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Creating and maintaining warehouses

Menu paths

  • To create a warehouse, go to Inventory ➔ Warehouse management ➔ Warehouses, and then click New.
  • To modify an existing warehouse, go to Inventory ➔ Warehouse management ➔ Warehouses, select the warehouse to be modified, and then click Open.

Introduction

This screen allows you to create and maintain warehouses. You can assign items to the warehouse, define the warehouse address, view purchase and sales orders that are linked to the warehouse, view items that are stored in the warehouse, and modify the serial/batch numbers for the items stored in the warehouse.

Fields

Warehouse code

Type a code for the warehouse. This is mandatory.

Note: This field cannot be edited once you have saved the warehouse.

Name

Type a name for the warehouse.   

Status

Select a status for the warehouse such as Active or Blocked. By default, Active is selected.

Drop ship

Select this check box if the warehouse is to be used for drop shipping.

Note: Defining a warehouse for drop shipping can only be done when creating a warehouse entry. Once you have saved the warehouse entry, this check box is disabled.

Buttons

Assign items

Click this to assign or remove items to or from the warehouse. In the Maintain warehouses – Assign screen, click Assign to assign all the items displayed to the warehouse, Unassign to remove all the items displayed from the warehouse, or Close to exit.

Item transactions

Click this to view the transactions of the item that is stored in the selected warehouse. For more information, see Searching for item transactions.

Counts

Click this to create stock counts for the items in the selected warehouse. For more information, see Creating stock counts.

Save

Click this to save the warehouse.

New

Click this to create a new warehouse.

Close

Click this to exit.

Related documents

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 18.773.498
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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