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What is the Warehouses Settings page for?
The Warehouse page is subdivided into several topics, in each one of them are filled important information about the Warehouse and its whereabouts.
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Below are described of each section, the option, and features available, and how to best use them.
Where the Warehouses Settings page is located?
In order to create a new warehouse, please follow the below steps.
Log into CRM and go to the left side menu
Scroll down and click on the Warehouse Management
Then hit Warehouses, from this page please follow one of the below topics depending on what you need, o else to create a new warehouse or edit an existing one
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To create a new warehouse, from the Warehouses page, click on the + Create New button, users are redirected to the Warehouse Settings page where they can set up a new Warehouse
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In order to edit an existing warehouse, please follow the below instructions.
From the Warehouses page, type on the search bar the name of the Warehouse you are looking for
To go to the Warehouse Setting page to edit it, users can:
a. Select the Warehouse name
b. Go on the right side of the page and click on the Edit button
Once on the Warehouse Settings page, the user can update the information requested and this will be automatically saved.
What is on the Warehouses Settings page?
Please find attached below the list of features available on this page for each section.
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The first thing to do when setting a new Warehouse is fill in the Warehouse address, at the top of the page and click on Update This Information button.
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It’s crucial to include the Warehouse address for a couple of reasons:
The system will have all information to fulfill orders by the supplier-proximity rule. According to this rule, the system will use the customer’s shipping address and send the order to be fulfilled to the nearest Warehouse where the item is in stock.
An additional rule is applied by the system in order to decide in which warehouse the order has to be first sent to be fulfilled. This rule is based on the Priority, assigned by the user himself/herself, to the Warehouse
The scale is going from Priority 1, which is the highest priority, to 35. Warehouses that are set up with Priority one, are the ones to be first chosen to fulfill an order.
The system will use the customer’s shipping address to correctly calculate taxes. For more information, on how to set up taxes in the CRM campaign and how taxes are calculated, please check the Helpdesk section, called Campaign Management.
The Is Active? Toggle
Therefore, to activate the Warehouse, by switching to ON the toggle Is Active?
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the Warehouse address has to be filled in. Otherwise, an error message will pop up, and the system will not let the user activate the Warehouse
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The Keep Tracking? toggle
When this toggle is set to ON, CRM receives order tracking numbers. With this feature, users can see and check the order tracking number, when it is available (see example below), on the Shipping History section:
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By deactivating the Warehouse, new orders will not be sent there to be fulfilled, but the orders that were previously sent will still be fulfilled and having the toggle Keep Tracking? ON, it’s going to let the Warehouse keeps notifying CRM about the fulfillment status of those orders.
The Keep Conciliation? toggle
When this toggle is set to ON, CRM is automatically notified every 12 hours by the warehouse, about the level of stock of each product. Consequently, the user can easily spot the products' availability, by checking the topic Product (see below example)
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The Allow Marketplace toggle
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This toggle is working ONLY for the Amazon Warehouse, even though it is visible in all other Warehouses Settings page |
By switching to ON this toggle, an additional part is added to the Warehouse Settings page, called the Marketplace Warehouses.
On the Marketplace Warehouses, can be included other Warehouses that are stocking Amazon SKU, helping the Amazon Warehouse fulfill orders; or else, some Amazon inventory is kept in other Warehouses (i.g. V-Logic, Swan, etc). Therefore, the warehouses that have those products are linked to the Warehouse Amazon FBA on the Marketplace Warehouses, on the Warehouse Setting page (see below example).
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Please note that the toggle Allow Marketplace and the Marketplace Warehouses area don't have any relationship with the CRM section, called Marketplaces. |
The Allow Marketplace toggle is using the Fulfillment by Amazon (FBA) program With the FBA program, eManage CRM is also employing Amazon Warehouses (Amazon fulfillment chain) to fulfill DFO orders. |
The Marketplaces section is using the Fulfillment by Merchant (FBM) program With the FBM program, eManage CRM stores and ships orders created in a Marketplace, such as Amazon, Shopify, or Walmart. For more information about this, please check the helpdesk article: The Marketplaces |
Contacts List
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In this section, users can add the Warehouse main contact(s), by clicking on the Add New button
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and then fill in the contact details and once done, click on + Add button
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Common Countries
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In this section, the user must add all the countries where the orders are shipped to.
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To add or edit your list of countries, please click on the Please Select a Country button
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and select all countries you need to.
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By clicking typing the product name or SKY on the field, a drop-down menu will show up, and the user can select the product needed
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and then click on theAdd button, the product will be listed on the table right below (see below example).
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By typing the name or the SKU on the search field above the table, the user can look for a specific product within the ones already added:
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On the Products table, the user has at hand the below details:
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Product Name, Category, and Type
Quantity: the stock available at the Warehouse
Buffer: the fulfillment buffer is an amount of stock reserved that is used to guarantee the fulfillment of orders coming from the Marketplaces, like orders from Amazon MCF
The Actions buttons
The Actions buttons
Adjust Request Button (Update the product Inventory)
The Adjust Request button allows the user to manually update the product inventory.
