, books.
Length: The item is managed by "length," e.g., electrical cable on a drum, textile/fabric rolls, rope/line....
Volume: The item is managed by "volume," e.g., bulk goods such as gravel or sand in m³.
Custom: A standard item with no specific quantity attribute, usually "piece" or "unit."
Weight: The item is managed by "weight," e.g., bulk goods such as sugar or flour in big bags (kg).

Description:

(Required field; Type: Text field)

The description is a "descriptive" name for the item. This is the "name" of the item.

Note:

(Type: Text field)

A note about the item, such as a description or additional information about the item in text form.

Default unit:

(Type: Drop-down menu)

The unit of measure in which the item is managed by the system. You can select the unit of measure from this dropdown menu; the following options are available:

STK (Pieces in German)
PCE (English unit for items, written out as "Piece(s)")
TST (Spanish unit for items, written out as "Tostada(s)")

Default scale:

(Type: Text field)

The number of decimal places used by the system to manage the item. For the unit of measure "piece(s)," this value is "0" (zero), meaning the item is managed without decimal places.

Classification(s):

Here, you can select a previously created classification to assign the item to an item class.

These classifications affect parameters and processes in Bitergo WMS and cannot be set up without the assistance of the Bitergo WMS Support Team. Please contact the Bitergo Support Team if necessary.

Clicking the icon to the left of the field opens the "Edit Classification" dialog. The dialog consists of two lists: "Available" on the left and "Chosen" on the right. The left list contains all available "classifications" to choose from, and the right list contains the "classifications" selected for the item. Between the two lists are two buttons with arrows stacked one above the other; the top arrow points to the right and the bottom arrow points to the left. These buttons allow you to assign "classifications" to either the "Available" list on the left or the "Chosen" list on the right. To do this, select a "Classification" by clicking on it and then click the left or right arrow to move it, for example, from "Available" to "Chosen." After clicking the arrow, the "Classification" moves to the selected list and is no longer available in the other list.

You can exit this dialog box using the "OK" or "Cancel" buttons. Clicking "OK" confirms the changes.

Obligatory warehouse type classification(s):

If this field is filled in, the item may only be stored in bin locations that correspond to this "warehouse type classification." Clicking the icon opens the "Edit Classifications" dialog, which is described directly above under "Classifications."

Preferred Warehouse Type Classification:

Select a previously created warehouse type classification. If this field is filled in, the item will be stored preferentially in bin locations that match this warehouse type classification. Clicking the icon opens the "Edit Classifications" dialog, which is described directly above under "Classifications."

ABC Class:

(Type: Drop-down menu)

In this drop-down menu, you can assign the item to Class A, B, or C (according to ABC items).
The following options are available:

No selection
A
B
C

Image:

Under the "Image" tab, you can upload an image of the item. The item image appears in several places within the Bitergo WMS apps and helps facilitate the identification of the item in the warehouse, e.g., in item lists within the mobile apps.
Clicking the "Select" button opens a file browser. Select the appropriate image and click "OK" to confirm your selection or "Cancel" to cancel the image selection process.

Identifiers:

Under the Identifiers tab, you can add additional identifiers for the item. The following options are available:

EPC: The item's Electronic Product Code.
UPC: The item's Universal Product Code.
RFID: An additional, unique ID that can be captured via radio frequency identification....
Tenant: If the item is assigned to a tenant, a drop-down menu displays all tenants set up in the system for selection.

Hazardous Material Type: A drop-down menu for selecting the hazardous substance type of the item. The following options are available:
- No selection
- Type A
- Type B
- Type C
Country of Origin: Use this drop-down menu to select the country of origin of the item based on its international country code (Alpha-2).
Brand Name: This is a text field where you can enter the brand name.
Customs Tariff number: You can enter the tariff number in this text field.

Status/Time*:

The Status/Time tab is used to record time-related attributes of the item.

The following fields are available here:

Status: The status of the item is defined in this drop-down menu. The status indicates whether an item can be used operationally or not. The following options are available:
- Active
- Inactive
- Pending
Creation Date: The creation date is automatically set by the system when the item is created in the system.
Last Counting Date: The date of the last inventory count. It is set by the system.
Modification Date: The date of the last modification. It is set by the system.
Lead time duration: The time required to replenish the item through purchasing. Clicking the "clock" icon to the right of the field opens the "Chose a time period" dialog box. Here, you can set the duration using three input fields for years, months, and days. Below these are three buttons: "OK," "Clear," and "Cancel." Clicking "OK" confirms the duration entered or displayed in the fields; clicking "Clear" clears all fields; and clicking "Cancel" aborts the process and closes the dialog box.
Remaining life: The period during which an item remains valid after it has been received. Here, too, clicking the clock icon opens the "Chose a time period" dialog box. Here, you can set the duration using three input fields for years, months, and days. Below these are the three buttons "OK," "Clear," and "Cancel." Clicking "OK" confirms the duration entered or displayed in the fields; clicking "Clear" clears all fields; and clicking "Cancel" cancels the process and closes the dialog box.
Maximum-Remaining life: Here, you can also set the duration using three input fields for years, months, and days. Below these are the three buttons "OK," "Clear," and "Cancel." Clicking "OK" confirms the duration entered or displayed in the fields; clicking "Clear" clears all fields; and clicking "Cancel" aborts the process and closes the dialog box.
Remaining life-difference:

Controls:

The "Controls" tab is used to manage relevant control flags that must be taken into account during stock placement and removal. The flags can be configured independently of one another.

