: : Storage Units (mandatory)

The storage unit allows you to store products and to remove them for your deliveries.

Advice: create a storage unit per physical location (e.g. LYON and PARIS or Building A and Building B).

At least one storage unit must be created.

  1. Double click on Storage units > and enter a code and a name. e.g. PARIS.
  2. In the Customer field, select your own company (i.e. internal customer). If you store an equipment unit for a customer, enter it.
  3. Enter the person in charge of the storage unit.
  4. If you want to group your storage unit in a set of storage units, name it in the Grouping field. This field is for information only, it has no impact on the application.
  5. In Associated transit storage unit, enter the storage unit. This particular case is of interest only if you manage inventory's purchases requests.
  6. In the Project code field, enter the project linked to the storage unit.
  7. Do not enter the end date for the storage unit use while configuring. Indeed, this information will be useful when you will close the storage unit.
  8. Check the box if you want to automatically use this storage unit by default for each inventory movement.
  9. Check Personal storage unit if the storage unit is a person or employee's physical location (e.g. a van). Therefore, it will allow you to manage spare parts for example.
  10. Check Transit storage unit to indicate that this storage unit is only a storage unit that will be used to prepare an order if you manage purchases orders.
  11. Do not check To value.
  12. Fill in the storage unit address where the supplier order will be delivered. It is important because it can be different from the headquarter address (e.g. a few meters away). It can be edited in the order form sent to the supplier as a delivery purchase.
  13. Save.