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 23: | Line 23: | ||
<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 41: | Line 41: | ||
<h3>Transferring stock from Default to Technician Warehouse</h3> | <h3>Transferring stock from Default to Technician Warehouse</h3> | ||
− | <h4>Move one Item at a time</h4> | + | <h4>Move 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 132: | Line 132: | ||
SME will support an organization spread over geographic zones and covering multiple divisions. If you have a large organization covering the west coast area with different divisions for Washington state, Oregon, San Francisco, and Los Angeles it wouldn't make sense to try to utilize parts in a Washington warehouse for a job in LA. SME zones can help manage these different divisions. | SME will support an organization spread over geographic zones and covering multiple divisions. If you have a large organization covering the west coast area with different divisions for Washington state, Oregon, San Francisco, and Los Angeles it wouldn't make sense to try to utilize parts in a Washington warehouse for a job in LA. SME zones can help manage these different divisions. | ||
− | <br>In order to setup SME to handle these geographically dispursed divisions, you want to setup Zones for each division. Once you setup zones, you | + | <br>In order to setup SME to handle these geographically dispursed divisions, you want to setup Zones for each division. Once you setup zones, they you assign technicians and subcontractors to each zone and you assign warehouses for each zone including a default warehouse for the zone. |
<br> If a customer has a zone, then any order created for the customer will have the zone. If an order has a zone, then material added to the order will try to allocate stock from the default warehouse for that zone rather than the inventory item’s default location. | <br> If a customer has a zone, then any order created for the customer will have the zone. If an order has a zone, then material added to the order will try to allocate stock from the default warehouse for that zone rather than the inventory item’s default location. | ||
Line 143: | Line 143: | ||
<h3>To setup warehouses for your zones</h3> | <h3>To setup warehouses for your zones</h3> | ||
On service or install orders with a zone, when you add material to the order SME will try to allocate stock from the default warehouse for the Zone rather than the default location on the inventory item. | On service or install orders with a zone, when you add material to the order SME will try to allocate stock from the default warehouse for the Zone rather than the default location on the inventory item. | ||
+ | |||
<br>1. Go to '''Setup''' module > '''Company''' > '''Lists''' > '''Warehouses''' | <br>1. Go to '''Setup''' module > '''Company''' > '''Lists''' > '''Warehouses''' | ||
<br>2. Select a warehouse and click '''Edit''' or click '''New''' to enter a new one | <br>2. Select a warehouse and click '''Edit''' or click '''New''' to enter a new one | ||
Line 149: | Line 150: | ||
<br>5. Click '''OK'''. | <br>5. Click '''OK'''. | ||
<br>[[File:SetupDefaultWarehouseForZone.png]] | <br>[[File:SetupDefaultWarehouseForZone.png]] | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− |