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Settings concerning Storage

Log in with your admin account.

Module settings / Storage settings

  • Enabled Create storage items when an article is added to an order
    Check/uncheck this box to set whether articles added to a quote should also be added as stock items in your Default storage. If you have a small storage that you want to grow, this is an easy way to replenish the storage.
  • Always create storage items in main storage
    Created storage items will always be added to your main storage. 
  • Show print column on deliveries
    Adds a PRINT AMOUNT column on deliveries where you specify how many copies of labels to be printed.
  • Reservation offset (days) 
    Set number of days for the system to check for reserved articles on Service orders and Work orders. The system updates once a day. If you change the number of days the new setting will apply after the update.
Image 1: Print column on deliveries enabled.

Permissions for Storage concerning users

View, Create, Edit, Delete, Use other storages than default, Set Main Storage, Set Default Storage, Assign Default Storage, Create Delivery, Create In/Out delivery, Edit Delivery, Delete Delivery, Sign Delivery, Create Stocktaking, Edit Stocktaking, Delete Stocktaking, Perform Stocktaking, Show pending stocktaking articles.

Create in/out delivery gives permission to make deliveries to and from storages.
Create delivery gives the permission to make deliveries between storages.
If you do not have the permission to use other storages other than default storage you can only move between the main storage and your default storage.

Select default storage

Click on Storage and click on the storage you want as default storage. The scroll down to the bottom and click on Use as DEFAULT storage.

If you want to change the default storage, open that storage and click on Use as default storage.

If you want to specify the standard storage for an employee, click on Assign. This requires the permission to Assign Default Storage.

Updated on 6 March 2024

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