Warehouse – Adding and Editing Containers

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This article describes the process to create and edit containers in a warehouse. This article is intended for warehouse managers and district level administrative users.

To understand the overall functionality of the “Containers” grid, refer to our Warehouse Containers Overview article.
A warehouse may add a container. A container cannot be removed or deleted once it is added, however, it can be set as "Inactive" if a site no longer wishes to see it in the “Containers” grid and/or container reports. 

Adding a Container

  1. Click Containers, located on the top navigation bar.
  2. Click Add Record.
  3. Enter the container’s details. Fields in red are required.
  4. Click Save.

Editing a Container

  1. Click Containers, located on the top navigation bar.
  2. Use the grid filters to search for the container.
  3. Click Edit.
  4. Edit the container’s details. Fields in red are required.
  5. Click Save.

Inactivating a Container

  1. Click Containers, located on the top navigation bar.
  2. Use the grid filters to search for the container.
  3. Click Edit.
  4. Deselect the Active check box. 
  5. Click Save.

Special considerations when Adding Containers to a Warehouse

Containers are placed in rooms in the warehouse. Untagged assets are initialized (added) to containers, and then transferred or removed as needed. The warehouse manager can create temporary containers to transfer untagged assets to a site, or the site can request the asset be transferred, and the warehouse manager may approve the transfer.

Products that are placed in a container must first be defined in the “Catalog” at an administrative level. Multiple products can be initialized to the same container. For example, you might have headphones from multiple manufacturers in the same container.

"Tagged" or "Untagged" assets whose status is “Surplus” are searchable by site users who can submit a request for the assets, just like a store front.

Example 1

Container #: [Automatically assigned by the system]
Container Description: Student Headphones
Container Type: Open Plastic Bin
Status: Surplus
Location: Room: A-01-A1

Example 2

Container #: [Automatically assigned by the system]
Container Description: Pallet 01
Container Type: Pallet – 4x4
Status: Available
Location: Room: Receiving


Warehouse_Containers.png