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Enterprise
Warehouse Management
Shipping Console
Setup
×
Create an In Transit location for each Warehouse
System Management | Inventory | Locations
Add
System requires a zip code if created on website
Create a Customer Type for Warehouses
System Management | Accounts Receivable | Customer Types
Add
Create a Price Code for the Warehouse Customer Type with a 100% Discount (we don't want to charge ourselves!)
System Management | Accounts Receivable | Customer Types
Edit Warehouse Customer Type you just created
Price Code Tab | Add
Create a Customer for each Warehouse and add The Customer Type for Warehouses to it
Dashboard | Click on Change Customer in top
Add
Fill out Address
On Financial Tab, make sure to change the Customer Type Code to the one you created in #2
Assign the In Transit Warehouse and Customer to each Warehouse
System Management | Inventory | Locations
Pick the appropriate warehouse
Maintain Location: fill out the In Transit Location (#1) with the appropriate warehouse code, and the Customer Number you created (#4)
Verify that the Roles are assigned correctly to each warehouse for security
Using the Enterprise for Windows program (this is currently not doable on the website, but that will be eventually changing)
Maintain | Locations | pick the Actual Warehouse (not the in transit one)
Permissions tab
Verify that each User that will be accessing the system has been setup and has the correct Roles
System Management | Users
Input the user login
Roles tab | add Warehouse Manager / Shipping and Receiving
Need Help? Have Questions?
Industries
Find out how BirdDog Enterprise fits your niche!
Retail
Manufacturing (MFG)
Service Companies
Non-Profit
Ecommerce Companies
Distribution / Wholesale
Software Companies
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