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What is the Warehouses Settings page for?
The Warehouse page is subdivided into several topics, in each one of them is filled with 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
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 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 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.
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.
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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.
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1. 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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2. 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), in 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 fulfilment status of those orders.
3. The Calculate warehouse distance toggle
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By default all warehouses have this toggle set to ON |
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Priority
Distance
Quantity Available - Buffer Quantity - Quantity Reserved Pre-Sale (take the warehouse with more quantity available first)
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)
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5. 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. |
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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 |
6. The Use Only Assigned Shipping Countries For Fifty Percent Rule? toggle
7. The Use Warehouse Shipping Methods For Common Orders? toggle
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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.
8. The Process only backorders? toggle
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 to which the orders are shipped to.
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Once finished, just click on Done and the countries will be all filed below
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