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💡 A Sales Team can be setup to use multiple warehouses. This can be done from the SalesTeam Setup Page or the Warehouse Item Availability Setup Page
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Where can I perform the setup
On the Main SalesMachineX website go to either of the following pages
Setup → General Setup → Sales Teams
Setup → General Setup → Warehouse Item Availability
Setup from the Sales Team Page (The Quickest Way)
- Navigate to the desired Sales Team Setup Page and click the ‘Warehouse Setup’ Tab
- From here you can tick the Warehouses you want this Sales Team to use
Setup from the Warehouse Item Availability Setup Page
Setup your first entry
- Click the ‘Add a New Entry’ Button at the top right of the page
- Click the ‘Warehouse’ field and select your first warehouse e.g. WH1
- Select ‘Team’ From the ‘Type’ Dropdown
- Click on the ‘Applies To’ field to choose one of your Sales Teams e.g. ST1
- Click the ‘Save’ button at the top right of the page to create your entry.
This will create an entry for Sales Team ST1 linked to Warehouse WH1