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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
How to create and set up a new warehouse
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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How to edit an existing warehouse
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 the Warehouses Settings page?
Please find attached below the list of features available on this page for each section.
Warehouses
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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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