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How do I set up the system to store goods for customers (3PL)?

Fill four lists in the 3PL Warehouse module, in this order: Unit, Warehouse, Warehouse Zone, Item. The customer must already exist. An Account per customer is optional and only for reference.

Screen
3PL Warehouse › General: Unit, Warehouse, Warehouse Zone, Item, Account
Who
The implementation consultant
Takes effect
On save of each record
Needs first
The customers (Customer In Legal Entity)

Before you start​

  • Each storage customer exists as a customer of the company (Customer In Legal Entity).
  • You have each customer's product list with units, carton sizes and whether they are batch-tracked.

Steps​

  1. Open Unit and add the units: PCS Piece, CTN Carton, PLT Pallet. The list is shared by all companies.
  2. Open Warehouse and add one record per building, with its address.
  3. Open Warehouse Zone and add the zones of each building, such as KHI-CH1. Every document line needs a zone, so each building needs at least one.
  4. Open Item and add each product: code with the customer's prefix, Customer, Name, Inventory Unit, the carton and pallet factors on Units, and Required Batch where the goods carry lots.
  5. Optionally open Account to record the customer's agreed payment term and method.

Check it worked​

  • On a new Warehouse Receipt, the customer, the items, the units, the warehouse and the zones are all offered.

If something looks wrong​

  • A unit is not offered on the item. It is blocked on Unit.
  • The item's Currency lookup lists units. As shipped. Leave Currency empty.