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: : 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.
- Double click on Storage units >
and enter a code and a name. e.g. PARIS.
- In the Customer field, select your own company (i.e. internal customer). If you store an equipment unit for a customer, enter it.
- Enter the person in charge of the storage unit.
- 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.
- In Associated transit storage unit, enter the storage unit. This particular case is of interest only if you manage inventory's purchases requests.
- In the Project code field, enter the project linked to the storage unit.
- 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.
- Check the box if you want to automatically use this storage unit by default for each inventory movement.
- 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.
- 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.
- Do not check To value.
- 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.
- Save.
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