New warehouse at a glance
A warehouse configuration record stores the details PAMS uses to identify and administer a warehouse. The warehouse sits in the purchase chain between the goods receipt note and later warehouse work.
| If you need to… | Go to |
|---|---|
| Enter a warehouse configuration | Before you start, then Enter and save warehouse details |
| Review the fields and available choices | Understand the warehouse form |
| Maintain a saved warehouse | Edit warehouse |
| Locate a warehouse configuration | Warehouses |
| Continue into operational warehouse work | Warehouse fulfillment flow |
Before you start
The form is available when the Warehouse subscription is included and the page is not in its not-found state. Your create or edit permission determines whether the editable controls are available.
Prerequisites
- You have the warehouse name and description to enter in Display Name and Description.
- You know the warehouse's Store type and the responsible person for Store Admin.
- You know which branch choices belong to the warehouse.
- You have the address details for Destination Title, Country, State, City, Street, and Zip-code.
The saved-record tabs require an existing warehouse record. The area plus and edit actions also require an editable saved record and the Areas tab.
When these conditions are in place, open the New warehouse page.
Open the New warehouse page
The New warehouse page is the form for entering a warehouse configuration.
Prerequisites
- You have access to Configuration.
Steps
- Open
/configuration/warehouse/new.
Result: The page opens with Display Name, Description, Store type, and Store Admin available for entry.
Use the field table that follows to plan the entries.
Understand the warehouse form
The warehouse form identifies the warehouse, assigns its type and administrator, associates branches, and records its address.
| Field | Type | Required | Available choices or use |
|---|---|---|---|
| Display Name | Text | Yes | Enter the warehouse name. |
| Description | Text | Yes | Enter a description. |
| Store type | Select | Yes | Choose Physical, Virtual, or Partner. |
| Store Admin | Select | Yes | Choose one of the available entries. |
| Warehouse belong to branch | Checkbox choices | No | Select the branches associated with the warehouse. |
| Destination Title | Text | Yes | Enter the destination title. |
| Country | Select | No | Choose the country shown by the picker. |
| State | Text | No | Enter the state. |
| City | Text | No | Enter the city. |
| Street | Text | No | Enter the street. |
| Zip-code | Text | No | Enter the postal code. |
The page also provides Save and Save and Close. The saved-record tabs become available for a saved warehouse record. The area popup uses Name and Description.
The Store Admin picker opens. It contains nine entries. The branch choices are displayed under Warehouse belong to branch.
When you know which values to enter, follow the procedure below.
Enter and save warehouse details
Use this procedure to create the warehouse configuration from the new-record form.
Prerequisites
- The new-record form is open.
- You have the warehouse identification, type, administrator, branch, and address details.
Steps
-
Enter the warehouse name in Display Name.
-
Enter the warehouse description in Description.
-
Select the warehouse type in Store type.
If the warehouse is… Select A physical storage location PhysicalA virtual warehouse VirtualA partner location Partner -
Select the responsible person in Store Admin.
-
Select the applicable branch choices under Warehouse belong to branch.
-
Enter the destination title in Destination Title.
-
Select the country in Country.
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Enter the state in State.
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Enter the city in City.
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Enter the street in Street.
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Enter the postal code in Zip-code.
-
Choose how to finish:
If you want to… Select Save and remain on the warehouse page Save Save and leave the page Save and Close
Result: The form contains the warehouse details and the selected save action has been used.
After the save completes, continue with the saved warehouse surfaces.
Use the saved warehouse surfaces
A saved warehouse record exposes related surfaces for warehouse areas, its inventory model, and modification history.
Prerequisites
- The warehouse record is saved.
- You have edit permission for area changes.
Steps
- Select Areas to view the warehouse areas.
- Select the plus icon in the Areas tab to prepare a new area.
- Enter the area name in Name.
- Enter the area description in Description.
- Select Inventory Model to view the warehouse inventory model.
- Select Last Modifications to view the warehouse's modification history.
Result: The saved warehouse's available related surfaces are open for review or maintenance.
If an action does not complete, use the message table below.
When saving or loading goes wrong
Use the message text to identify the response from a warehouse action.
| What you see | What it means | What to do |
|---|---|---|
Your request was completed successfully | The request completed successfully. | Continue with the saved warehouse or leave the page. |
An error occurred while processing your request | The request could not be processed. | Check the entered values and your access, then try the action again. |
You cannot change or delete records developed by Pams | The record is protected from change or deletion. | Do not attempt to change or delete that record. |
`Validatation_commonMessage` is used by the required validators for the warehouse and area forms; rendered text is not resolved in the parser output | A required value was not accepted. | Return to the required field and enter a value before saving. |
Required-field validation applies to Display Name, Description, Store type, Store Admin, and Name in the area popup. If a required value is not accepted, return to that field before saving.
What to do next
After entering the warehouse configuration, use the pages that match your next task:
- Open Warehouses to locate a warehouse configuration.
- Open Edit warehouse to maintain a saved warehouse.
- Open Warehouse product stages for related warehouse configuration.
- Follow Warehouse fulfillment flow for operational warehouse work.
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