Basics tab

Address 1/2/3

Type the address of the warehouse.

Postcode

Type the postcode of the warehouse.

City

Type the city of the warehouse.

Phone

Type the phone number of the warehouse.

Fax

Type the fax number of the warehouse.

State

Type or select the state where the warehouse is located.

Country

Type or select the country where the warehouse is located.

Contact

Type or select a contact person for the warehouse. 

Invoice address

This section displays the invoice address that is linked to the warehouse.

Click this to insert an invoice address for the warehouse. “Not defined” is displayed if an invoice address is not linked to the warehouse.

Click this to delete the invoice address. A message “Clear Invoice address?” will be displayed. Click Yes to delete the invoice address or No to exit.

Warehouse locations tab

Note: This tab is available only if you have selected the Warehouse locations check box in the Fulfillment section under Inventory settings in system settings (at System/General/Settings).  

Location: Intake

Type or select a default location for the warehouse. The location is available for selection only if you have created a location for the warehouse under the Warehouse locations section.

 New

Click this to create a new location for the warehouse. For more information, see Creating and Maintaining Warehouse Locations.

 Edit

Click this to modify the selected location of the warehouse. For more information, see Creating and Maintaining Warehouse Locations.

Note: This is enabled only if a warehouse location is selected.

 Delete

Click this to delete the selected location of the warehouse. A message “Delete” will be displayed. Click Yes to delete the warehouse location or No to exit. The location of the warehouse can be deleted only if it is not a default location for the warehouse.

Note: This is enabled only if a warehouse location is selected.

Purchase tab

Item

Type or select an item to display purchase orders with the selected item.

If Open is selected, all the purchase orders with the selected item that are not received, invoiced, or paid will be displayed. By default, this is selected. If All is selected, all the purchase orders with the selected item will be displayed.

From/to

Type or select the date or date range in which the purchase orders with the selected item were created to search for the purchase orders with the selected date.

Note: Typing or selecting only the start date will display purchase orders that were created on or after the selected date. Typing or selecting only the end date will display purchase orders that were created on and before the selected date.

 Details

Click this to view and/or edit the selected purchase order. For more information, see Creating and Maintaining Purchase Orders.

Note: This is enabled only if you have selected a purchase order.

Sales tab

Item

Type or select an item to display sales orders with the selected item.

If Open is selected, all the sales orders that are not fulfilled, invoiced, or paid will be displayed. By default, this is selected. If All is selected, all the sales orders with the selected item will be displayed.

From/to

Type or select the date or date range in which the sales orders with the selected item were created to search for the sales orders with the selected date.

Note: Typing or selecting only the start date will display sales orders that were created on or after the selected date. Typing or selecting only the end date will display sales orders that were created on and before the selected date.

 Details

Click this to view and/or edit the selected sales order. For more information, see Creating and Maintaining Sales Orders.

Note: This is enabled only if you have selected a sales order.

In tab

Item

Type or select an item to display the orders (purchase order, production order, internal use request, transaction counts, and/or returns) of the selected item that has been received by the warehouse. Leave this box blank to display all the items received by the warehouse.

Type

Select the type of order to be displayed. You can select any of the following types:

• All — Select this to display all the orders with the selected item. By default, this is selected.

• Purchase order — Select this to display purchase orders with the selected item.

• Production order — Select this to display production orders with the selected item.

• Internal use — Select this to display the internal use request for the selected item.

• Count — Select this to display all transactions with the selected item.

• Return — Select this to display all transactions where the selected item has been returned.

From/to

Type or select the date or date range in which orders with the selected item were created to search for the orders with the selected date.

Note: Typing or selecting only the start date will display orders that were created on or after the selected date. Typing or selecting only the end date will display orders that were created on and before the selected date.

Items tab

Item

Type or select an item to be displayed. Leave this box blank to display all the items in the warehouse.

Active

Select this check box to display items in the warehouse with active status. By default, this check box is selected.

Note: This check box is enabled only if the Blocked, Discontinued, Future, and/or Inactive check box is selected.

Blocked

Select this check box to display items in the warehouse that are blocked.

Discontinued

Select this check box to display items in the warehouse that are discontinued.

Future

Select this check box to display items in the warehouse that are for future use.

Inactive

Select this check box to display items in the warehouse that are inactive.

 Item transaction card

Click this to view the transaction card of the selected item. For more information, see Viewing Item Transactions.

 Purchase

Click this to view the purchase order overview for the selected item. For more information, see Overview of Purchase Orders.

 Produce

Click this to view and/or edit the production order of the selected item. For more information, see Creating and Maintaining Production Orders.

 Item management

Click this to view and/or edit the details of the selected item. For more information, see Creating and Maintaining Items.

 Avail. Stock

Click this to view the stock availability of the selected item.

Out tab

Item

Type or select an item to display the orders of the selected item that has been fulfilled. Leave this box blank to display all the items that have been fulfilled by the warehouse.

Type

Select the type of order to be displayed. You can select any of the following types:

• All — Select this to display all the orders with the selected item. By default, this is selected.

• Sales order — Select this to display sales orders with the selected item.

• Production order — Select this to display production orders with the selected item.

• Internal use — Select this to display the internal use request for the selected item.

• Count — Select this to display all transactions with the selected item.

From/to

Type or select the date or date range in which orders with the selected item were created to search for the orders with the selected date.

Note: Typing or selecting only the start date will display orders that were created on or after the selected date. Typing or selecting only the end date will display orders that were created on and before the selected date.

Serial/batch tab

Item

Type or select an item to display the serial or batch numbers of the selected item in the warehouse. Leave this box blank to display all the items with serial or batch numbers.

Available

Select this to search for the items with serial or batch numbers that are still available in the warehouse. By default, this is selected.

All

Select this to search for all the items with serial or batch numbers in the warehouse.

Serial/batch

Select this check box to display the serial or batch numbers of the selected item.

Assets

Select this check box to display the serial or batch numbers of the selected asset.

 Edit

Click this to view and/or edit the serial or batch numbers of the selected item. For more information, see Creating and Maintaining Serial-Batch Numbers.

Rights tab

Status

Select the status of the resource. You can select any of the following:

• All — Select this to display resources with any status. By default, this is selected.

• Active — Select this to display resources with the active status.

• Hired — Select this to display resources with the hired status.

• Inactive — Select this to display resources with the inactive status.

• Future — Select this to display resources with the future status.

Resource

Type or select the resource to be displayed under the No rights section. If this field is left blank, all resources will be displayed.

Cost center

Type or select the cost center to display resources from the selected cost center. Leave this box blank to display resources from any cost center.

Full name

Type the full name of the resource to be displayed. Leave this box blank to display resources with any name.

Click this to transfer the selected resource from the No rights section to the Rights section.

Click this to transfer all the resources from the No rights section to the Rights section.

Click this to transfer the selected resource from the Rights section to the No rights section.

Click this to transfer all the resources from the Rights section to the No rights section.