How to Manage Organization Warehouses: Create, Edit, and Delete [Step-by-Step Guide]

Modified on Mon, 23 Mar at 5:17 PM

Warehouses are fundamental entities required to operate and fulfill orders through your organizations in techOMS. You can manage standard physical locations or group them into unified virtual inventory pools.


This guide covers how to create, edit, and delete both physical and virtual warehouses within an Organization.

 

 
NoteBefore working with virtual warehouses, we strongly recommend reviewing Understanding Virtual Warehouses and Virtual Inventory [Information] to learn how virtual inventory levels are calculated and how they differ from physical locations. 
 

 

TABLE OF CONTENTS


Access the Warehouses Tab

 

 
NoteMake sure no Account is selected in the header switcher.

 
 

 

Step 1Click Organizations from the left menu under the System Configuration section.

 

Step 2Press Edit for the desired Organization.

 


Step 3Click the Warehouses tab.

 

You will see a list of all currently configured warehouses, categorized by type (Physical or Virtual).



To quickly view the physical locations that make up a virtual warehouse, click the chevron (arrow) icon next to the virtual warehouse's ID to expand the row and display its members.



Warehouse Properties


Depending on the type of warehouse you are configuring, the system will require different fields. However, both types share the following base identification fields:

  • Name: Name of the warehouse, to easily identify it in UI lists.
  • Code: Unique code for the warehouse, used by the system for references and integrations.
  • Virtual: Checkbox that determines the warehouse type. Toggling this option dynamically updates the form to show or hide type-specific attributes:
    • Unchecked: Configures a physical warehouse.
    • Checked: Configures a virtual warehouse.


Physical Warehouse Specific Properties


Standard physical locations require the following specific configuration details:



  • Address: Click the pencil icon to deploy the fields and define the physical location's address.
  • Timezone: Select the warehouse's time zone from the dropdown.
  • Quiet Hours Start / Quiet Hours End: Define the operational downtime window for this facility.
  • Application: Select the warehouse system application.
  • Application Warehouse ID: Set the external identifier used on the selected application to bind the techOMS entity with the external facility.


Virtual Warehouse Specific Properties


Virtual warehouses act as logical groupings and require these specific configuration details:



  • Virtual Members: Define the physical warehouses that make up this virtual pool. You must select at least two physical warehouses. Use the following controls to manage the members:
    • Plus icon: Click to add an additional member.
    • Physical Warehouse Dropdown: Select the desired physical warehouse to include in the virtual pool.
    • Trash can icon: Click to remove the corresponding physical warehouse from the virtual pool.


Manage Warehouses


You can use the search bar to locate specific facilities within the Warehouses tab before performing any action.


Create a Warehouse


To add a new warehouse to your organization:


Step 1Press Create.

 


Step 2Define the fields according to the desired warehouse type (refer to the Warehouse Properties section).

 

Step 3Press Save to apply the changes and create the warehouse.

 


Edit a Warehouse


Step 1Press Edit on the row of the warehouse you wish to modify.

 


Step 2Update the fields as needed based on the desired warehouse type (refer to the Warehouse Properties section).

  

 
NoteFor data integrity, you cannot change a physical warehouse into a virtual warehouse (or vice versa) after it has been created. The Virtual checkbox is intentionally removed from the Edit menu.

You cannot edit physical warehouse properties from within a virtual warehouse's member list. To modify a physical warehouse, you must select it directly from the main Warehouses list.
 
 

 

Step 3Press Save to apply your changes.

 


Delete a Warehouse

 

 
WarningDeleting a warehouse is an irreversible action. Proceed with caution.

You cannot delete a physical warehouse if it is currently assigned as a member of a virtual warehouse; you must remove it from the virtual pool first.
 
 

 

Step 1Press Delete on the row of the warehouse you wish to remove.

 


Step 2Click OK in the confirmation dialog.

 


The warehouse is now deleted from the organization.


To continue setting up your fulfillment operations and enable these facilities for specific accounts, refer to How to Manage Account Warehouses and Fulfillment Channels [Step-by-Step Guide].

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