Warehouse Software for Microsoft Dynamics 365 Business Central

Works with all location and item tracking configurations in Business Central

Users gain the benefits of barcode scanning, even if they don’t have full WMS (“Directed Pick”) turned on in Business Central. Business Central can be configured in dozens of different ways, and Warehouse with all of them — whether you have Bins Mandatory or not, all the way up to full Directed Pick and Put-Aways.

Warehouse Insight integrates with a broad range of handheld devices to provide warehouse employees with access to all the Business Central warehouse and inventory functions. Warehouse Insight provides a user-friendly data management interface on handheld devices, including rugged scanners and tablets that are ideal for organizations of all sizes.

Warehouse Insight also has you covered if you use serial numbers or lot numbers, regardless of how they’re configured. Lot warehouse/serial number warehouse, optional tracking, auto-generation, FEFO, validation on scan vs. specification on scan are all supported. Users can capture and review lot information and serial number Information through the system.

Track all transactions on the shop floor by user or handheld ID

Warehouse Insight for Dynamics 365 Business Central provides the option to have users log into the handheld before being able to access any functions. The user ID is then logged on any transactions performed, such as Warehouse Entries and item transactions. If users are not required to log on, all transactions are tracked by the handheld ID.

All activities performed on the handheld, whether resulting in a transaction or not, are logged in the system with the user and/or handheld ID for reporting and investigation.

Automatically update devices without the need for additional device management systems

Automatic update capabilities and the App Designer enable all mobile devices to be automatically updated when new workflows or functionality are added. Since new apps, menus, and workflows are configured within Business Central, devices will load the latest versions each time you log in. New releases of the software are also easy to install in Business Central since customisation’s are performed by “plugging in” new functionality versus modifying base product code. If an entirely new version of the software is released, the devices will automatically download and install the latest version.

Support tools to enable remote control of the devices during support and training sessions are installed on the devices with Warehouse Insight. This enables implementation personnel to quickly and accurately assess issues and provide training remotely. These features save you from having to invest time and money in additional device management software.

Benefit from barcode scanning at receipt or shipment, even if you’re not using warehouse documents

If your business doesn’t warrant the use of warehouse documents, or if you have branch locations that don’t use them, Warehouse Insight will still work for you.

Warehouse Insight supports receiving to Purchase Orders, Transfer Orders, Sales Returns, and Warehouse Receipts. Warehouse Insight also supports shipping of Transfers, Sales Orders, and Warehouse Shipments in non-warehouse shipping and receiving.

Perform all shipping and receiving operations from the handheld without the need for a Business Central terminal

Receipts are automatically generated if they do not exist when a PO is scanned or entered into the receiving screen. Put-aways are also auto-generated by scanning the receiving items.

Camera Integration is available from the receiving and shipping apps to help document damaged goods on receipt or to prove that product was shipped in good condition. Quality information for Lot or Serial numbers can be captured during receipt, and License Plates can be created directly from the receiving or shipping screens.

Capture visual data quickly and easily

When using devices with a camera, you can take pictures from anywhere in the system and have them automatically upload to Business Central and optionally alert a user. This is ideal for recording damaged packages on receiving, taking pictures of shipments in case a customer logs a damage claim, creating product images, recording location of inventory or even for taking pictures of paper documents to store electronically in Dynamics 365 Business Central.

Dramatically streamline inventory counts with the standard or the Advanced Inventory Count App

The Advanced Inventory Count Module integrates with Warehouse Insight and enables warehouse managers to easily manage cycle counts or full physical inventory counts. Predefined count sheets can be created or warehouse personnel can do blind counts to easily capture inventory locations and quantities. Powerful reconciliation and recount tools make validating the count simple.

Warehouse Insight also includes a standard count module for environments that don’t require the enhanced features provided by the advanced count module.

Easily track entire pallets, boxes, or containers of mixed items including mixed lot/serial numbers.

License Plate Management (License Plating) provides users with the ability to track and generate labels to reference entire pallets, boxes, crates, or containers that contain mixed items or mixed lot/serial numbers.

The License Plating add-on for Dynamics 365 Business Central complements Warehouse Insight – the mobile warehouse data collection app. License Plating enables users to combine multiple warehouse items, including serial numbers and lot numbers, into one license plate number (LPN or master barcode) for simplified transaction management.

License plate barcodes are easily printed directly from handheld devices and are used to streamline outbound warehouse processes in manufacturing, distribution and retail companies.

Moving product through your warehouse and out the door requires a plethora of scanning but through the magic of License Plating, you can move product through with less scanning while helping to address errors related to manual input and data integrity. Put simply, License Plating allows for efficient transactions which increase your overall warehouse operation efficiency.

License plate numbers know the item, lot, quantity and location already, so you don’t have to worry about incorrect data being scanned.

Products and transactions can be sent to staging areas within distribution systems in one shot. Reduced barcode scans equate to increased worker productivity, improved inventory accuracy due to less opportunity for errors and faster transactions.

Reduce the number of scans required by storing more data in each barcode

Data Matrix (2D) barcodes are being adopted very quickly in a wide range of industries for their compact size and data capacity. 

The smaller barcode size means it can be applied to smaller items, or made large enough to be scanned from a distance while still fitting on a small label. The number of distinct pieces of data stored in the barcode can reduce the number of scans required to execute an action. For example, a single scan could bring in an item number, lot number, and weight.

