TOTVS WMS Course

Lesson 1 • Warehouse Management System Fundamentals

Defines WMS scope, core functions, and business value. Establishes the conceptual baseline needed before exploring Totvs-specific features.

Lesson 2 • Totvs Ecosystem and Product Suite

Maps the Totvs product portfolio and positions WMS within it. Clarifies how WMS integrates with other Totvs modules.

Lesson 3 • Platform Navigation and User Interface

Covers login, menu structure, dashboards, and basic navigation. Enables users to move confidently through the system from day one.

Lesson 1 • Product and SKU Master Data

Establishes product records including dimensions, weight, and handling attributes. These attributes drive storage rules and replenishment logic.

Lesson 2 • Location and Storage Structure Setup

Covers aisles, rows, levels, and positions that form the physical storage map. Accurate location data enables directed putaway and picking later.

Lesson 3 • Supplier and Customer Master Records

Configures supplier and customer data used in receiving and shipping transactions. Accurate records reduce errors in inbound and outbound processing.

Lesson 4 • Warehouse and Branch Structure

Defines how warehouses, branches, and cost centers are created in the system. Correct structure here underpins all subsequent location and inventory setup.

Lesson 1 • Physical Receiving and Inspection

Covers goods arrival scanning, quantity verification, and quality inspection steps. Accurate receiving data feeds inventory accuracy from the first touch.

Lesson 2 • Purchase Order Integration and Pre-Receiving

Links purchase orders from ERP to WMS to enable expected receipt creation. Pre-receiving setup reduces dock processing time and errors.

Lesson 3 • License Plate and Container Management

Explains license plate number creation and pallet or container labeling. License plates are the tracking unit for all subsequent WMS movements.

Lesson 4 • Putaway Rules and Directed Putaway

Configures putaway strategies including fixed, dynamic, and zone-based rules. Directed putaway maximizes space utilization and retrieval efficiency.

Lesson 1 • Lot, Serial, and Batch Control

Configures and applies lot and serial number tracking for traceability requirements. Enables recall management and expiry-date-based picking strategies.

Lesson 2 • Quarantine and Non-Conforming Stock

Manages blocked, damaged, or non-conforming inventory through quarantine workflows. Prevents non-conforming stock from entering fulfillment processes.

Lesson 3 • Cycle Counting and Physical Inventory

Designs and executes cycle count plans and full physical inventory events. Regular counting closes the gap between system and physical stock.

Lesson 4 • Inventory Adjustments and Transfers

Processes manual adjustments, location transfers, and status changes in WMS. Controlled adjustments preserve audit trails and financial accuracy.

Lesson 1 • Sales Order Integration and Wave Planning

Imports sales orders from ERP and groups them into waves for efficient picking. Wave planning balances workload and optimizes travel paths.

Lesson 2 • Picking Strategies and Task Management

Configures discrete, batch, zone, and cluster picking methods. Matching strategy to order profile reduces pick time and errors.

Lesson 3 • Shipping and Carrier Integration

Covers shipment creation, carrier assignment, label printing, and manifest closing. Proper shipping execution ensures on-time delivery and accurate billing.

Lesson 4 • Outbound Exceptions and Order Management

Handles backorders, order holds, substitutions, and cancellations in WMS. Exception management keeps fulfillment rates high and customer commitments intact.

Lesson 1 • Slot Moves and Reslotting Execution

Executes approved slot changes with minimal disruption to active operations. Controlled reslotting maintains inventory accuracy during moves.

Lesson 2 • Replenishment Strategy Types

Compares demand-based, min-max, and proactive replenishment methods. Choosing the right strategy prevents stockouts in pick locations.

Lesson 3 • Replenishment Task Execution

Generates, assigns, and confirms replenishment tasks in the WMS. Timely task execution keeps pick faces stocked during active fulfillment.

Lesson 1 • Standard Reports and Operational Dashboards

Navigates the built-in report library and configures operational dashboards. Standard reports cover inventory, productivity, and order fulfillment metrics.

Lesson 2 • Key Performance Indicator Definition

Defines warehouse KPIs including fill rate, dock-to-stock time, and pick accuracy. Clear KPI definitions align team behavior with operational targets.

Lesson 3 • Custom Report Building

Uses Totvs reporting tools to design custom queries and output formats. Custom reports address gaps not covered by standard report templates.

Lesson 1 • Workflow and Business Rule Customization

Uses Totvs workflow tools to modify or extend standard business processes. Custom rules adapt the system to unique operational requirements without core changes.

Lesson 2 • System Parameters and Global Settings

Reviews and adjusts global configuration parameters that govern system behavior. Incorrect parameter settings cascade into operational and data integrity issues.

Lesson 3 • Integration Management and APIs

Configures and monitors integrations between WMS, ERP, and third-party systems. Stable integrations ensure real-time data consistency across the supply chain.

Lesson 4 • Backup, Recovery, and System Maintenance

Covers scheduled maintenance tasks, backup procedures, and recovery steps. Proactive maintenance prevents downtime and protects operational data.