A new Default Warehouse option is now available in Customer Maintenance.
This is particularly useful for businesses operating across multiple locations where customer service or order processing is centralised. A default warehouse can be assigned to a customer to indicate which warehouse their transactions should normally be despatched from.
When a user enters a transaction for a customer whose default warehouse differs from their own operator default warehouse, BBS will prompt the user to confirm the warehouse to be used.
This prompt will appear in the below programs
•Sales Invoice/Credit Entry & Maintenance – blank invoice / blank credit
•Booklist Management Dashboard – create orders
•NCN/CAR Entry & Maintenance – manual entry with no invoice number
•Reoccurring Sales Order Entry/Maintenance
•Sales Order/Quote Entry/Maintenance
•Web Order Inbox – Create Order (Note: only for single order creation not bulk order creation)
•Web Order Maintenance – for stock level display
The customer’s default warehouse will also be used for warehouse-based document branding, where this has been configured. Department-based document branding will continue to take precedence over warehouse-based branding.
Point of Sale and QuickPOS are not affected, as these transactions are processed from the warehouse where the sale is being entered.
Need help assigning your customers?
If you would like assistance backfilling the Default Warehouse field for your existing customers based on other customer information already held in BBS, please contact us at support@bbsoftware.com.au.
Please refer to Customer Masterfile Maintenance for more information.