In addition to Data Matrix codes, flexible user-configured rules enable the system to interpret any barcode format and symbology you can imagine, including UPC/GS1, GTIN, custom formats, etc.

Choose the operating system that best suits your environment

Both Android and Windows operating systems are supported so, you can choose what best suits your environment.

For those that have existing devices running Windows, there’s no need to replace them just yet. Warehouse Insight for Windows will enable you to get more life from your devices.

In 2018 Microsoft announced the end-of-life of their Windows operating system for mobile devices. Therefore, the Microsoft Windows CE and Embedded Handheld options are slowly phasing out and is being replaced by Android. Unless you are already running Windows devices and want to continue so that all devices are the same, there is no good reason to go with Microsoft Windows. Choosing Android will help future-proof your investment in mobile devices. As for Apple iOS, the operating system doesn’t exist for mainstream, commercial mobile devices.

Warehouse Insight supports many makes, models, and styles of devices including mobile computers, PDAs, tablets and more.

Easily extend Business Central to meet specific needs

The App Designer provides a simple way to add new apps to Warehouse Insight, or to extend existing apps with new business logic. A simple drag and drop interface enables users to build and visualize complex applications and business logic with minimal effort. The system’s plug-in architecture also enables users to extend existing functionality without modifying any product code.

Perform inventory inquires by item or bin

Warehouse personnel will never have to return to the office to verify bins or items inventory, saving time and effort. The inventory inquiry screen makes it easy for warehouse personnel to identify inventory items by barcode, reducing the occurrence of misplaced or mislabeled items. This enables users to conduct spot-checks of inventory on a regular basis. Users can scan (or enter) a barcode to retrieve inventory information for it, including bins, quantities, serial numbers, pictures, etc. as well as drill down to Item or Bin Inquiry for any screen in the system.

Streamline picks and put-aways while increasing inventory accuracy

The Warehouse Insight picking screen displays the entire pick on the handheld device, and immediately alerts the user if an improper bin or bar code is scanned. As each item is scanned, the description, lot number, and serial number are displayed to verify that the items are properly labeled. Warehouse receipts and put-aways can be automatically created for an item or PO by scanning or entering the item number and/or purchase order number. Inventory picks and put-aways fully support non-Directed Pick locations, including those without Bins Mandatory. The system eliminates redundant data entry by capturing all item tracking information at the pick stage and updating the source document line.

Perform directed or ad-hoc movements directly from the handheld

Users can execute Warehouse Movement documents from the handheld in both Directed Pick and non-WMS locations. In non-WMS locations, users can transfer from bin to bin or location to location without the need for a transfer order.

Leverage handheld devices to accurately record output and consumption for production and assembly orders

Users can scan items for specific production orders and serial numbers, capturing any lot or serial number information for the consumed item against specific serial numbers being produced. Users can also output directly to license plates (e.g., pallets) for simplified put-away of produced items.

Record picks against assemble-to-stock assembly orders without using Inventory Movements, and post assembly output directly from the device.

Support for standard handhelds and large screen devices

Warehouse Insight supports all major brands and models of handheld computers that run Android or Windows* Mobile, including Datalogic, Intermec/Honeywell, Symbol/Motorola/Zebra. Also, Warehouse Insight provides tablet/large screen support for environments that require vehicle-mount computers, or where users simply require a larger screen.

Pair Warehouse Insight with Bluetooth or USB scanners to work on non-handheld devices. This capability is ideal for forklifts or any area where a larger screen is required and mobility and handheld ergonomics are less critical.

Support tools that enable remote control of the devices during support and training sessions are installed on the devices with Warehouse Insight. This enables implementation personnel to quickly and accurately assess issues and provide training remotely.

Ensure network issues don’t bring your warehouse operations to a stand-still

Warehouse Insight works in real time to execute Business Central business logic to provide immediate feedback to employees when there are issues or additional messages from Business Central.

However, if there is a power, network, or Business Central failure, the Scratchpad allows users to capture all operational data with handheld devices. Once Business Central is available, employees upload the data for automated processing.

Scratchpad is also useful for:

• Field personnel that do not have access to the network
• Vendor managed inventory counts, or remote location inventory counts
• After-hours or emergency shipments that have no defined Business Central documents
• Scanning in yards and remote locations where no wireless connectivity exists

Manage assembly order output and picking from the mobile device

The Assembly Order app in Warehouse Insight supports the management of Assemble-to-Stock and Assemble-to-Order assembly orders, whether or not warehouse documents are used. Users can pick components – both items tracked or not, for any assembly order, and can generate output for Assemble-to-Stock orders.

Record picks against assemble-to-stock assembly orders without using Inventory Movements, and post assembly output directly from the device.

Get more value from Microsoft Dynamics by making data available via EDI. Get business done faster, smarter and more accurately.

Warehouse Insight supports Electronic Data Interchange (EDI) through integration with leading EDI providers. When your organization relies on automated systems to maximize operational efficiencies, you can count on Insight Works to give you complete and real-time data.

With Warehouse Insight, all data required for Advance Shipping Notices (ASN) is collected and managed with the License Plating module and made available to EDI systems for transmission.

Several EDI solutions provide integration to Warehouse Insight and Dynamic Ship.