Configuring Warehouse Types
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Navigating to Warehouse Types
CONFIGURATION > FOUNDATION > INVENTORY MANAGEMENT > SET UP WAREHOUSE TYPES
What are Warehouse Types?
Warehouse Types are used to group Warehouses and assign them different functions. They are added in the Inventory Definition to designate the Types of Warehouses that Installed Items can be taken from to be provided to a Customer or moved to if the Customer no longer needs them, according to Sales function. For example, one Warehouse Type can be defined for use when selling Physical Goods directly a Point of Sale, and another when selling Physical Goods from a partner's Point of Sale or when renting Physical Goods.
- Navigate to Warehouse Types 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 Types, modify (EDIT) or DELETE an existing one.
- Use the BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Warehouse Types
- Click on the Audit Log button to view a log of changes performed on the displayed Warehouse Types.
Check the Validations Table below for a list of available Actions when working with Warehouse Types, including each Action's related validations. View the Attributes Table for a comprehensive description of the Warehouse Types fields.
Validations
Action | Validations |
---|---|
Create |
|
Edit |
|
Delete |
|
Attributes
An * indicates a field is mandatory.
Name | Description |
---|---|
Main Information | |
Name* | The name of the Warehouse Type |
Alternative code* | An alternative code for the Warehouse Type. Unless otherwise specified, the Alternative Codes for new entries default to the Name initials in capital letters. |
Description | A description of the Warehouse Type. |
Log Information | |
Log Details | The standard set of Log Details information available in all entities. |
View Understanding Inventory Management for business examples related to Warehouse Types.
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