INV: Setting Up Warehouses

WinTeam allows you to set up multiple warehouses and assign a unique General Ledger Asset account number to each warehouse.

To set up a Warehouse:

  1. From the Inventory Main Menu, click Item Master File.
  2. Enter an Item Number, then press Tab.
  3. Click the Warehouse tab.
  4. Click the Add New button to display a new line in the Warehouse Details grid.
  5. Double-click in the Warehouse field on the new grid line. The Warehouse add/edit list displays.
  6. Click the Asterisk to display a new grid line.
  7. Enter a Warehouse Description , company Number, and the G/L Inventory Asset account number
  8. Additional information can be entered for each Warehouse by selecting the line and entering the address information.
  9. Once a Warehouse is entered into the field, it is locked and cannot be changed. To delete a Warehouse, select a row in the grid, press the Delete key on your keyboard.

You can set up warehouses for many different types of storage locations for Inventory such as, Omaha Downtown Warehouse or Omaha Central Warehouse.

Another type of warehouse may be a supply van or a supply room at a particular job site. By setting up these types of warehouses, a physical inventory can be taken by warehouse, and supply vans or supply rooms can be restocked as needed. A warehouse such as a van can be restocked from another warehouse.

You may use Transfers to move items from one warehouse to another.

For more information, see Transferring Inventory Items.