ERP 2.50:Configuration Manual/Warehouse management

ERP 2.50:Configuration Manual

ERP 2.50:Configuration Manual/Introduction ERP 2.50:Configuration Manual/Getting started ERP 2.50:Configuration Manual/Modeling your enterprise ERP 2.50:Configuration Manual/Setting up accounting ERP 2.50:Configuration Manual/Accounting reports ERP 2.50:Configuration Manual/Setting up taxes ERP 2.50:Configuration Manual/Tax Payment ERP 2.50:Configuration Manual/Tax reporting ERP 2.50:Configuration Manual/Document types ERP 2.50:Configuration Manual/Roles and users ERP 2.50:Configuration Manual/Business partners ERP 2.50:Configuration Manual/Setting up products ERP 2.50:Configuration Manual/Pricing ERP 2.50:Configuration Manual/Importing data ERP 2.50:Configuration Manual/Procurement ERP 2.50:Configuration Manual/Warehouse management ERP 2.50:Configuration Manual/Assets ERP 2.50:Configuration Manual/Production management ERP 2.50:Configuration Manual/Material requirement (MRP) ERP 2.50:Configuration Manual/Project management ERP 2.50:Configuration Manual/Personalizing Openbravo ERP ERP 2.50:Configuration Manual/Modules Management ERP 2.50:Configuration Manual/Configuration changes that affect the Core module ERP 2.50:Configuration Manual/Appendix

Index

This section explains how to configure Openbravo ERP to manage the inventory held in your company's warehouse.

The warehouse represents the physical location of your stock and is the third level of organization below client and organization. A warehouse can be a building, but can also be a delivery truck. To define the exact location of stock, warehouses are divided into storage bins.

To begin managing warehouse stock, you need to complete the following steps:

• Define the warehouses
• Define storage bins
• Assign stock to storage bins.

Contents 1 Defining warehouses 2 Defining storage bin types 2.1 Creating a storage bin type 2.2 Defining storage bins 2.3 Assigning stock to storage bins

Defining warehouses

To define a warehouse:

1. From the Application menu, select Warehouse Management > Setup > Warehouse and Storage Bins.
2. Click New.
3. From the Organization list, select the organization that the warehouse belongs to. Small companies with no organizations can select *.
4. In the Search Key field, type a short expression that can be used as a quick search term.
5. In the Name field, type the name of the warehouse.
6. In the Description field, type a short description of the warehouse, if required.
7. To make the warehouse visible and available for selection, select the Active checkbox. Clear the checkbox to deactivate the warehouse.
8. The Location field is populated automatically with the Client address. To edit the address, click the location button and edit the address in the Location Selector box.
9. In the Storage Bin Separator box, type the symbol you want to use as a separator in storage bin locations, for example -, / or :.
10. If the warehouse is a vehicle as opposed to an actual building, select Shipment Vehicle.
11. Click Save.

Repeat the warehouse setup process until you have setup all the warehouses you require.

Defining storage bin types

Storage bin types enable you to group storage bins together by function in order to manage them more efficiently.

Creating a storage bin type

1. From the Application menu, select Warehouse Management > Setup > Storage Bin Type
2. Click New.
3. If the storage bin type is available to only one organization, select it from the Organization list. Otherwise, select * to make the storage bin type available in all organizations.
4. In the Name field, type the name of the storage bin type, for example small plastic hopper.
5. In the Description field, type a brief description of the storage bin type, if required.
6. Click Save.

Defining storage bins

1. From the Application menu, select Warehouse Management > Setup > Warehouse and Storage Bins.
2. In grid view, select the warehouse where the storage bin is located.
3. Select the Storage Bin tab.
4. In the Search Key field, type a brief expression to be used as a quick search term.
5. To make the storage bin visible and available for selection, select the Active checkbox. Clear the checkbox to deactivate the storage bin.
6. In the Relative Priority field, select the priority of the storage bin in terms of retrieving and putting away stock. The higher the number, the lower the priority.
7. Specify the position of the storage bin in terms of Row (x) Stack (y) and Column (z).
8. To set the storage bin as the default, select Default.
9. Click Save.
10. Repeat the process until you have added all the storage bins you require.

Assigning stock to storage bins

The product record holds the information on that product's location in the warehouse.

1. From the Application menu, select Master Data Management > Product.
2. From the Storage Bin field, select the storage bin where the product is kept.
3. Click Save.

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ERP 2.50:Configuration Manual/Procurement | ERP 2.50:Configuration Manual/Assets