How do I create warehouses with restrictions?

How do I 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

  1. Go to Settings | System | Groups;
  2. Click on Create;
  3. Insert the group's identification data;
  4. Select the users you want to have access to that group;
  5. Click on Save and New.

Create a Warehouse with Access Restrictions

  1. Go to Parts and Inventory | Warehouses:
  2. Click on Create;
  3. 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;
  4. Click on the + icon and then on Access Restrictions;
  5. In the table, add the desired group;
  6. Click on Save and New.

    • Related Articles

    • How to create warehouses?

      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 ...

    • How can I create a workshop?

      The workshops represent a way of organizing work groups by area, in order to be able to create access restrictions in the operations for allocation of costs to the work orders. To create a new workshop, select the option Workshop & Employees | ...

    • How to create a work order type?

      Work order types allow you to classify the work orders and to apply specific behaviors after being configured. To create a of work order type, select the option Settings | Work | Work Order Types: The list of work order types will be displayed; Press ...

    • How to view the current stock for the warehouse parts?

      The Parts / Warehouse list allows the maintenance manager to view the existent parts stock in each warehouse. To view the list, select the option "Parts and Inventory | Explore | Parts Stock" or search "Parts Stock". The Parts Stock list has the ...

    • How to create email templates?

      The notifications need one or more email templates associated. To create a new Email Template, select the option Definitions | System | Email Templates: The email templates list is presented Press "Create" On the email body, you can add tags that ...