Assign the warehouse decisions
Name the person who approves item data, the person who signs off the opening balance and the person who owns each integration. Agree who can change warehouse locations, stock statuses and picking rules. Keep those responsibilities visible during onboarding.
Include shift representatives in review sessions. A receiving supervisor may identify exceptions that a project sponsor never sees. Record which decisions are required before configuration and which can wait until a later phase.
Clean the records and define the handovers
Prepare item codes, units of measure, locations and user roles before importing data. Remove duplicates through an approved mapping rather than deleting records casually. Retain a traceable copy of the source and document the import decisions.
Define what completes a receipt, pick, dispatch and return. Include short deliveries, damaged goods and cancellations. If two systems exchange stock information, agree how a failed message becomes a task someone can resolve.
Prove the pilot with acceptance scenarios
Use representative transactions, including a mismatch and a retry. Confirm access restrictions with actual user roles. For a multi-client warehouse, check that a client cannot view or allocate another client’s stock. Record evidence for each acceptance decision.
Reconcile opening stock before the cutover. Decide how pending receipts, open orders and in-transit goods are treated. Document a rollback or safe-stop plan so staff know how to avoid competing stock records if the launch is paused.
Agree the support handover
Keep operating notes, escalation contacts, recovery responsibilities and training materials available to staff. Agree support coverage against working shifts and define which incidents require immediate attention. New modules and configuration requests should have a clear change process.
When evaluating Pika WMS, request an onboarding plan covering your sites, devices, data and required modules. PCube reports an existing South African client base, but your own acceptance tests should determine whether the product is ready for your particular warehouse.
Useful questions
Can I use this checklist to evaluate Pika WMS?
Yes. Use the same requirements and acceptance scenarios for Pika WMS and other shortlisted systems. Confirm available functions, deployment, pricing and support directly with the supplier.
Do you offer warehouse software discussions for Johannesburg, Kempton Park and Cape Town?
Yes. Contact PCube for a remote Pika WMS walkthrough and requirements discussion for these service areas and elsewhere in South Africa. No local office or on-site support entitlement is implied.
Sources and further reading
Reuse and attribution
Reuse the original blank PCube evaluation checklist under CC BY 4.0 with attribution and a note of changes. Third-party documentation, product names and linked provider content are excluded.
Suggested citation: PCube Innovations editorial. “WMS implementation checklist: prepare your South African warehouse for rollout”. Updated 17 October 2026. https://pcubesolution.com/blog/warehouse-management-system-implementation-checklist.
