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Add a Warehouse

Warehouse information

Manage Warehouses

Add a Warehouse Tutorial video

Use Warehouses in Unleashed to better manage your stock and process transactions. A Warehouse is predominantly be used to separate your inventory by location, but they can also be used to help segregate stock for specific uses such as Drop Shipping, manufacturing or quarantines. 

When creating and managing Warehouses in Unleashed, you can provide specific details such as an address, contact and EORI number per warehouse, which will automatically populate for transactions and documents subsequently made.

Add a Warehouse

A new Warehouse can be created to store and manage your inventory at any time, provided the user has the appropriate role permissions to do so.

To add a warehouse:

1. From the main menu, go to Settings, Systems and select Warehouses. 
2. In the top right corner, click on the Add Warehouse button. 
3. Provide a unique "Warehouse Code" and "Warehouse Name", both are required fields. 
4. Enter any further warehouse specific detail as appropriate in the remaining fields.
5. Click Save.

Once a Warehouse has been created and saved it is available to process transactions with and hold stock on hand. 

Warehouse information

When creating or updating a Warehouse's details, you have the opportunity to provide the following Warehouse information:

• Contact Name
• Email
• Phone Number
• Mobile Number
• DDI Number
• EORI Number
• Default Warehouse
• Obsolete
• Address Name
• Address Line 1
• Address Line 2
• Suburb
• Town/City
• State/Region
• Postal Code
• Country
• User Access

Default Warehouse

Use the Default Warehouse in a Warehouse's details to determine whether it will be the default warehouse for transactions in Unleashed. Only one Warehouse can be set as the "Default Warehouse" at a time. 

If a Customer has a "Default Warehouse" assigned in their Customer record, the Customer's default warehouse will take precedence over a Default Warehouse allocated in the Warehouse settings when creating Sales Orders for that Customer. 

User Access per Warehouse

Manage which of your Unleashed Users can view or process transactions for a given Warehouse using the "User Access" configurations in each Warehouse's details. 

Each User invited to your Unleashed account will be listed under the User Access section of each Warehouse's details page, with toggle to determine whether they have use and access of that warehouse:

• User Access Enabled (ON): The User can run reports, process transactions and view data for the warehouse, subject to their User's Role Permissions. 
• User Access Disabled (OFF): The User cannot process a transaction assigned to the Warehouse, but is able to view the Warehouse's data in reports.

Manage Warehouses

A Warehouse's information can be changed at anytime and is available to include on Doc Designer templates. Any updates will be applied to any newly created documents in Unleashed as soon as the information's saved.

Update a Warehouse

To update a Warehouse's information:

1. From Unleashed's main menu, go to Settings, System and select Warehouses. 
2. Select either the Warehouse Code or Warehouse Name's hyperlink to open the Warehouse's details.
3. Update the Warehouse's information as needed.
4. Click Save. 

Obsolete a warehouse

When a Warehouse is no longer in use it can be obsoleted to remove it from future allocations but retain it for record keeping purposes. 

To obsolete a Warehouse:

1. From Unleashed's main menu, go to Settings, System and select Warehouses. 
2. Select either the Warehouse Code or Warehouse Name's hyperlink to open the Warehouse's details.
3. Tick the Obsolete checkbox.
4. Click Save. 

A Warehouse can only be obsoleted of there is no stock on hand in the warehouse and there are no open transactions assigned to it. Use the Stock on Hand Enquiry and Product Allocations report, filtered for the Warehouse due to be obsoleted, to confirm all stock on hand and open transactions have been removed from the Warehouse before obsoleting.