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Find out how to create a new Warehouse |
What does this section cover?
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Navigating to Warehouses
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Finance Application > Inventory Management > Manage Warehouses |
Explaining Warehouses Fields
Name | Description |
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| Type* | The type of the Warehouse. A warehouse type can be selected just once on warehouses per each owned by group |
| Name* | The name of the warehouse |
| Alternative Code* | An alternative code for the warehouse |
| Description | A description of the warehouse |
| Owned by Group* | The group that owns the warehouse since warehouse is an entity with Explicit Viewing Access |
| Privacy Level* | The warehouse's privacy level since warehouses is an entity with Explicit Viewing Access |
| Stock Balance | It provides the running stock balance of physical goods which are kept in the specific warehouses. The information is calculated dynamically based on warehouse transactions and consist of the following:
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Creating & Saving, Validations & Restrictions
| Action | Validations |
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| Create |
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| Delete |
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Creating an Accounts Receivable
- Search using the criteria available in the summary page
- From the top menu click on the New to open the Warehouses data entry page
MAIN INFORMATION
- Provide the required information
- Type
- Name
- Alternative Code
- Owned By Group: Search and select a Group that owns the warehouse since warehouse is an entity with Explicit Viewing Access Entities
- Description
- View information regarding Warehouse's Privacy Level
- Provide the required information
BALANCES
Info View the running stock balance of physical goods which are kept in the specific warehouse. Stock balance is calculated dynamically based on warehouse stock transactions. Click on the product name to view more information about the product, such as the composition, characteristics and validity. Click on the quantity number to view all the warehouse transactions that resulted to this balance. Click on the included in bundles number to view the stock of this product across each bundle.
For more information regarding physical good bundles visit Using Warehouse Transactions to import Bundle Physical Goods
Info How is the warehouse's stock balance calculated?
Stock Balance = Number of items added through a stock in transaction + number of items added through a stock movement transaction (using the specific warehouse as the to warehouse) - number of items removed through a stock out transaction - number of items removed through stock movement transaction (using the specific warehouse as the from warehouse)
ATTACHMENTS
Include Page Attachments - Global Attachments - Global
LOG INFORMATION
The following information is automatically set by the system on saving the Warehouses
Include Page Log Information - Global Log Information - Global
- From the Action Menu click on Save
System Processing
N/A
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Visit Understanding Inventory Management for business examples related to Creating Warehouses |
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