To start managing your inventory, you'll need to start by setting up your warehouse in the Routeique™ Digital Control Tower. You'll begin by creating warehouses and then defining zones and access points for each warehouse. You can then create bins within each zone.
Navigate to Warehouse Management, open the Settings tab in the main menu.
To add a new warehouse, click the orange button in the top right corner of the screen.
On the New Warehouse page, fill out all the fields above the map which have a red asterisk, then click 'Locate.' The fields below the map will autofill. Click 'Add' to create the warehouse.
Once you fill in the address for the warehouse, click the blue locate link. This will pinpoint the location on the map and confirm the latitude and longitude for the warehouse. You can adjust the pin on the map to ensure the location is correct.
Once you have added your warehouse, it will appear on the list, and a notification at the top will inform you it was successful.
Warehouse Zone Management
The next step in setting up your warehouse is creating Zones. To navigate to the Warehouse Zone Management page, go to 'Settings' and click the link below Warehouse Management.
Select the warehouse for which you want to set up zones. You will notice there are default zones in there already. These are here for your convenience, though you may edit or remove them. You can create new zones by clicking the 'Add Zone' button at the top of the screen.
You can create new zones by clicking the 'Add Zone' button at the top of the screen.
Fill out the appropriate information, filling out your warehouse, preferred zone name and zone type, then hit the green 'Add' button at the bottom of the page.
There are five types of zones you can create:
Receiving - When you receive product from purchase orders into your warehouse, you can receive it into one or more receiving zones.
Storage - This zone type is for any zone used to store product in inventory.
Staging - This zone type can be used for staging product to pick your orders from in your warehouse.
Claims - This zone type can be used to managed returned and damaged product.
Route - This zone is for managing the inventory you have on each of your trucks.
Once you create your zone, you'll see that it's been added to the zones list.
To create bins, click on the 'Edit' button next to the zone for which you want to create bins.
Scroll to the bottom of the page, and you'll notice that a bin has automatically been created, using the same name as the zone. You can rename this by typing in the 'Bin' textbox. You can also add a description to make it easier to distinguish.
To add another bin, click 'New Bin.' A pop-up box will appear. Fill out the Description and optional Notes, then click 'Save.'
Your bins will be created and will be ready to add product.
Access Point Management
This page allows you to assign access points to your warehouse. Start by going to the Settings menu and clicking 'Access Point Management.'
Click on the orange button at the top of the screen to add a new access point.
Fill out the necessary information, warehouse name, choose an access point name and type, then click the green 'Add' button at the bottom of the page.
Once you have added your warehouse access points, it will appear on the list, and a notification at the top will inform you it was successful.
From here, you can create your first purchase order to add to your warehouse.