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Please find attached below the topics discussed on this page:

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What is the Warehouses section for?

In this section, users can:

  1. Set up a new Warehouse

  2. Edit an existing Warehouse

  3. Delete an existing Warehouse

  4. Check which Warehouses are active

  5. Verify the Warehouses' priority

  6. Confirm in which country the Warehouse is located.

Where is

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the Warehouses section

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located?

  1. Log into CRM and go to the left-side menu

  2. Scroll down and click on Warehouses Management

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  1. Then click on Warehouses

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  1. .

What is on the Warehouses page

Please find attached below the list of features available on this page.

The Search Bar

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The Refresh button

By clicking on the Refresh button, the page will be refreshed

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How to create and set up a new Warehouse

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  1. Click on the + Create New button

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  2. 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.

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On the Warehouses 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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  1. Once the Warehouse has been created, it is listed on the Warehouse page as per the below example

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Info

For more information about thishow to set a Warehouse, 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)

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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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What the Warehouse's Priority is & how to change

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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

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  • 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.

Updating the warehouse priority can be comfortably done directly on the Warehouse Settings page. Specifically, follow the below steps:

  1. Click on the Edit button

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  2. From the Warehouse Settings page, click on the field

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  1. Priority, and from the scroll-down menu select the required priority

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  2. Click on Update This Information button, located on the right side of the page section

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  3. 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

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Activating or deactivating a warehouse can be easily done directly on the Warehouse Settings page.

Specifically, follow the below steps:

  1. Click on the Edit button

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  2. From the Warehouse Settings page, scroll down and switch to ON in order to activate a warehouse, or to OFF to deactivate it, the toggle Is Active?

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  3. Click on Update This Information button, located on the right side of the page section

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  4. 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

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Actions column

In this column are available three Actions buttons.

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How to check and update

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products inventory

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  1. Click on the Inventory button

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  1. The user is redirected to the Inventory page, where

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  1. he/she can be validated all products amount of the specific Warehouse (see the below image example)

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  2. 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).

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How to edit an existing Warehouse

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  1. Click 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.

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On the Warehouses page, type on the search bar the name of the Warehouse you are looking for

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  1. Once 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

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How to delete a Warehouse

  1. Click on the Delete button

  2. Confirm the action and the warehouse will be completely removed from the CRM instance

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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.

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