Multi-warehouse

To help you with the processes of your warehouses, stores or delivery vans, STEL Order includes the Multi-warehouse functionality.

Multi-warehouse functionality.

This functionality allows the management of warehouses, where you will be able to create as many warehouses as you need, make transfers, as well as control the stock of your catalog through a history of movements.

Multi-warehouse functionality with STEL Order

Multi-store functionality with STEL Order

If you are the Super admin user, to locate within your STEL Order the multi-store shortcut you must click on the shuttle icon and select the Multi-store option.

If it is any other user/employee, you have to check the rol configuration to verify that it has Multistore permissions enabled, either for:

• • view/edit/create stores.
  • such as to view, edit, create and delete stock transfers.
  • If the user has been granted from his role "all permissions" he will have access to all permissions regarding multi warehouse.

Create a new store

To create a warehouse we must access the section Functionalities > Multistore > My warehouses > New +

Within the warehouse we will configure the name, address, locality, province, postal code, country, description, we can also add a photo of the warehouse.

Warehouse Visibility

In the creation of each warehouse we will be able to check or uncheck the "public" tab so that:

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• • If checked such a warehouse will be displayed by all STEL Order employees.
  • If on the other hand is uncheckedit becomes private and only the members that are added to the warehouse have access to it, having to configure later if the permissions of each member are:
    -Only to view, being able to only view the warehouse
    -To use, being able to view the warehouse and make stock transfers.

Indicating that a warehouse is public is not synonymous with total visibility by STEL Order employees, the same happens with the private warehouse, being able to add users who then do not have access to it, therefore, we must always check the rol configuration of the user to verify that they have active the different permissions of multi warehouse.

Within the warehouse we are also going to be able to visualize the documents related to the warehouse, as well as the stock movements made.

• From the Related tab: We will visualize the set of documents related to that warehouse offering also the option to filter by document type/status, as well as its export.
  We are also going to be able to visualize the stock transfers related to that warehouse being able to click on each one of the transfers to edit/delete them, duplicate them or preview them to print or download..
• From the stock movements tab: We will be able to view the set of movements that are made within that warehouse, apply filter by dates, filter by agent/creator of the stock movement, as well as select the different movements and export them to Excel.

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Stock transfer

To make a stock transfer we must access the section Multistore > Stock transfers > New.

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This gives us information about:

• • Reference of the transfer: We can leave the default one or create another one. If you want to know how to create references click on this link.
  • Creator: By default, the user who is creating this transfer appears here, although it can be modified.
  • Date of the transfer: It shows the exact date and time of the transfer.
  • Date of the transfer:.
  • Warehouse of origin: We must select the warehouse from where the product leaves. .
  • Destination warehouse: We must select by opening the drop-down menu the destination warehouse where the product will arrive.
  • Warehouse of destination.
  • Observations: We can add annotation that is registered inside the transfer.
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If we click on the magnifying glass that appears on the product line we will be able to select from the catalog the product to transfer, to add different product lines to transfer, we must go by clicking on New line.

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Where are stock transfers reflected?

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Stock transfers are reflected within Mutialmacén > Traspasos de stock.

From this section we can select each of the transfers. From the Morebutton we candelete, duplicate or preview to download or print the transfer document.

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In addition, we can also access each transfer individually for editing.

Another option to view the transfer is through access to the source warehouse, from the Related > Stock Transfers tab.

Stock Transfers.