Discussion

Difference between revisions of "Warehouse"

 
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Line 1: Line 1:
 
<div style="text-align: center;">
 
<div style="text-align: center;">
−
[[Maintenance]] | [[Warehouse]]
+
[[Maintenance]] | [[Sales]] | [[Purchase]] | [[Inventory]]
 
</div>
 
</div>
 
==Warehouse==
 
==Warehouse==
Line 6: Line 6:
  
 
=====Warehouse Record List=====
 
=====Warehouse Record List=====
−
[[File:Warehouse Record List.png|center|thumb|Warehouse Record List]]Notes:
+
[[File:Maintenance - Warehouse - Record List.png|border|center|1500x1500px]]
 +
 
 +
 
 +
Notes:
  
 
*Warehouse can be used as long its status is '''ACTIVE'''
 
*Warehouse can be used as long its status is '''ACTIVE'''
Line 15: Line 18:
  
 
=====Adding Warehouse=====
 
=====Adding Warehouse=====
−
[[File:Adding Warehouse.png|center|thumb|863x863px|Adding Warehouse]]
+
 
−
{| class="wikitable"
+
#Click [[Warehouse]] under Maintenance Menu
−
!Field
+
#Under Warehouse Menu Screen, Click '''Add Warehouse''' Button
−
!Description
+
#Fill out the necessary fields then click '''Save. Note: Fields with * are require fields'''
−
!Expected Values
+
 
 +
[[File:Maintenance - Warehouse - Add.png|border|center|1500x1500px]]
 +
 
 +
 
 +
{| class="wikitable" style="margin: auto;"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field'''
 
|-
 
|-
 
|1.Warehouse Code
 
|1.Warehouse Code
 
|•Reference Code for Warehouse
 
|•Reference Code for Warehouse
−
|•Alphanumeric
+
|*Alphanumeric
 +
 
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
| style="vertical-align:middle;text-align:center;" |Other Special Characters not mentioned in the allowed inputs
 +
| style="vertical-align:middle;text-align:center;" |10
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|2.Warehouse Description
 
|2.Warehouse Description
 
|•Description for Warehouse
 
|•Description for Warehouse
−
|•Alphanumeric
+
|*Alphanumeric
 +
 
 +
<nowiki>*</nowiki>Special Characters
 +
 
 +
<nowiki>*</nowiki>Space
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |50
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|}
 
|}
  
Line 33: Line 60:
  
 
*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.
−
*For detailed instructions on how to create a Warehouse, the user may visit Warehouse Job Aids which can be found [[Warehouse Aids|here]]
 
  
 +
=====View Warehouse=====
 +
 +
#Click [[Warehouse]] under Maintenance Menu
 +
#Select a Warehouse that needs to view its details. Click the drop-down arrow then click View.
 +
#The user has an option to Edit the Warehouse record upon viewing it.
 +
 +
[[File:Maintenance - Warehouse - View.png|border|center|1500x1500px]]
 +
<br />
 
=====Editing Warehouse=====
 
=====Editing Warehouse=====
−
[[File:Editing Warehouse.png|center|thumb|867x867px|Editing Warehouse]]
+
 
−
{| class="wikitable"
+
#Click [[Warehouse]] under Maintenance Menu
−
!Field
+
#Select a Warehouse Entry that needs to updates its details. Click the Drop-down Arrow then choose '''Edit.'''
−
!Description
+
#Update the necessary fields then click Save
−
!Expected Values
+
 
 +
[[File:Maintenance - Warehouse - Edit.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field'''
 +
|-
 +
|1.Warehouse Code
 +
|•Reference Code for Warehouse
 +
|N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
|-
 +
|2.Warehouse Description
 +
|•Description for Warehouse
 +
|*Alphanumeric
 +
 
 +
<nowiki>*</nowiki>Special Characters
 +
 
 +
<nowiki>*</nowiki>Space
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|}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.
 +
 
