---+ Warehouse Howto Content: %TOC{depth="4"}% ---++ Where to find * Frontoffice -> Warehouse * Backoffice -> Warehouse * Backoffice -> Shipments -> Warehouse ---++ General description of the Warehouse system * Warehouse is used by companies to digitalize their warehouse orders. This creats a better overview of all goods available in stock. * Goods (or articles or products) can be stored at a certain location inside your warehouse. * With help of the batch-facility orders can be sent orders to the cargoOffice later on. * Automated addition and deduction of products can be realised. * There is un unlimited amount of orders that can be entered to the warehouse order entry system. * The warehouse system is also used for crossdocking. * Inside cargoOffice the warehouse system is called warebox. ---++ How to start, create users * First you have to create users. You are able to restrict access to users, depending on the kind of information you like to share.<br> Note: To create users you have to be a level-70 user yourself.<br> * For more information, see "How to install, modify or maintain users" in UserLevels. ---+++ How to use the warehouse form * Customers can access the warehouse order entry form in the frontoffice (if provided with a login code).<br> Staff can access the warehouse order entry form in the backoffice. * Warehouse orders can be inserted direct or as batch. * Below you see our default warehouse order entry form. This form is template based. If you like different fields, than contact your supplier.<br><A HREF="%ATTACHURL%/warehouse01.gif"><img src="%ATTACHURLPATH%/warehouse01.gif" title="Warehouse order entry form (click for enlargement)" width="500" border="0" vspace="10"></A><br> * 1. Extra rows form. If more goodslines are needed, click this tab-button.<br> This is a template based form, see: WarehouseextrarowsTemplate. * 2. General data concerning customer, reference, shipment type and COD. * 3. Pickup- and delivery addresses, details, dates and times. * 4. Formerly used addresses are saved per customer. This way new order entries are processed faster. * If you like large amounts of customer addresses to be inserted into your system, contact your supplier. * For an overview of all inserted addresses inside your Cargooffice, see: CustomerAddresses. In this function you are also able to change or to add new addresses. * 5. Data entry for goods. * 6. By pressing the defaults button all present data entries are saved and will turn up when filling in a next order. * 7. By using the clear button all present data in the form are cleared as well as all present saved default settings. * 8 By pressing submit, all inserted data is sent to the cargoOffice overview of active orders. * All dropdown-boxes have values which can be modified per customer, see settings orderentry and modify table contents concerning your wishes. * Underneath the form there are a lot of checks concerning data-import. Depending on your wishes fields can be made as required data fields. * Mind that the above shown form is only the most used warehouse form. * The warehouse orderentry form is template based. We know every company is different, using a lot of different fields. It is possible to show a different template per customer. * If you like to know more about warehouse orderentry templates, see: WarehouseTemplates. * Contact your supplier whenever you have special wishes concerning your data-entry import or sent us a request by using Bug tracking (see BugtrackingDocumentation). ---+++ Batch Overview * All inserted batch orders are listed inside "Overview of warehouse orders".<br><A HREF="%ATTACHURL%/warehouse02.gif"><img src="%ATTACHURLPATH%/warehouse02.gif" title="Batch Overview (click for enlargement)" width="500" border="0" vspace="10"></A><br> * 1. Make a selection from which customer you like to have an overview of current batchorders. * 2. Make a selection from which delivery date you like to have an overview of current batchorders. * 3. Sort your batchorders. * 4. Batch users are able to upload order files. These files needs to have a certain layout. Read more in: EdiHowto * 5. For every order/shipment you can see/print the booking details.<br> Bookingdetails are template based. Another template can be created/inserted, read more in: BookingTemplates * 6. Multiple orders can be selected. For selected orders certain actions can be chosen. * 7. Datafield columns can be modified in Backoffice -> Settings -> Warehouse -> Table: batchListColumns. * 8. Edit this order. <br><br> More information will be added soon!<br> * Warehouse Goods List * Product status actions <br><br> -- Main.RutgerRutgers - 07 Jul 2006
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Topic revision: r2 - 2006-07-10 - RutgerRutgers
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