The following options are available:

Lot controlled: If this indicator is set, the item is lot-controlled, meaning a lot must be specified for the item.
Serial Number controlled: If this indicator is set, the item is tracked by serial number, meaning a serial number must be specified for the item.
Expiration date controlled: If this flag is set, the item is managed by expiration date, meaning a best-before date must be specified for the item.

Size:

The "Size" tab is used to manage the item's dimensions and weights. Each measurement can be specified in a defined unit of measure, which can be selected from a drop-down menu to the right of each field. These attributes are optional; however, if they are specified, the dimensions can be taken into account in the bin assignment strategies, leading to a more efficient result.

Caution: If values are entered for the dimensions that differ from reality, this will lead to incorrect calculations in subsequent processes!...

The following fields are available here:

Length: The length of the item. The available units of measurement are "mm," "cm," or "m."
Width: The width of the item. The available units of measurement are "mm," "cm," or "m."
Height: The height of the item. The available units of measurement are "mm," "cm," or "m."
Weight: The weight of the item. The available units of measurement are "mg," "g," "kg," or "t."
Gross weight: The gross weight of the item. The available units of measurement are "mg," "g," "kg," or "t."
Order Quantity: The available units of measure are "Stk," "PCE," or "TST."

Loadsupport Type:

In the "Loadsupport Type" tab, you can configure settings for the default loading aid (loadsupport) type used for the item. The following fields are available:

Loadsupport Master: This drop-down menu lists all loadsuppports (loading aids) defined in the system, such as EURO, Carton 100, Carton 120, Carton 50, Large KLT, Small KLT, etc.
Loadsupport Base Height: Here you can specify the base height of the loading aid. The available units of measurement are "mg," "g," "kg," or "t."
Loadsupport Base Capacity:

User Area:

The User Area tab is not relevant for the Bitergo WMS Free version; please contact the Bitergo WMS Support Team for further information.

"Edit..." Function

By clicking the "Edit..." function button, you can edit the master data for the selected item. The "Edit Item Master" dialog box opens, which is identical to the "New Item Master" dialog box. All item master data is available for editing here. A detailed description of the item master data can be found in the section "Function: New..."

You can exit the "Edit Item Master" dialog box by clicking the "OK" or "Cancel" buttons. Clicking "OK" saves the changes, and clicking "Cancel" closes the dialog box without saving the changes.

"Delete..." Function

Clicking the "Delete..." function button allows you to delete one or more selected items at the same time. The "Delete" dialog box appears with the message:

"Are you sure you want to delete (number) selected item master(s)?"

To delete one or more items, select the desired item(s) by clicking on them in the table. You can select multiple items at once by holding down the "CTRL" key. Then click the "Delete" button.

"Edit Packaging..." Function

By clicking the "Edit Packaging" button, you can assign packaging to an item. First, select the desired item, and then click the "Edit Packaging" button.

The user interface in the main work window will now change, and the interface for editing packaging will appear.

At the very top, under "Current Item Master," you'll see the number of the selected item. Below that are the following three drop-down menus:

Base Unit Packaging:
Sales Unit Packaging:
Warehouse Unit Packaging:

Using these drop-down menus, you can assign a predefined packaging to the item as base, sales, or warehouse unit packaging.

Below these fields is a table listing the packaging types assigned to this item. If no packaging has been assigned to the item yet, the table is empty.

To the right of the table are the following function buttons:

"New...": Use this function to create a new packaging option for the item....
"Edit...": Use this function to edit an existing packaging.
"Delete...": This function allows you to delete an existing packaging item.

The "Edit..." and "Delete..." buttons are only active when a packaging option is selected in the table.

To the left below the table is the "Done" button, which closes the user interface for editing packaging. Clicking "Done" returns you to the table with the item master data.

"New..." Function

Clicking the "New..." function button opens the "New Packaging" dialog box for creating a packaging item. The dialog box consists of three tabs:

Text/tag*
Base Unit*
Identifiers
Size
Loadsupport-Type

Text/Label:

The "Text/tag" tab contains the following text fields:

Unit: A user-defined, unique name for the packaging, e.g., "VK-100".
Description: Description of the packaging (user-defined).
Note: Note for the packaging (user-defined).

Base Unit:

The "Base Unit" tab is used to manage quantity-related master data. The "Base unit Capacity" text field can be used to set the number of items contained in the packaging in "units."

