Configuring Warehouse Types

 Back to Inventory Management Main Page

Table of Contents

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.

Warehouse Types

Validations

ActionValidations
Create
  • Mandatory Fields must be defined.
  • Name and Alternative Code must be unique.
Edit
  • Mandatory Fields must be defined.
  • Name and Alternative Code must be unique.
Delete
  • There are no related Warehouses
  • Not used in the 'Active' Inventory Management Definition.

 

 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.
DescriptionA description of the Warehouse Type.
Log Information
Log DetailsThe standard set of Log Details information available in all entities. 

View Understanding Inventory Management for business examples related to Warehouse Types.