108 lines
4.4 KiB
Markdown
108 lines
4.4 KiB
Markdown
# Warehouses
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Part warehouses in AyaNova are a location that contains it's own inventory of [Parts](inv-parts.md).
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This might be a building, a service vehicle, anything that makes sense for your business.
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It is not necessary to create multiple warehouses, AyaNova always has a Default part warehouse available.
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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.
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## Authorization Roles required
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Many roles can _select_ this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md):
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Full access
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- Accounting
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- Business administration
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- Inventory
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Read only access
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- Business administration - restricted
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- Inventory - restricted
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- Service manager
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- Service manager - restricted
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## Import / Export
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Warehouses can be [imported](adm-import-warehouse.md) into AyaNova and [exported](ay-ex-export.md) out of AyaNova.
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## How to access Part warehouses
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Warehouses are accessed in the following ways:
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- From the `Inventory` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Warehouses` item to open the Warehouse [data table](ay-start-form-data-tables.md)
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- 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.
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- From any [data table](ay-start-form-data-tables.md) column showing warehouses such as the [Inventory transactions table](inv-part-inventory-transactions.md)
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## The "Default" warehouse
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AyaNova always has a "Default" warehouse available if inventory is [turned on](adm-global-settings.md#use-inventory).
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The default warehouse is named "Default" when you first start with AyaNova and can be renamed if desired.
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The default warehouse can not be deleted or made inactive but other fields can be edited as needed.
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Other warehouses created can be edited in any way required but can not be deleted once they have inventory in them.
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## Warehouses data table
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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).
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## Warehouse edit form
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The Warehouse edit form provides all the [standard edit form](ay-start-edit-forms.md) functionality and the following fields:
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The Name field is the only required field on this form, all other fields are optional.
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#### Warehouse Name
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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.
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This is the only **required** field on the form. All other fields are optional and can be [hidden](ay-customize.md) if not required.
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#### Active
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Warehouses that are set to Active can be selected on new records that use warehouses.
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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.
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#### Notes
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Notes about this record for internal staff use. Notes can also be reported on if desired.
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These notes are only visible in this form.
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#### Tags
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Optional [tags control](ay-start-form-tags.md) for categorizing, searching, selecting and notification [filtering](home-notify-subscriptions.md#tags).
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#### Wiki
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Optional [wiki control](ay-start-form-wiki.md).
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#### Attached files
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Optional [attachments control](ay-start-form-attachments.md).
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### Menu options
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In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Warehouse edit form also has these options:
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#### Part inventory
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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.
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#### Inventory transactions
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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.
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