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| V4:Inventory Management Description |
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| V4:Inventory Management Description |
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Step 1: Setting up Warehouse Types
Start by configuring Warehouse Types
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Warehouses are the locations where Physical Goods are stored before distribution. Warehouses can be created through the Inventory Management module. To add a Physical Good to a Subscription or a Job, it must be located in a Warehouse whose Type is defined in 'FOR ADDING' in the 'Active' Inventory Definition as a Type used to add Physical Goods from.
The Group of the Warehouse should also be the same as the User Group you used to log in.
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Let's see how you can quickly set up the System to start using Inventory Management module. | Tip |
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No configuration is necessary for the modules, sections and attributes not mentioned below. |
Create the following Warehouse Types & Inventory Management Definition & Warehouses Company ZX would like to set up Warehouses for each of its company's Sales branches as well as its Sales Partners. Additionally, It also requires that the new hardware to be provided to its customers should be is stored in different Warehouses than the returned hardware.
Warehouse Types | Name | Information |
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| Direct Sales WT | For Warehouses that belong to your business and from where Installed Items will be sold. | | Indirect Sales WT | For Warehouses that belong to partners of your business and from where Installed Items will be provided (not billed from CRM.COM). | | Rentals WT | For Warehouses that belong to your business and from where Installed Items will be rented (not billed). | Returns of Direct Sales WT | For Warehouses that belong to your business and where sold Installed Items that are replaced for free (through Warranties) will be returned. | Returns of Indirect Sales WT | For Warehouses that belong to partners of your business and where indirectly sold Installed Items that are replaced for free (through Warranties) will be returned. | Returns of Rentals WT | For Warehouses that belong to your business and where rented Installed Items will be returned. |
Inventory Management Definitions | For Adding | For Adding During Replacement | For Removing | For Removing during Replacement |
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| Warehouse Type | Classification | Warehouse Type | Classification | Warehouse Type | Classification | Warehouse Type | Classification |
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Direct Sales WT | Direct Sales | Direct Sales WT | Direct Sales | Returns of Direct Sales WT | Direct Sales | Returns of Direct Sales WT | Direct Sales | Indirect Sales WT | Indirect Sales | Indirect Sales WT | Indirect Sales | Returns of Indirect Sales WT | Indirect Sales | Returns of Indirect Sales WT | Indirect Sales | Rentals WT | Rentals | Rentals WT | Rentals | Returns of Rentals WT | Rentals | Returns of Rentals WT | Rentals |
Warehouses | Warehouse Name | Warehouse Type | Group (Sales Branch or Partner) |
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| SBA Direct Sales WH | Direct Sales WT | Sales Branch A | | PBA Direct Sales WH | Direct Sales WT | Partner Branch A | | SBA Indirect Sales | Indirect Sales WT | Sales Branch A | | PBA Indirect Sales | Indirect Sales WT | Partner Branch A | | SBA Rentals | Rentals WT | Sales Branch A | | PBA Rentals | Rentals WT | Partner Branch A | | SBA Direct Sales Returns | Returns of Direct Sales WT | Sales Branch A | | PBA Direct Sales Returns | Returns of Direct Sales WT | Partner Branch A | | SBA Indirect Sales Returns | Returns of Indirect Sales WT | Sales Branch A | | PBA Indirect Sales Returns | Returns of Indirect Sales WT | Partner Branch A | | SBA Rentals Returns | Returns of Rentals WT | Sales Branch A | | PBA Rentals Returns | Returns of Rentals WT | Partner Branch A |
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