Warehouse: Overview

Vagabond tracks your company inventory as it moves into and out of your system. The Warehouse tab is where all products are set up, orders are generated, and product is received. Like the Locations tab, Warehouse has sub-tabs: Info, List, Order, and Delivery — each covered in its own article.

Info Tab

The tab where you'll spend the least time is Info. This is the physical address of your Warehouse, used with Scheduling.

The screen also shows summary totals:

• Total Un-deployed Warehouse Units and Cost Value
• Total Inventory Units and Cost Value

List Tab (Products)

All products in your system appear on the Warehouse List. It provides a quick look at your products, Amount in Inventory, Cost per Case, Cost per Unit, Source of Product, and Product Category. You can also add products and quickly edit what's in your system. Sort and search as described in Basic Navigation.

Archiving products

As in Locations, archive a product you no longer use by clicking the red minus button. It won't appear on the list but is still used for reports.

Use the bottom-left buttons to Group by Source of Product, Group by Product Category, or Remove Grouping.

Editing a product

Click any field you wish to modify. An inline editor appears with Update and Cancel buttons.

Adding a product

Click + Add Product. The only required field is Product Name, but more detail is encouraged.

• Cost per Case — How much you pay for a case.
• Units per Case — Quantity of products in the case.
• Source of Product — Where you buy the product.
• Product Category — How you group products (Water, Chips, Soda, etc.).
• Amount in Inventory — Starting inventory level in the Warehouse, by Case, by Unit, or a combination.

Bulk Import

When first setting up your Warehouse, a Bulk Import is often easiest.

Use the Download button to get the Product Import Template. Instructions are included with the template. Fill it in, save as a .csv, select the file, and submit. New products appear in your Product List.

Bulk Edit

Bulk Edit works similarly and provides its own instructions. It downloads a list of all current products to edit in Excel.

Do NOT edit the product ID number.

View Archived

Click View Archived to see all archived products. Move a product back into service with the + button.

Order Tab

When it's time to purchase product to replenish your Warehouse, use the Order tab. It shows what the system expects you to need to meet current sales demands.

Tips

• Use the Search field to enter a Source and see only products from that source if ordering from one place.

• Use the grouping options in the bottom-right to group like products together (Group by Source, Group by Category, Remove grouping).

  

• Print your order and verify quantities before ordering. This can also be used to perform a Warehouse inventory.

Delivery Tab

Deliveries get product into the Warehouse and maintain proper inventory levels. While Orders and Deliveries are often easier on the Mobile App, you can create one on the Web App.

Receiving product

Enter each product and its received quantity using the Receive Product button. After entering all products, click Complete Delivery at the bottom. These quantities are now in your inventory.