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This functionality is completed through the Locations section. This can be accessed by navigating to Main > Catalog > Locations.
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Click the
button. This opens the 'Add New Location' form.
Enter the 'Name' and 'Type' of the new Warehouse as well as any other information required by the User's organization.
Click the 'Warehouse' checkbox.
Click the
button and close the form.
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Go to Main > Inventory > Warehouses. This will bring up the Warehouse grid. From here, a User can manage their Warehouses.
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Double-click any Warehouse, and see its exact Location and type. This will bring up the Manage Warehouse form.
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Here, Users find each piece of Equipment in Inventory that a Warehouse has associated with it
and all the Contacts associated with the Warehouse and its Equipment.
Managing Warehouses
Far more than a simple monitoring tool, the Inventory function also encourages users to interact with their Equipment. Users can order new Equipment to a Warehouse, initiate Bulk Transfers of Equipment between storage facilities, create and manage returns or Purchase Orders, select the Service Desk to handle those tasks, and even set default Reorder Points to ensure a fully-stocked Inventory across a large network of Locations. The following sections will assist in those tasks.
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Click the
button. This will open the 'Set Inventory Specification' form.
Enter the 'Warehouse' from the picker that the Threshold should be set for.
Enter the 'Reorder Threshold'.
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This functionality assigns received equipment to a Warehouse.
Click the
button to add to the currently selected warehouse. This opens the "Warehouse Equipment Bulk Add" dialog.The first option is to select the
. A new dialog opens with a list of all the records in the equipment catalog. Adding additional equipment should be handled through Catalog:Equipment .Double click the Equipment to be added to the Warehouse. This will load the number, description, and unit amount into the catalog part number field.
Enter how many units the part comes in.
Note: that this is separate from the quantity that can be ordered. Example: If a single roll of phone cable is 500 feet, you should enter 500 in the units field.For now, leave the status unassigned and the condition new.
Select the quantity of the parts you are selecting. If you need 10 rolls of phone cable, that is the number you enter here.
Select the price per quantity of the part. If a single roll is $95.00, enter that here.
If the Equipment being added has User-Defined Fields, the User can add those values on the User Defined Fields Tab.
Click
. The dialog will load, and a tool tip saying "Data Saved Successfully" should appear. Close the dialog and view the part in the inventory of the warehouse.
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Double click the Warehouse from which you are moving the parts.
Single click the part that is to be moved in order to select it.
Click the
button. A "Bulk Transfer" dialog will open.Enter the quantity of items to be transferred. This is the number of individual units of the item. If we are looking to transfer 1000 feet of phone cable, this number should be 1000.
Click the Picker in the "Transfer To Location" field to select from a list of all Warehouses.
Single click to select a Warehouse
and click 
or simply double click the Warehouse to select it as the transfer to location.Click
The dialog will load, and a tool tip saying, "Data Saved Successfully" should appear. Close the dialog and note that the "On Hand" column will have updated by the amount of the transferred quantity.
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Double click on a part listed in the inventory tab.
Enter an amount in the reorder threshold. This is the amount below which a reorder alert will trigger.
Click Save
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Select the Warehouse for which you need inventory ordered.
Click the
button. Select the Vendor from the Vendor drop-down.
If there is an invoice or order number, enter into the Vendor order field.
Enter the units that are to be ordered. This is the smallest number of units a User can order. Example: If a roll of phone cable comes in 500ft increments, the units would be 500.
Select the price per unit of the part.
Note: The price per quantity field will autocomplete based on the unit price.
Enter the ordered date. For this, you can type in the date or use the calendar selector.
Enter the quantity of items ordered. If you need 10 rolls of phone cable, that is the number you enter here.
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First, click the
button.This brings up the Purchase history unique to this Warehouse.
In the By Vendor tab, select the Vendor you need a report on.
Click the
Button. This brings up the Generate Report dialog.Enter a
for the report. Select the output
you desire. From the
drop-down, select the information you want in the report. In the
drop-down, choose how you want items grouped on the report. Click
, and your report will generate into a new tab in the desired format.
Note that a CSV report will generate a file you can save.
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First, click the
button. This brings up the Purchase history unique this Warehouse.
In the By Purchase Order tab, select the Purchase Order you need a report on.
Click the
button. This brings up the Generate Report dialog.Enter a
for the report. Select the output file type you desire.
From the
drop-down, select the information you want in the report. In the
drop-down, choose how you want items grouped on the report. Click
, and your report will generate into a new tab in the desired format.
Note that a CSV report will generate a file you can save.
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Select the Warehouse to be toggled from one status to another.
Click the
button.
The status should now be updated.
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Move all Equipment out of the Warehouse.
Navigate to the Locations grid since Locations can only be deleted there.
Locate and single click to select the Warehouse.
Click the
button. A "Confirm Delete Selected" dialog will open. Click on the Delete Selected option to confirm the Delete.
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Select the Warehouse to get information for.
Click the
button.The 'Point in Time' dialog should appear.
The 'Warehouse Point In Time' Grid will be updated with all the current inventory in that Warehouse.
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