Create a Warehouse + Options Available

Modified on Tue, 20 Jun, 2023 at 10:08 AM

1. Open Parts from General.

Screenshot of: Open Parts from General.


2. Click "Setup"

Screenshot of: Click "Setup"


3. Open "Warehouses" tab.

Screenshot of: Open "Warehouses" tab.


4. Enter Warehouse name.

Screenshot of: Enter Warehouse name.


5. Enter warehouse Description.

Screenshot of: Enter warehouse Description.


6. Select branch warehouse will be assigned to from dropdown.

Screenshot of: Select branch warehouse will be assigned to from dropdown.


7. Enter Inventory Account # here or use magnifying glass to search Inventory Account #.

Screenshot of: Enter Inventory Account # here or use magnifying glass to search Inventory Account #.


8. Click "Add" to save warehouse info.

Screenshot of: Click "Add" to save warehouse info.


9. FIFO Inventory Count = check box if you want to use the First In - First Out method.

Screenshot of: FIFO Inventory Count = check box if you want to use the First In - First Out method.


10. Re-Price = check this box if you want Softbase to automatically correct the Marketing Price from the Price File.

Screenshot of: Re-Price = check this box if you want Softbase to automatically correct the Marketing Price from the Price File.


11. Consignments = check this box if the Parts are stored and owned by the supplier (replenishment).

Screenshot of: Consignments = check this box if the Parts are stored and owned by the supplier (replenishment).


12. Service Van = check this box if you want the warehouse to be setup as a service van (replenishment).

Screenshot of: Service Van = check this box if you want the warehouse to be setup as a service van (replenishment).


13. If you want to add a prefix to a part #, enter that here.

Screenshot of: If you want to add a prefix to a part #, enter that here.


14. Landed Cost Account # field = if applicable, enter international account or different account for warehouse parts if parts require a special account with different shipping standards.

Screenshot of: Landed Cost Account # field = if applicable, enter international account or different account for warehouse parts if parts require a special account with different shipping standards.


15. Customer # = if applicable, assign the customer to a warehouse if they own or have a contract that only their employees can purchase the parts or store the parts in a warehouse.

Screenshot of: Customer # = if applicable, assign the customer to a warehouse if they own or have a contract that only their employees can purchase the parts or store the parts in a warehouse.


16. Click "Update" to save changes.

Screenshot of: Click "Update" to save changes.



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