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check the Warehouse address and details
update each product inventory
set the shipping methods used by this fulfillment centerfulfilment centre
set the countries where the products are shipped to
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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
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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
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
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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
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7. The Use Warehouse Shipping Methods For Common Orders? toggle
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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:
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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
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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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