Size:

As usual, the dimensions and (tare) weight of the packaging are managed under the "Size" tab.

Assigning a packaging as a base, sales, or storage package:

A previously created packaging can be defined as a base, sales, or warehouse unit packaging for the item by selecting it from the corresponding drop-down menu above the table.

Preview Area: Item Master Data

The preview area is located on the right side of the user interface. Here, all master data for the selected item is displayed vertically in a list for an overview; this data can be defined using the "New..." and "Edit..." function buttons and is shown in the table columns in the main work area. The order corresponds to the order of the tabs in the aforementioned dialog boxes.

Bill of Material Master Data

Introduction

Main Work Window: Bill of Material

At the very top of the main work window, in the filter area, is the "Show expired BOM " checkbox. If you select this checkbox, expired BOM items will also be displayed.

BOM Functions

The following function buttons are located below the table:

"New..."
"Edit..."
"Delete..."
"Details..."
"Positions..."

"New..." function

Use the "New..." function to create a new bill of material.

"Edit..." function

Use the "Edit..." function to edit an existing bill of material.

"Delete..." function

You can use the "Delete..." function to delete an existing bill of materials. Clicking this option opens the "Delete Bill of Material" dialog box. Click "OK" to confirm the deletion, or "Cancel" to close the dialog box without deleting the bill of material.

"Details..." Function

The "Details..." function displays details about the bill of material selected in the table.

"Items..." function

The "Items..." function displays and allows you to edit the individual items in the selected bill of material.

BOM Preview Area

The preview area on the right side of the user interface displays all details of the selected bill of material in a vertical layout.

Storage Location Master Data

The bin location master data manages the properties of all bin locations in your warehouse.

Main Storage Location Work Window

The table displays all bin locations in your warehouse.

Storage Location Functions

The following functions are available:... - "New...": To create a new storage location.

"Edit...": To edit an existing storage location.
"Delete...": To delete an existing storage location.
"Multi Edit...": To edit the properties of multiple storage locations at once.
"Road Map..."

The "Edit...," "Delete..." and "Multi Edit..." functions are only active when a bin location is selected in the table.

"New..." function

Clicking "New" opens the "New Bin Location" dialog box with the following tabs:

Text/tag
Identifiers
Status/Time
Rack
Data

Text/tag:

The following attributes must be entered under the "Text/tag" tab:

"Number": The unique number of the bin location, e.g., F1-011-1
"Description": The description of the bin location.
"Note": A comment or note about the bin location

Identifiers

Under the "Identifiers" tab, you can establish a tenant reference if you want to assign bin locations on a tenant-specific basis.

Using the "tenant" dropdown menu, you can select a previously created tenant here.

Status/Time

Under the "Status/Time" tab, the bin location can be set to "inactive" if necessary.

The following fields are available here:

"Status": In this drop-down menu, you set the status of the bin location. The status indicates whether a bin location can be used operationally or not. The following options are available:
- "Available": The bin location can be used.
- "Blocked": The bin location cannot be used. You can use this to deactivate a bin location.
"Creation Date": The creation date is set by the system when the bin location is created.
"Modification Date": The date of the last modification. It is set by the system.
"Last Counting Date": The date of the last inventory count. It is set by the system.

Rack

The "Rack" tab allows you to enter the bin location coordinates, in addition to assigning a name.

The following fields are available here:

"Column": The horizontal plane (x-coordinate).
"Row": The row or aisle in which the bin location is located.
"Level": The elevation of the bin location (y-coordinate).
"Storage Type": A previously created warehouse type is assigned to this bin location. It is selected from a drop-down menu (e.g., ground storage, rack storage, shelf warehouse, incoming goods, outgoing goods, shipping, workstation, batteries warehouse, etc.).
"Angle": For special applications: The approach angle of the bin location for automated guided vehicles
"X-Pos": For special applications: The X-position of the bin location for automated guided vehicles
"Y-Pos": For special applications: The Y-position of the bin location for automated guided vehicles
"Z-Pos": For special applications: The Z-position of the bin location for automated guided vehicles
"Field"
"Storage Area"

Under the "Data" tab, the necessary assignment to a bin location master record is made. As a result, this bin location inherits all the properties of its bin location master record.

The "Data" tab contains the following fields:

"Master data": The parent bin location master.
"Storage Index": An optional sorting indicator used to determine bin location assignment during putaway.
"Road Map Key":
"Occupancy": The occupancy rate in "%" or "pu." This should not be set or should be "0" when creating a new bin location. The unit "%" or "pu" can be selected via a drop-down menu.
"ABC Class": Assigns this storage location to Zone A, B, or C.... One of the following options can be selected from a drop-down menu:

"Stored Handling Units ": For informational purposes only. It displays the number of stored handling units posted to it (always "0" when created).

