Workshare Support

Adding and Managing Warehouses

 

This feature allows you to create and organize multiple warehouse locations within the system, providing a structured approach to manage inventory across different sites. When adding a new warehouse, you can define essential details such as the warehouse title and description to specify its purpose or location. Additionally, you have the option to set whether this warehouse can be used to fulfil stock requirements for other inventories, streamlining inventory transfers and stock management. You can also assign specific stock quantities to each warehouse, ensuring accurate tracking of items and supporting efficient inventory control across all your business locations.


Prerequisites: Account owners and those with administrator access.



Instructions

 

  1. From the main Dashboard, click the Administration tab.





  2. You will enter the Administrative Dashboard.





  3. Click on Inventory Settings.





  4. Click Warehouses from the expanded Inventory Settings tab to enter the Manage Warehouses page.





  5. Click the blue Add Warehouse button to the right of the page to be directed to the New Warehouse page.





  6. Fill in the relevant fields.

    Warehouse Title (Required) – Enter the name of the warehouse. This title will be used to identify the warehouse within the system.

    Description (Required) – Provide a brief description of the warehouse, such as its purpose, location, or any other relevant details.

    Use this inventory to fill other inventories? (Required) – Select whether this warehouse should be used to supply inventory to other warehouses. Options include:

    Yes – This warehouse will be used as a source to restock other warehouses.

    No – This warehouse will not be used for fulfilling stock in other locations.

    Assigned Stock Quantities – Click the Add button to assign specific stock quantities to the warehouse. This allows users to define which products and how much of each product is stored in this warehouse.



  7. Once complete, click Save.  You should see confirmation “Saving Item, Please wait…”.





  8. The SKU will now be visible on the Manage Warehouse page.