Step 2 - Create a Storage Location (Warehouse)

The Storage Location is independent entity and can be assigned to Customer Account (company) based on user need.
User can add multiple storage locations to work with in the system.

At the beginning, you may create only one Warehouse.

General Tab

This tab is divided into two sections: Warehouse Definition and Dimensions.

Warehouse Definition

This section allows editing the warehouse properties. The red markings indicate mandatory fields that must be filled in properly before the warehouse details can be saved.

Dimensions

This section allows editing the warehouse dimensions, which are calculated in cubic Feet and Inches.

Enter all the necessary data.

When the Warehouse is given a name, the Sublocations tab becomes available. Open this tab by clicking on it.

Sublocations Tab

This tab is used to set sublocations for the warehouse. Later it is permitted to add activities under these sublocations.

Root location code

This field allows assigning a certain code/label to the Warehouse.

To add a new location, click on the button.

The Add/Edit Sublocation window will appear.

This window contains the following fields: Location Type, Name, Description, Size, Total Size, and Location Code.

Fill in all the relevant information.

Location type

Choose a location type or add your own by typing a new location type into the field.

To type your own location type, double-click on the Pencil icon or press Alt + Enter to edit the list.

A new window will open. In this window, you can Add, Edit, or Remove item descriptions to be included into the drop-down list.

To add a new location to the list, click on the Add button. A window with a text box will appear. In this window, you may enter an appropriate name or description of the location.

To edit a description, click on the Edit button. A window with a text box will appear. In this window, you may edit the name or description of the location.

To remove a description, first select the description to be removed from the list. Then click on the Remove button. A message box will appear asking to confirm the removal of the item. Click Yes to delete the item or click No to cancel the operation.

Fill in the remaining fields: Location Name, Description, Size, and Location code.

Then click OK.

A New Sublocation will appear under the warehouse.

To edit a location, first select that location, and then either click on the button or double-click on the selected location.

To remove a location, ensure that the location is not participating in any activities. If it is so, you will be able to remove it by clicking on the button.

After all the necessary data was entered, click on the button.

To edit Storage Location click on the button.

Click on the button to save created Warehouse and proceed to the next step.

To learn how to do this, click on the following link:

Edit Storage Location (Warehouse)

Optional Steps

Logging in for the first time