Quick Start: How To Add A New Warehouse

Whenever you get a new warehouse (e.g. fermenter, various tanks, etc.), you'll need to add it into your system and associated with an item before you can use it.

Step-by-step guide

Add a warehouse:

  1. Go to Administration->Setup->Inventory->Warehouses
  2. Fill in the Warehouse Code and Name
  3. Then make sure you associate it with the right Location
  4. Some reports and modules required you to select the correct Warehouse Type on the User-Defined Fields (press CTRL+Shift+U if you don't see the UDF on the right)
  5. Once done, click Add

 Associate it to an item:

  1. Go to Inventory->Item Master Data
  2. Bring up one of your items when in Find mode (CTRL+F)
  3. Switch to the Inventory Tab and scroll down to the next available row in the Whse Code column
  4. Press the white circle button to the right, then find your new warehouse in the new window and double-click on it
  5. If you want to set it as a default, highlight the row and click Set Default Whse
  6. Click Update

You have now just successfully added your new warehouse.

If you have any problems, take a look to see if you have Authorizations rights to add a warehouse

To associate a large list of items to the warehouse, you can use our Warehouse Assignment Wizard to accomplish this