Storage Management
- Silas Canning (Unlicensed)
What is the Storage Management module?
The Storage Management module is used to maintain and track storage consignments. New storage consignments can also be added from this screen, but it is advised to add new Storage accounts through the Storage tab of the Jobs module whenever there is a move bringing the goods into storage. Storage Management is the tool for managing all accounts currently in storage.
The Search Tab in Storage Management
The Search tab of Storage Management is displayed immediately after entering the module. This tab lists every active storage consignment in alphabetical order. It can also be sorted by other values by clicking on most of the column headings. The consignments can be filtered using search boxes above many of the columns, including Storage Number, Account For (the name of the person owning the goods, especially for Company Customers), Customer Code, Customer Name, Status, Branch, Cost Center, Reference In (Job number of the file that brought the goods into storage), Order, File, Group, Account Type, Type, Currency, and Rate Revision Group. At the bottom of the screen, additional search options are available for Inventory (number), Identifier, Inv Details, and Invoice (number).
To view and modify information about a storage consignment, highlight the record and select one of the following tabs:
Display the details of the selected Storage consignment including customer, billing, and storage details information. | |
Manage locations and inventory information for the selected Storage consignment. | |
Items in the storage consignment can be added individually or transferred from the associated Jobs. | |
View and modify details of Customers linked to Storage Accounts. | |
View all transactions for Customers linked to Storage Accounts. | |
View Supplier purchase invoices for a selected Storage Account. | |
View and record all contact with the storage Customer. | |
Track Jobs/Removals set up for storage. | |
Displays a detailed inventory of all customer goods in storage. | |
Apply customer receipts to outstanding invoices. |
Click the View Events 
The Storage Management module is used to maintain and track storage consignments. New storage consignments can also be added from this screen, but it is advised to add new Storage accounts through the Storage tab of the Jobs module whenever there is a move bringing the goods into storage. Storage Management is the tool for managing all accounts currently in storage.