# Edit warehouse

## Overview

A warehouse configuration record holds the warehouse's identity, branch association, address,
areas, inventory model, and modification history. Use it to keep the warehouse definition aligned
with the warehouse work that follows.

| If you need to… | Go to |
|---|---|
| Find an existing warehouse | [Warehouse list](doc:configuration-warehouse-view) |
| Create a warehouse | [New warehouse](doc:configuration-warehouse-new) |
| Review identity, address, or branch association | [Review and save warehouse details](#review-and-save-warehouse-details) |
| Add, edit, or remove an area | [Maintain warehouse areas](#maintain-warehouse-areas) |
| Choose a storage model or review history | [Choose an inventory model and review history](#choose-an-inventory-model-and-review-history) |
| Continue with warehouse operations | [Warehouse fulfillment flow](doc:warehouse-fulfillment-flow) |

## Before you start

You edit a saved warehouse record. The record must load on a page where the subscription is
included and the page is not in its not-found state. Editing actions require edit permission.

**Prerequisites**

- Have the warehouse record you need to review.
- Collect the warehouse display name, description, store type, administrator, branch association,
  and address details before changing the form.
- Have edit permission for the record.
- Know that **Country**, **State**, **City**, **Street**, and **Zip-code** are required only where
  your company configures them as mandatory.

## Find and open a warehouse record

The warehouse list is the starting point for opening an existing warehouse. Select the warehouse you
need from the list.

**Prerequisites**

- Have access to the warehouse list.

**Steps**

1. Open the warehouse list.
2. Select the row for the warehouse you want to review.

The selected record opens for review.

**Result:** The selected warehouse record is open for review.

## Understand the warehouse screen

The edit screen combines the warehouse details form with related areas, inventory-model choices,
and modification history. The areas surface is a grid; the other related surfaces are selected
from tabs.

| Surface | What it contains |
|---|---|
| Warehouse details | **Display Name**, **Description**, **Store type**, **Store Admin**, and branch checkboxes |
| Address | **Destination Title**, **Country**, **State**, **City**, **Street**, and **Zip-code** |
| Areas | A grid with **Name**, **Short name**, **Description**, **X Position**, **Y Position**, and **Z Position** |
| Inventory Model | **Storage-only warehouse**, **Storage with Assembly Area warehouse**, or **Storage with Standalone Assembly Area warehouse** |
| Last Modifications | The record's modification-history surface |

The area popup carries **Name** and **Description**. **Short name**, **Area Admin**, **X position**,
**Y position**, and **Z position** are not part of the available area popup.

![Open the warehouse list before selecting a record.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/133e46bf1d1bed3a415a13ca10bc6134.png)

## Review and save warehouse details

Review or change the warehouse identity, branch association, address, or required values.

**Prerequisites**

- Open the warehouse record.
- Have the values to enter for the warehouse details.

**Steps**

1. Review **Display Name** and **Description**.
2. Review **Store type** and **Store Admin**.
3. Select or clear the branch checkboxes under the warehouse's branch association.
4. Review **Destination Title**, **Country**, **State**, **City**, **Street**, and **Zip-code**.
5. Enter a value in every field marked as required on your screen.
6. Select one save option:

   | If you need to… | Select |
   |---|---|
   | Keep the record open | **Save** |
   | Save the record and leave the page | **Save and Close** |

7. Read the message that appears after the save request.

The form uses `This Field Is Required` when a required value is missing. A successful save uses
`Your request was completed successfully`; a failed request uses `An error occurred while
processing your request`.

**Result:** The warehouse details remain on screen after **Save**, or the page closes after **Save
and Close**.

## Maintain warehouse areas

An area is a named warehouse location represented as a row in the Areas grid. Maintain an area when
the warehouse's internal locations change.

**Prerequisites**

- Open a saved warehouse record.
- Have edit permission.
- Select **Areas**.

**Steps**

1. Review the area row using **Name**, **Short name**, **Description**, **X Position**, **Y
   Position**, and **Z Position**.
2. Choose the area action you need:

   | If you need to… | Action |
   |---|---|
   | Add an area | Select the plus icon, enter the area name in **Name**, enter the optional explanation in **Description**, and select **Save** in the popup. |
   | Edit an area | Select the row's edit control on an existing non-default area, change **Name** or **Description**, and select **Save** in the popup. |
   | Remove an area | For an existing non-default area, select **Delete** in the row menu. |

The product treats a default area as protected: it does not allow that area to be edited or deleted.
The area actions use the common
success and error messages listed in the save procedure.

**Result:** The eligible area is added, updated, or removed from the Areas grid.

## Choose an inventory model and review history

The inventory model describes how the warehouse handles storage and assembly. Modification history
shows the record's prior changes.

**Prerequisites**

- Open a saved warehouse record.
- Have edit permission before changing the inventory model.

**Steps**

1. Select **Inventory Model**.
2. Select the option that matches the warehouse:

   | If the warehouse… | Select |
   |---|---|
   | Stores goods without an assembly area | **Storage-only warehouse** |
   | Uses an assembly area in the warehouse | **Storage with Assembly Area warehouse** |
   | Uses a separate assembly area in production | **Storage with Standalone Assembly Area warehouse** |

3. Select **Save** in the Inventory Model surface.
4. Select **Last Modifications**.
5. Select **Registration** when a history entry is available.

The inventory-model save is separate from the main warehouse-details save.

**Result:** The selected inventory model is saved separately, or the modification history is open.

## When an action is unavailable or fails

Use the message text to identify whether the form needs a value, the request failed, or the record
cannot be changed.

| What you see | What it means | What to do |
|---|---|---|
| `This Field Is Required` | A required field has no value | Enter the missing value and select **Save** again. |
| `Your request was completed successfully` | The request completed | Continue with the next warehouse task. |
| `An error occurred while processing your request` | The request failed | Review the values and submit the save action again. |
| `You cannot change or delete records developed by Pams` | The selected area is protected | Leave the protected area unchanged. |
| `Just '_'‘-''.' And '&' Characters Accepted` | A file name contains an unsupported character | In the file surface, remove the unsupported character from the file name. |

## Continue after reviewing the warehouse

After reviewing or maintaining the configuration, continue with the task that uses the warehouse.
The [Warehouse list](doc:configuration-warehouse-view) returns you to the available warehouses.
Use [New warehouse](doc:configuration-warehouse-new) when you need a separate warehouse record.
Follow the [Warehouse fulfillment flow](doc:warehouse-fulfillment-flow) for operational warehouse
work.