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To create a warehouse, follow these steps:
- Go to Parts and Inventory | Warehouses;
- Click on Create;
- Insert a code and a description for the warehouse;
- Activate the Externally managed option if applicable. This configuration can only be set when the warehouse is created. Once created, you cannot change it;
- Provide information on the warehouse Address;
- Click on Save and New.
Create Warehouses with Restrictions
In some maintenance sectors, technicians have work vans and these contain material to be used in the work orders. In these cases, it is useful to create a warehouse for each van so that only the available material in the van can be consumed in the work orders.
In order for only the warehouse of the technician's van to be available in material requisitions or work order consumption, it is necessary to create the warehouse and associate access restrictions to it.
Create Access Restrictions
- Go to Settings | System | Groups;
- Click on Create;
- Insert the group's identification data;
- Select the users you want to have access to that group;
- Click on Saveand New.
Create a Warehouse with Access Restrictions
- Go to Parts and Inventory | Warehouses:
- Click on Create;
- Insert the warehouse identification data; Note: The configurations related to the Externally Managed field are made when the warehouse is created. Once created, you cannot change it;
- Click on the + icon and then on Access Restrictions;
- In the table, add the desired group;
- Click on Save and New.