Discussion

Difference between revisions of "Warehouse"

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<div style="text-align: center;">
 
<div style="text-align: center;">
−
[[Maintenance]] | [[Warehouse Aids]]
+
[[Maintenance]] | [[Sales]] | [[Purchase]] | [[Inventory]]
 
</div>
 
</div>
 
==Warehouse==
 
==Warehouse==
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=====Warehouse Record List=====
 
=====Warehouse Record List=====
−
[[File:Warehouse Record List.png|center|thumb|Warehouse Record List]]Notes:
+
Notes:
  
 
*Warehouse can be used as long its status is '''ACTIVE'''
 
*Warehouse can be used as long its status is '''ACTIVE'''
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=====Adding Warehouse=====
 
=====Adding Warehouse=====
−
[[File:Adding Warehouse.png|center|thumb|863x863px|Adding Warehouse]]
+
 
−
{| class="wikitable"
+
#Go to Maintenance then click [[Warehouse]]
 +
#Click '''Add Warehouse''' Button
 +
#Fill out the necessary fields then click '''Save'''
 +
 
 +
{| class="wikitable" style="margin: auto;"
 
!Field
 
!Field
 
!Description
 
!Description
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=====Editing Warehouse=====
 
=====Editing Warehouse=====
−
[[File:Editing Warehouse.png|center|thumb|867x867px|Editing Warehouse]]
+
 
−
{| class="wikitable"
+
#Go to Maintenance then click [[Warehouse]]
 +
#Find the Warehouse Entry that needs an update. Click the Drop-down Arrow then choose '''Edit.'''
 +
#Update the fields then click '''Save''' to finish the edit process.
 +
 
 +
{| class="wikitable" style="margin: auto;"
 
!Field
 
!Field
 
!Description
 
!Description
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Notes:
 
Notes:
  
−
*For detailed instructions on how to edit a Warehouse, the user may visit Warehouse Job Aids which can be found [[Warehouse Aids|here]]
+
*Warehouse Code is a unique field, the said field cannot be edited once created
 +
 
 +
=====Importing and Exporting Warehouse=====
 +
1. Under Warehouse, Click Options
  
−
=====Warehouse Option=====
+
2. Under Options, The user may Export or Import The 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]]
+
*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
 +
**Downloading the template link provided under Step 1.
 +
**Filling up the information needed for each columns of the template
 +
**Uploading the updated Template
  
−
=====Warehouse Import Option=====
+
{| class="wikitable" style="margin: auto;"
−
[[File:Warehouse Import Option.png|center|thumb|Warehouse Import Option]]Notes:
+
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Warehouse Import Details
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Field'''
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Description'''
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Allowed Inputs'''
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Input Restrictions'''
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Required Field?'''
 +
|- style="box-sizing: inherit;"
 +
| style="" |1.Warehouse Code
 +
| style="" |Reference Code for Warehouse
 +
| style="vertical-align:middle;text-align:left;" |*Alphanumeric
  
−
*For detailed instructions on how to Import a Warehouse, the user may visit Warehouse Job Aids which can be found [[Warehouse Aids|here]]
+
<nowiki>*</nowiki>Dash "-"
  
−
=====Warehouse Record Option=====
+
<nowiki>*</nowiki>Underscore "_"
−
[[File:Warehouse Record Option.png|center|thumb|Warehouse Record Option]]Notes:
+
| style="" |*Up to 15 characters
  
−
*For detailed instructions on how to Import a Warehouse, the user may visit Warehouse Job Aids which can be found [[Warehouse Aids|here]]
+
<nowiki>*</nowiki>Other Special Characters
 +
| style="vertical-align:middle;text-align:center;" |Yes
 +
|- style="box-sizing: inherit;"
 +
| style="" |2.Warehouse Description
 +
| style="" |Description for Warehouse
 +
| style="" |*Alphanumeric
  
−
=====Warehouse View Record=====
+
<nowiki>*</nowiki>Special Characters
−
[[File:Warehouse View Record.png|center|thumb|Warehouse View Record]]
+
| style="" |*Up to 25 characters
 +
| style="vertical-align:middle;text-align:center;" |Yes
 +
|}
 +
 
 +
=====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>[[Stock Transfer]]<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'''
 
−
|-
 
−
|Maintenance Aids
 
−
|[[Warehouse Aids]]
 
−
|-
 
−
|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>[[Stock Transfer Aids]]<nowiki> | </nowiki>[[Purchase Return Aids]]<nowiki> | </nowiki>[[Sales Return Aids]]
 
 
|}
 
|}

Revision as of 13:53, 16 December 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

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. Go to Maintenance then click Warehouse
  2. Click Add Warehouse Button
  3. Fill out the necessary fields then click Save
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
  1. Go to Maintenance then click Warehouse
  2. Find the Warehouse Entry that needs an update. Click the Drop-down Arrow then choose Edit.
  3. Update the fields then click Save to finish the edit process.
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
    • Downloading the template link provided under Step 1.
    • Filling up the information needed for each columns of the template
    • Uploading the updated Template
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
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
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