Creating an Managing Warehouses in ServiceTrade

Warehouses in ServiceTrade are used to source your Job's Items to the physical warehouses that you pull stock from.

Important Note: Warehouses in ServiceTrade DO NOT track your inventory and are only used for reference. They can be used in conjunction with our other product PartsLedger to track your Inventory. If you need to create a Warehouse in ServiceTrade for PartsLedger DO NOT create the Warehouse in ServiceTrade. Follow the instructions here: Syncing Vendors, Warehouses, and Items to ServiceTrade

If you are a Premium or Enterprise customer interested in PartsLedger please contact your ServiceTrade Account Manager.

Creating a Warehouse in ServiceTrade

1. On the Nav Bar, click My Account.
2. Click Items.
3. Click the Items drop-down menu.
4. Select Warehouses.
5. Click Create Warehouse.
6. Enter a Name and Office.
   • Note: The selected Office for a Warehouse, will determine what Warehouses display at the top of the Warehouse Source Menu for a User with this office assigned to them.
7. Click Save.

Managing and Editing Warehouses

1. On the Nav Bar, click My Account.
2. Click Items.
3. Click the Items drop-down menu.
4. Select Warehouses.
5. Here you can search and click to select the warehouse you want to edit.
   
6. Clicking on a warehouse name takes you to the Warehouse Edit Page, where you can add an External ID, rename, and inactivate the warehouse.
   
7. When done, click Save.

Sourcing an Item to a Warehouse

1. When adding an Item to a Job, click Select source.
2. Select Warehouse on the Source drop-down menu.
3. Select the relevant Warehouse on the Select a warehouse drop-down menu.
   • Note: "Warehouses for my office" displays Warehouses that are assigned to the office that is also assigned to the user selecting the source.
4. When done click OK.

Warehouses in PartsLedger

If you already have access to PartsLedger and want to learn about warehouses in PartsLedger click the link below:

Managing Warehouses in PartsLedger

Syncing Vendors, Warehouses, and Items to ServiceTrade