Managing Warehouses

Owned by Stephen Juliano
Last updated: Feb 08, 2022 by Colleen Juliano
3 min read

Overview

This guide covers Creating, Editing, and Deleting/Inactivating Warehouses. Once created, you will can apply the warehouse to the relevant Inventory Items or all at once.

Create Warehouse

If a new location is added, you will need to create a new Warehouse.

  1. Go to Warehouse Setup

    1. INV>INV Special Functions>INV Definition | Warehouse tab

  2. Click on a Blank Space or hit Green + to start a new record

  3. Type in the Warehouse number in the Space to the left

  4. Hit Tab or Enter to Create the record

  5. Select the Record on the Left to pull it up

  6. Fill out the Warehouse Info

  7. Save by clicking Save Icon or hitting F10

Manage / Edit Warehouses

Once a warehouse exists, you can adjust it’s Description, Names, and addresses.

  1. Go to Warehouse Setup

    1. INV>INV Special Functions>INV Definition | Warehouse tab

  2. Select the Record on the Left to pull it up

  3. Edit any Warehouse Info

  4. Save by clicking Save Icon or hitting F10

Deleting / Inactivating Warehouse

Warehouses can only be deleted if they haven’t been used on any records throughout TRX. If it had been in use, then you will need to Inactivate it.

Deleting Warehouses

  1. Go to Warehouse Setup

    1. INV>INV Special Functions>INV Definition | Warehouse tab

  2. Select the Record on the Left to pull it up

  3. Click the Delete Icon (Red X) at the top

  4. Hit Yes when Prompted

Inactivating Warehouses

  1. Go to Warehouse Setup

    1. INV>INV Special Functions>INV Definition | Warehouse tab

  2. Select the Record on the Left to pull it up

  3. Click the Active checkbox to uncheck

  4. Save by clicking Save Icon or hitting F10

Add Warehouse to Items

Creating a new Warehouse won’t automatically update items to be in the Warehouses. We will need to add them. The fastest tool is the “Update Item Attributes” Screen. This screen should always be used with caution, as it can quickly/easily mess up a lot of items at once.

You can run it for all items, but you will want to wait until after hours. You could update isolating groups of category, class, and/or manufacturer during business hours.

Also, make sure that only the Warehouse field is updated before running it. If anything else gets checked or adjusted inadvertently, leave the screen and come back in to try again.

  1. Go to “Update Item Attributes” Screen

    1. INV>INV Special Functions>Update Item Attributes

  2. Set your Criteria

    1. which items will be updated, leave blank for all only after hours

  3. Enter the Warehouse in the “Stock at Warehouse” field

  4. Hit the Lightning bolt and Yes to process