Please find attached below the topics discussed on this page:
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?
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.
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.
From the Warehouses Management section, click on Warehouses
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.
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
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:
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
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
Activating or deactivating a warehouse can be easily done directly on the Warehouse Settings page.
Specifically, follow the below steps:
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
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.
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.
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).
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.
From the Warehouses Management section, click on Warehouses
On the Warehouses 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
For more information about the Warehouse Settings page, please check the following helpdesk article: The Warehouses Settings page.
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.
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.