Parts Setup (continued)
Warehouses
8. An unlimited number of Warehouses may be linked to a Part. The Warehouses feature only applies when the Stock Tracking feature has been activated in SedonaSetup. If Stock Tracking is not being used, one Main Warehouse is automatically created for processing inventory transactions.
A Warehouse may be a main stocking location or vehicles for service technicians or installers. When creating Warehouses for Technicians or Installers, you may want to use a part of the vehicle ID number as the Warehouse Code or Description. Since employees may be moved from one vehicle to another, using the employee name for the warehouse may not be an appropriate choice. Each Service Technician or Installer is assigned to one Warehouse in the Technician setup table in SedonaSetup.
Stock Tracking Activated:
If parts are used on a service call, during the invoicing or closing of the service ticket, SedonaOffice will automatically reduce the part inventory in the warehouse assigned to the Technician who performed the work. SedonaOffice assumes if the Technician used a part, he must have had the part in his warehouse. It is important that part transfers are performed on a timely basis to Technician warehouses, otherwise the inventory in the Technician Warehouse could go negative.
Stock Tracing not Activated:
If parts are used on a service call, during the closing of the service ticket, SedonaOffice will automatically reduce the part inventory in the Main warehouse.
Continue on to the next page for instructions on how to setup Warehouse records.
Page 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Page 12