"Edit..." Function

Clicking the "Edit..." function button allows you to manage all properties of a bin location. The "Edit Bin Location" dialog box opens, which contains the same tabs as the "New Bin Location" dialog box. For a detailed description, see the section above under Bin Location/"New..." function.

"Delete..." Function

Clicking the "Delete..." function button allows you to delete one or more bin locations. The deletion must be confirmed in the "Delete Bin Location" dialog box. Clicking "OK" deletes the bin location, while clicking "Cancel" cancels the deletion.

"Mulit Edit..." function

After selecting multiple storage locations in the table and clicking the "Multi Edit..." function button, you can modify specific master data for multiple bin locations at the same time.

The "Multi Edit" dialog box appears.

Here, you can set or change the following master data for multiple storage locations at the same time:

Status
Warehouse Type
Bin Location Master
ABC Class
Field

"Road Map..." Function

Click the "Road Map" function button to configure storage routes. In the "Adjust road map keys" dialog box, you must first select all bin locations of a specific warehouse type from a drop-down menu. In the next step, you can sort the bin locations according to the following properties:

Bin Location Number
Bin Location Description
Bin Location Note
Column -- Row
Row -- Column
X-Pos -- Y-Pos
Y-Pos -- X-Pos

The starting value can be defined in the "Start Value Of Road Map Key" text field.

Click "OK" to confirm the settings, or click "Cancel" to discard them and exit the process.

Bin Location Preview Area

The preview area on the right side of the user interface displays all details about the selected bin location in a vertical layout.

Bin Location Master Data

Introduction

The bin location master data defines the different types of bin locations and their properties, such as dimensions and assignments. Typing can be based on functional, topological, or other individual aspects.

Examples of functional aspects:

Packing location
Shipping location

Examples of topological aspects:

Ground storage
Shelf

Example of individual aspects:

K-000006, a bin location for item 000006

Main Work Window: Bin Location Master

The table displays all defined bin location master types.

Storage Location Master Functions

The following functions are available:

"New...": Create a new bin location master record.
"Edit...": Edit an existing bin location master record.
"Delete...": Delete an existing bin location master.
"Item Restriction...": Assign an item to a bin location master record.
"Load Support Restriction...": Assign a loadsuppor type to a bin location master record.

The "Edit...", "Delete...", "Item Assignment...", and "Load support Type Restriction..." functions are only active when a bin location master record is selected in the table.

"New..." Function

"New..." function allows you to create a new bin location master. Clicking "New..." opens the "New Bin Location Master" dialog box with the following tabs:

Text/tag
IDentifiers
Status/Time
Size
Restrictions

Text/tag:

The following attributes must be entered under the "Text/Label" tab:

"Number": A unique name for the storage location master record, e.g., "Floor Space."
"Description": A description of the storage location master record, e.g., "Floor space for bulk storage."
"Note": A comment or note regarding the storage location master record...

Identifiers

Under the "Identifiers" tab, you can establish a tenant reference if you wish to assign bin locations on a tenant-specific basis.

Status/Time

The "Status/Time" tab contains the following fields:

Creation Date
Modification Date

These are set automatically by the system. When editing an existing bin location master record, you can set the bin location master record to "inactive" under "Status/Time" if necessary.

Size

Under the "Size" tab, you can enter the dimensions and the maximum allowed weight. The following fields can be filled in here:

Length: The length of the storage location master record. The available units of measurement are "mm," "cm," and "m."
Width: The width of the storage location master record. The available units of measurement are "mm," "cm," and "m."
Height: The height of the storage location entry. The available units of measurement are "mm," "cm," and "m."
Weight: The maximum weight that may be stored on this storage location log. The available units of measurement are "mg," "g," "kg," or "t."

Assignments

Under the "Restrictions" tab, you can configure important properties that are taken into account by subsequent processes:

HU without load support allowed:

Handling units can be stored in this bin location without loading aids/ loadsupports. Suitable for shelving units, for example.

Multiple Lots Allowed:

Handling units of the same item with different lots may be stored in the bin location. Since there is a risk of mix-ups during picking, this option is not enabled by default.

Multiple Expiration Dates Allowed:

Handling units of the same item with different best-before dates may be stored in this bin location. Since this poses a risk of mix-ups during picking, this feature is not enabled by default.

Consolidation allowed:

New handling units may be consolidated with existing handling units during putaway.

Item aggregation:

Count Zero Quantities

"Edit..." function

The "Edit..." function allows you to manage all properties of a bin location master record. Clicking the "Edit..." button opens the "Edit Bin Location Master" dialog box, which contains the same tabs as the "New Bin Location Master" dialog box. For a detailed description, see the section above under Bin Location Master: Master Data/"New..." function.

"Delete..." Function

The "Delete..." function allows you to delete a bin location master record. The deletion must be confirmed in the "Delete Bin Location Master Record" dialog box. Clicking "OK" deletes the bin location master record, while clicking "Cancel" cancels the deletion.

