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 it located?
To locate the Warehouses section, follow the below steps.
From CRM Homepage, go to the left side menu
Scroll down and click on Warehouses Management
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
By clicking 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
In the Warehouse Name column, users can identify each Warehouse by its name
Country Name
In this column, users can identify the country location of the Warehouse
Priority
Active
In this column, users can quickly verify which warehouse is Active and which is not
Activating 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 the toggle Is Active?
Click on Update This Information button, located on the right side of the page section
The Warehouse is now active
For more information about the Warehouse Settings page, please check the following helpdesk article: The Warehouses Settings page.
Updated Date
In this column appears the date and time of the latest update made on the Warehouses
Actions
The Inventory button
The Edit button
The Delete button
How to create and 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 the Warehouse Settings page, please check the following helpdesk article: The Warehouses Settings page.
How to edit an existing Warehouse
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.