Please find attached below the topics discussed on this page:

What is the Warehouses Settings page for?

The Warehouse page is subdivided into several topics, in each one of them is filled with important information about the Warehouse and its whereabouts.

On this page users can:

• check the Warehouse address and details

• update each product inventory

• set the shipping methods used by this fulfilment centre

• set the countries where the products are shipped to

Below are described of each section, the option, and features available, and how to best use them.

Where the Warehouses Settings page is located?

In order to create a new warehouse, please follow the below steps.

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

2. Scroll down and click on the Warehouse Management

3. 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
   

   

How to create and set up a new warehouse

To create a new warehouse, from the Warehouses page, click on the + Create New button, users are redirected to the Warehouse Settings page where they can set up a new Warehouse

How to edit an existing warehouse

In order to edit an existing warehouse, please follow the below instructions.

1. From the Warehouses page, type in the search bar the name of the Warehouse you are looking for
   

   

2. To go to the Warehouse Setting page to edit it, users can:
   a. Select the Warehouse name
   

   

   
   b. Go to the right side of the page and click on the Edit button
   

   

3. Once on the Warehouse Settings page, the user can update the information requested and this will be automatically saved.

What is on the Warehouses Settings page?

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

Warehouses

The first thing to do when setting up a new Warehouse is to fill in the Warehouse address, at the top of the page and click on Update This Information button.

It’s crucial to include the Warehouse priority and address for a couple of reasons:

1. 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.

   

2. 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.

3. 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

Please find attached below the information regarding what each toggle does.

1. The Is Active? Toggle

Therefore, to activate the Warehouse, by switching to ON the toggle Is Active?

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

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:

Please note that there are cases in which the warehouse is temporarily deactivated, for example during seasonal/yearly/quarterly inventory checks.

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

• When the toggle is set to ON, orders are sent for fulfilment based on this rule that calculates which is the closest warehouse available from the customer’s shipping address.

• If the toggle is set to OFF the system will not consider the warehouse for fulfilment.

However, please note that prior to the distance rule the system will check what is the warehouse with the highest priority, and only after that it will check the distance rule.

In other words, the system used the below rules to assign an order to a Warehouse:

1. Priority

2. Distance

3. Quantity Available - Buffer Quantity - Quantity Reserved Pre-Sale (take the warehouse with more quantity available first)

4. The Keep Conciliation? toggle

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)

5. The Allow Marketplace toggle

By switching to ON this toggle, an additional part is added to the Warehouse Settings page, called the Marketplace Warehouses.

On the Marketplace Warehouses, can be included other Warehouses that are stocking Amazon SKU, helping the Amazon Warehouse fulfil orders; or else, some Amazon inventory is kept in other Warehouses (i.g. V-Logic, Swan, etc). Therefore, the warehouses that have those products are linked to the Warehouse Amazon FBA on the Marketplace Warehouses, on the Warehouse Setting page (see the below example).

The system is able to pull the full amount of stock of the Amazon products, not just in the Amazon warehouse itself, but in the other warehouses that they kept them.

Please note that on the non-Amazon warehouses, the user needs to include the specific Amazon SKU on the list of products available on it.

6. The Use Only Assigned Shipping Countries For Fifty Percent Rule? toggle

7. The Use Warehouse Shipping Methods For Common Orders? toggle

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:

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

Contacts List

In this section, users can add the Warehouse main contact(s), by clicking on the Add New button

and then fill in the contact details and once done, click on + Add button

Common Countries

In this section, the user must add all the countries to which the orders are shipped to.

To add or edit your list of countries, please click on the Please Select a Country button

and select all countries you need to.

If you type the continent on the Search bar, it will pop up below all countries located in that specific continent. Additionally, by clicking on the name of the continent, the system will automatically select all countries listed on it

Once finished, just click on Done and the countries will be all filed below

Battery Countries

Products

In this section, users should include all the available products at the Warehouse.

