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Creating a Product Warehouse

Paige Freeman
  • Updated

Creating a new product warehouse includes the creation of warehouse bins, shipping import mapping information, and ship via code mapping information.

Every warehouse must have at least one bin defined. Organizations that do not want to track by bin location can just use a dummy-code for the bin, e.g., “NA”. Warehouses and bins can only be associated with individual INV products, not standing order INV 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 cannot add inventory to this bin without verifying that it is going to Add a new bin location. When adding a new bin location, the system checks to see if an inactive record for this bin exists prior to creating a new record in INV_Product_Detail. If the bin already exists, but is inactive, the system will make it Active.

To create a new product warehouse:

  1. From the Product Settings page, select Manage Warehouse.
    The Manage Warehouse page displays, as shown below.
  2. Select +New Product Warehouse.
    The Add Product Warehouse page displays, as shown below.
  3. Enter the Warehouse code.
    This is the unique code for the warehouse. This field is similar to the product code text box.
  4. Enter the Warehouse Name.
  5. Select the Country where the warehouse is located from the drop-down.
  6. Enter the Postal Code where the warehouse is located.
    This is used for informational purposes only.
  7. Set the toggles that apply:
    1. Validate Bins
      This is applicable when you want to track bins. Typically, you do not set this toggle to YES 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.
      If this checkbox is NOT checked, a Bin Location can be manually entered from the Inventory Receipt screen.
    2. POS
      This toggle identifies any warehouse that will be used for POS transactions. You can use a POS warehouse for on-site sales at meetings. An on-site warehouse at a convention, for instance, assumes that the product is delivered directly to the customer and no shipping is charged. The system never selects a Point of Sale (POS) warehouse automatically in an order line. In that regard, the system treats POS warehouses as if they were storage warehouses. Even if a product being ordered is backordered and there is available inventory in a POS warehouse, the system will put the order line on backorder. It will NOT automatically select a POS warehouse. When a POS order is created or when a POS batch is open, the system will automatically set the line status = A (active) and the fulfill status = P (preshipped).
      POS warehouses cannot be used on the web because POS warehouses required a POS batch.
    3. Active (selected by default)
      This indicates if this warehouse can be used in a product 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.
      If you set this toggle to NO, and the warehouse is attached to an inventoried product, the system will set the Active toggle to NO on the Inventory Locations for this warehouse. The system will display a warning message before you can proceed.
      If a warehouse is active and has been used in a product, setting this toggle to NO to make the warehouse not Active will display a warning message. If you select Yes, this warehouse and ALL the product warehouse detail records will be inactivated. If you select No, then this warehouse will be inactivated and all the product warehouse detail records will not be affected.
  8. Select Save to save your changes and open the Warehouse Summary for your new warehouse. From the Warehouse Summary, you can:
    1. View and modify Warehouse Details
    2. Manage and add Bins
    3. Define Import Mapping
    4. Define Ship Via Mapping