...
The first thing to do when setting up a new Warehouse is fill in the Warehouse address, at the top of the page and click on Update This Information button.
...
It’s crucial to include the Warehouse priority and 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 There is a rule, which is based on the warehouse Priority that assigned orders 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
warehouse with the highest priority first. The scale is going from Priority 1, which is the highest priority, to 35. 9, the lowest one. 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?
...
The user himself/herself can set the priority by using the related field, called priority.
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. 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.
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?
...
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
...
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 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)
...
The Calculate warehouse distance toggle
...
| Tip |
|---|
By default all warehouses have this toggle set to ON |
When the toggle is set to ON,
...
orders are sent for fulfillment based on this rule that calculates which is the closest warehouse available from the customer’s shipping address.
If the toggle is set to OFF the system will not consider the warehouse for fulfillment.
However, please note that prior to the distance rule the system will check what is the warehouse with the highest priority, and only after that it will check the distance rule.
The Allow Marketplace toggle
...
|
|---|
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
...