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 the Warehouses section located?

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

2. Scroll down and click on Warehouses Management

3. Then click on Warehouses.

What is on the Warehouses page

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

How to create and set up a new Warehouse

1. Click on the + Create New button

   

2. Users are redirected to the Warehouse Settings page, where they can set up a new Warehouse.

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

   

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

• 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.

1. Click on the Edit button

   

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.

1. Click on the Edit button
   

   

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?

   

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

How to check and update products inventory

1. Click on the Inventory button

   

2. 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)

   

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

How to edit an existing Warehouse

1. Click on the Edit button the user is redirected to the specific warehouse settings page, which information can be updated

   

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

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
   

   

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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