Please find attached below the topics discussed on this page:

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 it located?

To locate the Warehouses section, follow the below steps.

1. From CRM Homepage, go to the left side menu

2. Scroll down and click on Warehouses Management
   

   

3. Then click on Warehouses and the Warehouses page will be shown on the right side of the page
   

   

What is on the Warehouses page

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

The Search Bar

The Search Bar is located on the top left of the page. Users can type the name of a Warehouse to be able to narrow down the search

The Refresh button

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

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.

1. From the Warehouses Management section, click on Warehouses

2. 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.

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

Priority column & how to change the warehouse priority

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 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 of the warehouse you need to activate or re-activate
   

   

2. From the Warehouse Settings page, click on the field priority, and from the scroll down menu select the required priority
   

   

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

   

4. The warehouse priority has been amended

Active column & how to activate or deactivate a warehouse

In this column, users can quickly verify which warehouse is active and which is not

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 of the warehouse you need to activate or re-activate
   

   

2. 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?
   

   

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

   

4. The Warehouse is now shown as active or inactive

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.

The Inventory button & how to check and update the product inventory

By clicking on the Inventory button

the user is redirected to the Inventory page, where it can be validated all products amount of the specific Warehouse (see below image example)

On the other hand, updating the product inventory can be done inside the Warehouse Settings page.

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

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

1. From the Warehouses Management section, click on Warehouses

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

   

3. 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 button
   

   

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

The Delete button

By clicking on the Delete button, the warehouse will be completely removed from the CRM instance.

Please note that this is a no-way back action.

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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