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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 the Warehouses section located?
Log into CRM and go to the left-side menu
Scroll down and click on Warehouses Management
Then click on Warehouses.
What is on the Warehouses page
Please find attached below the topics discussed list of features available on this page:
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The Warehouses section
What is this section for
Where is located?
How to create a new Warehouse
The Actions button
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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.
Once the Warehouse has been created, it is listed on the Warehouse page as per the below example
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For more information about how to set a Warehouse, please check the following helpdesk article: The Warehouses Settings page. |
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.
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 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.
Click on the Edit button
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
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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
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.
Click on the Edit button
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?
Click on Update This Information button, located on the right side of the page section
The Warehouse is now shown as active or inactive
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For more information about the Warehouse Settings page, please check the following helpdesk article: The Warehouses Settings page. |
How to check and update products inventory
Click 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.
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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). |
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
Once on the Warehouse Settings page, the user can update the information requested and this will be automatically saved
How to delete a Warehouse
Click on the Delete button
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 step-by-step on how to activate or deactivate a warehouse.
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