Warehouses

The Warehouse form is used to store all the detailed information about your warehouses including address, phone, financial information and other key information.  You can be as detailed as you feel necessary since most of the fields are not required to be filled in.

You will notice at the top of this form six tabs, which help group the warehouse information better.  It is like having four forms connected together for each warehouse.  You will also notice that the Warehouse ID, Description and Type fields at the top of the form remain there in all the tabs so you always know what warehouse you are working on when switching between the tabs.  The four tabs are listed below and described in detail in other areas of the documentation.

The General Tab shows you general warehouse information.  See: Adding Warehouses

The Detail Tab shows all other related warehouse data that could not fit on the General tab.  See: Adding Warehouses

The Fields Tab show you contact methods and fields.

The Notes Tab shows you notes that you have recorded about the warehouses.  See: Warehouse Notes Tab.

The Stock Tab shows you all the items that are currently stocked in the selected warehouse.  This includes how many were received, sold and in stock currently, along with the total amount paid and average cost of each item.  See: Warehouse Stock, Show Inventory Warehouse, Hiding Warehouse.

The Attachments Tab shows you the saved files like PDF, DOC, XLS, PNG, JPG, etc related to the warehouse.

This form can be used to add or edit records in the warehouse form.  To add new warehouses, simply click the new button at the bottom of this form.  If you need to edit existing warehouses, just select the record you want to edit and make any necessary changes to the fields for that record.  For complete details on all the field descriptions for this form and a step by step guide on how to enter new warehouses, see: Adding Warehouses.

The record navigation buttons at the bottom of the form are used to move from one warehouse to another.  It also displays how many records are currently open and what record you are currently on.  Clicking on one of the four buttons will navigate you through your existing data.  You may use the Find button to find a specific record.

There are several helpful options that can be set in the Company Preferences forms to help make data entry easier and faster.  One great feature in the Company Preferences form is to have the text fields displayed a certain way when you enter data so that it is easier to read and more consistent throughout the program.

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or saving.

The New button will clear the form to allow a new warehouse to be added.  See: Adding Warehouses

The Save button will save the selected warehouse.

The Find button will enable you to find warehouses.  See: Find

The Delete button will delete the selected warehouse.  See: Deleting Warehouses

The Undo button will cancel out the last change/s done to the record reverting it to its older state.

The Print button will open the Warehouses Preview.

The Transfer button will open the Inventory Transfer form where you can transfer inventory stock from one warehouse to another.

The Close button will let you exit the form.

Press F1 or click F1-Help button in the Status bar for help on how to use the form.