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Introduction

The warehouse list keeps track of particular storage locations for your inventory. This form makes it easy to quickly locate your inventory by location via: Service Vans, Warehouse, Storage Unit, Showroom, Basement, Service Department , Branch office, etc. This topic explains how to add, edit, inactivate, and delete warehouses.

Example:

Many service companies find it useful to track inventory per truck. This makes it easier to transfer inventory from one place to another. Suppose a technician calls the office to say that they do not have a required part for a certain job. You could search Total Office Manager to see if that part exists not only in your warehouse, but in a vehicle. You could then have that tech deliver that part to their coworker.

Form Access

  • From the main menu, click Company | Lists | Warehouse List.

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Step-By-Step

Warehouse List Pop-Up Options
Warehouse List Pop-Up Options
  1. Open the form and sort the list if desired.
  2. To create a new warehouse, right-click anywhere in the list and choose New Warehouse from the pop-up menu.
  3. To edit a warehouse, right-click on it and choose Edit Warehouse from the pop-up menu.
  4. To delete a warehouse, right-click on it and choose Delete Warehouse from the pop-up menu.
  5. To inactivate a warehouse, right-click on it and choose Make Warehouse Inactive from the pop-up menu.

Field Definitions

Add Warehouse Form
Add Warehouse Form

Type –

This is a required field. This refers to the physical location where the inventory is stored. Warehouse, Vehicle, Store Front or Other.

Name –

This is a required field. The name of the physical location.

Example: Service Van, Service Dept. etc.

Description

This is a required field. It’s used for summarization.

Example: Joe’s Van, Home Office, Second Branch, etc.

Contact Name –

The name of the person in charge at the particular location.

Address –

Address of physical location.

Address 2 –

Additional address information, if needed.

City –

Physical location of the warehouse.

State/Province –

Physical location of the warehouse.

Zip/Postal –

The zip code of physical location.

Country –

Country of physical location.

Phone –

Telephone number at the physical location.

Fax –

Fax number at the physical location.

OK –

To save.

Next –

To save and add the next warehouse location.

Tips

  • If you have a service van out in the field and a tech needs a part or equipment and there is another service van it the area this will help to increase customer service.
  •  You may have two company locations and you get parts and equipment from each location (to eliminate dead inventory), you would maybe want to keep track of each location.
  • By tracking your inventory, if one of your service vans is have trouble with shrinkage, (thievery) at least you can get a good handle on it.
  •  You can delete or inactivate multiple warehouses. To highlight multiple records , press and hold your CTRL key and click each record . You may also select a range of warehouses by highlighting the first warehouse in that range, pressing and holding your left Shift key, and clicking the last warehouse in that range.
  • You can select a warehouse and right click for common tasks.
  • We generally recommend that you avoid deleting warehouses. You should use the Inactivate option instead.

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