Warehouse

Create a Warehouse Site

• Navigate to the Order Management app > Sites tab.
• Once in the Sites section, you can track the warehouse sites already filled in and create a new warehouse.

• Click the “New” button to create a new warehouse.
• Enter the name of the warehouse and select the Active checkbox to activate it.
• Enter the Barcode of the warehouse and select the Primary Contact associated with the warehouse.
• Select the type of warehouse, whether a site is of the type Warehouse, Plant or any other type.
• Enter the organisation and business unit of the site and click the “Save” button to create the warehouse site record.

Location

• Navigate to the tab related to the Warehouse site record. Find the list related to Locations.
• Once in the Locations section, you can track the locations already filled in and create a new Location record.

• Click the “New” button to create a Location record
• Enter the Location Name and select the type of location, whether it is a Floor, Bin, Shelf or Cardboard.
• Enter the Floor Number, Shelf Number, Aisle Number, Bay Number or Space Number.
• Enter the Bin capacity, organisation and business unit details. Also, select whether the location holds scrap.
• Select the Active checkbox and click the “Save” button to create the location record.

Storage Containers

• Navigate to the tab related to the Warehouse site record. Find the list related to Storage Containers.
• Once in the Storage Containers section, you can track the storage containers already filled in and create a new Storage Container record.
• Click the “New” button to create a Storage Container record.
• Enter the Storage Container Name and the Barcode of the container.
• Select the Type of container, whether it is a Bin, Bottle, Bucket or Pallet. Enter the description of the container type in the Description field.
• Select the status of the container and select the Active checkbox,
• Click the “Save” button to create a Storage Container record.