Difference between revisions of "Add New Backup Warehouse Screen"
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| − | This screen will create a new warehouse and set it up as a [[Backup Warehouses]] for an existing warehouse | + | This screen will create a new warehouse and set it up as a [[Backup Warehouses|Backup Warehouse]] for an existing warehouse. Note that the primary warehouse facility cannot be created with this screen. |
| − | + | To create a new Backup Warehouse proceed as follows: | |
| − | + | Prerequisites: | |
| + | * The primary warehouse was selected on a previous screen, refer to [[Configure Warehouses Screen]] | ||
| + | * The Backup Warehouse manager is designated and assigned the Role of Warehouse Manager, refer to [[Create Users and User Profiles]] | ||
| − | ''' | + | * '''Name''': Name of your new warehouse |
| − | ''' | + | * '''Owner''': Internal ID of the organization (a Party Group ID) which owns the inventory of this warehouse. It could be a unit of your company, or one of your vendors, or a special third party inventory warehouse company. |
| − | ''' | + | * '''Currency''': Currency of the inventory held in this warehouse. |
| − | ''' | + | * '''Inventory Item Type''': Specifies whether the inventory is serialized or non-serialized. By default, it will be the same as that of the existing primary warehouse. |
| − | '''From Date''' and '''Thru Date''' are the dates when this warehouse will be active as a backup warehouse. | + | * '''Initial Manager''': The party who will be the initial manager of this warehouse, for receiving inventory and such. This user should have been configured already as a warehouse manager. |
| + | |||
| + | * '''Priority''': Priority sequence of this warehouse versus other backup warehouses, 1 being the first backup warehouse to pull inventory from. | ||
| + | |||
| + | * '''From Date''' and '''Thru Date''' are the dates when this warehouse will be active as a backup warehouse. | ||
The system will create a new Warehouse, set it to be owned by the new owner party you just specified, and set your current organization as a "receive inventory for" party of this new warehouse. The initial manager will be the manager of the new warehouse. If the owner has a Shipping Location address specified, the system will make that the initial shipping origin and destination location of the warehouse. If not, it will look for a General Location. You can always edit the addresses and contact information of your warehouse later in the Warehouse application. | The system will create a new Warehouse, set it to be owned by the new owner party you just specified, and set your current organization as a "receive inventory for" party of this new warehouse. The initial manager will be the manager of the new warehouse. If the owner has a Shipping Location address specified, the system will make that the initial shipping origin and destination location of the warehouse. If not, it will look for a General Location. You can always edit the addresses and contact information of your warehouse later in the Warehouse application. | ||
Revision as of 20:39, 10 November 2009
This screen will create a new warehouse and set it up as a Backup Warehouse for an existing warehouse. Note that the primary warehouse facility cannot be created with this screen.
To create a new Backup Warehouse proceed as follows:
Prerequisites:
- The primary warehouse was selected on a previous screen, refer to Configure Warehouses Screen
- The Backup Warehouse manager is designated and assigned the Role of Warehouse Manager, refer to Create Users and User Profiles
- Name: Name of your new warehouse
- Owner: Internal ID of the organization (a Party Group ID) which owns the inventory of this warehouse. It could be a unit of your company, or one of your vendors, or a special third party inventory warehouse company.
- Currency: Currency of the inventory held in this warehouse.
- Inventory Item Type: Specifies whether the inventory is serialized or non-serialized. By default, it will be the same as that of the existing primary warehouse.
- Initial Manager: The party who will be the initial manager of this warehouse, for receiving inventory and such. This user should have been configured already as a warehouse manager.
- Priority: Priority sequence of this warehouse versus other backup warehouses, 1 being the first backup warehouse to pull inventory from.
- From Date and Thru Date are the dates when this warehouse will be active as a backup warehouse.
The system will create a new Warehouse, set it to be owned by the new owner party you just specified, and set your current organization as a "receive inventory for" party of this new warehouse. The initial manager will be the manager of the new warehouse. If the owner has a Shipping Location address specified, the system will make that the initial shipping origin and destination location of the warehouse. If not, it will look for a General Location. You can always edit the addresses and contact information of your warehouse later in the Warehouse application.
