Creating a new warehouse
includes the creation of a warehouse bins. Every warehouse must have at least
one bin defined. Should an organization not want to track by bin location, can
just use a dummy-code for the bin. Warehouses and bins can only be associated
with individual inventory products, not standing order products. Warehouses
and bins can be assigned to non-inventoried products, so that packing slips can
be generated.
Bins can be made Inactive.
The user at that point cannot add inventory to this bin without verifying that
is going to Add a new bin location. When adding a new bin location, the
system checks to see if an inactive record of this bin exists prior to creating
a new record in the inventory product detail. If the bin exists, but is
inactive, the system will make it Active.
To add a new warehouse, from
this Shipping and Inventory tab on the ribbon, click on the Warehouse
Maintenance.
The Warehouse Definition |
Search screen will display.
1. Click on the
Create New Product Warehouse button.
2. On
the Warehouse Definition | Details section update the warehouse information.
a. Enter the
Warehouse Code. This is a unique code for the warehouse.
b. Enter the
Warehouse Name.
c. Select a Country
from the drop down to indicate where the warehouse is located.
d. Enter the Postal
Code. This if for informational purposes only.
e. Update the
checkboxes as they apply.
i. Validate
Bins: When an organization wants to track bins, check the Validate Bins box.
If there are no restrictions as to where the products are stored within a
warehouse or if there are too many bins to maintain administratively, uncheck
the Validate Bins box.
ii. POS:
This is the Point of Sale (POS) and identifies any warehouse that will be used
for POS Transactions. The POS warehouse is used for on-site sales such as
meetings. An on-site warehouse at a convention, for instance, assumes that the
product is delivered directly to the customer and no shipping is required.
Personify treats POS warehouses, as they were storage warehouses. Even in a
product being ordered is backordered, Personify will not select a POS
warehouse.
iii. Active:
(selected by default) this indicates if the warehouse can be used to receive
inventory. If this checkbox is NOT selected, contains inventory, and has been
assigned to an order, the order will still be fulfilled from this warehouse.
When inactivating a
warehouse, the system will prompt the user with the following:
Inactivating this warehouse will inactivate all
product detail records for products assigned to this warehouse. This action
cannot be undone. Do you want to proceed?
Yes: If selecting yes, the warehouse
and ALL of the product warehouse detail records will be inactivated.
No: If selecting no, then this
warehouse will be inactivated and no product warehouse details records will be
affected.
3. From
the Bins within this warehouse section, click on the Add button to add a
bin.
4. In the Bin
Detail section, update the Bin Location.
5. Save any
changes made to bins created or modified.