From Excel to warehouse software, without stopping the warehouse
Excel works until it stops working: two people editing the same file, stock that doesn't add up and orders picked from memory. This is how you make the jump to warehouse software without stopping operations.
Signs that Excel has fallen short
Which data to prepare
Moving to warehouse software doesn't mean starting from scratch. Three lists are enough, and almost every warehouse already has them in some Excel file: the locations (aisles, racks and bins, with your numbering), the items (reference, name and barcode if they have one) and the stock of each item in each bin.
Ubika imports those three lists from Excel or CSV, checking row by row what doesn't fit so that you can correct it before you start.
In what order to do it
What changes for your team
The biggest change is that every step is scanned: when receiving, when putting away, when picking and when counting. The PDA says what to do at each moment, with one action per screen, so nobody has to memorize where everything is.
Ubika sets it up for you with your data: you tell us how you work today and we fit it to your warehouse.
Frequently asked questions
How long does it take to move from Excel to Ubika?
It depends mostly on how tidy your data is. With the locations, items and stock in Excel, they are imported within the day; what takes longest is the opening count.
Can I keep using Excel for anything?
Yes. Everything in Ubika can be exported to Excel whenever you want, and orders can still be uploaded in Excel if that is how you work.
Do my items need a barcode?
It is recommended for scanning, but not essential: Ubika can generate barcode labels for the items that don't have one.
From the blog
- Warehouse management software for small businesses and 3PLs in Spain: what each one does and when it fits
- How to count stock with a PDA: counting by bin, blind counts and approved differences
- Goods receiving in the warehouse, step by step
- Packing without errors: verify, pack, weigh and label
- Picking replenishment: minimums and maximums, reserve and pick bin
- Warehouse ABC analysis: what it is, how to calculate it step by step and where to place each class
- Batch traceability in the warehouse: what to record and how to locate a batch in a recall
- Fixed, chaotic or mixed location storage in the warehouse: what each one is and when to use it
Tell us how you work and we'll set it up
Tell us what you move, which stores and carriers you use and how you run it today. We fit it to your warehouse; anything missing, we build.