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What is the Warehouses section for?
In this section, users can:
Set up a new Warehouse
Edit an existing Warehouse
Delete an existing Warehouse
Check which Warehouses are active
Verify the Warehouses' priority
Confirm in which country the Warehouse is located
Where is
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the Warehouses section located?
To locate the Warehouses section, follow the below steps.
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Log into CRM
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and go to the left-side menu
Scroll down and click on Warehouses Management
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Then click on Warehouses
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What is on the Warehouses page
Please find attached below the list of features available on this page.
The Search Bar
The Search Bar islocatedon the top left of the page. Users can type the name of a Warehouse to be able to narrow down the search
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The Refresh button
By clicking on the Refresh button, the page will be refreshed
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The + Create New button & how to create and set up a new Warehouse
By clicking on the + Create New button, users are redirected to the Warehouse Settings page where they can set up a new Warehouse.
To create and set up a new warehouse, please follow the below instructions.
From the Warehouses Management section, click on Warehouses
On theWarehouses page, go to the right side and 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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| Info |
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For more information about this, please check the following helpdesk article: The Warehouses Settings page. |
The table with Warehouses
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The table has 6 columns, which display the below information (see below image example)
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Warehouse Name column
In the Warehouse Name column, users can identify each Warehouse by its name
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Country Name column
In this column, users can identify the country location of the Warehouse
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Priority column & how to change the warehouse priority
In this column, users can spot the Priority that has been configured for each warehouse.
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Specifically, follow the below steps:
Click on the Edit button of the warehouse you need to activate or re-activate
From the Warehouse Settings page, click on the field priority, and from the scroll down menu select the required priority
Click on Update This Information button, located on the right side of the page section
The warehouse priority has been amended
| Info |
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For more information about the Warehouse Settings page, please check the following helpdesk article: The Warehouses Settings page. |
Active column & how to activate or deactivate a warehouse
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Specifically, follow the below steps:
Click on the Edit button of the warehouse you need to activate or re-activate
From the Warehouse Settings page, scroll down and switch to ON to activate a warehouse, or to OFF to deactivate it, the toggle Is Active?
Click on Update This Information button, located on the right side of the page section
The Warehouse is now shown as active or inactive
| Info |
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For more information about the Warehouse Settings page, please check the following helpdesk article: The Warehouses Settings page. |
Updated Date column
In this column appears the date and time of the latest update made on the Warehouses
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Actions column
In this column are available three Actions buttons.
The Inventory button & how to check and update the product inventory
By clicking on the Inventory button
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the user is redirected to the Inventory page, where it can be validated all products amount of the specific Warehouse (see below image example)
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For more information about the Warehouse Settings page, please check the following helpdesk article: The Warehouses Settings page, specifically the section called Adjust Request Button (Update the product Inventory). |
The Edit button & how to edit an existing Warehouse
By clicking on the Edit button the user is redirected to the specific warehouse settings page, which information can be updated
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In order to edit an existing warehouse, please follow the below instructions.
From the Warehouses Management section, click on Warehouses
On theWarehouses page, type on 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 buttonOnce on the Warehouse Settings page, the user can update the information requested and this will be automatically saved
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For more information about the Warehouse Settings page, please check the following helpdesk article: The Warehouses Settings page. |
The Delete button
By clicking on the Delete button, the warehouse will be completely removed from the CRM instance.
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Therefore, to activate a warehouse, please check the above Active topic, providing the step-by-step on how to activate or deactivate a warehouse.
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