This catalog To access the Warehouses master records, go to Warehouses > Master Data > Warehouses.

This master data contains information about the places where goods and materials are stored. It is used for accounting all the system transactions on them. By completing this catalog, you can view the balances by warehouses. The catalog has a hierarchy structure so you can create and edit dependencies.

To access the catalog, go to the ‘Warehouse’ section (see figure below).

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The schematic showing how to access the ‘Warehouses’ catalog       

By default, the system has one warehouse that can be edited. To edit a warehouse, double-click the line with its name or click the line and press the ‘More’ button located in the right toolbar. Then select ‘Edit’ from the drop-down list. You can right-click the line instead of pressing the ‘More’ button. To learn more about editing, see par. Create and edit warehouse. To see how to build the structure, please refer to the same paragraph.

As the list is filled and for convenience of workwarehouses where the inventory is stored. 

Initially, there is a single default warehouse (Main Warehouse) that can be edited. You can add multiple warehouses if the Multiple Warehouses option is selected on the Administration > Settings > Purchasing and Warehouses form.

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The Warehouses list

Each warehouse is listed with assigned code, type, the entity to which it belongs, and functional options. As the list is populated, you can change its display settings. Press the ‘More’ button in the catalog right side toolbar and select ‘Configure list...’ from the drop-down list. To learn more about the lists display settings, see par. Work with the item list.Each user can assign the warehouse with which he works more often than with the others in the system. To do so, log in the user's account in the system. In the catalog, select the line with the warehouse name and press Set As a Default Warehouse button (it is located on the toolbar above). After applying this option, the warehouse will be listed in bold type Click More actions on the toolbar and select Configure list. For more information on the list settings, see Work with the item list. 

The toolbar buttons

To add a new warehouse, click the Create button on the toolbar. For details, refer to Adding a Warehouse. For description of other buttons, refer to List toolbar.

To view or edit an existing warehouse, double-click the line with the warehouse in the list.

If you, as the user, work with specific warehouse more often than with other warehouses, you can set this warehouse as the default one for your user account. For this, select the warehouse in the list and click the Set As a Default Warehouse button. After that, the default warehouse will be shown in bold font in the list, and the system will use it by default in the your documents. AlsoAlternatively, you can change set the default warehouse in the by using the Personal settings section form.

See also