How To: Create a Textual Warehouse
Warehouse Location Control is an Advanced User feature. It contains complex, resource-intensive functionality and a decision to begin using it should therefore not be taken lightly. |
Before you can create any Warehouse you must setup Stock Location Types, see How To: Setup Stock Location Types.
Creating the Warehouse
- Open a Warehouse screen .
- Press Ctrl+N or click .
- Click 'Yes' to Create a new Warehouse.
- Click in 'Code' at the top left hand corner of the screen and enter the code for your Warehouse.
- Click in 'Description' and enter the actual name of your Warehouse.
- Press Ctrl+S or click to save.
Setting up the Stock Picking Locations
All stock controlled items MUST be allocated a warehouse location once the warehouse functionality has been enabled. This can either be a location holding a single item or a multi stock location holding different stock items.
- WARNING: Warehouse location Codes must be unique
Single Stock Location
The following four procedures must be performed for each stock item you wish to be controlled by the Warehouse using a single location.
Setting up a Stock Items Picking (Primary) location
- Press Alt+E or click to enter edit mode.
- Press F3 or click to add a new item.
- Enter your Warehouse Location Code in the 'Code' column (example. AA-001-A see expanded explanation of example code below).
Note: this data can be displayed as location on Picking reports when defined. - Enter your expanded Long Warehouse Location description in the 'Description' column (example. Aisle A, Bay One, Level A).
- Click in the 'Type' cell and press F4, a List Box will appear with the selection of Stock Location Types.
- Click on the line that you setup as your 'Picking (Primary)' location.
- Focus in the 'Stock Code (F8)' column and press F8.
- Select the desired stock item.
- Press Ctrl+S or click to save.
Setting up a Stock Items Picking (Secondary) location
- Press Alt+E or click to enter edit mode.
- Press F3 or click to add a new item.
- Enter your Warehouse Location Code in the 'Code' column (example. AA-001-B see expanded explanation of example code below).
Note: this data can be displayed as location on Picking reports when defined. - Enter your expanded Long Warehouse Location description in the 'Description' column (example. Aisle A, Bay One, Level B).
- Click in the 'Type' cell and press F4, a List Box will appear with the selection of Stock Location Types.
- Click on the line that you setup as your 'Picking (Secondary)' location.
- Focus in the 'Stock Code (F8)' column and press F8.
- Select the desired stock item.
- Press Ctrl+S or click to save.
Setting up a Stock Items Picking (Bulk) location
- Press Alt+E or click to enter edit mode.
- Press F3 or click to add a new item.
- Enter your Warehouse Location Code in the 'Code' column (example. AA-001-C see expanded explanation of example code below).
Note: this data can be displayed as location on Picking reports when defined. - Enter your expanded Long Warehouse Location description in the 'Description' column (example. Aisle A, Bay One, Level C).
- Click in the 'Type' cell and press F4, a List Box will appear with the selection of Stock Location Types.
- Click on the line that you setup as your 'Picking (Bulk)' location.
- Focus in the 'Stock Code (F8)' column and press F8.
- Select the desired stock item.
- Press Ctrl+S or click to save.
Setting up a Stock Items No auto-Pick location
- Press Alt+E or click to enter edit mode.
- Press F3 or click to add a new item.
- Enter your Warehouse Location Code in the 'Code' column (example. AA-001-A 'see expanded explanation of example code below').
Note: this data can be displayed as location on Picking reports when defined. - Enter your expanded Long Warehouse Location description in the 'Description' column (example. Aisle A, Bay One, Level A).
- Click in the 'Type' cell and press F4, a List Box will appear with the selection of Stock Location Types.
- Click on the line that you setup as your 'No auto-pick' location.
- Focus in the 'Stock Code (F8)' column and press F8.
- Select the desired stock item.
- Press Ctrl+S or click to save.
Multi-Stock Location
Setting up a Multi-Stock Items Put Away (Bulk) location
- Press Alt+E or click to enter edit mode.
- Press F3 or click to add a new item.
- Enter your Warehouse Location Code in the 'Code' column (example. Delivery Bay).
Note: this data can be displayed as location on Picking reports when defined. - Enter your expanded Long Warehouse Location description in the Description' column (example. Delivery Drop-Off Area)
- Click in the 'Type' cell and press F4, a List Box will appear with the selection of Stock Location Types.
- Click on the line that you setup as your 'Put Away (Bulk)' location.
- Check the checkbox in the bottom left hand corner of the pane, or the checkbox in the 'Multi?' column in the grid. A new tab and grid will appear called 2:Multi Stock Location.
- Click the button to add a Stock Item to the Put Away (Bulk) location. Add all items held in all other picking stages.
- Press Ctrl+S or click to save.
Notes:
- You can also setup multi-stock locations that are Picking (Primary), Picking (Secondary), Picking (Bulk) or No auto-Pick by selecting the appropriate Type in Step 5 above.
- When creating more than one location, they can all be set to Multi locations by green-selecting them and using 'Apply Value Range' from the context menu to set the checkbox in the 'Multi?' column as ticked.