Skip to main content

How to Add Warehouses

Adding warehouses to your JBitPro ERP is important, since it is the first layer in organizing your inventory.  This means you will need to think about your current storage areas and define them in JBitPro as warehouses.  A warehouse is any place that you store many items, this could be anything from a closet to a large storage building.  Below are some examples of a warehouse:

  • A closet where you keep supplies or inventory
  • A room in your building that holds inventory
  • A large attached or detached building where inventory is housed
So to be clear, a warehouse doesn't need to be a huge building with racks of inventory as far as the eye can see, it only needs to be a separate space where you are storing inventory, or even supplies.

Giving this some thought, you have undoubtedly realized that you have at least one warehouse on your premises.  But what if you are reading this right now going "I sell services, so I don't have a warehouse"?  DON'T LEAVE YET!  Even if you sell services you still have a warehouse that can be used with the ERP.  Wait...what?!

Services Warehouses

Warehouses are a way of organizing or grouping your items logically in the ERP, so it makes them easier to sell and for your employees to find them.  Keeping that in mind will help you when setting them up!  Lets look at a few examples of selling services and using the warehouse feature:

"I sell computer repair services, and some of them are billed hourly, while most are billed flat rate.  My service breaks down like this:
  • Hourly rate
  • Virus removal
  • Troubleshooting
  • hardware repair
  • Software installs
  • PC Setup
How would I use a warehouse?  It doesn't make sense since none of these are physical items..."

In the example above, you would create one Warehouse in JBitPro ERP.  You should pick a descriptive name, such as Billable PC Services.  This will allow you to place all of your services in one group, and if you expand your services to include things like Media Room Setup or Video Camera installation you can create a second warehouse to hold those services.

The best reason for keeping unrelated services and items in separate warehouses is to allow focused ERP reporting later on for the items that are grouped together.  This is possible since each Order you create in the system is based on a single Warehouse.  This means that if you start storing PC Hardware, you can add it to the "Billable PC Services" warehouse, and create customer orders based on those items and services.

Let's Create Our First Warehouse!

  1. Login to your JBitPro account
  2. Click on the Warehouse tab
  3. Choose Warehouses from the list
  4. Click New
  5. Fill in the following required fields:
    • Warehouse Name
    • Location
    • Address 1
    • City
    • State
    • Zip Code
  6. Click Create
The required fields can be filled in with information that you deem important for your business, and can also be used to give specific office locations credit for a sale.  If you have 2 offices and want to keep their sales separated so that your managers can earn bonuses based on total sales for his location, use a warehouse!

Conclusion

Using JBitPro ERP you can organize your inventory or services logically and control things like, giving credit for sales to a specific office location, keep unrelated inventory and services separate, report on which group of inventory or services is performing best.  This is all very valuable and strong reasons to use an ERP in your business.  If you haven't already, take the time to Register with us here at JBitPro, and incase your wondering why you should...Check this out!

Comments

Post a Comment

Self promotion not allowed. Comments with links to ERP systems other than JBitPro.com will be deleted.

Please respect others, and share your thoughts with the author. Criticism and critiques are welcome!

Popular posts from this blog

Why Choose Managed IT Services?

Why would anyone want to hire a IT consultant to handle complex technology needs for their business?  Doesn’t it make more sense to hire a full time IT person to make sure everything is running tip top? These are questions well worth their weight in gold.  Any smart business owner or leader serves their company well by pondering these questions.  If you are to succeed you must have the right technology in place.  And it must be reliable! Communications At the core of your business, is the need to communicate with your clients and employees.  This means you must have a set of tools that allows your team to engage those customers and personnel that keep things moving forward positively.  With the increased reliability and security offered by big cloud providers at an affordable price, it makes sense that companies are flocking to services such as Office365 and Google S-Suite for their company email and inter-office communications platforms.  This doesn’t mean that everything is
2 comments
Read more

10 Reasons to Sign up for JBitPro ERP now!

You might be content with your current ERP solution, or you might not have one currently.  If you don’t have one, you might be thinking about how expensive an ERP solution is.  This is the one truth in the ERP market today.  Most are very expensive, when you add up all of the things you will need to get it working for your business.  So, what makes JBitPro different?  There are 10 things that make JBitPro different, and the one option you should give strong consideration to.  Let’s consider them, and you be the judge. 1. Simplicity Have you ever used SAP, or even seen their interface?  If you have, can you confidently say “I can setup and use SAP without the assistance of a consultant or expensive training?”  This is one of the key differences with JBitPro.  Our ERP is designed to be simple, and to prove it we want you to see our simple interface for free.   Sign up for you free 30 day trial  and have a look at how simple our system is. 2. Cost of Ownership If you have ever lea
Post a Comment
Read more

How to Add Inventory Bins

Every time I think about inventory bins, I imagine those little colored plastic bins that his nuts and bolts at the hardware store.  It helps when you can visualize where the inventory is going to be sitting.  In order for your JBitPro ERP system to track your inventory, it is important to tell it where the items or services sit inside of your warehouse .  You might be thinking about the services part of your business right now, and thinking - "Services don't physically sit anywhere!"...and you are right, they don't.  Services are a lot like this Blog post, a thought in mind that only takes form when written on paper or page.  Yet, still it is an item you sell, think of it as a virtual item. Services Inventory Bins?! You might already know where this is headed...Yes we are going to put services into inventory bins, alongside our physical items!  Its not a crime, and as you will see it actually makes some sense when you see how it all fits together. Services a
Post a Comment
Read more