Using the Warehouse Location Assignment Window

How to: Use the Warehouse Location Assignment window.

Environment: Comsense Enterprise (Version 21.3.100.281 and later)

Security Requirements:

  • Inventory/Purchasing
    • Warehouse Location Assignment
      • Open Warehouse Location Assignment
      • Save Warehouse Location Assignment

In this article:

About the Warehouse Location Assignment Window

Purpose

The Warehouse Location Assignment window is a new window in Enterprise that allows you to assign multiple products to a warehouse location at one time. You may require this function when you:

  • Migrate to Comsense from an existing ERP software
  • Acquire a new warehouse
  • Move products from one warehouse to another

Functions

The top pane of the Warehouse Location Assignment window lists all the warehouses you have access to. The Warehouse Location pane lists the warehouse locations within a warehouse as separate line items. The Warehouse Area and Count of Products are info-only fields.

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Warehouse Location Assignment window; shows the location of the Warehouse Pane.

The bottom pane of the Warehouse Location Assignment window lists all products currently assigned to the selected warehouse location.

*Note: Count of Products is the count of different product types rather than inventory amount in the warehouse.

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Warehouse Location Assignment window; shows the location of the Products pane.

The Warehouse Location Assignment window is linked to all managed products in the system and automatically updates the Product Master window information when you add products to a warehouse. When you add product(s) to a warehouse in the Warehouse Location Assignment window, the system:

  • Sets this warehouse location as primary if the product does not have a primary warehouse location
  • Sets the warehouse location as an active location for the product
  • Sets the product as a stock item

Each product line item in the Warehouse Location Assignment window shows other warehouse location assignments and the primary warehouse location.

*Note: The Warehouse Location Assignment window is only for assigning products to warehouses. You cannot make changes to product status, safety quantity, estimated lead time etc. in this window.

Accessing Warehouse Location Assignment

Enterprise > Inventory/Purchasing > Warehouse Location Assignment

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Enterprise Navigation menu; shows the location of Inventory/Purchasing and Warehouse Location Assignment.

Adding Products to a Warehouse Location

In the Warehouse Location Assignment window:

  1. Select a warehouse location line item
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Warehouse Location Assingment window; shows a selected warehouse location.
  1. Right-click in the Product pane
  2. Click Add Product
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Warehouse Location Assignment window; shows the Product pane right-click menu and the location of Add Product.

In the Managed Product window:

  1. Add the products Using the Selection Tool
  2. Click OK
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6_Select_Product_OK.jpg

In the Managed Product window:

  1. Click Save

*Note: You can only delete products from a warehouse in the Warehouse Location Assignment window BEFORE saving. Always review the Products pane before clicking Save. 

The selected products are now assigned to this warehouse location.

Deleting Products from a Warehouse Location

Before Saving the Window

If you have not saved the window, Right-click on the line item and Click Delete Product.

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Warehouse Location Assignment window; shows the Product pane right-click menu and the location of Delete Product.

After Saving the Window

You cannot delete products from a warehouse location in the Warehouse Location Assignment window after saving. If you try to delete a product after saving, the system prompts an error message.

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Warehouse Location Assignment Warning Message.

If you want to delete a product from a warehouse location, you must Uncheck the Active checkbox in the Product Master window.

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Product Master window; shows the unchecked Active checkbox.
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