Set up inventory locations (trucks and warehouses)

Overview

Set up inventory locations to track and manage where your inventory items are stored. Adding warehouses helps you manage the inventory in your physical warehouse. Adding trucks helps you manage your fleet and inventory items on each truck.

Note: If these instructions don't work for you, you may still be using the previous version of this feature. See Set up your account for truck inventory replenishment for more information about that version.

Things to know

• If you only have the Purchasing module enabled, the Inventory section under Settings is renamed Purchasing.

• Before you add any trucks, you need to add at least one warehouse. All trucks need to be tied to a warehouse. If a truck does not have a warehouse assigned to it, you will be unable to create purchase orders associated with that truck.

• You can't assign one technician to multiple trucks, however you can assign multiple technicians to one truck.

Add warehouses

1. Go to the top toolbar and click Settings.

2. From the side menu, select Inventory or Purchasing > Inventory Locations.

3. Click the Warehouses tab.

4. Click Create Warehouse.

5. In the Create a New Warehouse form that opens, enter the information about the warehouse.

   1. Warehouse Name: Enter the warehouse name.

   2. Contact Manager: Select a contact manager from the dropdown list.

   3. Warehouse Type: Select the appropriate type that best describes the warehouse's function.  

      1. Standalone Warehouse: An independent warehouse that operates on its own.

      2. Warehouse Site: A warehouse that is part of a larger network or multi-site operation.

      3. Sub-warehouse: A smaller warehouse or storage unit that is linked to a parent warehouse.

   4. Track granular weighted average cost: Enable this option if you want this warehouse to maintain its own weighted average cost for inventory, separate from the global average cost.

      Note: This option is available only for Standalone Warehouses and Warehouse Sites.

   5. Template assigned: Select a predefined warehouse template from the list.

   6. Default Business Unit: Select the business unit that this warehouse belongs to.

      Note: Only one business unit can be assigned as the default.

   7. Address details: Enter the full physical address of the warehouse, including street, city, state/province, zip/postal code, and country.

6. When finished, click Save.

Add trucks

1. Go to the top toolbar and click Settings.

2. From the side menu, select Inventory or Purchasing > Inventory Locations.

3. In the Trucks tab, click Create Truck.

4. In the Create a New Truck form that opens, enter the information about the truck.

5. When finished, click Save.

Edit warehouses and trucks

1. Go to the top toolbar and click Settings.

2. From the side menu, select Inventory or Purchasing > Inventory Locations.

3. Select the truck or warehouse that you want to edit.

4. Click Edit.

5. Update the information as needed.

6. When finished, click Save.

Want to learn more?

• See Inventory locations overview