Warehouse – Adding and Editing Rooms

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This articles intended audience are warehouse managers and district level administrative users.

This article focuses on the creation and editing of rooms in a warehouse.  To understand the overall functionality of the "Rooms Grid", see the Rooms Overview article.

Rooms in a warehouse are used to define the physical spaces within a warehouse, including offices, open floor space and areas like shelving units or secured cages.

Adding or Editing Rooms in a Warehouse

The "Room Number" field allows up to 13 alphanumeric characters. A warehouse may add a room, however, there is no way to remove or delete a room once it is added. It can be set as inactive if a site no longer wishes to see it in the "Rooms" grid and/or room reports.

Adding a Room

  1. Click Rooms, located on the top navigation bar.
  2. Click Add Record.
  3. Enter the room’s details. Fields in red require information.
  4. Click Save.

Editing a Room

  1. Click Rooms, located on the top navigation bar.
  2. Use grid filters to search for the room.
  3. Click Edit.
  4. Edit the room’s details. Fields in red require information.
    • To mark a room as inactive, deselect the box corresponding to the "Active" field.
  5. Click Save.

Special Considerations for Rooms in a Warehouse

Rooms may define spaces in big open areas when setting up your warehouse. It may simply be a pallet on the floor or an area where deliveries are placed prior to being unpacked and processed. Consider the layout of your space and an overall naming convention for rooms prior to creating them in Asset Management. Doing so helps keep things clear and organized moving forward. 

It is beneficial when creating a "Room" to utilize all available fields to describe the "Room". This allows for clarity and helps distinguish the "Warehouse Room Types" from the standard "Site Room Types".

Examples:

Room #: Receiving
Room Description: Receiving Area
Room Type: Warehouse Floor Space
Other: Loading/Unloading Dock

Room#: A-01-A1
Room Description: Isle A, Bay 1, Level 1
Room Type: Warehouse Shelf
Other: Shelving Area

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