Master Records > Warehouse > Set Up Warehouse

If you maintain more than one warehouse, you must set up different warehouse codes before you start setting up inventory item records. Using warehouse codes allows you to identify the warehouse or location where the inventory item is currently stored.

Note: Various drillable fields are available in this function window. When you click any drillable fields, the corresponding Maintenance window is automatically displayed.

To set up warehouse codes, perform the following procedures:

1.Access the Warehouse Maintenance function from the Maintenance main menu in the Inventory control module. Click the New button to create a new warehouse code record.

Note: If the Warehouse Maintenance function is accessed for the very first time and there are no existing warehouse codes, the Information page is automatically displayed; otherwise, the Search screen is displayed.

2.In the Warehouse Code field, enter a code that you want to assign to the new warehouse. This field accepts alphanumeric characters as a Warehouse Code. For your convenience, choose a code that is easy to remember and helps you identify the warehouse location. Once a valid code is entered in this field, the rest of the fields in this page is enabled.

3.Enter a brief description of the warehouse code to help you easily identify the warehouse in the Description and Short Description fields, respectively.

4.Enter in the Plant ID field the number that will be used to identify the manufacturing location of the warehouse. The value entered here will form as one of the merge code options when creating serial # and lot # templates. However, this field is only enabled if the Manufacturing module is activated.

5.In the Information page, enter the basic information required for the warehouse record. For more details, refer to the Information Page section.

6.Enter in the Bins page information about the bins that exist in the warehouse. Refer to the Bins Page for more details.

7.In the Phones page, enter all phone contact information for the warehouse. For more details, see the Phones Page section.

8.Set up in the GL Accounts page the default GL Account IDs to which transactions involving the warehouse will be posted. Refer to the GL Accounts Page section for more details.

9.In the Access Restrictions page, select the specific users or user group that you want to restrict access to or be able to use the warehouse code in transactions. Go to the Access Restrictions Page section for more details.

10.When you are done supplying the necessary information, click the Save button from the maintenance toolbar to save your settings.

Q. How can I set up a new bin for all inventory items in a warehouse?

A. Access the Warehouse Maintenance in the Inventory Control module to set up a new bin. If you want the system to automatically add the new bin to each of the inventory items in that warehouse, click "yes" when the system prompts, "Do you want the newly added bins to be assigned to all the items carried in this warehouse?" If you select "no," then you must access each inventory item's warehouse setup to attach the new bin to the individual items.

Set Up Warehouse

Set Up Warehouse

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