Getting Started with Warehouse

User Guide › Warehouse

Use Warehouse to locate a warehouse record, review its details, and save the information needed for ongoing warehouse operations.

What you can do

• Use Search box to find a warehouse record.
• Use Select to open a warehouse record.
• Use Filter by user and Filter by field to narrow the displayed records.
• Use Previous Page, Page 1, and Next Page to move through record pages.
• Use Incoming Inspection Note to work with incoming inspection notes.
• Use Tickets to access warehouse tickets.
• Use Save or Save and Close to store changes to a warehouse record.

First session: Find and save a warehouse record

1. In Warehouse, use Search box to locate the required warehouse record.
2. If necessary, use Filter by user or Filter by field to narrow the results.
3. Use Select to open the warehouse record.
4. Review the record and complete the relevant warehouse information.
5. Select Save to keep the record open after saving, or select Save and Close to save the record and return to the previous screen.
6. If you do not want to retain your changes, select Don't Save.

Result

The warehouse record is saved with the updated information. If you selected Save and Close, the record closes after the changes are stored.

Next steps

Open Incoming Inspection Note to record incoming inspection information, or select Tickets to continue with warehouse-related tickets.

Related pages

• Warehouse — Overview
• Delivery Note
• Warehouse — Learning Path
• External Service Type
• Inspection
• Goods Issue Note
• Awaiting Inspection
• Awaiting Storage
• **Delivery Note
• External Service Type
• Inspection
• Goods Issue Note**
• Package
• Received
• Goods Return Note