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Creating Warehouses

A warehouse is a location where inventory items are stored. In e-automate, you can create as many warehouses as you need to represent each physical location where you store inventory items. You can create and use warehouses for functional or operational reasons in e-automate. For example, you may create a warehouse in which you store all used equipment or used parts. You may have a warehouse only for drop-ship orders. Or, you might create one to store items to be returned to vendors.

The following is a list of the different warehouse types in e-automate, with descriptions of typical uses of each warehouse type:

Company Site: Typical standard warehouse for storing all equipment, parts and supplies.

Customer Site: Warehouse at a customer’s location. This warehouse is used first by e-automate for customers that have this type of warehouse associated with that customer’s equipment.

Drop-ship: Warehouse used to organize all drop-ship requests into a single warehouse. Having this warehouse also allows you to designate an entire sales order as drop-ship order.

Fixed Asset: Warehouse used to store inventory items that are tracked in the Fixed Asset module. A zero costing method is associated with this warehouse and e-automate tracks the values of these inventory items as fixed assets.

Other: Warehouse used to accommodate miscellaneous storage of inventory items not accommodated by the other warehouse types.

RTV Returns: Warehouse used to store items received from customers that are destined to be returned to a vendor. This warehouse type is used with e-automate’s RTV functionality.

Salesrep: Warehouse used to store demonstration equipment for sales representatives.

Technician: Warehouse used to store inventory for technicians.

Most companies have, as a minimum, one main warehouse and a warehouse for each technician vehicle. Occasionally, they may create additional warehouses for overflow stock, stock at customer locations, or equipment on demonstration. Companies also create warehouses for special uses for their particular operations.

There are two main steps to preparing a warehouse for use in e-automate. First, you must create the warehouse. Second, you must configure the warehouse. This topic explains the basics of creating a warehouse. To configure a warehouse for use in e-automate, see the Configuring Warehouses topic.

Getting to the TransactionGetting to the Transaction

From the Inventory menu, select Warehouses to open the Inventory Warehouses window.

Click [New] to open the New Inventory Warehouse window.

Details TabDetails Tab

Complete the following fields as appropriate.

Warehouse: Code for the warehouse.

Description:span> Brief description of the warehouse.

Type: Use the lookup to select the type of warehouse you are creating.
Note: When you choose Customer, Technician, or Salesrep you can then link a specific customer, technician, or sales rep back to the warehouse, as appropriate, in the configuration process.

Email: Email address associated with this warehouse.
Note: This field is automatically populated with the email address of the customer, technician, or salesrep that was linked in the previous step. If you do not link a specific point of contact to this warehouse, you can enter any valid email address to receive the physical count lists.

Synchronize address with Company /customer /technician /sales rep address: Check this checkbox to synchronize this warehouse address with the corresponding address for your company, a customer, technician, or sales rep.
Note: You will create the link during the configuration process.

External Name: Name used as the ship-to name on purchase orders and transfer orders.

Street: Enter the street address of the warehouse.
Note: If you are planning to synchronize an address with a customer, technician or a sales rep, leave Street, City, State, Zip, and Country fields blank.

City: City in which this warehouse is located.

State: The state or province in which the city is located.

Zip: The zip code or postal code assigned to the address.
Note: If you use PO Processor to send purchase orders to Canon, Canon requires an entry in this field. Canon ships normal inventory orders to the warehouse identified by the combination of the Ship To location selected on the PO Processor window's vendor card and the zip code in this field of the applicable warehouse's Inventory Warehouse record.

Country: The country in which the state or province exists.

Parent warehouse: Use the Lookup icon to associate this warehouse with a parent, if needed.
Note: If the parent warehouse should be used to receive orders for this warehouse, ensure the Use parent warehouse for receiving orders checkbox is checked.

To copy the warehouse settings from an existing warehouse, use the lookup icon in the Copy warehouse settings from field to select the warehouse with settings you want to copy for this warehouse.

Note: The copied information includes the bins, bin defaults and restock levels for all inventory items which have the Copy warehouse setting from warehouse.

Completing the TransactionCompleting the Transaction

Click [OK] to save the warehouse.

For information on warehouse inactivation, see the Additional Info – Warehouse Inactivation topic.