Difference between revisions of "Getting started - Warehousing"
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== Stock Item Information == | == Stock Item Information == | ||
| − | For the warehousing to work well, you will need to create batches for your stock. You can then locate your batches individually, rather than just having a single location for the stock item. On the {{Tab|Invoicing}} tab, set the {{DataPrompt|Batched?}} flag to {{DataValue|Yes}}. | + | For the warehousing to work well, you will need to create batches for your stock. You can then locate your batches individually, rather than just having a single location for the stock item. |
| − | A {{Tab|Warehousing}} tab appears when you are creating or editing stock items. This allows you to set the {{DataPrompt|Storage Unit}}, {{DataPrompt|Owner}} of the item and the {{DataPrompt|Ideal quantity}}. | + | * On the {{Tab|Invoicing}} tab, set the {{DataPrompt|Batched?}} flag to {{DataValue|Yes}}. |
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| + | A {{Tab|Warehousing}} tab appears when you are creating or editing stock items. This allows you to set the {{DataPrompt|Storage Unit}}, {{DataPrompt|Owner}} of the item and the {{DataPrompt|Ideal quantity}}. | ||
| + | |||
| + | See [[How do I set up warehouse charging?]] for further instructions. | ||
== Customer Information == | == Customer Information == | ||
A {{Tab|Warehousing}} tab appears when you are creating or editing a customer. This allows you to set the {{DataPrompt|Charge In}}, {{DataPrompt|Charge Out}} and any variance of charge for a particular type of {{DataPrompt|Storage Unit}}. | A {{Tab|Warehousing}} tab appears when you are creating or editing a customer. This allows you to set the {{DataPrompt|Charge In}}, {{DataPrompt|Charge Out}} and any variance of charge for a particular type of {{DataPrompt|Storage Unit}}. | ||
| + | |||
| + | See [[How do I set up warehouse charging?]] for further instructions. | ||
== Goods In == | == Goods In == | ||
| − | Use {{Menu|{{ST}}|Stock Movements}} to bring goods in. | + | Use {{Menu|{{ST}}|Stock Movements}} - {{DataValue|A}} Adjustments to bring goods in. See [[How do I bring warehouse goods into and out of stock?]] for more advice. |
== Goods Out == | == Goods Out == | ||
| − | Use {{Menu|{{ST}}|Stock Movements}} to send goods out. | + | Use {{Menu|{{ST}}|Stock Movements}} - {{DataValue|A}} Adjustments to send goods out. See [[How do I bring warehouse goods into and out of stock?]] for more advice. |
== Charging == | == Charging == | ||
Charging is calculated using the various settings that you have entered and the results are imported automatically into {{Menu|{{ST}}|Invoicing & Customer Orders}}. | Charging is calculated using the various settings that you have entered and the results are imported automatically into {{Menu|{{ST}}|Invoicing & Customer Orders}}. | ||
| − | From here, you can invoice the customers. | + | From here, you can invoice the customers. See [[How do I generate warehouse invoices?]]. |
| − | + | {{KB_Tags|warehouse charges, storage owner, storage type, storage unit, pallets, crates, racks, charge in, charge out, batch}} | |
| + | {{GStart}}{{KB_WH}} | ||
Latest revision as of 13:55, 8 July 2024
Contents
Summary
This article explains how to get started with Warehousing in Platinum.
More Information
With the Warehousing module installed, you can allocate stock items to customers, set charging rates for goods in, goods out and storage, and produce invoices for the charges incurred by your customers.
Stock Item Information
For the warehousing to work well, you will need to create batches for your stock. You can then locate your batches individually, rather than just having a single location for the stock item.
- On the [Invoicing] tab, set the "Batched?" flag to 'Yes'.
A [Warehousing] tab appears when you are creating or editing stock items. This allows you to set the "Storage Unit", "Owner" of the item and the "Ideal quantity".
See How do I set up warehouse charging? for further instructions.
Customer Information
A [Warehousing] tab appears when you are creating or editing a customer. This allows you to set the "Charge In", "Charge Out" and any variance of charge for a particular type of "Storage Unit".
See How do I set up warehouse charging? for further instructions.
Goods In
Use " Stock Control Stock Movements" - 'A' Adjustments to bring goods in. See How do I bring warehouse goods into and out of stock? for more advice.
Goods Out
Use " Stock Control Stock Movements" - 'A' Adjustments to send goods out. See How do I bring warehouse goods into and out of stock? for more advice.
Charging
Charging is calculated using the various settings that you have entered and the results are imported automatically into " Stock Control Invoicing & Customer Orders".
From here, you can invoice the customers. See How do I generate warehouse invoices?.
