Skip to content

Warehouses reference book: how the module works

How the “Warehouses reference book” module works: adding new entries, editing existing ones, disabling and deleting.

Updated

The “Warehouses reference book” module is meant for compiling the lists of warehouses later used in the “Warehouse” module to keep track of items and goods in stock. We should also note that this module depends on the “Offices reference book” and the “Cash desks reference book”.

Contents:

You can reach the “Warehouses reference book” section:

  • Control panel → Warehouses
  • Quick access menu → System → Reference books → Warehouses reference book
Opening the Warehouses reference book

What the module does:

In the “Warehouses reference book” section you can add new entries, edit existing ones, change the display status and delete entries you no longer need.

Warehouses reference book
what the module does

A new warehouse can be added as follows:

  1. Click the “Add” button.
  2. You are taken to the corresponding section with the add form.
  3. In it you have to:
  4. Once the data is entered, click the “Save” button to save the values.
The “Add” button
The form for adding new entries
the form for adding new entries

To edit an entry in the reference book:

  1. Select the entry you need to edit.
  2. Click the “Edit” button. You will be taken to the editing form.
  3. Make the changes you need.
  4. Save the values with the “Save” button.
Editing
The editing form
the editing form

To delete an entry from the reference book:

  1. Select the entry you need to delete.
  2. Click the drop-down menu next to the “Edit” button. In the field that appears, choose “Delete”.
  3. Confirm the action in the window that appears: “Yes, delete”.
Selecting an entry to delete
selecting an entry to delete
Confirming the deletion of an entry
confirming the deletion of an entry

To switch some entries of the reference book off temporarily:

  1. Select the entry you need to switch off.
  2. With the mouse, drag the toggle to the left until the label “Active” changes to “Disabled”. The toggle colour changes from green to grey. Dragging it back to the right activates the disabled entry again.
Disabling/Enabling
Disabling/Enabling

← All sections