"Item Restriction..." Function

The "Item Restriction..." function allows you to assign one or more items to a bin location master record. First, select a bin location master record from the table. Clicking the "Item Restriction" function button displays the "Item Restriction..." screen in the main workspace and opens the "New Item Restriction" dialog box .

The following fields are available here:

Master Data: Select the master item to be assigned to this bin location master. Clicking the magnifying glass icon opens the " Item Master search" dialog box. Here, you can select the master item from a list of all items.
Description: A description for the assignment.
Note: A comment or note about the assignment.
Capacity: The maximum capacity/quantity of items that a bin location can hold. Capacity is measured in an item-specific unit....
Replenishment Point: The quantity of items below which a replenishment is triggered. The quantity is measured in a unit specific to the item.

You can exit the dialog box using the "OK" or "Cancel" buttons. Clicking "OK" creates the specified item restriction; clicking "Cancel" closes the dialog box without creating a restriction.

The "Item Restriction" screen always refers to the bin location master selected in the main work window, whose name is displayed above the restriction table in this screen. The table displays the created "Item Restrictions."

The following function buttons are available to the right of the table:

"New...": Create a new item restriction.
"Edit...": Edit an item restriction that has already been created. The button becomes active only after an item restriction has been selected in the table.
"Delete...": Deletes an item restriction selected in the table.

You can exit the "Item Restriction" screen by clicking the "Done" button located to the left below the table. Clicking "Done" closes the screen and returns you to the "Bin Location Master" screen in the main work window.

"Load Support Restriction..." Function

The "Load Support Restriction..." function allows you to assign a specific load support type to a bin location master record. First, a bin location master must be selected in the table. Clicking the "Load support Restriction" function button displays the "Load Support Restriction" screen in the main work area and opens the "New Load Support Restriction" dialog box.

The following fields are available here:

Master Data: Select the load support master to be assigned to this bin location master. Use the drop-down menu to select a load support type that has already been created.
Description: A description for the assignment.
Note: A comment or note regarding the assignment.
Capacity: The maximum capacity/quantity of loadsupports that a bin location can hold. Capacity is measured in "units."

You can exit the dialog box using the "OK" or "Cancel" buttons. Clicking "OK" creates the specified load support restriction. Clicking "Cancel" closes the dialog box without creating a restriction.

The "Load support Restriction" screen always refers to the bin location master selected in the main work window, whose name is displayed above the restrictions table in this screen. The table displays the created load support restrictions.

The following function buttons are available to the right of the table:

"New...": Create a new load support restriction
"Edit...": Edit an existing load support restriction. The button becomes active only after an load support restriction has been selected in the table.
"Delete...": Deletes a load support restriction selected in the table.

You can exit the " load support restriction " screen by clicking the "Done" button, located to the left below the table. Clicking "Done" closes the screen and returns you to the "Bin Location Master" screen in the main work window.

Bin Location Master Preview Area

The preview area on the right side of the user interface displays all details for the selected storage location master record in a vertical layout.

Field Master Data

Introduction to Field Master Data

Under the "Field Master Data" section, you can define the master data for the individual fields.

Main Work Window: Field Master Data

The table displays all field types.

Field Master Data Functions

"New..." Function

Use the "New..." function to create a new field type and its properties.

"Edit..." Function

The "Edit..." function allows you to manage all properties of a field type. Clicking the "Edit..." function button opens the "Edit Field" dialog box, which contains the same tabs as the "New Field Master" dialog box. For a detailed description, see the section above under Field Master Data/Functions/"New..." Function.

"Delete..." Function

The "Delete..." function allows you to delete a field type. The deletion must be confirmed in the "Delete Field" dialog box. Clicking "OK" deletes the field type, while clicking "Cancel" cancels the deletion.

Field Master Data Preview Area

The preview area on the right side of the user interface displays all details for the selected field type in a vertical layout.

Warehouse Type Master Data

Introduction

A warehouse type describes the basic form of one or more storage areas installed within a warehouse. The most important attribute---besides the name---is the assignment of a classification. This classification serves a functional purpose. The following warehouse type classifications are available by default:

Incoming Goods
Outgoing Goods... - Storage
Transport
Packaging
Shipping

In the sample data of the test system, the following warehouse types are created for the finished goods warehouse:

Storage Type	Classification	Description
Incoming Goods	Goods In	Part of the warehouse where goods are received
Outgoing Goods	Goods Out	The part of the warehouse where finished goods are prepared for shipment
Shelf Warehouse	Storage	Traditional rack warehouse
Ground storage	Storage	Floor storage with block organization
Transport	Transport	Virtual Transport Area
Packing area	Packing	Packing workplaces Area
Shipped	Shipped	Shipped Goods
Batteries Warehouse	Batteries	Storage shelves for Batteries

Creating warehouse types with their own classification

Any other classifications can be created. For example, a "Batteries" classification for warehouse areas used to store batteries. To do this, first use the "New..." function to create a "Battery Storage" warehouse type, and then use the "Classification" function to create the corresponding "Batteries" classification. Finally, the classification can be assigned to the newly created warehouse type (Assigning a Classification to a Warehouse Type).

