Master Records > Warehouse > Set Up Warehouse

The Information Page allows you to set up basic information about the warehouse record. You must also define in this page the warehouse's sales tax rate and the GL accounts to be posted when recording transactions of items assigned with the warehouse code.

To set up general information about this inventory item, perform the following steps in this page:

1.Enter in the Company field the company name of the warehouse. The value entered in this field becomes the default 'Ship To' company name when creating purchase orders and purchase quotes.

2.Enter in the respective fields the appropriate values for the address where the warehouse is physically located:

•Street Name

•City

•State

•Zip Code

•Country

3.Enter in the Contact field the name of your primary contact at the warehouse.

4.In the Phone area, enter in the grid the phone number information for your contacts in this warehouse. Click the Append row to end or the Insert row before current buttons to add a new line in the Phones grid. Enter pertinent information such as the contact phone number's type, country of location, country code, phone number and extension number. Mark the Default column to signify that the phone number is the contact person's main line for phone communication.

5.In the Status field, click the List box button to specify the status of the warehouse code. You can select either Active or Inactive option.

6.Mark the Drop Ship checkbox if you want to use the warehouse for drop ship transactions only. This checkbox is not displayed if the Purchase Order module is not set up for the company.

Note: You can no longer change the setting of the Drop Ship checkbox once the warehouse record has been saved.

7.Enter in the following fields the default GL Account IDs to which transactions involving the warehouse will be posted:

oInventory

Enter in this field the default GL Account ID when recording transactions affecting the inventory items to which the selected warehouse is assigned.

oInventory Adjustment

Enter in this field the default GL Account ID when recording positive or negative adjustments affecting the inventory items to which the selected warehouse is assigned. Such inventory adjustments may be due to shrinkage, losses, damages or other causes.

8.In the Bin grid you can configure the bins that exists in the warehouse. Click the Append row to end or the Insert row before current buttons to add a line in the grid. Enter the appropriate values in the following fields:

oBin

Enter in this field a code that you can use to identify the bins in this warehouse. You will use the bin record to specify the bin location of your inventory items.

Note: The system provides a default value in the Bin field "Master" when you add a bin in the grid for the very first time. You may accept or amend the value in this field.

oPick Sequence

The value in this field identifies the sequence number for each bin which can be used to sort the bins by clicking the Pick Sequence column header. It also signifies the default warehouse bin hierarchy from which the items for shipment will be picked. Accept or amend the value in this field if necessary.

oDescription

Enter in this field the name or a description you will use to identify the warehouse bin.

oShort Description

Enter in this field a brief description that you will use to easily identify the warehouse bin.

oRemarks

Enter in this field a brief narrative about the warehouse bin or about the inventory items that are assigned this bin.

oStatus

Bin status is set to Inactive by default. Setting the bin status to Active configures the system to allow the bin to be used in various inventory transactions. Accept or amend the value in this field if applicable.

oReceive

Mark this checkbox if you want the bin to be a receiving bin where you can post received goods; otherwise, leave the checkbox unmarked. If you set up two or more bins in a warehouse, you can mark each bin to be a receiving bin. The system will consider the first bin listed on the grid as the Master bin. This will be the default Receiving Bin when posting received goods transactions.

9.To delete bins in this grid, highlight the bin that you want to delete; then, click the Delete selected rows button in the grid toolbar.

Note: You can delete a bin if there is no pending inventory transaction and if the bin has a zero inventory item on hand quantity; otherwise, you have to move them to other bins before you can proceed with deleting the bin.

10.In the Tax Code field, click the List box button and select the sales tax code that AccountMate will use in computing for the applicable tax on various transactions involving this warehouse. Once a tax code is selected, the related tax entity information is displayed in the grid below this field.

Information Page

Information Page

See Also