Editing Warehouses
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<br>- Default Warehouse (main warehouse) you keep and receive stock into. | <br>- Default Warehouse (main warehouse) you keep and receive stock into. | ||
<br>- Technician warehouses to track stock on your techs trucks/ vans | <br>- Technician warehouses to track stock on your techs trucks/ vans | ||
− | <br>- Customer Warehouses to hold stock | + | <br>- Customer Warehouses to hold stock for your customer |
== Default Warehouse == | == Default Warehouse == | ||
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<h3>Enter the Default Warehouse Address</h3> | <h3>Enter the Default Warehouse Address</h3> | ||
− | + | <br>Go to Setup > Company > Orders > Lists | |
− | <br> | + | <br>Locate Warehouses in the Lists |
− | <br> | + | <br>Select Default on the right and click Edit. |
− | <br> | + | <br>Enter the address in the window that opens. (image below) |
<br>[[File:DefaultLocationAddress.png]] | <br>[[File:DefaultLocationAddress.png]] | ||
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==Technician Warehouses == | ==Technician Warehouses == | ||
If you want to track stock in your technicians trucks you will need to create the technician warehouses. | If you want to track stock in your technicians trucks you will need to create the technician warehouses. | ||
− | <br> | + | <br>Go to Setup > Company > Orders > Lists |
− | <br> | + | <br>Locate Warehouses in the Lists |
− | <br> | + | <br>Click New in lower right corner and enter the Warehouse name. |
<br>[[File:AddTechWarehouse.png]] | <br>[[File:AddTechWarehouse.png]] | ||
− | <h3>Assign techs their default warehouse for use on | + | |
+ | <h3>Assign techs their default warehouse for use on Mobile Apps</h3> | ||
If you are using TechPortal or TechService on Android for SME, you will need to assign the technician warehouse in the tech User. That way, when your tech adds stock from TechPortal or TechService on Android, SME will allocate stock from your technician's default warehouse, rather than the item's default warehouse. | If you are using TechPortal or TechService on Android for SME, you will need to assign the technician warehouse in the tech User. That way, when your tech adds stock from TechPortal or TechService on Android, 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. 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]] | ||
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− | <h3>Transferring stock from Default to Technician | + | <h3>Transferring stock from Default to Technician warehouse</h3> |
− | <h4> | + | <h4>One Item at a time:</h4> |
− | 1. Go to Inventory item | + | <br>1. Go to Inventory item |
− | <br>2. Click | + | <br>2. Click Material Details tab |
<br>3. Select the line on the grid that contains the stock lot that contains the stock you want to move. Make sure you are selecting stock in the correct location and notice how many are available. | <br>3. Select the line on the grid that contains the stock lot that contains the stock you want to move. Make sure you are selecting stock in the correct location and notice how many are available. | ||
− | <br>4. Click | + | <br>4. Click Move Stock |
− | <br>5. In the Move Stock window, enter the | + | <br>5. In the Move Stock window, enter the Move Quantity |
− | <br>6. Choose the | + | <br>6. Choose the Destination warehouse |
− | <br>7. Click | + | <br>7. Click OK and the stock will be moved. |
<br>[[File:MoveStockIndividually.png]] | <br>[[File:MoveStockIndividually.png]] | ||
<h4>Move multiple items at once</h4> | <h4>Move multiple items at once</h4> | ||
− | 1. To move multiple items at once, you will need to create a transfer record, select the items and quantities, and transfer them. | + | <br>1. To move multiple items at once, you will need to create a transfer record, select the items and quantities, and transfer them. |
− | <br>2. Go to | + | <br>2. Go to Inventory > Transfer. |
− | <br>3. Click | + | <br>3. Click New |
− | <br>4. Locate the | + | <br>4. Locate the Source and Destination fields. In the Source field, select the warehouse you are transferring stock from. In the Destination field, choose the warehouse you are transferring stock to. (image below) |
<br>[[File:NewTransferRecord.png]] | <br>[[File:NewTransferRecord.png]] | ||
− | <br>5. Click the | + | <br>5. Click the Transfer Details tab. |
− | <br>6. Click | + | <br>6. Click New on the Transfer Details tab |
<br>[[File:AddItemsToTranfer.png]] | <br>[[File:AddItemsToTranfer.png]] | ||
<br>7. In the window that opens you will see the material available to move in the Source warehouse. Select the item you need to transfer. | <br>7. In the window that opens you will see the material available to move in the Source warehouse. Select the item you need to transfer. | ||
Line 65: | Line 58: | ||
<br>[[File:ChooseStockLotToAddToTransfer.png]] | <br>[[File:ChooseStockLotToAddToTransfer.png]] | ||
<br>If you don’t see an “Available” column, click Views > Add Remove Fields> From Material Details and choose “Available” and click OK. The column will be added to the search view. | <br>If you don’t see an “Available” column, click Views > Add Remove Fields> From Material Details and choose “Available” and click OK. The column will be added to the search view. | ||
− | <br>9. Once selected, you will see the item on the | + | <br>9. Once selected, you will see the item on the Transfer Details tab. |
− | <br>10. Enter the quantity you want to transfer in the | + | <br>10. Enter the quantity you want to transfer in the Move Available column. You can’t enter more than the quantity in the Current Available column. |
<br>[[File:EnterMoveAvailabel.png]] | <br>[[File:EnterMoveAvailabel.png]] | ||
<br>11. Continue adding the inventory items you want to include on the transfer. | <br>11. Continue adding the inventory items you want to include on the transfer. | ||
− | <br>12. When all items are added, click | + | <br>12. When all items are added, click Transfer All Items. |
<br>[[File:TransferAllItemsButton.png]] | <br>[[File:TransferAllItemsButton.png]] | ||
<br>13. The stock will be moved and the return will close. | <br>13. The stock will be moved and the return will close. | ||
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