 +
[[File:Maintenance - Warehouse - Export.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
*When Importing the records, the user should follow the following steps provided in the Importing Warehouse Screen such as
 +
 
 +
[[File:Maintenance - Warehouse - Import.png|border|center|1710x1710px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field'''
 +
|-
 +
|1.Warehouse Code
 +
|•Reference Code for Warehouse
 +
|*Alphanumeric
 +
 
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Other Special Characters not mentioned in the allowed inputs
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |10
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
−
|1.Warehouse Description
+
|2.Warehouse Description
 
|•Description for Warehouse
 
|•Description for Warehouse
−
|•Alphanumeric
+
|*Alphanumeric
 +
 
 +
<nowiki>*</nowiki>Special Characters
 +
 
 +
<nowiki>*</nowiki>Space
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|}
 
|}
−
Notes:
+
=====<span class="mw-headline" id="Activating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Warehouse Record</span></span></span>=====
 +
Warehouse can be Activated in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record Activation
 +
 
 +
[[File:Maintenance - Warehouse - Activate1.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
*Using Activate Button for activating multiple record
 +
 
 +
[[File:Maintenance - Warehouse - Activate2.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
=====<span class="mw-headline" id="Deactivating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Chart_of_Account_Record" style="box-sizing: inherit;">Deactivating Warehouse Record</span></span></span>=====
 +
Warehouse can be deactivated in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record deactivation
  
−
* For detailed instructions on how to edit a Warehouse, the user may visit Warehouse Job Aids which can be found [[Warehouse Aids|here]]
+
[[File:Maintenance - Warehouse - Deactivate1.png|border|center|1500x1500px]]
 +
<br />
  
−
=====Warehouse Option=====
+
*Using Deactivate Button for deactivating multiple record
−
[[File:Warehouse Option.png|center|thumb|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 [[Warehouse Aids|here]]
+
[[File:Maintenance - Warehouse - Deactivate2.png|border|center|1500x1500px]]
 +
<br />
  
−
=====Warehouse Import Option=====
+
=====<span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Deleting Warehouse Record</span></span></span>=====
−
[[File:Warehouse Import Option.png|center|thumb|Warehouse Import Option]]Notes:
+
Warehouse can be deleted in two ways:
  
−
* For detailed instructions on how to Import a Warehouse, the user may visit Warehouse Job Aids which can be found [[Warehouse Aids|here]]
+
*Using drop-down arrow of a record can be used in single record deletion
  
−
=====Warehouse Record Option=====
+
[[File:Maintenance - Warehouse - Delete1.png|border|center|1500x1500px]]
−
[[File:Warehouse Record Option.png|center|thumb|Warehouse Record Option]]Notes:
+
<br />
  
−
* For detailed instructions on how to Import a Warehouse, the user may visit Warehouse Job Aids which can be found [[Warehouse Aids|here]]
+
*Using Delete Button for deleting multiple record
  
−
=====Warehouse View Record=====
+
[[File:Maintenance - Warehouse - Delete2.png|border|center|1500x1500px]]
−
[[File:Warehouse View Record.png|center|thumb|Warehouse View Record]]
+
<br />
 +
=====Warehouse Record Option=====
 +
{| class="wikitable" style="margin: auto;"
 +
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Actions Available base on Warehouse Record Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |View
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Edit
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Deactivate
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Activate
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Delete
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''ACTIVE'''
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''INACTIVE'''
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
|}
 
Notes:
 
Notes:
  
 
*Warehouse record can be edited by the user while viewing its details.
 
*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 [[Warehouse Aids|here]]
+
*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.
  
