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Warehouse add-on

In this article we look into a solution to easily control all your equipment and materials.

Updated over a month ago

Before delving into the functionality of this add-on, it's important to note that you should already be using an ERP or another warehouse management system. If you meet this requirement, let's explore how Frontu Warehouse add-on works!

To begin, the Frontu administrator needs to navigate to the settings and select the warehouse client. This setting allows for the creation of personal warehouses for users.

Every time a new user is created in Frontu, a new warehouse is automatically generated. Simply go to the Users menu, create a new user, and click "Save." No manual entry of warehouse information is required. Upon creating the user, review the entry in the detailed view, and the user's warehouse will be visible.

In the Objects tab, you can find the newly created warehouse listed. By clicking on it and selecting the detailed view option, you'll be able to access the "Materials" tab. This is where all your materials and equipment are stored. The remaining quantity of each material is also displayed.

If the warehouse doesn't have any stored data, the list will be empty as shown in the example. To update the warehouse manually, the object preview includes a button specifically for this purpose.

To update the warehouse manually Web app user has to press button "Update warehouse".

When the warehouse module is enabled along with the "Remains with attributes" setting, desktop users can view all available material remains in the warehouse and add them to a work order. The warehouse field will be visible, and a dropdown list will provide the available warehouses and their remaining materials.

We also show remain serial number if it is added and include it into the PDF act. If no remain serial number provided, it would be empty.

Mobile app users can delete added materials by clicking on them and selecting the "delete" option. Editing options are also available.

In the Mobile app, users can access the Warehouse section from the main menu. This section includes separate options for materials and equipment, allowing easy management of both.

The Equipment column displays all the equipment stored in the user's warehouse, along with details such as name, serial number, model, and remarks. Clicking on an entry provides more information, and users can even add new equipment directly from this window using the plus sign icon.

Selecting the Materials menu option presents a list of all stored materials, along with their remaining quantities. Serial numbers are also displayed alongside the material names. To expedite the search process, users can scan equipment or material codes or use the manual search function.

If the material stays in the warehouse for more than 20 days, it will be marked red.

The Update section allows users to refresh their warehouse information. Simply click on the "Update" option, and a pop-up window with relevant information will appear. This action sends a request to update the user's warehouse. While the update is in progress, the "Update" option in the menu will be blurred and inactive.

When an application user receives a work order, they can select and add materials from their warehouse or from mutual warehouses.

If the user chooses their warehouse, the remaining quantity of each material is displayed. However, if the "All Warehouses" option is selected, no remaining quantities will be visible.

In the case of needing to add a material that is not included in any warehouse, users can create a new material. Simply enter the relevant details and click the "Create new using search text" button. The material window will open, allowing users to input all required information, save the material, and add it to the list.

When materials or equipment are utilized within a work order, the ERP system captures the actions taken and updates the information accordingly. Write-offs and necessary adjustments are handled by the ERP system. Frontu can initiate the update of warehouse information, but the actual changes are performed by the ERP system. The updated remaining quantities will be visible in the application once the ERP system sends the new information to Frontu.

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