...
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
...
In order to edit an existing warehouse, please follow the below instructions.
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 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.
Warehouses
...
The first thing to do when setting up a new Warehouse is to 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:
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.
The Is Active? Toggle
Therefore, to activate the Warehouse, by switching to ON the toggle Is Active?
...
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 in the Shipping History section:
...
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 fulfilment status of those orders.
The Calculate warehouse distance toggle
...
When the toggle is set to ON, orders are sent for fulfillment fulfilment 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 fulfillmentfulfilment.
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.
In other words, the system used the below rules to assign an order to a Warehouse:
Priority
Distance
Quantity Available - Buffer Quantity - Quantity Reserved Pre-Sale (take the warehouse with more quantity available first)
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)
...
The Allow Marketplace toggle
...
On the Marketplace Warehouses, can be included 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 the below example).
...
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:
...
To set up specific shipping methods for the warehouse, just scroll down the warehouse settings page, up to the Shipping Methods section, and make the changes as needed.
...
Once finished, just click on Done and the countries will be all filed below
...
Battery Countries
Products
...
In this section, users should include all the available products at the Warehouse.
...
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
...
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 center.
...
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 the below example)
Buffer Button
By clicking on the Buffer button
...
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).
...
The system is able to pull the full amount of stock of the Amazon products, not just in the Amazon warehouse itself, but in the other warehouses that they kept them.
...