Add a warehouse and its zones

In short

To set up a new warehouse, go to Warehouses › Warehouses, select New Warehouse and enter its code and name. Then add each zone in Warehouses › Zones with New Zone, and set the order pickers walk them in.

Before you start

You need to be an Admin or a Warehouse Manager. If you don't see New Warehouse, ask an Admin.

Only an Admin can name a warehouse's Warehouse Managers. Have the warehouse's address and a list of its zones to hand, such as goods in, pallet racking and pick faces.

Decide first

• The Warehouse Code. It is 1 to 4 capital letters or digits, such as W1 or COL, with no hyphen or space. It starts every Full Location Code and every delivery number, such as INB-COL-000023. Once a delivery has been booked in under it, it can't change, and no other warehouse can ever take it. For one warehouse, W1 works well.
• The zone codes. Keep them short, such as GI for goods in and PR for pallet racking, because they are in every Full Location Code. You can change one later: the Full Location Codes in the zone change too, but the barcodes on its labels don't.

Steps

Add the warehouse

1. Go to Warehouses › Warehouses and select New Warehouse.
2. Enter the Code and the Name. Lower-case letters become capitals.
3. Under Address, enter the warehouse's address and contact details.
4. Select Create. The warehouse shows in the list, with Active ticked.

Name its Warehouse Managers

1. Admin only: in the warehouse's row, select Actions, then Name Warehouse Managers.
2. Choose one or more people in Warehouse Managers. Only Warehouse Managers and Admins are offered.
3. Select Submit. Their names show in the warehouse's Warehouse Managers column.

Add its zones

1. Go to Warehouses › Zones and select New Zone.

2. Choose the Warehouse, then enter the zone's Code and Name, such as PF and Pick Faces.

3. If you like, enter a Zone Type, such as Picking, in your own words.

4. To draw the zone on the floorplan, enter its Grid X, Grid Y, Width (Grid Units) and Depth (Grid Units).

5. Select Create. Repeat for each zone.

   

Set the Zone Walk Order

1. Go to Warehouses › Warehouses. In the warehouse's row, select Actions, then Set Zone Walk Order.
2. Put the zones in the order pickers walk them, using the arrows beside each one.
3. Delete any zone nobody picks from, such as goods in. It is then walked last.
4. Select Submit.

What happens next

Create the zone's locations next: Create many locations at once for racking and shelving, and Add or change a location for single ones, such as dock doors.

Before orders can be released to the floor, the warehouse needs a Red Tag Location that is Active. Until you set the Zone Walk Order, pickers walk the zones in code order.