Editing TechPortal for SME
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− | '''Allocating Stock | + | '''Allocating Stock''' |
<br>If you are creating a warehouse in SME for your technician's truck, you can assign that warehouse as your technician's default warehouse. That way, when you tech adds stock from TechPortal, SME will allocate stock from your technician's default warehouse, rather than the item's default warehouse. | <br>If you are creating a warehouse in SME for your technician's truck, you can assign that warehouse as your technician's default warehouse. That way, when you tech adds stock from TechPortal, SME will allocate stock from your technician's default warehouse, rather than the item's default warehouse. | ||
<br>To set a default warehouse for your technician: | <br>To set a default warehouse for your technician: | ||
− | <br>1. Go to | + | <br>1. Go to Setup module > Users |
− | <br>2. Click | + | <br>2. Click Search >Search Active Users and select the technician. |
− | <br>3. Click the | + | <br>3. Click the Technician Settings tab and locate the '''Warehouse''' field and select the warehouse you use for your technician's truck. (image below) |
<br>[[File:TechPortal_TechWarehouse.png]] | <br>[[File:TechPortal_TechWarehouse.png]] |