By typing the product name or SKU on the first field, a drop-down menu will show up, and the user can select the product needed

and then click on the Add button, the product will be listed in the table right below (see the below example)

By typing the name or the SKU on the search field above the table, the user can look for a specific product within the ones already added:

On the Products table, the user has at hand the below details:

• The product SKU

• The SKU Alias: are a bundle of SKUs.

• Product Name, Category, and Type

• Quantity: the stock available at the Warehouse

• Buffer: the fulfilment buffer is an amount of stock reserved that is used to guarantee the fulfilment of orders coming from the Marketplaces, like orders from Amazon MCF. This can be set up by clicking on the Buffer, Quantities and Package Settings button

  

• Skip Conciliation toggle: when the toggle is set to ON, if the Warehouse has also ON the automatic conciliation (which is set up at the top of the page, by turning on the toggle Keep Conciliation?),
  

  

  for this specific product, the automatic conciliation will be OFF.

• Keep the Quantity Available:

• Restriction Weight Per Package: in this column is shown the product weight restriction for specific countries. This can be set up by clicking on the Buffer, Quantities and Package Settings button

  

• Allowed Countries: it shows all countries, already configured for the Warehouse and in which it can deliver the product. This column will display the allowed countries ONLY if the user has restricted the delivery of the product in one or some countries by using the button Update SKU Country List

  

• The Actions buttons: Adjust Request | Transfer Request | Update SKU Country List | Buffer, Quantities and Package Settings | Delete.

The Actions buttons

1. Adjust Request button (Update the product Inventory)

The Adjust Request button allows the user to manually update the product inventory.

In order to change the product inventory, please follow the below instructions:

1. Click on the Adjust Request button

   

2. Set the quantity on the “Quantity Available” field
   

   

   
   Please note by adding a negative number will decrease or reset the amount of the product
   

   

   
   Additionally, by typing the number of products that are damaged and/or reserved on the fields below, these numbers will be included in the Quantity Available set on the first field.

3. On the Reason box, users can leave a comment

4. Hit Request button
   

   

5. The Product quantity shown in the table will be adjusted accordingly and instantly for the product

   

2. Transfer Request button

By clicking on the Transfer Request button, the user will be able to inform the Warehouse that an amount of a product stock should be transferred to another Warehouse, for example in case the product is out of stock at the other fulfilment centre.

Once the Transfer Request button is selected, a tab will be displayed that the user needs to fill in with the transfer request details (see the below example)

Once all details have been included, the user should click on the Request button, the command is sent to the Warehouse, which will effectively work on it.

Furthermore, the request will be listed in the In Transit section.

3. Update SKU Country List button

The Update SKU Country List button allows users to limit the country where the SKU/product can be shipped to and delivered.

**It’s important to highlight that upon switching on this option, shipments will go exclusively to the Country List selected. If no country is selected, the product will NOT be shipped.

To enable this option, please follow the below instructions.

1. Once the Update SKU Country List button has been selected
   

   

2. A small tab will pop up and the user should set to ON the toggle Limit Countries?
   

   

3. Then, by clicking on the button Please Select a Country selecting all the countries where the product can be delivered to
   

   

4. Next, hit the Update button at the bottom of the tab
   

   

5. Ultimately, all SKUs, which have this option enabled, are flagged with the Update SKU Country List button in yellow (see the below example)

   

4. Buffer, Quantities and Package Settings button

By clicking on the Buffer, Quantities and Package Settings button

a small tab will pop up and the user can set up the below options:

• If the product should have a Protective Packaging

• The Buffer quantity for the product. The Buffer is the amount of stock of a product that is reserved at the Warehouse in order to guarantee the fulfilment of orders placed on the Marketplace.

• If there is any weight restriction, for the product, in specific countries
  

Please note that if the buffer quantity is included, this information will be then visible in the Products table as per the below image example:

Likewise for the Restriction Weight Per Package:

5. Delete button

The Delete button is for deactivating the product from the Warehouse. However, in order to deactivate a product from the Warehouse, users need to make sure that its stock is set to zero.