Main Work Window: Storage Type Master Data

The table displays all created warehouse types.

Warehouse Type Master Data Functions

The following functions are available:

"Edit Classifications...": Create a new warehouse type classification
"New...": Create a new warehouse type master record
"Edit...": Edit an existing warehouse type master record
"Delete...": Delete an existing warehouse type master record

The "Edit..." and "Delete..." functions are only active when a warehouse type is selected in the table.

"Edit Classifications..." Function

The "Edit classifications..." function button allows you to create and select warehouse type master data classifications. These classifications affect parameters and processes in Bitergo WMS and cannot be set up without the assistance of the Bitergo WMS Support Team. Please contact the Bitergo Support Team if necessary.

"Types" Section

"Classification" section

The "Classifications" dialog box can be closed using the "Close" icon in the title bar or by clicking the "Close" button.

"New..." Function

The "New..." function button allows you to create a new warehouse type with its associated properties. Clicking "New..." opens the "New Warehouse Type" dialog box.

... The following fields are available here:

Warehouse: Choose the warehouse for which the warehouse type is created
Description: A descriptive name for the warehouse type.
Note: A comment or note about the storage type.
Capacity: Specifies the capacity of a warehouse type in a meaningful unit of measure to indicate the total capacity of this warehouse tape. This is only useful for homogeneous warehouses for which a meaningful unit of measure can be specified (e.g., total tonnage in "t").
Classification(s): Select a previously created classification to assign the warehouse type to a warehouse class.

"Edit..." Function

The "Edit..." function button allows you to edit the selected warehouse type. Clicking "Edit..." opens the "Edit Warehouse Type" dialog box.

"Delete..." function

The "Delete..." function allows you to delete a warehouse type. The deletion must be confirmed in the "Delete Warehouse Type" dialog box. Clicking "OK" deletes the warehouse type, while clicking "Cancel" cancels the deletion.

Preview Area for Warehouse Type Master Data

The preview area on the right side of the user interface displays all details for the selected warehouse type in a vertical layout.

Warehouse Master Data

Introduction

A warehouse is the largest logical or physical unit in which inventory is managed. It can be a building or a logical warehouse within a building. At the beginning, at least one warehouse must be created.

Main Work Window: Warehouse Master Data

The table displays all warehouses along with their properties.

Warehouse Master Data Functions

"New..." Function

You can use the "New..." button to create a new warehouse with its associated properties. Clicking "New..." opens the "New Warehouse" dialog box. The following tabs are available here:

Master Data
Status/Time
Address

Master Data:

The "Master Data" tab allows you to define the basic properties of a warehouse. The following fields are available here:

Number: Unique, internal number of the warehouse.
Description: Descriptive name of the warehouse.
Note: A comment or note about the warehouse.
Capacity: Specifies the storage capacity in a meaningful unit of measure to indicate the total capacity of a warehouse. This is only useful for homogeneous warehouses for which a meaningful unit of measure can be specified (e.g., total tonnage in "t").
Tenant: Tenant reference for this warehouse. If "Tenant Reference 2.1" is used, this warehouse can be assigned to a tenant.

Status/Time:

On the "Status/Time" tab, you can set the operational status of a warehouse. The following options are available:

Active
Inactive

The "Creation Date" and "Modification Date" fields are set by the system.

Address:

The "Address" tab is used to manage the warehouse's address information.

The following fields are available here:

Contacts
Country
Postal code
Post Office Box
City
Street
House Number
Building Number
Building Name
Delivery Point (Delivery Point for Goods)

"Edit..." function

You can edit the selected warehouse using the "Edit..." button. Clicking "Edit..." opens the "Edit Warehouse" dialog box.

"Delete..." Function

The "Delete..." function allows you to delete a warehouse. You must confirm the deletion in the "Delete Warehouse" dialog box. Clicking "OK" deletes the warehouse, while clicking "Cancel" cancels the deletion.

Warehouse Master Data Preview Area

The preview area on the right side of the user interface displays all details for the selected warehouse in a vertical layout.

Partner Master Data

Introduction

A "party" is a company with which a business relationship is to be managed. Each party must be assigned a role:... - Tenant: A tenant is a contractual customer of the system operator and the warehouse. The tenants maintained here can be selected in the following processes to establish a tenant relationship.

Supplier: A supplier is a partner from whom goods are ordered and received during goods receipt. The suppliers maintained here are displayed, for example, during goods receipt or when ordering a shipping notification.
Customer: A customer is a business partner to whom goods are shipped. In particular, the address data (shipping address) must be maintained here. The customers maintained here are displayed, for example, when creating a shipping order.
Freight Carrier: A carrier is a partner that transports shipping units to a customer.
Service Provider:
Other Party:

Main Work Window: Partner Master Data

The table displays all parties along with their properties.

