...
From the Warehouses page, type in 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 to 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.
...
There is a rule, which is based on the warehouse Priority that assigned orders to be fulfilled to the warehouse with the highest priority first. The scale is going from Priority 1, which is the highest priority, to 9, the lowest one. Warehouses that are set up with Priority one, are the ones to be first chosen to fulfil an order. 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 fulfil 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.
Toggles
Please find attached below the information regarding what each toggle does.
...
1. The Is Active? Toggle
Therefore, to activate the Warehouse, by switching to ON the toggle Is Active?
...
3. The Calculate warehouse distance toggle
...
| Tip |
|---|
By default all warehouses have this toggle set to ON |
...
4. 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 the below example)
...
5. The Allow Marketplace toggle
...
| Note |
|---|
This toggle is working ONLY for the Amazon Warehouse, even though it is visible in all other Warehouses Settings page. |
...
6. The Use Only Assigned Shipping Countries For Fifty Percent Rule? toggle
...
7. The Use Warehouse Shipping Methods For Common Orders? toggle
...
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
|
If the toggle is set to ON means that the orders that will be processed by the Warehouse, will be shipped according to the Shipping Methods configured on it, for instance as in the below example:
...
8. The Process only backorders? toggle
...
Contacts List
...
In this section, users can add the Warehouse main contact(s), by clicking on the Add New button
...
and then click on theAdd button, the product will be listed on in the table right below (see the below example).
...
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:
...
On the Products table, the user has at hand the below details:
The product SKU
The SKU Alias: are a bundle of SKUs.
|
|---|
Product Name, Category, and Type
Quantity: the stock available at the Warehouse
Buffer: the fulfillment fulfilment buffer is an amount of stock reserved that is used to guarantee the fulfillment fulfilment of orders coming from the Marketplaces, like orders from Amazon MCF
The Skip Conciliation toggle:
Keep the Quantity Available:
Restriction Weight Per Package:
Allowed Countries:
The Actions buttons
The Actions buttons
Adjust Request Button (Update the product Inventory)
...
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 in 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 in the table will be adjusted accordingly and instantly for the product
Transfer Request Button
...
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 at the other fulfillment centerfulfilment centre.
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 the below example)
...
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 the below example)
Buffer Button
By clicking on the Buffer button
...
a small tab will pop up and the user can add the Buffer quantity for the product
...
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 fulfilment of orders placed on the Marketplace.
Delete Button
...
The Delete button is for deactivating the product from the Warehouse. However, in order to deactivate a product from the Warehouse, users need to make sure that its stock is set to zero.
...
From each column of the table, the user can monitor:
What product is and what SKU belongs to it
The Origin is the Warehouse, from which the products are coming, which is followed by the Column showing when the request was made, the Delivery ETA, the Quantity, etc.
The Transfer Method
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
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.
...
From each column of the table, the user can monitor:
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
Marketplace Warehouses
...
As mentioned above, this feature is working ONLY for the Amazon FBA warehouse.
...
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 fulfil 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).
...