(r2) WarehouseHowto < Cargooffice

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---+ 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
Attachments
Topic attachments
I	Attachment	History	Action	Size	Date	Who	Comment
gif	warehouse01.gif	r2 r1	manage	64.6 K	2006-07-07 - 12:44	RutgerRutgers	Warehouse form
gif	warehouse02.gif	r1	manage	52.1 K	2006-07-10 - 09:18	RutgerRutgers	Batch Overview
Topic revision: r2 - 2006-07-10 - RutgerRutgers