How to create a warehouse in the Order app?

Updated on December 29, 2020 03:13AM by Admin

Warehouses are physical storage locations that are used by manufacturers and distributors to store their products before they are shipped to customers or retail outlets. The Warehouse created in the Inventory Management app will be available across all the apps of Apptivo.

The Warehouse created in the Inventory Management app will be available in the Orders app. Let’s go through how to create a warehouse in the Inventory Management app and view it in the Orders app.

Steps to Create Warehouses

  • Go to the Inventory Management App.
  • Click on More(...) icon and select Settings.
Inventory Management

  • Click on “Settings” → “App Behavior” → “Warehouses”.
  • Click on the “Create” button to create a new warehouse.
Warehouses

  • Enter the required warehouse details and click on the “Create” button.
Create Warehouse

  • The warehouse will be successfully created.
Created

Steps to Create Zones

  • If you intend to use zones, the zones can be created from the Warehouse overview page.
  • Click on the “Create” button found and specify:
  • Code - Specifies the Code of the Zone.
  • Name - Specifies the Name of the Zone.
  • Zone Type - Specifies the Type of the Zone.
  • Quantity Tracked - Enable this if you like to track the quantity.
  • Locator - Enable this if you like to track the location.
Create Zone

  • If you have enabled the Locator option, create locators for this created zone.
Zone Created

  • Click on the “Create” button and enter the locator name.
Create Locator

  • Once created, you can now see a list of locators.
Locator Created

  • Once a zone and locator is created, you will see a list of zones in that warehouse.
  • Click on the zone name to view zone details.

Note: Each Warehouse can have more than one zone and each zone can have more than one Locator.

More Zones

 

Note: The Warehouses once created cannot be deleted. Rather, by disabling the created warehouses, one cannot view them. To do so, click on the “Disable” button found under Actions. It can be enabled again anytime based on your preference.

Actions
  • You can view the created warehouse under the Warehouse Inventory.
Warehouse Inventory

  • Once the warehouse is created, go to the Orders app and click on the Create Order.
  • Under the warehouse dropdown, you can view the created warehouse.

Orders app