In Transit

In this section, users can verify the following information:

1. By clicking on the Arriving button, users can check the product(s) that are coming into the Warehouse and which have been sent from another Warehouse employed by the company (see the below example)

From each column of the table, the user can monitor:

• What product and what SKU belongs to it

• The Origin is the Warehouse, from which the products are coming, which is followed by the Column showing when the request was made, the Delivery ETA, the Quantity, etc.

• The Transfer Method

• The Actions buttons:

  • Edit button: the user can modify the information of the Transfer displayed on the table

    

    using the tab that pops up

    

  • Check-In button: the user can modify the information of the Transfer displayed on the table

    

    including the date when the stock was received and the status of the product

    

  • Cancel button: the user deletes the row and information shown on it

    

2. By clicking on the Leaving button, users can check the product(s) that are leaving the Warehouse and are sent to another Warehouse, employed by the company, and which had no stock of the product available.

From each column of the table, the user can monitor:

• What product and what SKU belongs to it

• Followed by the Column showing when the request was made, the Delivery ETA, the Quantity, etc.

• The Actions buttons:

  • Edit button: the user can modify the information of the Transfer displayed on the table

    

    
    using the tab that pops up

  • 

    Cancel button: the user deletes the row and information shown on it

    

Marketplace Warehouses

As mentioned above, this feature is working ONLY for the Amazon FBA warehouse.

To configure it, please follow the below instructions:

1. Switch to ON the toggle Allow Marketplace

2. In the Marketplace Warehouses area, users can include other Warehouses that are stocking Amazon SKU, helping the Amazon Warehouse fulfil orders; or else, some Amazon inventory is kept in other Warehouses (i.g. V-Logic, Swan, etc). Therefore, the warehouses that have those products are linked to the Warehouse Amazon FBA on the Marketplace Warehouses, on the Warehouse Setting page (see the below example).

The system is able to pull the full amount of stock of Amazon products, not just in the Amazon warehouse itself, but in the other warehouses where they kept them.

Please note that on the non-Amazon warehouses, the user needs to include the specific Amazon SKU on the list of products available on it.

Shipping Methods

In this section, users can configure the Shipping Methods for the Warehouse.

In order to add a new Shipping Method, the user needs to fill in the below fields:

• The courier name

• Shipping method

• The Transit days

• Select the countries where the shipping method is going to be applied

• Decide whether switching to ON the toggle Is Default? or not. Only one method should be set as default.

• Click on the Add button to save the new method

To edit an existing one, just click on the edit icon on the right side of the method and proceed to edit it

once done, just click on the Update button.

Shipping Delays

In this section, users can include the minutes of shipping delays that orders can have for both:

• Standard Sale Channel Orders (CRM Campaigns Orders)

• Marketplaces Orders (Walmart, Shopify or Amazon)

Once the amount of minutes is added in one or both fields, just click on the Update Shipping Delays button to save the changes.

Package Weight

In this section, the user can add the Weight Limit per Package (Kg), which can be:

• for all countries in which the Warehouse delivers. Those countries are the ones selected in the section Common Countries on the Warehouse Settings page

  

• for just specific ones

  

Once the options have been picked, click on the Update Package Weight button to save the changes.

Fulfillment Error Messages

In this area, users can include all the possible errors returned by the system, which refrains orders to be sent for the fulfilment, for example, wrong or incomplete shipping address.

By adding the error in this section, those orders will be flagged and grouped in the CRM section called Address Verification. From this module, users can spot the orders, and make the necessary adjustment to them so they can be sent to the Warehouse to be fulfilled.

To include an error message in this section:

• Type or paste it into the Error message field

• Switch to ON the toggle Send to pending address

• Click on the Add button

  

  Add

To edit or cancel an error message, click either on the Edit button or the Delete button

Custom Fields

In this section, the user can add any additional information related to the warehouse by typing on the fields and clicking on the Update These Custom Fields button.