Creating a warehouse record

  1. Select Setup > Warehouse.
  2. Click Search to view all existing warehouse records.
  3. Click New.
  4. Specify a name and description for the warehouse.
  5. Select the corresponding Required option to require a department, machine, or employee value on transactions.
  6. Optionally, specify default values for these entities that are associated with the warehouse:
    • Department
    • Machine
    • Employee
    • Project
    • Workorder
  7. Optionally, select Use Defaults in Entries to automatically populate the default values on transactions. If you enter a transaction manually, you can override a default value. If a transaction is created through imported data or a vending machine integration, the default values from the warehouse record replace the inbound data.
  8. Select Nonstock Entry Allowed if nonstocks are allowed in the warehouse.
  9. Specify the default inventory type for distributor-owned products in the functions that are listed.
  10. Click Save.
  11. Optionally, create user-defined fields:
    1. Click the Issue Header Fields or Issue Line Fields tab.
    2. Click New.
    3. Specify the label for the field. It can be up to 24 characters long.
    4. Select the type of field that is required for the data. Except for the Logical type, each field supports 24 characters.

      Select one of these values:

      • Decimal: Supports numerical values that include decimals
      • Integer: Supports non-decimal numerical values
      • Logical: Supports a true/false condition
      • Text: Supports alphanumerical values
    5. Indicate if the field is required during issue and return entry.
  12. Click Submit.