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Creating Warehouses

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What does this section cover?

Navigating to Warehouses

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

Creating & Saving, Validations & Restrictions

ActionValidations
Create
  • Multiple warehouses can be created, but each one should have a unique name and alternative code.
  • 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 

  1. Search using the criteria available in the summary page
  2. From the top menu click on the New to open the Warehouses data entry page

  3. 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 Information

  4. BALANCES

    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

    Creating Warehouses - Balances

    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)

  5. ATTACHMENTS

    1. Add any files or URLs related to the entity.

      Check  General Settings to find out the restrictions (if any) related to the type and the size of the files you wish to upload. 

      1. For adding a file
        1. Click on Add > Upload File
          Attachments - Upload File 
        2. Drag and Drop the file in the modal 
          OR 
        3. Click in the modal
        4. Select the file to be uploaded
        5. Click on "DONE"
        6. Notes: Provide notes related to the upload
      2. For adding a URL
        1. Click on  "ADD"
          Attachments - URL 
        2. Attachment: Specify the URL
        3. Notes: Provide notes related with the URL


  6. LOG INFORMATION

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

    1. Log information section keeps all the logging information related to the specific record

      • Basic set of information available in all entities
        • Created By User: The user that created the entity
        • Created By Unit: The unit of the user that created the entity
        • Updated By User: The user that last updated the entity
        • Updated by Unit: The unit of the user that last updated the entity
        • Date Created: The date the account was entity
        • Date Updated: The date the account was last entity
          LOG DETAILS


  7. From the Action Menu click on Save

System Processing

N/A

 

Visit Understanding Inventory Management for business examples related to Creating Warehouses

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