Warehouses Overview
Warehouses Overview
The use of Warehouses is available to SedonaOffice customers who have activated the Stock Tracking option. 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 which is usually on company property or may be a vehicle driven by installers or service technicians.
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 will automatically be deducted from the warehouse assigned to the Service Technician who performed the work.
This 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.
To Setup a New Warehouse, follow the instructions on the following pages or follow the topic link.
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It is highly
recommend that your company create two warehouses for special use;
Customer Part 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.