Warehouses at a glance
A warehouse configuration record identifies a storage location and the details your company uses to manage it. Use Warehouses to review configured locations before continuing with warehouse operations.
| If you need to… | Go to |
|---|---|
| Review the list and identify a warehouse | Find a warehouse |
| Understand the fields and tabs | Understand the warehouse screen |
| Review or maintain a saved warehouse | Review and maintain warehouse details |
| Create a warehouse | New warehouse |
| Edit a saved warehouse | Edit warehouse |
| Continue with warehouse operations | Warehouse fulfillment flow |
| Maintain libraries and files | Libraries |
Before you start
Prerequisites
- You have access to the Configuration area.
- The subscription includes the warehouse configuration surface.
- To review the main fields, a warehouse record is available.
- To use the tabs, the warehouse record is saved.
- To add or edit an area, the Areas tab is selected and editing is allowed.
The fields and tabs can vary with subscription access, the saved state of the warehouse, and your editing permission. The address fields appear when an address is selected.
Find a warehouse
The Warehouses list is the starting point for identifying a configured storage location. The list uses the headers Name, Type, Description, and Branches.
Prerequisites
- You can open the Configuration area.
- You know which warehouse information identifies the record you need.
Steps
- Open the Warehouses page.
- Read the Name, Type, Description, and Branches columns.
- Select the row for the warehouse you want to review.
- Read the warehouse details that open.
Result: The selected warehouse details are open.
Understand the warehouse screen
The warehouse screen combines identity, address, area, inventory-model, modification-history, and file surfaces. Use the field tables to distinguish required fields from fields whose requiredness depends on company configuration.
Warehouse fields
| Field | Type | Requiredness | Options |
|---|---|---|---|
| Display Name | Text | Required | — |
| Description | Text | Required | — |
| Store type | Select | Required | Physical, Virtual, Partner |
| Store Admin | Select | Required | The available responsible users appear in the list. |
| Destination Title | Text | Required | — |
| Country | Select | Required only where your company configures it | The available countries appear in the list. |
| State | Text | Required only where your company configures it | — |
| City | Text | Required only where your company configures it | — |
| Street | Text | Required only where your company configures it | — |
| Zip-code | Text | Required only where your company configures it | — |
The available Store Admin and Country choices come from the responsible-user and country lists.
Areas and related tabs
| If you need to… | Select |
|---|---|
| Review or maintain warehouse areas | Areas |
| Review the inventory model | Inventory Model |
| Review modification history | Last Modifications |
Area maintenance includes Name and Description. The screen does not present Short name, Area Admin, X position, Y position, or Z position as available area fields.
List and toolbar reference
The icon-only toolbar buttons are titled Refresh, Table Layout, and Settings.
Review and maintain warehouse details
Use this procedure to review a saved warehouse, move between its related tabs, and open area maintenance. Use New warehouse for creation instructions and Edit warehouse for the saved-record editing procedure.
Prerequisites
- A saved warehouse is open.
- To open an area action, the Areas tab is selected.
- To add or edit an area, editing is allowed.
Steps
- Select Areas to review the warehouse areas.
- In the Areas tab, select the plus icon above the area list.
- In the Areas tab, select the control in the action column of the area row you want to maintain.
- Select Inventory Model to review the warehouse inventory model.
- Select Last Modifications to review the warehouse modification history.
- In a popup, select Save to save when that popup presents the save action.
- In a popup, select Don't Save to leave without saving when that popup presents the action.
- In a popup, select Cancel to close a cancelable popup.
Result: The selected warehouse tab or popup is on screen, or the popup closes according to the action you selected.
Handle available surfaces
The available surface depends on the situation you are handling:
| What you are doing | What must be true | What you can select |
|---|---|---|
| Reviewing warehouse fields | The subscription and page are available, and warehouse details exist. | The warehouse fields |
| Reviewing related tabs | The subscription and page are available, and the warehouse is saved. | Areas, Inventory Model, or Last Modifications |
| Adding an area | The warehouse is saved, Areas is selected, and editing is allowed. | In the Areas tab, select the plus icon above the area list. |
| Editing an area | The warehouse is saved, Areas is selected, and editing is allowed. | In the Areas tab, select the control in the action column of the area row you want to maintain. |
| Reviewing address fields | An address is selected. | The address fields |
| Importing data | Import mode is active and importing is enabled. | Upload |
| Confirming or dismissing a popup | The applicable popup is open. | No, Yes, Ok, or Cancel |
| Reviewing files | The files surface is available. | Export and the file actions shown for the current view |
When an action does not work
Use the message text you see to choose the response below.
| Message | What to do |
|---|---|
Your request was completed successfully | Continue from the saved result or the next available surface. |
An error occurred while processing your request | Review the information and try the action again. |
You cannot change or delete records developed by Pams | Do not try to change or delete that record. |
Just '_'‘-''.' And '&' Characters Accepted | Correct the file name so it uses the accepted characters, then repeat the file action. |
The main list can show the list surface without opening the detail tabs. If a detail action does not open, use the applicable recovery move:
-
Choose the action that matches your current screen.
If you are… Select Outside the list Return to the Warehouses list. On the Warehouses list Select a warehouse row.
Result: You have read the message and chosen the appropriate response.
What to do next
| If you need to… | Continue with |
|---|---|
| Create a warehouse | New warehouse |
| Edit a saved warehouse | Edit warehouse |
| Follow warehouse operational work | Warehouse fulfillment flow |
| Maintain warehouse product stages | Product stages |
| Maintain related files | Libraries |
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