Creating and Defining a Special Order Warehouse

When utilizing the Special Order module with Acctivate, you have the option of creating a separate warehouse for these orders. Special orders can be shipped to a designated warehouse and received into that warehouse, in order to isolate these items from other inventory. To do this an additional warehouse must be defined in the system and assigned to the products. The system administrator can also set this as a default Warehouse for special orders related to each Branch.

Creating Special Order Warehouse

  1. Select File > Configuration Management
  2. Navigate to Inventory > Warehouse to open the Warehouse Information configuration section.
  3. Click the New button to create a new warehouse.
  4. Enter all the necessary information into the provided fields on the right side. This includes an ID, Description, Name, Address, and Inventoried GL Accounts. Feel free to create and use separate GL Accounts for these records.
  5. Check the Active box in order to use this warehouse.
  6. Click Save. The new warehouse should now appear in the Warehouse selection box, near the left among your other warehouses.

Set Default Warehouse for Special Orders

In order to have the appropriate warehouse selected throughout the special order purchasing process, the new warehouse can be set as a default when designating special order items specific to each Branch.

  1. Still in Configuration Management, navigate to Customer > Branch
  2. Select the appropriate branch from the Branch selection box (the list of branches on the left).
  3. Click Edit
  4. Choose the newly created Special Order Warehouse in the Default Warehouse for Special Orders drop-down menu.
  5. Click Save

Posted in Configuration, Sales - Last modified on June 26, 2017Lauren Stine
Still need help?
Search all content on this site, contact support at 817-870-1311, or create a support request.