Discussion

Difference between revisions of "Warehouse"

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== Warehouse ==
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<div style="text-align: center;">
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[[Maintenance]] | [[Warehouse]]
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</div>
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==Warehouse==
 
This maintenance screen allows the user to configure and add Warehouse to be used when adjusting, transferring stocks to be used on their transactions.
 
This maintenance screen allows the user to configure and add Warehouse to be used when adjusting, transferring stocks to be used on their transactions.
  
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===== Warehouse Record List =====
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=====Warehouse Record List=====
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[[File:Warehouse Record List.png|center|thumb|Warehouse Record List]]
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[[File:Warehouse Record List.png|center|thumb|Warehouse Record List]]Notes:
  
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===== Adding Warehouse =====
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*Warehouse can be used as long its status is '''ACTIVE'''
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**Items and Transactions tagged in the Warehouse are kept even it is deactivate.
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**[[Inventory Adjustment]] and [[Stock Transfer]] cannot be done if the warehouse is '''INACTIVE'''
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**Transactions under [[Sales]] Module, [[Purchase]] Module, [[Financials]] Module and [[Inventory]] Modules that uses Warehouse cannot be used if the status is '''INACTIVE'''
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***'''INACTIVE''' warehouse used on past transactions prior to its deactivation can still be used.
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=====Adding Warehouse=====
 
[[File:Adding Warehouse.png|center|thumb|863x863px|Adding Warehouse]]
 
[[File:Adding Warehouse.png|center|thumb|863x863px|Adding Warehouse]]
 
{| class="wikitable"
 
{| class="wikitable"
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*Warehouse Code is a required unique field in the module. This field is cannot be edited once the record is created.
 
*Warehouse Code is a required unique field in the module. This field is cannot be edited once the record is created.
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*For detailed instructions on how to create a Warehouse, the user may visit Warehouse Job Aids which can be found [[Warehouse Aids|here]]
  
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===== Editing Warehouse =====
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=====Editing Warehouse=====
 
[[File:Editing Warehouse.png|center|thumb|867x867px|Editing Warehouse]]
 
[[File:Editing Warehouse.png|center|thumb|867x867px|Editing Warehouse]]
 
{| class="wikitable"
 
{| class="wikitable"
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|•Alphanumeric
 
|•Alphanumeric
 
|}
 
|}
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Notes:
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* For detailed instructions on how to edit a Warehouse, the user may visit Warehouse Job Aids which can be found [[Warehouse Aids|here]]
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=====Warehouse Option=====
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[[File:Warehouse Option.png|center|thumb|Warehouse Option]]Notes:
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* For detailed instructions on how to Export and Import a Warehouse, the user may visit Warehouse Job Aids which can be found [[Warehouse Aids|here]]
  
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===== Warehouse Option =====
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=====Warehouse Import Option=====
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[[File:Warehouse Option.png|center|thumb|Warehouse Option]]
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[[File:Warehouse Import Option.png|center|thumb|Warehouse Import Option]]Notes:
  
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=====  Warehouse Import Option =====
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* For detailed instructions on how to Import a Warehouse, the user may visit Warehouse Job Aids which can be found [[Warehouse Aids|here]]
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[[File:Warehouse Import Option.png|center|thumb|Warehouse Import Option]]
 
  
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===== Warehouse Record Option =====
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=====Warehouse Record Option=====
 
[[File:Warehouse Record Option.png|center|thumb|Warehouse Record Option]]Notes:
 
[[File:Warehouse Record Option.png|center|thumb|Warehouse Record Option]]Notes:
  
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*Warehouse can be used as long its status is "ACTIVE"
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* For detailed instructions on how to Import a Warehouse, the user may visit Warehouse Job Aids which can be found [[Warehouse Aids|here]]
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**Items and Transactions tagged in the Warehouse are kept even it is deactivate.
 
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**Inventory Adjustment and Stock Transfer cannot be done if the warehouse is "INACTIVE"
 
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**Transactions under Sales Module, Purchase Module, Financials Module that uses Warehouse cannot be used if the status is "INACTIVE"
 
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***INACTIVE warehouse used on past transactions prior to its deactivation can still be used.
 