Partner Master Data Functions

"New..." Function

You can create a new party using the "New..." function button. Clicking "New..." opens the "New Party" dialog box. The following tabs are available here:

Description
Idents
Location
Address
Delivery Address
Status/Time

Description

The "Description" tab contains the partner's basic master data.

The following fields are available here:

Number:
Name:
Description:
Note:
Tax-ID:

Idents

Under the "Idents" tab, you can assign a tenant, a role, and a Subordinate Party to the party.

The following fields are available here:

Tenant: Use the drop-down menu to assign a tenant to the party.
Role: Use the drop-down menu to assign a role to the party.
Subordinate Party: Use the drop-down menu to assign a parent organization to the party.

Location

The following fields are available here:

Location: The name of the location is defined in this field
Location Note: A comment or note about the location

Address

The party's address is entered under the "Address" tab.

The following fields are available here:

Contacts
Country
Postal Code
Post Office Box
City
Street
House Number
Building Number
Building Name
Delivery Point (Delivery Point for Goods)

Shipping Address

Under the "Delivery Address" tab, you can specify a different delivery address for the party.

The following fields are available here:

Delivery Adress care of name
Delivery Adress Country Code
Delivery Adress Postal Code
Delivery Adress Post Office Box
Delivery Adress City
Delivery Adress Street
Delivery Adress House Number
Delivery Adress Building Number
Delivery Adress Building Name
Delivery Adress Delivery Point (Delivery Point for Goods)

Status/Time

Under the "Status/Time" tab, you can assign a status to the partner.

By default, the partner's status is "active."

The following options are available:

Active
Inactive

The "Creation Date" and "Modification Date" fields are set by the system.

"Edit..." Function

You can edit the selected party using the "Edit..." function button. Clicking "Edit..." opens the "Edit Party" dialog box. The tabs are identical to those in the "New..." function.

"Delete..." function

The "Delete..." function allows you to delete a party. The deletion must be confirmed in the "Delete" dialog box. Clicking "OK" deletes the party, while clicking "Cancel" cancels the deletion.

"Locations..." Function

The "Locations" function allows you to enter multiple locations for a party. After creating a location, you can maintain the addresses in the list within the "Locations" dialog box. Three addresses (mailing, shipping, and billing addresses) can be assigned to each location. A location without any addresses is not displayed.

The "Locations" button is only active when a party is selected. Clicking the "Locations" button opens the "Locations" dialog box. The dialog box consists of three sections: a table in the upper section listing the created locations, and the "Location" and "Address" sections, both of which are located below the table.

Clicking the " New..." button opens the "New Location" dialog box with the following fields:

Location: Enter the name of the location here.
Note: You can enter a note about the location here.

Clicking "OK" creates the new location; clicking "Cancel" closes the dialog box.

Clicking the "Address/New..." button opens the "Address for Location" dialog box. Here, you can create addresses for the location.

The following fields are available:

Location: A drop-down menu from which you can select a previously created location.
Address: A drop-down menu where you can select the type of address (mailing, billing, or shipping).
Contact
Building Name
Post Office Box
Building Number
Street
Number
Postal Code
City
Country
Delivery Point

Click "OK" to save the address or "Cancel" to cancel the process.

Clicking the "Location/Delete..." button opens the "Delete Location" dialog box. Here, you can select a previously created location from the list and delete it by clicking the "Delete" button.

The "Delete Location" dialog box appears, in which you must confirm the deletion. After a location has been deleted, you can delete additional locations if needed or close the dialog box by clicking "Close."

"Account..." Function

Please contact the Bitergo Support Team if needed.

"User Defined Fields..." Function

Please contact the Bitergo Support Team if needed.

Partner Master Data Preview Area

The preview area on the right side of the user interface displays all details for the selected party in a vertical layout.

Load support Master Data

Introduction

Loading aids or load supports are used to secure or support the transport and storage of transport units. These include pallets, bins, containers, etc. Each loading aid / load support is assigned to a load suppotz master record (load support master). The load support master describes general properties of the load support, such as dimensions or net weight.

The terms load support, load support master record, and load support type are sometimes used ambiguously: A load support refers to a "real," physically existing loading aid (e.g., a pallet in goods receipt). This is assigned to a load support master record, which describes the general properties and is sometimes also referred to as an load support type. Each load support master record is, in turn, assigned to a type.

A load support master record can be assigned to one of the following types:

Pallet
Box
Box-pallet
Barrel
Cardboard box
Mesh box
Container

These Load suppor types are used, among other things, to control the allocation of storage bins.

Please exercise caution when defining different types. There are restrictions, such as the rule that only identical load support types may be stored in a single bin location. If too many different load support types are defined, the bin location can no longer be used optimally.

Main Work Window: " "

The table displays all created load support master records with their corresponding properties.

