A warehouse for Customer Specific Inventory is a combination of a set of customer records and supplier records with the same code. If you are also running the XETEX Xebra General Inventory module, the warehouses are defined in the same manner for both modules. The same warehouse may be used in both modules without concern for Customer Specific Inventory items getting confused with the stock items you sell from inventory.
Customer Specific Inventory warehouses are locations where you are in control of what is sent out of the location. They should include warehouses that you operate, public warehouses that you use, and vendor warehouses. Some distributors will create two different ‘logical’ warehouses for one physical warehouse. This is most often done to keep customer owned merchandise separated from distributor owned merchandise, sold on a bill-as-shipped basis. A check box on the Warehouse screen should be used to indicate if the merchandise is Distributor Owned Inventory. Some distributors create a separate warehouse for each vendor who stores items for them. Others simply create one warehouse for vendor-stored goods.
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Go through the following example to create a new warehouse.
Select View > Warehouse from the Customer Specific Inventory node menu bar.
Select Commands > Next from the Warehouse window.
After you have had a chance to look at the warehouse information, select Commands > New.
Make the code for the new warehouse WHS02.
Use the following information to create the record:
Demo Graphics Warehouse #2
1103 Rocky Drive
West Lawn, PA 19609
800-356-2772 610-898-1564
The entry that you just completed created shipping and billing customer records and ordering and remittance supplier records, as well as the warehouse record. In situations where customer and supplier records already exist, only the warehouse record would be created. The information needed to create the warehouse record is extracted from the existing files.
Check Boxes
| • | Default CSI Warehouse - Makes this warehouse the default source location when entering transfers. This is usually your warehouse. Only one warehouse can be the default, so placing a check in this box will replace any previous default warehouse. |
| • | Distributor Owned Inventory - Identifies this inventory as an asset to be included in the General Journal. Enables the GL Account and Division prompts. |
Data Elements
| • | GL Account - Only available if Distributor Owned Inventory is checked, enter the general ledger account to associate with this inventory. |
| • | Division - Only visible if Divisional Accounting is enabled, and Distributor Owned Inventory is checked, enter the division to which this action should be applied. |
When you finish working with the Warehouse dialog, return to the main Customer Specific Inventory window.