Business Use Case Examples

Warehouses are an indispensable part of the standard sales process for businesses. For medium and large enterprises, multiple warehouses may exist across different regions. After purchasing products, companies need to store them in one or more designated warehouses.

When submitting a Sales Order, you can specify the ordering warehouse and set restrictions to prevent order submission if inventory is insufficient, ensuring order accuracy and validity. When creating a Shipping Order, you can designate the shipping warehouse to ensure real-time updates to inventory levels after shipment. For return orders, products can be returned to a specified warehouse, increasing the inventory of the corresponding return warehouse.

Warehouse management helps administrators track product inflows, shipments, returns, and inventory levels, enabling more efficient oversight of business operations and improving overall operational efficiency.

Creating a New Warehouse

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• Navigate to the CRM, click on Warehouse, and access the warehouse list page.
• Click the New button in the upper-right corner to create a new warehouse.

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• Only one warehouse can be set as the default warehouse; non-default warehouses can be multiple.
• The first warehouse created will automatically be designated as the default.
• For subsequent warehouses, you can choose whether to set them as the default during creation.
• If multiple warehouses exist, you can modify the default warehouse by editing warehouse settings.
• To decommission a warehouse, you must first disable it by adjusting its activation status.

Configuring Warehouse Access: Users, Departments, and Accounts

• By default, warehouse data permissions are set to public but can be restricted to private.
• Warehouse access for users and departments only applies when creating Sales Orders.
• When creating a Sales Order, users must be within the warehouse’s permitted user or department scope to place orders from it.
• Similarly, the Account must be within the warehouse’s permitted account scope to place orders.
• These two conditions operate as an AND relationship—both must be satisfied.

Bin Management

• Bin Management is one of the Inventory Management plugins and is only available when Version B (Integration Edition) is enabled.
• If Version A (Full Edition) is enabled, this plugin will be unavailable, and warehouse management will not apply to channel warehouses or Spare Parts Warehouses.
• Once Bin Management is enabled, bins cannot be maintained directly in the CRM. Bin information must be synchronized from an ERP or third-party system.
• The warehouse object includes a field to distinguish between warehouses and bins. During synchronization, bins must specify their parent warehouse.

Example: Kingdee K3C Integration
Since K3C allows duplicate bin values across different warehouses, the following logic applies:
- CRM Warehouse ID → K3C Warehouse Code
- CRM Bin ID → K3C Warehouse Code + Bin Value