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.
    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.
  6. Select the Nonstock Entry Allowed check box if nonstocks are allowed in the warehouse.
  7. Specify the default inventory type for distributor-owned products in the functions that are listed in the Inventory section.
  8. 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.
  9. 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.