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Back to Inventory Managment Main Page

Excerpt
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Find out how to create a new Warehouse

What does this section cover?

Learn to work with Warehouses

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Table of Contents

Table of Contents
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Navigating to Warehouses

Creating & Saving,
Info

Finance Application > Inventory Management > Manage Warehouses

Explaining Warehouses Fields

Name

Description

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
DescriptionA 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:

  • Product & Product Type
  • Quantity

FOUNDATION > INVENTORY MANAGEMENT > MANAGE WAREHOUSES

Using Warehouses

A Warehouse is a storage place for Physical Goods. In CRM.COM Physical Goods (Traceable and Non-Traceable) reside in company Warehouses from where they can be accessed and moved to customers or between Warehouses. 

  • Navigate to Warehouses and explore existing entries via the Summary page. 
  • Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail. 
  • Use the Actions Menu to create a NEW Warehouse, modify (EDIT) or DELETE an existing one. 
  • Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Warehouses. 
  • Click on ACTIONS to discover other possibilities available for Warehouses.
  • Click on the Audit Log button to view a log of changes performed on displayed Warehouses.

 

View the Attributes Table below for a comprehensive description of the Warehouses fields.  Check the Validations & Restrictions Table for a list of available Actions when working with Warehouses including each Action's related validations and restrictions.

Managing WarehousesImage Added

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Validations & Restrictions

ActionValidationsRestrictions
Create
  • Multiple warehouses can be created, but each one should have a unique name and alternative codeName and Alternative Code are unique.
  • Each warehouse should also have a unique warehouse type per each owner group, meaning that each group should own only one warehouse of each warehouse type. 
Save
  • Mandatory Fields:
    • Type
    • Name
    • Alternative Code
    • Owned by Group
    • Privacy Level

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

    1. Provide the required information
      1. Type
      2. Name
      3. Alternative Code
      4. Owned By Group: Search and select a Group that owns the warehouse since warehouse is an entity with Explicit Viewing Access Entities
      5. Description
    2. View information regarding Warehouse's Privacy Level
      Creating Warehouses - Main InformationImage Removed

    • BALANCES

    InfoView 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.
    • Group should only own one Warehouse of each Warehouse Type. 
    • Mandatory fields must be defined.
    Edit
    • Name and Alternative Code are unique.
    • Each Group should only own one Warehouse of each Warehouse Type. 
    • Mandatory fields must be defined.
    Delete
    • Warehouses can be deleted only if there are no Physical Goods stocked in the Warehouse and no 'Draft' Warehouse Transactions related to the Warehouse are present.
    • Not Applicable
    Warehouse Transactions
    Stock In Stock Out & Stock Movement 

     

    Anchor
    attributes
    attributes
    Attributes

    An * indicates a field is mandatory.

    Name

    Description

    Main Information
    Type*

    The Type of the Warehouse.

    Note

    The combination of the Warehouse Type and Owned By Group must be unique.

    Name*The Name of the Warehouse.
    Alternative Code*An alternative code for the Warehouse.
    DescriptionA description of the Warehouse.
    Owned By Group*

    The Group that owns the Warehouse which automatically defaults to the Group of the signed-in User or is automatically set based on the geographical area of the Contact as defined in Groups. Select a different Group if required.
    Only users that have access to the specific Group will be able to view and use the Products of the Warehouse.

    Note

    The combination of the Warehouse Type and Owned By Group must be unique.

    Privacy Level*The Privacy Level of the Warehouse, which is always Read-only and can be changed through a dedicated action, or is automatically set by the Privacy Level Assignment Rules (PLAR).
    Balances
    Stock Balance

    The running Stock Balance of Physical Goods which are kept in the specific Warehouse. Stock Balance is calculated dynamically based on Warehouse Transactions using the following logic:
    Stock Balance = number of Items added to 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 by a Stock Out Transaction - number of Items removed by a Stock Movement Transaction (using the specific Warehouse as the "From" Warehouse) 

    • Click on the Product Name to view more Product information, such as its composition, characteristics and validity.
    • Click on the quantity number to view all the
    warehouse transactions
    • Warehouse Transactions that resulted
    to this balance
    • in this Balance.
    • Click on the
    included in bundles
    • "Included In Bundles" number to view the stock of this
    product
    • Product across each
    bundle
    • Bundle.

    For more information regarding physical good bundles visit Using Warehouse Transactions to import Bundle Physical Goods

    Creating Warehouses - BalancesImage Removed

    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 PageAttachments - GlobalAttachments - Global

    LOG INFORMATION

    The following information is automatically set by the system on saving the Warehouses

    Include PageLog Information - GlobalLog Information - Global
  • From the Action Menu click on Save

    • System Processing

    N/A

     

    NoteVisit
    •  
    Note

    Available only once the Warehouse is created.

    Log Information
    Log DetailsThe standard set of Log Details information available in all entities. 

     

    Additional Actions for Warehouses

    Using the Warehouse Transactions in the Warehouses module you can add or remove Products from and to Warehouses, or move items between Warehouses. For more information on using Transactions, view the respective manual.
     Warehouse Transaction ActionsImage Added

    Note

    View Understanding Inventory Management for business examples related to Creating Using Warehouses.

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