Creating a warehouse record
- Select Setup > Warehouse.
- Click Search to view all existing warehouse records.
- Click New.
- Specify a name and description for the warehouse.
-
Select the corresponding Required
option to require a department, machine, or employee value on transactions.
Note:
- You can specify default values for these entities that are
associated with the warehouse:
- Department
- Machine
- Employee
- Project
- Workorder
- You can select the Use Defaults in Entries check box to automatically populate the default values on transactions. If you enter a transaction manually, you can override these default values. If a transaction is created through imported data or a vending machine integration, these default values from the warehouse record replace the inbound data.
- You can specify default values for these entities that are
associated with the warehouse:
- Select the Nonstock Entry Allowed check box if nonstocks are allowed in the warehouse.
- Specify the default inventory type for distributor-owned products in the functions that are listed in the Inventory section.
-
Click Save.
Note: You can also create user-defined fields. To create:
- Click the Issue Header Fields or Issue Line Fields tab.
- Click New.
- Specify the label for the field. It can be up to 24 characters long.
- Select the type of field that is required for the data. Except for
the Logical type, each field supports 24 characters. Possible
values:
- Decimal: Supports numerical values that include decimals
- Integer: Supports non-decimal numerical values
- Logical: Supports a true/false condition
- Text: Supports alphanumerical values
- Indicate if the field is required during issue and return entry.
-
Click Submit.
Note: If you want to ship a product directly to the job site instead of the warehouse defined for the issue, you can use the Edit Ship to Address option on the Issues & Returns screen.