Adding a warehouse

To add a warehouse:

1. Select Administration>Warehouses. A list of existing warehouses appears.
2. Select Add up above. The Add Warehouse form appears.
3. Enter the warehouse Name.
4. Select the Time zone the warehouse is in.
5. Under the Contact tab, enter the information for the main contact at that warehouse.
6. Under the Address tab, enter the full address for the warehouse.
7. When finished, select OK.

Once you have set up a warehouse, you will need to:

• Set up locations for that warehouse. See Creating locations.

  A location is a site where you store goods. How a location is configured determines how it is used and what restrictions there are on its use.

  You can create locations by adding them manually or by importing them from a spreadsheet.

  To create a location:

  1. Select Administration>Locations. A list of locations appears.
  2. Click Add in the header above the list. A new location record opens.
  3. Enter the Location name and select the Location Type.
     • Storage: A storage location is a location used for storage.
     • Kit WIP: A Kit WIP (Work in Progress) location is used for assembly or manufacturing. (Each kit document must specify a Kit WIP location. When you start building the kit, the component items are transferred to the Kit WIP location.)
     • Forward: A forward location is a location you pick from.
     • Door: A door location is a location positioned near a door.
     • Staging: A staging location is a location where you organize goods/boxes for putaway or shipment.
     • WIP: A WIP (Work In Progress) location is a location where you work with goods, such as when they are being received into or shipped out of the warehouse, or as they are being transported through the warehouse. For example, you might receive goods into a WIP location to perform sorting or quality inspection before putting the goods away in a bulk storage location. Typically you use WIP locations during a Pick to Staging Wave (for example, a forward or staging location) or a Pick/Pack Wave (for example, a dock or packing station). You also use WIP locations for inventory that is in transit (in the process of being picked) during a Pick to Staging Wave or a Pick/Pack Wave.
  4. For each location, under the General tab, you can specify whether the location is:
     • Adjustable: The quantities in this location can be adjusted.
     • Putaway: When checked, goods can be putaway in this location.
     • Pickable: When a location is pickable, goods can be picked for shipment from this location.
     • Owned: When checked, the contents in this location are owned by a third party.
     • Bonded: When checked, the contents in this location have been set aside for some type of inspection or payment requirement. Both owned and non-owned locations can be bonded.

       Kit WIP locations must not be Pickable (because you are doing manufacturing or assembly in this location, any inventory in this location should not be visible to fulfillment processes). WIP locations must be Putaway and Pickable (because you are moving goods into and out of this location as part of your Pick to Staging Wave or Pick/Pack Wave work).

  5. For each location, under the Capacity tab, you can specify how capacity should be handled:
     • Do not check capacity: If this is checked, the system will permit any number of units to be put away to this location.

       If this is unchecked, then the most constraining of the following is enforced:

       • Dim. Weight: Enter the maximum dim. weight you will allow in this location.
       • Cube: Enter the maximum cube (volume) you will allow in this location.
       • Eaches: Enter the maximum number of eaches you will allow in this location.
       • Pallets: Enter the maximum number of pallets you will allow in this location.
  6. When finished editing the location, click OK.

• Set up item master instructions for that warehouse. See Item master settings by warehouse.

  Item masters have specific relationships to warehouses.

  For instance, the reorder point for an item master at one warehouse may be different from the reorder point for another warehouse. This goes for the reorder quantity, pick and putaway locations, locks, discontinued status, and holds. So regardless whether your operation consists of one or many warehouses, you set the following item master settings under Operations>Item Masters>Warehouses tab.

  Note: Check the Warehouse drop-down at the top of the page. If you are in All Warehouses view, then the Warehouse tab on the item master page shows all the following fields for each warehouse. If you are in a specifc warehouse view, then the Warehouse tab on the item master page only shows the following fields for that warehouse.

  • Reorder Point - This quantity determines the stockout status.
  • Reorder Quantity Standard Unit - This amount appears by default on Purchase Orders.
  • Default Pick Loc - This location appears by default on Shipments.
  • Default Putaway - This location appears by default on Receipts.
  • Admin Lock - This lock prevents the item from being processed in all transactions.
  • Discontinued - This status prevents the item from being ordered.
  • Hold - This hold prevents the item from being shipped or added to sales orders.

  For the Warehouse tab field descriptions, see Warehouses tab.

  Setting the reorder point and reorder quantity is necessary to view a low-stock item in the Inventory Stockout report under Reports>Inventory Stockout. See Stockout report for more details.

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