The use of Warehouses is available to SedonaOffice customers who have activated the Stock Tracking option (SedonaSetup/Setup Modules).
An unlimited number of warehouses may be created for the purpose of tracking parts within an individual warehouse location. A Warehouse may be a physical storage facility, a vehicle driven by installers or service technicians, or a fictitious location for tracking parts such as Customer Repairs, Sales Demo, or Tools.
Create one entry for each unique location where inventory parts are stored. You may also designate different Inventory G/L account numbers for each warehouse location if desired.
Warehouses are associated with a particular branch, and warehouses are linked to Technicians. When parts are used for Service or Inspection Tickets, the inventory parts used on the Service Ticket, by default, will automatically be deducted from the warehouse assigned to the Service Technician who performed the work.
Warehouses is a setup table that is displayed as one of the options within the Main Application Menu of the Inventory module. Most setup tables are only available from the SedonaSetup application, however since Inventory staff may frequently need to create or modify Warehouses, this setup table is accessible from the Inventory module. This menu option within the Inventory module is secured by User Group Security.
If your company has activated the Material Handler Security option, after creating the necessary Warehouse records, you will need to link your Material Handler type employee records to the Warehouse(s) to which they will have access. For more information on Material Handler Security, click on the link.
For detailed information related to Warehouses, click on the links below.
Inactivate a Warehouse
Warehouse Explorer
Warehouse Explorer Tree Functions
Copy Parts from one Warehouse to Another (Load Parts to Grid)