  
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===== Warehouse View Record =====
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=====Warehouse View Record=====
 
[[File:Warehouse View Record.png|center|thumb|Warehouse View Record]]
 
[[File:Warehouse View Record.png|center|thumb|Warehouse View Record]]
 
Notes:
 
Notes:
  
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*Warehouse record can be edited by the user while viewing its details.<br />
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*Warehouse record can be edited by the user while viewing its details.
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*For detailed instructions on how to Import a Warehouse, the user may visit Warehouse Job Aids which can be found [[Warehouse Aids|here]]
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{| class="wikitable"
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|+Categories:
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! colspan="2" |'''Modules'''
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|-
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|Maintenance
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|[[Maintenance]]<nowiki> | </nowiki>[[Warehouse]]
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|-
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|Sales
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|[[Sales]]<nowiki> | </nowiki>[[Sales Quotation]]<nowiki> | </nowiki>[[Sales Order]]<nowiki> | </nowiki>[[Delivery Receipt]]
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|-
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|Purchase
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|[[Import Purchase Order]]<nowiki> | </nowiki>[[Purchase Requisition]]<nowiki> | </nowiki>[[Purchase Order]]<nowiki> | </nowiki>[[Purchase Receipt]]
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|-
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|Inventory
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|[[Inventory Adjustment]]<nowiki> | </nowiki>[[Inventory Inquiry]]<nowiki> | </nowiki>[[Inventory Movement]]<nowiki> | </nowiki>[[Purchase Return]]<nowiki> | </nowiki>[[Sales Return]]
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|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|-
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|Maintenance Aids
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|[[Warehouse Aids]]
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|-
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|Sales
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|[[Sales Quotation Aids]]<nowiki> | </nowiki>[[Sales Order Aids]]<nowiki> | </nowiki>[[Delivery Receipt Aids]]
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|-
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|Purchase
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|[[Import Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Requisition Aid]]<nowiki> | </nowiki>[[Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Receipt Aid]]
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|-
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|Inventory
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|[[Inventory Adjustment Aids]]<nowiki> | </nowiki>[[Inventory Inquiry Aids]]<nowiki> | </nowiki>[[Inventory Movement Aids]]<nowiki> | </nowiki>[[Purchase Return Aids]]<nowiki> | </nowiki>[[Sales Return Aids]]
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|}

Revision as of 15:01, 29 January 2021

Warehouse

This maintenance screen allows the user to configure and add Warehouse to be used when adjusting, transferring stocks to be used on their transactions.

Warehouse Record List
File:Warehouse Record List.png
Warehouse Record List

Notes:

  • Warehouse can be used as long its status is ACTIVE
    • Items and Transactions tagged in the Warehouse are kept even it is deactivate.
    • Inventory Adjustment and Stock Transfer cannot be done if the warehouse is INACTIVE
    • Transactions under Sales Module, Purchase Module, Financials Module and Inventory Modules that uses Warehouse cannot be used if the status is INACTIVE
      • INACTIVE warehouse used on past transactions prior to its deactivation can still be used.
Adding Warehouse
File:Adding Warehouse.png
Adding Warehouse
Field Description Expected Values
1.Warehouse Code •Reference Code for Warehouse •Alphanumeric
2.Warehouse Description •Description for Warehouse •Alphanumeric

Notes:

  • Warehouse Code is a required unique field in the module. This field is cannot be edited once the record is created.
  • For detailed instructions on how to create a Warehouse, the user may visit Warehouse Job Aids which can be found here
Editing Warehouse
File:Editing Warehouse.png
Editing Warehouse
Field Description Expected Values
1.Warehouse Description •Description for Warehouse •Alphanumeric

Notes:

  • For detailed instructions on how to edit a Warehouse, the user may visit Warehouse Job Aids which can be found here
Warehouse Option
File:Warehouse Option.png
Warehouse Option

Notes:

  • For detailed instructions on how to Export and Import a Warehouse, the user may visit Warehouse Job Aids which can be found here
Warehouse Import Option
File:Warehouse Import Option.png
Warehouse Import Option

Notes:

  • For detailed instructions on how to Import a Warehouse, the user may visit Warehouse Job Aids which can be found here
Warehouse Record Option
File:Warehouse Record Option.png
Warehouse Record Option

Notes:

  • For detailed instructions on how to Import a Warehouse, the user may visit Warehouse Job Aids which can be found here
Warehouse View Record
File:Warehouse View Record.png
Warehouse View Record

Notes:

  • Warehouse record can be edited by the user while viewing its details.
  • For detailed instructions on how to Import a Warehouse, the user may visit Warehouse Job Aids which can be found here
Categories:
Modules
Maintenance Maintenance | Warehouse
Sales Sales | Sales Quotation | Sales Order | Delivery Receipt
Purchase Import Purchase Order | Purchase Requisition | Purchase Order | Purchase Receipt
Inventory Inventory Adjustment | Inventory Inquiry | Inventory Movement | Purchase Return | Sales Return
Job Aid Modules
Maintenance Aids Warehouse Aids
Sales Sales Quotation Aids | Sales Order Aids | Delivery Receipt Aids
Purchase Import Purchase Order Aid | Purchase Requisition Aid | Purchase Order Aid | Purchase Receipt Aid
Inventory Inventory Adjustment Aids | Inventory Inquiry Aids | Inventory Movement Aids | Purchase Return Aids | Sales Return Aids
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