The EBMS software contains the option to manage inventory within multiple locations. The software identifies each location as a warehouse although a warehouse may identify a service truck, store, or other inventory location.
Complete the following steps to create multiple warehouses:
Open the warehouse options dialog by selecting Inventory
> Options from the main EBMS menu and selecting the Warehouses tab as shown below:
Review the instructions within the Multiple Location Overview section to set the important warehouse settings on this dialog.
Click on the New button
to create a new Warehouse
as shown below. Select Properties
to make warehouse setting changes.
Enter the Warehouse ID that identifies the location, store, or truck. This ID is widely used throughout EBMS and the inventory location should easily be identified by this code. A warehouse may identify a division or profit center as shown above. This feature allows the user to change the logo or other information based on the Division. Review the Getting Started > Company Setup > Company Profiles section within the main documentation for details on the Division setting.
The warehouse Address setting should be the shipping address for the current location. This setting is used to calculate shipping and sales tax. Review the following sections for details on where this address may be used:
Sales Tax location: Review the Sales Tax > Multiple Locations section in the sales documentation.
Shipping origin: Review the Freight and Shipping Calculations Overview section within the sales documentation.
GPS origin: Review the CRM > Online Routing and Directions section within the sales documentation.
This dialog may contain other warehouse-based settings. Review the following examples:
Payment Information as shown above: Review the Customer Payments > Cash Accounts, Deposits, and Reconciling Cash section within the sales documentation for more details.
Department settings: Department settings are required if the Set the warehouse from the department option is enabled within the Warehouse Settings in the previous dialog. Review the Associating each Warehouse with a Single Company Division and Department section for more details on the department settings.
Click OK to save warehouse settings.
Repeat the steps above for each warehouse location.
Click OK to save option settings.