In order to change the product inventory, please follow the below instructions:
Click on the Adjust Request button
Set the quantity on the “Quantity Available” field
Please note by adding a negative number will decrease or reset the amount of the product
Additionally, by typing the number of products that are damaged and/or reserved on the fields below, these numbers will be included on the Quantity Available set on the first field.On the Reason box, users can leave a comment
Hit Request button
The Product quantity shown on the table will be adjusted accordingly and instantly for the product
Transfer Request Button
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By clicking on the Transfer Request button, the user will be able to inform the Warehouse that an amount of a product stock should be transferred to another Warehouse, for example in case the product is out of stock on the other fulfillment center.
In order to
Once the Transfer Request button is selected, a tab will be displayed that the user needs to fill in with the transfer request details (see below example)
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Furthermore, the request will be listed in the In Transit section.
Update SKU Country List Button
The Update SKU Country List button allows users to limit the country where the SKU/product can be shipped to and delivered.
**It’s important to highlight that upon switching on this option, shipments will go exclusively to the Country List selected. If no country is selected, the product will NOT be shipped.
To enable this option, please follow the below instructions.
Once the Update SKU Country List button has been selected
A small tab will pop up and the user should set to ON the toggle Limit Countries?
Then, by clicking on the button Please Select a Country selecting all the countries where the product can be delivered to
Next, hit the Update button at the bottom of the tab
Ultimately, all SKUs, which have this option enabled, are flagged with the Update SKU Country List button in yellow (see below example)
Buffer Button
By clicking on the Buffer button
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a small tab will pop up and the user can add the Buffer quantity for the product
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Once done, the user should just hit the Save button at the bottom right of the tab.
The Buffer is the amount of stock of a product that is reserved at the Warehouse in order to guarantee the fulfillment of orders placed on the Marketplace.
Delete Button
The Delete button is for removing the product from the Warehouse. Please note that this will not remove the product from the CRM, which is still available in the Products section.
In Transit
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In this section, users can verify the following information:
1. By clicking on the Arriving button, users can check the product(s) that are coming into the Warehouse and which have been sent from another Warehouse employed by the company (see below example)
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What product is and what SKU belongs to it
The Origin is the Warehouse, from which the products are coming, which are followed by the Column showing when the request was made, the Delivery ETA, the Quantity, etc.
The Actions button:
- Edit: by clicking on this button, the user can modify the information of the Transfer displayed on the table
using the tab that pops up
- Check-In: by clicking on this button, the user can modify the information of the Transfer displayed on the table
including the date of when the stock was received and the status of the product
- Cancel: by clicking on this button, the user deletes the row and information shown on it
2. By clicking on the Leaving button, users can check the product(s) that are leaving the Warehouse and are sent to another Warehouse, employed by the company, and which had no stock of the product available.
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What product is and what SKU belongs to it
The Origin is the Warehouse, from which the products are coming, which are followed by the Column showing when the request was made, the Delivery ETA, the Quantity, etc.
The Actions button:
- Edit: by clicking on this button, the user can modify the information of the Transfer displayed on the table
using the tab that pops up
- Cancel: by clicking on this button, the user deletes the row and information shown on it
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Please note that the toggle Allow Marketplace and the Marketplace Warehouses area don't have any relationship with the CRM section, called Marketplaces. |
The Allow Marketplace toggle is using the Fulfillment by Amazon (FBA) program With the FBA program, eManage CRM is also employing Amazon Warehouses (Amazon fulfillment chain) to fulfill DFO orders. |
The Marketplaces section is using the Fulfillment by Merchant (FBM) program With the FBM program, eManage CRM stores and ships orders created in a Marketplace, such as Amazon, Shopify, or Walmart. For more information about this, please check the helpdesk article: The Marketplaces |
To configure it, please follow the below instructions:
Switch to ON the toggle Allow Marketplace
In the Marketplace Warehouses area, users can include other Warehouses that are stocking Amazon SKU, helping the Amazon Warehouse fulfill orders; or else, some Amazon inventory is kept in other Warehouses (i.g. V-Logic, Swan, etc). Therefore, the warehouses that have those products are linked to the Warehouse Amazon FBA on the Marketplace Warehouses, on the Warehouse Setting page (see below example).
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Type its name on the field
Decide whether switching to ON the toggle Is Default? or not. Only one method should be set as default.
Click on the Add button to save the new method
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once done, just click on the Update button.
Package Weight
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In this section, the user can add the Weight Limit per Package (Kg) on the field and then click on the Update Package Weight button.
Please note that if no weight limit is selected, then packages won’t be split based on weight as well as if the weight limit is selected, then we split packages based on the available weights stored at SKU level (unit, packaging, label).
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In this section, the user can add any additional information related to the warehouse by typing on the fields and click on the Update These Custom Fields button