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Inventory - Warehouse - Contacts

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Warehouse Contacts

The 'Contacts' tab provides the User the ability to manually associate Contacts with the Warehouse. These associated Contacts represent people who may be associated with the Warehouse in some way. These Contacts are separate entries in the Workers/Contacts section of the application that is associated with this Warehouse for management purposes. The User can manually update these associations by using the 'Add', 'Add Existing', 'Edit Selected', and 'Delete Selected' functionality available on the Contacts tab.

Adding New Contacts

After clicking on the image-20240625-145239.png button, the User is presented with a data-entry form used to build a basic Contact: First and Last Name, Email and Phone Number. Adding a new Contact here will create a new record in the Workers/Contacts section of the application.

Adding Existing Contacts

After clicking the image-20240625-145253.png button, a list of existing Contacts is presented. Contacts can be associated with multiple Warehouses, as such this list will display all Active Contacts in the system. Searching through this list and selecting multiple entries will allow the User add all the required Contacts. Check each of the Contacts that need to be associated with the Inventory and click the image-20240625-145314.png button.

Edit Selected

Sometimes it can be necessary to alter the existing information on an Inventory item. In order to do this PCR-360 has the image-20240625-145328.png button. Clicking this will open the record in a 'Manage Contact' form that the User can modify and save.

Delete Selected

Selecting the image-20240625-145357.png button from this grid does not delete the Contact entry it merely removes the association.