Warehouse Master

User Manual: Adding a New Warehouse

1. Navigation

To begin, ensure you are logged into the main dashboard.

1. Access Configurations: From the Home page, locate the navigation pane on the left side of the screen and click Configurations.
2. Open Warehouse Master: From the sub-menu, select Warehouse Master. This will open the management screen where all existing facilities are listed.
3. Initiate New Entry: Click the Add button (typically located at the top right) to open a blank warehouse record form.

2. General Information & Location

Fill in the following fields to identify the new facility:

• Company Selection: From the Company dropdown, select the entity for which the warehouse is being created.
• Note: By default, your current login company will be pre-populated. You may override this if you are managing multiple entities.
• Warehouse Name: Enter a unique name for the facility (e.g., Jaipur_North_Hub).
• State: Choose the warehouse's location from the State dropdown menu.
• City Selection: Click the Select City Master button. This will open a lookup window allowing you to search for and assign the specific city associated with the selected state.
• Address: Input the complete physical street address in the Address field. Ensure accuracy for logistics and shipping purposes.

3. Warehouse Configuration & Status

Define the operational role of the warehouse:

• Main Warehouse: Select Yes if this facility is the primary distribution hub for the company. Select No if it is a branch or secondary storage location.
• Note: Only one facility per company can be designated as the Main Warehouse.
• Set Operational Status: * Select Active to make the warehouse operational and available for transactions in the system.
• Select Inactive if the facility is currently closed or if you want to prevent it from appearing in active dropdown menus (e.g., for sales or transfers).

4. Finalizing the Record

Before exiting the screen, ensure all data is preserved.

1. Review: Briefly verify that the Warehouse Name and Address are correct.
2. Save: Click the Save button to commit the new record to the system.
3. Confirmation: A success message will appear, and the new facility will now be visible in the Warehouse Master list.

Link -

https://scribehow.com/embed-preview/Add_a_New_Warehouse_in_FTT__DMS__FNmtpZtEQdeyV9ENWKBbPw?as=video&size=flexible