−
{| class="wikitable"
+
<br />
 +
{| class="wikitable" style="margin: auto;"
 
|+Categories:
 
|+Categories:
 
! colspan="2" |'''Modules'''
 
! colspan="2" |'''Modules'''
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|-
 
|-
 
|Inventory
 
|Inventory
−
|[[Inventory Adjustment]]<nowiki> | </nowiki>[[Inventory Inquiry]]<nowiki> | </nowiki>[[Inventory Movement]]<nowiki> | </nowiki>[[Purchase Return]]<nowiki> | </nowiki>[[Sales Return]]
+
|[[Inventory Adjustment]]<nowiki> | </nowiki>[[Inventory Inquiry]]<nowiki> | </nowiki>[[Inventory Movement]]<nowiki> | </nowiki>[[Stock Transfer]]<nowiki> | </nowiki>[[Purchase Return]]<nowiki> | </nowiki>[[Sales Return]]
 
|-
 
|-
−
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
+
! colspan="2" |'''Reports'''
 
|-
 
|-
−
|Maintenance Aids
+
|Sales Reports
−
|[[Warehouse Aids]]
+
|[[Sales per Warehouse]]
−
|-
 
−
|Sales
 
−
|[[Sales Quotation Aids]]<nowiki> | </nowiki>[[Sales Order Aids]]<nowiki> | </nowiki>[[Delivery Receipt Aids]]
 
−
|-
 
−
|Purchase
 
−
|[[Import Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Requisition Aid]]<nowiki> | </nowiki>[[Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Receipt Aid]]
 
−
|-
 
−
|Inventory
 
−
|[[Inventory Adjustment Aids]]<nowiki> | </nowiki>[[Inventory Inquiry Aids]]<nowiki> | </nowiki>[[Inventory Movement Aids]]<nowiki> | </nowiki>[[Purchase Return Aids]]<nowiki> | </nowiki>[[Sales Return Aids]]
 
 
|}
 
|}
 +
[[Category:Maintenance]]

Latest revision as of 10:17, 12 April 2022

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
Maintenance - Warehouse - Record List.png


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
Maintenance - Warehouse - Add.png


Field Description Allowed Inputs Restricted Inputs Character Limit Required Field
1.Warehouse Code •Reference Code for Warehouse *Alphanumeric

*Dash "-"

*Underscore "_"

Other Special Characters not mentioned in the allowed inputs 10 Yes
2.Warehouse Description •Description for Warehouse *Alphanumeric

*Special Characters

*Space

None 50 Yes

Notes:

  • Warehouse Code is a required unique field in the module. This field is cannot be edited once the record is created.
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.
Maintenance - Warehouse - View.png


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
Maintenance - Warehouse - Edit.png


Field Description Allowed Inputs Restricted Inputs Character Limit Required Field
1.Warehouse Code •Reference Code for Warehouse N/A N/A N/A N/A
2.Warehouse Description •Description for Warehouse *Alphanumeric

*Special Characters

*Space

None 50 Yes

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.
Maintenance - Warehouse - Export.png


  • When Importing the records, the user should follow the following steps provided in the Importing Warehouse Screen such as
Maintenance - Warehouse - Import.png


Field Description Allowed Inputs Restricted Inputs Character Limit Required Field
1.Warehouse Code •Reference Code for Warehouse *Alphanumeric

*Dash "-"

*Underscore "_"

Other Special Characters not mentioned in the allowed inputs 10 Yes
2.Warehouse Description •Description for Warehouse *Alphanumeric

*Special Characters

*Space

None 50 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
Maintenance - Warehouse - Activate1.png


  • Using Activate Button for activating multiple record
Maintenance - Warehouse - Activate2.png


Deactivating Warehouse Record

Warehouse can be deactivated in two ways:

  • Using drop-down arrow of a record can be used in single record deactivation
Maintenance - Warehouse - Deactivate1.png


  • Using Deactivate Button for deactivating multiple record
Maintenance - Warehouse - Deactivate2.png


Deleting Warehouse Record

Warehouse can be deleted in two ways:

  • Using drop-down arrow of a record can be used in single record deletion
Maintenance - Warehouse - Delete1.png


  • Using Delete Button for deleting multiple record
Maintenance - Warehouse - Delete2.png


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.


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 | Stock Transfer | Purchase Return | Sales Return
Reports
Sales Reports Sales per Warehouse
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