Please find attached below the topics discussed on this page:
| Table of Contents | ||||
|---|---|---|---|---|
|
...
Where is the Warehouses section located?
To locate the Warehouses section, follow the below steps.
Log into CRM and go to the left-side menu
Scroll down and click on Warehouses Management
Then click on Warehouses.
...
Please find attached below the list of features available on this page.
The Search Bar
...
The Refresh button
By clicking on the Refresh button, the page will be refreshed
...
How to create and set up a new Warehouse
...
Click 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
...
Once the Warehouse has been created, it is listed on the Warehouse page as per the below example
| Info |
|---|
For more information about this, please check the following helpdesk article: The Warehouses Settings page. |
The table with Warehouses
On this table are listed all Warehouses that can be integrated with eManage CRM.
The table has 6 columns, which display the below information (see below image example)
...
Warehouse Name column
In the Warehouse Name column, users can identify each Warehouse by its name
...
Country Name column
In this column, users can identify the country location of the Warehouse
...
What the Warehouse's Priority is & how to change
...
it
In this column, users can spot the Priority that has been configured for each warehouse.
The priority has a range from 1 to 35, where 1 is the highest priority and 35 is the lowest.
It’s important to point out that there is a rule applied by the system in order to decide in which warehouse the order has to be first sent to be fulfilled.
This rule is based on the Priority that has been assigned by the user himself/herself, to the Warehouse
...
Consequently, warehouses that are set up with Priority 1, are the ones to be first chosen to fulfill fulfil an order.
However, if the warehouse(s) set with priority 1, don’t have the product in stock, the system will automatically check and assign the order to the warehouse with the product available that has the highest priority next in line; for example, a warehouse with priority 2.
...
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 |
|---|
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
In this column, users can quickly verify which warehouse is active and which is not
...
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 |
|---|
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
...
Actions column
In this column are available three Actions buttons.
...
How to check and update
...
products inventory
By clicking on the Inventory button
...
The user is redirected to the Inventory page, where
...
he/she can be validated all products amount of the specific Warehouse (see the below image example)
On the other hand, updating the product inventory can be done inside the Warehouse Settings page.
| Info |
|---|
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). |
...
How to edit an existing Warehouse
...
Click on the Edit button the user is redirected to the specific warehouse settings page, which information can be updated
...
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
| Info |
|---|
For more information about the Warehouse Settings page, please check the following helpdesk article: The Warehouses Settings page. |
The Delete button
...
How to Delete a Warehouse
Click on the Delete button
Confirm the action and the warehouse will be completely removed from the CRM instance
...
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
Please note that this is a no-way-back action. |
An alternative way to disable a warehouse is just to inactivate it, which means that orders will no sent there to be fulfilled.
Therefore, to activate a warehouse, please check the above Active topic, providing the step-by-step on how to activate or deactivate a warehouse.
...