Project

General

Profile

Wiki » Masters Inventory And Other Info Menu WebPos-Lite »

Steps To Create Edit & Manage Warehouse Master

A warehouse is a storage location used to keep products or inventory. The Warehouse Master in IMS ERP lets you add, view, edit, and delete warehouse details such as name, branch, address, and warehouse type.
If any additional warehouse setup is required, please contact the IMS Support Team, and they will add it accordingly.

Steps to Create and Manage Warehouse

1. Go To "Masters"

2. Click on Inventory Info

3. Select "Warehouse Master" from the dropdown menu.

4. Click on the "Add Warehouse" button to add a new warehouse.

5. Enter the Name of the Warehouse.For Eg: "Sanepa Warehouse"

6. Enter the Short Name of the Warehouse
Eg: "S-Warehouse"

7. Select the Branch for the Warehouse For Eg: Kathmandu

8. Enter the Address of the Warehouse, For Eg: "Sanepa, Lalitpur"

9.Enter the warehouse’s official number or the contact person’s number in the Mobile Number field.
For Example: 9767554533

10. Select the Warehouse Type as Sellable or Non-Sellable. A Sellable warehouse is used for regular sales, while a Non-Sellable warehouse is used only for stock storage or return processes. for Eg:Sellable .

11. Choose the "Reference Branch".

12. Choose the Status as Active or Inactive for the warehouse. An Active status allows transactions, while an Inactive status doesn’t allow any transactions. For Eg:Active

13. Click on "Save Button" to save the details.

14. In the "OTP Authentication" popup, enter the OTP PIN sent by the IMS license app to your mobile number via SMS or to your email, and click "Submit"and click "OK". Eg: "648416"

15. Click on OK

16. From the "Warehouse List", you can view, edit, or delete a warehouse. Click "View" to see the details.

17. After viewing, click "Back" to return to the Warehouse List.

18. Click on "Edit" to modify the warehouse details. After making changes, click "Save".

19. Click on Save

20. Again Enter the OTP And Submit it

21. Click on "Delete" to remove the warehouse. In the confirmation popup, click "OK" to confirm or "Cancel" to abort.