Editing Warehouses
Jump to navigation
Jump to search
Warning: You are not logged in. Your IP address will be publicly visible if you make any edits. If you log in or create an account, your edits will be attributed to your username, along with other benefits.
The edit can be undone. Please check the comparison below to verify that this is what you want to do, and then save the changes below to finish undoing the edit.
Latest revision | Your text | ||
Line 2: | Line 2: | ||
<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 == | ||
Line 14: | Line 14: | ||
<br>[[File:DefaultLocationAddress.png]] | <br>[[File:DefaultLocationAddress.png]] | ||
− | <br>If you want to change the name to something | + | <br>If you want to change the name to something besides "Default" you can. |
==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. | ||
Line 32: | Line 33: | ||
<br>[[File:TechPortal_TechWarehouse.png]] | <br>[[File:TechPortal_TechWarehouse.png]] | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | <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 | 1. Go to Inventory item | ||
<br>2. Click '''Material Details''' tab | <br>2. Click '''Material Details''' tab | ||
Line 74: | Line 68: | ||
<br>13. The stock will be moved and the return will close. | <br>13. The stock will be moved and the return will close. | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
== Customer Warehouses == | == Customer Warehouses == | ||
Line 118: | Line 104: | ||
<br>[[File:DefaultShippingLocation.png]] | <br>[[File:DefaultShippingLocation.png]] | ||
<br>[[File:POShippingTab.png]] | <br>[[File:POShippingTab.png]] | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− |