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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

ActionValidationsRestrictionsAdditional Information
Create
  •  
 
  •  
Save 
  •  
  •  

 

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. Rest of the steps

  4. 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


  5. 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


  6. From the Action Menu click on Save

System Processing

 

Visit /wiki/spaces/WIP/pages/10010220 Warehouses for business examples related to Creating Warehouses


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