Maintenance

The maintenance menu comprises system configurations. Each option available in this menu is shown below.

Warehouses

The warehouse is the main division for the software. Users, products and locations are attached to one specific warehouse. The system supports one or more warehouses and each one of them should have its own set of users, products and locations. The warehouses tab shows us all the information related to the warehouse, such as the name of the warehouse, the address, phone number and whether the warehouse is active or not.

View System Configuration for details about the configurations available for the warehouse.

Users

On the Users screen, users are created in the system. A user exists only in the active warehouse. If a user needs to exist in two different warehouses, the user must be created for each warehouse independently. Each user must be assigned to a group. In the Users Tab we are shown all the information related to the users of the system, such as the username, userID, the group the user belongs to, the status of the user account, whether the user account has access to the web or mobile and the last time the user logged in. To learn more about this please visit the Users Page for further details.

Users and User Access Groups

Depending on the Access Group the user belongs to they will be able to create and administer groups. To learn more about this please visit the User Access Groups Page for further details.

Location

The location tab gives us access to information about the Location of various types of orders. A location is a place where products are stored, it can be from part of a rack or even an entire room. Since locations do not change very often they can be configured using this tab with the appropriate permissions.

Items

Items are assigned to a specific warehouse and each item must be configure with an specific unit of measure for boxes and one unit of measure for weight as well as other specific settings. The items tab gives us access to information related to the items stored in the warehouse, this information consists of the name, description, barcode, weight type and if the item uses serial number or not.

Reason Codes

Reason codes are used to specify why transactions of particular types were performed and to provide the appropriate accounts to be updated with the transaction amounts.

Carrier

Labels

UPC

The UPC maintenance screen is used to view all the UPC codes stored in system for each item. It can also be used to edit, add or remove UPC’s.

The information table will contain the item id, UPC code, UOM Id (blank if not specified) and the date the UPC code was created.

The red button on the far right can be used to delete a specific UPC code.

And the round blue button with the plus sign on the lower right corner of the screen can be used to create new UPC codes.

Adding a UPC

When adding a UPC the user will have to enter the item id, barcode value and a unit of measure.