Warehouse

Maintenance | Sales | Purchase | Inventory

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

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

1. Click Warehouse under Maintenance Menu
2. Under Warehouse Menu Screen, Click Add Warehouse Button
3. Fill out the necessary fields then click Save. Note: Fields with * are require fields

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

View Warehouse

1. Click Warehouse under Maintenance Menu
2. Select a Warehouse that needs to view its details. Click the drop-down arrow then click View.
3. The user has an option to Edit the Warehouse record upon viewing it.

Editing Warehouse

1. Click Warehouse under Maintenance Menu
2. Select a Warehouse Entry that needs to updates its details. Click the Drop-down Arrow then choose Edit.
3. Update the necessary fields then click Save

Field	Description	Expected Values
1.Warehouse Description	•Description for Warehouse	•Alphanumeric

Notes:

• Warehouse Code is a unique field, the said field cannot be edited once created

Importing and Exporting Warehouse

1. Under Warehouse, Click Options

2. Under Options, The user may Export or Import The Record

• When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.

• When Importing the records, the user should follow the following steps provided in the Importing Warehouse Screen such as

Warehouse Import Details

Field	Description	Allowed Inputs	Input Restrictions	Required Field?
1.Warehouse Code	Reference Code for Warehouse	*Alphanumeric *Dash "-" *Underscore "_"	*Up to 15 characters *Other Special Characters	Yes
2.Warehouse Description	Description for Warehouse	*Alphanumeric *Special Characters	*Up to 25 characters	Yes

Activating Warehouse Record

Warehouse can be Activated in two ways:

• Using drop-down arrow of a record can be used in single record Activation

• Using Activate Button for activating multiple record

Deactivating Warehouse Record

Warehouse can be deactivated in two ways:

• Using drop-down arrow of a record can be used in single record deactivation

• Using Deactivate Button for deactivating multiple record

Deleting Warehouse Record

Warehouse can be deleted in two ways:

• Using drop-down arrow of a record can be used in single record deletion

• Using Delete Button for deleting multiple record

Warehouse Record Option

Actions Available base on Warehouse Record Status

Status	View	Edit	Deactivate	Activate	Delete
ACTIVE	☑	☑	☑		☑
INACTIVE	☑	☑		☑	☑

Notes:

• Warehouse record can be edited by the user while viewing its details.
• Activating/Deactivating and Deleting of Records can be done in two ways.
  • For single records, the user may use the drop down arrow then the action that need to perform.
  • For multiple records, the user may tick the records then click the action button that need to perform
    • Click the Yes in the confirmation to proceed on the action taken.