if not enabled
Zones are not required but can still be created as a way to group bins for reporting and other purposes.
There are no “Fixed” bins but there are “Default” bins. “Default” bin defines the primary location for the item.
If Enabled
Zones are still optional, but I’d recommend to create at least one. That simplifies the process if you later decide to expand your use of Zones.
There is no requirement to link a Bin to a Zone. Although it’s a good practice if you are using Zones. The unique identifier is the “Bin Code”. The “Zone Code” is just and attribute of the bin. The “Bin Code” is unique to the location. Different zones cannot both have a Bin “A”.
The Zone’s “Bin Type” provides the default value for any bins assigned to that zone. But it can be changed on the Bin, The Bin’s “Bin Type” is pushed to any related “Bin Content” records that are created.
Put-Away templates are optional, but their use can greatly enhance to system functionality. I recommend their use.
Yes, the warehouse will track inventory by specific UOMs if “Directed Pick\Put-away” is enabled. If not enabled, inventory is tracked by base UOM only.
You cannot enable “Directed Pick\Put-away” without “Bin Mandatory”
Notes\Comments
There is no “one wms setup” the fits all environments. You have to choose the setup that best works for your needs. I strongly suggest you prototype whatever setup you choose to insure it behaves to your expectations. Nothing can be more disastrous than discovering it doesn’t after go-live,
Some factor to consider are number of items, frequency of item changes, and experience and turnover of staff. Mainly how well does the staff know the warehouse and the inventory. With a small fairly static inventory and an experienced staff, non-directed picking can be a viable option.
With non-directed picking, the system “suggest” the dedicated bin for that item (if there is one). If the item is not there (pick), or the bin is full (put), you are now dependent on the user to make the right choice. Decisions are left to the user, and the need to make many decisions can slow down the process. This can become unmanageable in a very large and busy environment.
with directed pick\put-away, the system makes all the decisions. The user only has to do what the what the system tells them to do. This can greatly speed up the process as the user don’t need to keep making choices.
I could keep writing, but I need to get back to work. Hopefully this is helpful to you.