Advanced WMS — Overview & module guide

Module: Advanced WMS v1.5.0

Advanced Warehouse Management System for BIXCRM — inbound, outbound, and warehouse operations

Screen-by-screen guides (each tab explained)

Click a menu item below for step-by-step instructions on that Advanced WMS screen:

How to use in BIXCRM (daily operations)

  1. Sign in to the admin area with a role that includes Advanced WMS permissions.
  2. Open Advanced Wms (sidebar) or search for Advanced WMS in the admin menu.
  3. Start on the Dashboard (if available) to see open tasks, pending approvals, and KPIs.
  4. Review Settings after upgrades — new options may need defaults for your company.
  5. Create or import master data first; most modules block transactions until masters exist.
  6. Run the main business flow (create → submit → approve → post/complete) using the screens listed in Admin menu below.
  7. Use Reports / Analytics screens to reconcile stock, finance, compliance, or SLA metrics.
  8. For integrations (API, EDI, gateways, tax), confirm credentials in Settings and monitor logs or webhook delivery screens.
  9. Train staff with role-based access — give approvers approve permissions only, operators create/edit on their area.
  10. If something fails overnight, check BIXCRM cron ran and open the module log / failed queue screen if present.

Admin menu — where to work

Open the Advanced WMS section in the admin sidebar. Screens your staff may use (depending on role):

  • ASN (Advanced Shipping Notice)
  • Barcode Labels
  • Cross-Dock Orders
  • Cycle Counts
  • Location Types
  • Mobile Scanner
  • Packing Sessions
  • Pick Tasks
  • Pick Waves
  • Put-Away Rules
  • Put-Away Tasks
  • QC Inspections
  • Receiving Tasks
  • Replenishment Tasks
  • REST API
  • Shipments
  • Slotting Recommendations
  • Warehouse Zones
  • Webhooks
  • WMS
  • WMS Analytics
  • WMS Dashboard
  • WMS Settings

Detailed guide — features, workflows, API & FAQ

Phase 6 features (current)

  • KPI Dashboard — pick rate, fill rate, count accuracy, dock-to-stock time
  • Throughput trends — daily pick/putaway/receive chart
  • Labor metrics — tasks per operator, hours worked, productivity
  • Slotting heat map — zone velocity visualization + ABC distribution
  • Report exports — CSV and PDF for KPI, labor, and slotting reports

See [docs/ROADMAP.md](docs/ROADMAP.md) for Phases 1–5.

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Analytics quick start

  1. Assign wms_analytics permission under Setup → Staff → Roles
  1. Open Advanced WMS → WMS Analytics
  1. Filter by warehouse and date range
  1. Export reports via CSV/PDF buttons on each tab

Configure KPI targets under Advanced WMS → Settings → Analytics & Optimization.

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KPI definitions

MetricCalculation
Pick rateUnits picked ÷ picker hours (completed pick tasks)
Fill rate% of pick lines fully fulfilled
Count accuracy% of approved count lines with zero variance
Dock-to-stockAvg hours from receiving complete → put-away complete

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Permissions (Phase 6)

KeyMenu
wms_analyticsWMS Analytics (KPI, Labor, Slotting Heat Map)

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Previous phases

  • Phase 5: REST API, Barcode/QR, Mobile Scanner, Webhooks
  • Phase 4: Cycle Count, Replenishment, Cross-Docking, Slotting Recommendations
  • Phase 3: Pick Waves, Picking, Packing, Shipping
  • Phase 2: ASN, Receiving, Put-Away, QC
  • Phase 1: Zones, Location Types, Put-Away Rules, Dashboard

See [docs/ROADMAP.md](docs/ROADMAP.md).

Features

Advanced Warehouse Management System for BIXCRM — inbound, outbound, and warehouse operations

  • **KPI Dashboard** — pick rate, fill rate, count accuracy, dock-to-stock time
  • **Throughput trends** — daily pick/putaway/receive chart
  • **Labor metrics** — tasks per operator, hours worked, productivity
  • **Slotting heat map** — zone velocity visualization + ABC distribution
  • **Report exports** — CSV and PDF for KPI, labor, and slotting reports

Permissions

Granular staff capabilities are registered on activation. Assign them under Setup → Staff → Roles for the Advanced WMS capability group.

Typical capabilities include view, create, edit, delete, plus module-specific actions (approve, export, settings, API access).

Cron Jobs

Background tasks (if enabled) run through BIXCRM's main cron. Example crontab (every 5 minutes):

* * * * * php /path/to/bixcrm/index.php cron/index > /dev/null 2>&1

Check module settings for scheduled jobs (alerts, sync, reports, retention).

After activation — configuration checklist

  1. Go to Setup → Modules and activate Advanced WMS.
  2. If prompted, click Upgrade Database or reload admin — migrations run automatically.
  3. Assign permissions under Setup → Staff → Roles.
  4. Open the module menu and configure settings.
  5. BIXCRM 3.0+
  6. PHP 7.4+ (8.1+ recommended)
  7. MySQL 5.7+ / MariaDB 10.3+ (InnoDB)
  8. PHP extensions: mysqli, json, mbstring, curl, fileinfo

Staff permissions (from module)

Assign under Setup → Staff → Roles. Each feature can expose different actions:

FeatureActions
WMS Dashboard
wms_dashboard
view
Warehouse Zones
wms_zones
view, create, edit, delete
Location Types
wms_location_types
view, create, edit, delete
Put-Away Rules
wms_putaway_rules
view, create, edit, delete
WMS Settings
wms_settings
view, edit
ASN (Advanced Shipping Notice)
wms_inbound
view, create, edit, delete
Receiving Tasks
wms_receiving
view, create, edit, delete
Put-Away Tasks
wms_putaway
view, create, edit, delete
QC Inspections
wms_qc
view, create, edit, delete
Pick Waves
wms_outbound
view, create, edit, delete
Pick Tasks
wms_picking
view, create, edit, delete
Packing Sessions
wms_packing
view, create, edit, delete
Shipments
wms_shipping
view, create, edit, delete
Cycle Counts
wms_cycle_count
view, create, edit, delete
Replenishment Tasks
wms_replenishment
view, create, edit, delete
Cross-Dock Orders
wms_cross_dock
view, create, edit, delete
REST API
wms_api
view, create, edit, delete
Mobile Scanner
wms_scanner
view, create, edit
WMS Analytics
wms_analytics
view

One-time setup (first time only)

  1. Setup → Modules → activate Advanced WMS.
  2. Setup → Staff → Roles → assign Advanced WMS permissions (view, create, edit, delete, approve, export, settings as needed).
  3. Open Advanced WMS → Settings and complete company defaults, prefixes, integrations, and notification options.
  4. Create master data (warehouses, products, templates, accounts, routes, etc.) before processing live transactions.
  5. Enable BIXCRM cron (php /path/to/bixcrm/index.php cron/index) for sync, retries, alerts, and scheduled jobs.
  6. Optionally enable REST API / webhooks in module settings if you integrate external systems.

BIXCRM Knowledge Base — usage guide generated from module README and documentation.

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