Load Support Master Record Functions

"Edit Classifications..." Function

"New..." function:

You can create a new load support master record using the "New..." function button. Clicking "New..." opens the "New Loadsupport Master Record" dialog box. The following tabs are available here:

Master Data
Status/Time
Size

Master Data

The "Master Data" tab is used to specify the basic master data for the Loadsupport master record.

The following fields are available here:

Number: Unique number of the load support master record.
Description: Descriptive name of the load support log.
Material: Free-text field for specifying the material from which the load support is made (wood, plastic, etc.).
Note: A comment or note regarding the load support unit.
Standard: Free-text field for specifying the standard according to which the load support is manufactured (EPAL, etc.)
Type: Select a type from a drop-down menu based on a predefined list:
- Pallet
- Box
- Box-Pallet
- Barrel
- Cardboard box
- Mesh box
- Container
- Tray
- Delivery cart
Classification(s): Assignment of custom classifications. Please contact the Bitergo Support Team if needed.
By default, the classifications LOGMALL:Packaging and LOGMALL:Carrier Pallet are available.
Here, you can select a previously created classification. Clicking the icon to the left of the field opens the "Edit Classification" dialog box. The dialog box consists of two lists: "Available" on the left and "Selected" on the right. The left list contains all available classifications to choose from, while the right list contains the classifications selected for the LHM master record. Between the two lists are two buttons with arrows, one above the other: the top arrow points to the right, and the bottom arrow points to the left. These buttons allow you to assign classifications to either the left or right list. To do this, select a classification by clicking on it and then click on one of the arrows to move it, for example, from "Available" to "Selected." After clicking the arrow, the classification moves to the selected list and is no longer available in the previous one.

Status/Time

Under the "Status/Time" tab, you can assign a status to the LHM master record.

By default, the status of the load support master record is "active."

The following options are available:

Active
Inactive

The "Creation Date" and "Modification Date" fields are set by the system.

Size

On the "Size" tab, you can specify the dimensions of the load support master record.

The following fields are available:

Length: The length of the load support trunk. The available units of measurement are "mm," "cm," or "m."
Width: The width of the load support log. The available units of measurement are "mm," "cm," or "m."
Height: The height of the load support log. The available units of measurement are "mm," "cm," or "m."
Weight: The weight of the load support log. The available units of measurement are "mg," "g," "kg," or "t."
Min. Weight: The minimum weight of the load support log. The available units are "mg," "g," "kg," or "t."
Max. Weight: The maximum weight of the load support master record. The available units of measurement are "mg," "g," "kg," or "t."
Stackability: This checkbox must be selected if the load support record is stackable.

"Edit..." function:

The "Edit..." function button allows you to edit the selected load support master record. Clicking "Edit..." opens the "Edit load support Master" dialog box. The tabs are identical to those in the "New..." function.

"Delete..." function:

The "Delete..." function allows you to delete a load support master record. The deletion must be confirmed in the "Delete" dialog box. Clicking "OK" deletes the load support master record, while clicking "Cancel" cancels the deletion.

Preview Area for LHM Master Master Data

The preview area on the right side of the user interface displays all details for the selected load support master record in a vertical layout.

Carrier Route Master Data

Introduction

If necessary, please contact the Bitergo Support Team to set up the carrier route master data.

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Master Data Web App Documentation

Master Data Web App Documentation

Introduction

User Interface (Master Data)

Header Menu

Navigation

Main Workspace

Preview Area

Master Data Types

Item Master Data

Introduction

Main Work Area

Product Master Data Functions

"Print..." function

"Edit classifications..." Function

"Types" Section

"Classification" section

"New..." Function

Text/tag*:

Number:

Quantity Type*:

Description:

Note:

Default unit:

Default scale:

Classification(s):

Obligatory warehouse type classification(s):

Preferred Warehouse Type Classification:

ABC Class:

Image:

Identifiers:

Status/Time*:

Controls:

Size:

Loadsupport Type:

User Area:

"Edit..." Function

"Delete..." Function

"Edit Packaging..." Function

"New..." Function

Text/Label:

Base Unit:

Size:

Assigning a packaging as a base, sales, or storage package:

Preview Area: Item Master Data

Bill of Material Master Data

Introduction

Main Work Window: Bill of Material

BOM Functions

"New..." function

"Edit..." function

"Delete..." function

"Details..." Function

"Items..." function

BOM Preview Area

Storage Location Master Data

Main Storage Location Work Window

Storage Location Functions

"New..." function

Text/tag:

Identifiers

Status/Time

Rack

"Edit..." Function

"Delete..." Function

"Mulit Edit..." function

"Road Map..." Function

Bin Location Preview Area

Bin Location Master Data

Introduction

Main Work Window: Bin Location Master

Storage Location Master Functions

"New..." Function

Text/tag:

Identifiers

Status/Time

Size

Assignments

HU without load support allowed:

Multiple Lots Allowed: