From acd0900232d70d64146f05dbe518763d60385a97 Mon Sep 17 00:00:00 2001 From: John Cardinal Date: Mon, 4 Apr 2022 22:14:18 +0000 Subject: [PATCH] --- docs/8.0/ayanova/docs/inv-part-warehouses.md | 96 +++++++++++++++++++- 1 file changed, 94 insertions(+), 2 deletions(-) diff --git a/docs/8.0/ayanova/docs/inv-part-warehouses.md b/docs/8.0/ayanova/docs/inv-part-warehouses.md index d9059bd8..9c2b151c 100644 --- a/docs/8.0/ayanova/docs/inv-part-warehouses.md +++ b/docs/8.0/ayanova/docs/inv-part-warehouses.md @@ -1,9 +1,101 @@ -# INV-PART-WAREHOUSES +# Warehouses +Part warehouses in AyaNova are a location that contains it's own inventory of [Parts](inv-parts.md). +This might be a building, a service vehicle, anything that makes sense for your business. + +It is not necessary to create multiple warehouses, AyaNova always has a Default part warehouse available. + +Inventory must be turned on with the ["Use inventory"](adm-global-settings.md#use-inventory) global business setting in order to use the Part warehouses feature. + +## Authorization Roles required + +This form is available to User's with the following [roles](ay-biz-admin-roles.md): + +Full access + +- Accounting +- Business administration +- Inventory + +Read only access + +- Business administration - restricted +- Inventory - restricted +- Service manager +- Service manager - restricted ## Import / Export Warehouses can be [imported](adm-import-warehouse.md) into AyaNova and [exported](ay-ex-export.md) out of AyaNova. -![THIS PAGE UNDER CONSTRUCTION](img/underconstruction.svg) +## How to access Part warehouses + +Warehouses are accessed in the following ways: + +- From the `Inventory` navigation pane `Warehouses` item to open the Inventory [data table](ay-start-form-data-tables.md) +- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Warehouse autocomplete list on any other form where warehouses can be selected. + +- From any [data table](ay-start-form-data-tables.md) column showing warehouses such as the [Inventory transactions table](inv-part-inventory-transactions.md) + +## The "Default" warehouse + +AyaNova always has a "Default" warehouse available if inventory is [turned on](adm-global-settings.md#use-inventory). + +The default warehouse is named "Default" when you first start with AyaNova and can be renamed if desired. + +The default warehouse can not be deleted or made inactive but other fields can be edited as needed. + +Other warehouses created can be edited in any way required but can not be deleted once they have inventory in them. + +## Warehouses data table + +The Warehouses [data table](ay-start-form-data-tables.md) lists all the Warehouses available, provides the '+' link to create a new Warehouse and provides access to common [data table menu options](ay-start-form-data-tables.md#common-menu-options). + +## Warehouse edit form + +The Warehouse edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields: + +The Name field is the only required field on this form, all other fields are optional. + +#### Warehouse Name + +This is the name of the Warehouse as it's displayed in forms and reports. This is also the primary identifier when searching for a Warehouse to select in [autocomplete](ay-start-form-autocomplete.md) lists. A Warehouse name must be unique from all other Warehouses entered. + +This is the only **required** field on the form. All other fields are optional and can be [hidden](ay-customize.md) if not required. + +#### Active + +Warehouses that are set to Active can be selected on new records that use warehouses. + +Warehouses not set to Active will still show in older records but can not be selected for new records; this is how you retire a Warehouse from use. + +#### Notes + +Notes about this record for internal staff use. Notes can also be reported on if desired. + +These notes are only visible in this form. + +#### Tags + +Optional [tags control](ay-start-form-tags.md) for categorizing, searching, selecting and notification [filtering](home-notify-subscriptions.md#tags). + +#### Wiki + +Optional [wiki control](ay-start-form-wiki.md). + +#### Attached files + +Optional [attachments control](ay-start-form-attachments.md). + +### Menu options + +In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Customer edit form also has these options: + +#### Part inventory + +Used to view the inventory for this warehouse by opening the [Part inventory](inv-part-inventory.md) data table filtered to show only _this_ Warehouse's records. + +#### Inventory transactions + +View all inventory transactions involving this Warehouse by opening the [Part inventory transactions](inv-part-inventory-transactions.md) data table filtered to show only records for this _this_ Warehouse.