Inventory                                         Warehouses

  Warehouses Overview

The use of Warehouses is available to SedonaOffice customers who have activated the Stock Tracking option (SedonaSetup/Setup Modules).  An unlimited number of warehouses may be created for the purpose of tracking parts within an individual warehouse location.  A Warehouse may be a physical storage facility, a vehicle driven by installers or service technicians, or a fictitious location for tracking parts such as Customer Repairs, Sales Demo, or Tools.

Create one entry for each unique location where inventory parts are stored.  You may also designate different Inventory G/L account numbers for each warehouse location if desired.

Warehouses are associated with a particular branch, and warehouses are linked to Technicians.  When parts are used for Service Tickets, the inventory parts used on the Service Ticket, by default, will automatically be deducted from the warehouse assigned to the Service Technician who performed the work.

Warehouses is a setup table that is displayed as one of the options within the Main Application Menu of the Inventory module.  Most setup tables are only available from the SedonaSetup application, however since Inventory staff may frequently need to create or modify Warehouses, this setup table is accessible from the Inventory module.  This menu option within the Inventory module is secured by User Group Security.

If your company has activated the Material Handler Security option, after creating the necessary Warehouse records, you will need to link your Material Handler type employee records to the Warehouse(s) to which they will have access.  For more information on Material Handler Security, refer to the topic link below.

For detailed information related to Warehouses, click on the links below.

 It is highly recommend that your company create two warehouses for special use; Customer Repairs and Sales Demo. 

The Customer Part Repairs warehouse would be used when your company needs to send a part out for repair that is customer property.  The part value in this warehouse would be set to zero so as not to affect your inventory values.  When a part needs to be sent out for repair, a miscellaneous return to stock transaction will be performed to add the customer part into this warehouse.  A Repair Order would then be created to track the part in and out of your facility. 

The Sales Demo warehouse is used when a Salesperson borrows a part from your stock; the part is transferred from the main warehouse to the Sales Demo warehouse so you know exactly where all your parts are located.  This is especially helpful during physical inventory where parts are often written off because they cannot be found.

Some companies have also created a Tools warehouse.  Even though tools are typically expensed at the time of purchase, it is important to know what tools a Technician or Installer is carrying in their vehicle.  Expensive tools that are infrequently used and stored in the company warehouse may be transferred to a particular Technician or Installer as needed out of this warehouse.  When the tool is returned, it may be transferred back to the Tools warehouse.  It is amazing how much more careful a Technician is with tools once they know your company is tracking their location.