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Warehouses

The Warehouses section allows you to view and manage contacts registered as warehouses within the platform.

Warehouses list

Figure 1. Warehouses list

Warehouses List

The list displays the main information for registered warehouses.

Name

Identifies the registered warehouse.

Code

Displays the code associated with the warehouse.

Email

Displays the email address associated with the warehouse.

Available Actions

Search

Allows you to locate warehouses within the list.

New Warehouse

Allows you to register a new warehouse.

Create Warehouse

The New Warehouse option allows you to register the general, contact, tax, and warehouse-specific information.

General information for a Warehouse

Figure 2. General information, address, and contact details for a Warehouse

General

Individual / Company

Allows you to define the account type corresponding to the warehouse.

Name

Allows you to enter the warehouse name.

Code

Displays the code associated with the warehouse.

Brand

Allows you to enter a brand associated with the contact.

Tags

Allows you to associate tags with the warehouse.

Image

Allows you to upload an image associated with the contact.

Main Address

Street 1

Allows you to enter the main address.

Street 2

Allows you to enter additional address information.

City

Allows you to enter the corresponding city.

ZIP

Allows you to enter the postal code for the address.

Country

Allows you to select the country corresponding to the address.

Province

Allows you to select the associated province.

Contact Information

Account Number

Allows you to enter an account number associated with the warehouse.

Email

Allows you to enter the email address.

Language

Allows you to select the language associated with the contact.

Phone

Allows you to enter a phone number.

Mobile

Allows you to enter a mobile phone number.

Website

Allows you to enter the website associated with the warehouse.

Tax and Warehouse-specific information

Figure 3. Tax, Warehouse-specific, and commercial information

Tax Information

Tax Status

Allows you to select the corresponding tax status.

Document Type

Allows you to select the associated document type.

Tax ID

Allows you to enter the corresponding tax identification number.

Warehouse Information

This section allows you to define specific information and settings associated with the warehouse.

Type

Allows you to select the type corresponding to the warehouse.

Terminal Code

Allows you to enter the terminal code associated with the warehouse.

Own

Allows you to indicate whether the warehouse is owned by the organization.

Available in Portal

Allows you to define whether the warehouse is available in the Portal.

Pickup Point

Allows you to indicate whether the warehouse is enabled as a pickup point.

Local Shipments

Allows you to indicate whether the warehouse is enabled for local shipments.

Commercial Information

At the bottom of the form, the Sales, Purchases, and Other Information tabs are available.

Sales

Salesperson

Allows you to select the associated salesperson.

Payment Terms

Allows you to select the corresponding payment terms.

Payment Method

Allows you to select the associated payment method.

Purchases

The Purchases tab allows you to access commercial information related to the warehouse's purchases.

Other Information

The Other Information tab allows you to access additional configurations associated with the warehouse.

Actions

Create

Creates the warehouse using the entered information.

Create and Create Another

Saves the current record and starts the creation of a new one.

Cancel

Closes the form without creating the warehouse.

Once created, the warehouse becomes available in the Warehouses list for viewing and management.