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WMS Automation Validation Checklist

Ensure your WMS automation is working flawlessly! This checklist helps you validate critical processes, minimize errors, and maximize warehouse efficiency. Validate picking, packing, putaway & more. Download now!

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System Configuration

1 of 10

Verify core system settings and parameters are correctly configured.

Warehouse Capacity (Pallets)

Units of Measure (Default)

Last System Configuration Review Date

Description of System Configuration Changes (if any)

Default Picking Strategy

Default Batch Size

Warehouse ID

Workflow Validation

2 of 10

Test automated workflows from receipt to shipping.

Receipt Quantity Verified vs. Expected

Putaway Task Completion Status

Date of First Shipment

Time of Order Picked

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Palletization Rules Applied?

Notes on Discrepancies (if any)

Shipping Carrier Selected?

Data Mapping and Transformation

3 of 10

Confirm accuracy of data transfer between systems.

Source System for Item Data

Item Code Length in Source System

Data Transformation Type (e.g., Concatenation)

Transformation Rules Description

Decimal Precision Conversion

Unit of Measure Conversion Required?

Unit of Measure Conversion Details

Transformation Validation Date

Exception Handling

4 of 10

Test automated responses to common error scenarios.

Describe the Exception Scenario

Exception Code (if applicable)

Exception Type

Error Message from System

Affected Processes

Exception Occurrence Date

Exception Occurrence Time

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User Interface & Task Automation

5 of 10

Assess the usability and effectiveness of automated user tasks.

Task Button Visibility

Task Completion Time (Seconds)

Automated Field Population

Last UI Modification Date

Notes on User Experience

Auto-Populate Data Source

Integration Points

6 of 10

Validate communication and data exchange with integrated systems (ERP, TMS, etc.).

ERP System Integration Status

Data Transfer Frequency (hours)

Data Mapping Validation Method

Details of Data Transformation Rules

Last Integration Sync Date

Integrated Systems

Describe any integration errors encountered

Reporting & Analytics

7 of 10

Check automated report generation and data accuracy.

Number of Automated Reports Generated

Report Generation Success Rate

Last Report Validation Date

Description of any Failed Reports (if applicable)

Time taken to generate critical reports (seconds)

Data Accuracy Validation Type

Security & Access Controls

8 of 10

Verify automated access control and security protocols.

Multi-Factor Authentication Enabled?

Password Complexity Policy Applied?

Password Expiration Days

Role-Based Access Controls (RBAC) Implemented?

Privilege Escalation Procedures Defined?

Last Security Audit Date

Audit Trail Description

Performance & Scalability

9 of 10

Assess automated process execution speed and ability to handle increased volume.

Maximum Expected Transactions per Hour

Current Average Response Time (seconds)

Peak User Concurrency

Simulated User Load (for testing)

Scaling Method (Vertical/Horizontal)

Date of Last Performance Test

Observed Performance Degradation Notes (if any)

Monitoring & Logging

10 of 10

Review automated logging and monitoring features for identifying and resolving issues.

Log Volume (Events/Hour)

Log Level (Debug, Info, Warning, Error, Critical)

Last Log Rotation Date

Next Scheduled Log Backup Time

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Summary of Recent Error Logs

Alert Notification Method (Email, SMS, Dashboard)

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WMS - Warehouse Management System More about our this Template

Warehouse Management System (WMS) Screen Recording

See ChecklistGuro's Warehouse Management System (WMS) in action! This screen recording provides a quick look at key features, from receiving and putaway to picking, packing, and shipping. Learn how ChecklistGuro can streamline your warehouse operations and boost efficiency. #WMS #WarehouseManagement #ChecklistGuro #InventoryManagement #BPM

WMS - Warehouse Management System Features

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