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Select Warehouses - Inventory
Make the following selections from the Inventory menu to display this page:
Reports—Warehouse Selections
This page also opens for forms when you click
the Select Warehouses button.
Use this page to:
- select
one or more Warehouses.
- store
your selections as a saved selection and
quickly recall it.
- change
or delete a saved
selection.
NOTE
Not all Select Warehouses pop-ups allow you to store your selections as a saved selection and then recall it. Some allow you to select only one Warehouse at a time. These pop-ups show only Warehouse ID and Description fields because the function requires selecting only one warehouse.
Select a Single Warehouse
Fields
Warehouse ID / Description
The read-only ID and description of each Warehouse
available for selection in the grid.
To Select a Warehouse
- From the form (where you select the criteria to run a report or execute a function), click the Select Warehouses Lookup
.
- Click the Warehouse ID in the grid.The Select Warehouses pop-up closes and your selection appears in the selection criteria form.
Select Multiple Warehouses
Fields
check boxes (unlabeled)
Click the check box next to each Warehouse you
want to select. The selection is updated immediately.
The selected Warehouses can be:
...used as selection criteria for a form;
or
...saved as a saved
selection. A saved selection
is a group of selections that can be stored, recalled or deleted.
Warehouse ID / Description
The read-only ID and description of each Warehouse
available for selection in the grid.
(blank "saved selection")
lookup
field
Enter a saved
selection name to work with. When you enter a name in this field,
you can:
open
the Select Saved Selection pop-up
window and then select an existing selection
name - when you click the lookup icon
.store
a group of currently selected Warehouses under the name that you enter
into this field -
when you then click the Store Selections
button.
recall
a group of Warehouses that were stored previously in the system with the
name - when you click the Recall Selection
button.
change
the Warehouses stored under the name when you select different Warehouses - and then click the Store Selections
button.
delete
the name and associated group of Warehouses - when you click the Delete Saved Selection button.
For additional information, refer to the button
descriptions below.
Recall Selection (button)
Click the button to update the list in the grid
with the selections from a saved selection.
This becomes the current selection. The name currently showing in the
(saved selection) lookup
field determines which saved selection is recalled.
Store Selections (button)
Click the button to store the current selection(s)
showing in the grid with the saved selection
name that
is currently showing in the (saved selection)
lookup
field.
If the name already
exists then the saved selections for that name are replaced.
If the name does
not exist, then the saved selections are added.
Delete Saved Selection (button)
Enter a saved
selection name into the (saved selection) lookup
field and
then click Delete Saved Selection
to delete a stored saved selection
.
Done
Click the Done button to exit the form.
To Select Warehouses
Follow these instructions when the system allows you to select multiple Warehouses.
- From the report or other
form (where you select the criteria to run a report or execute a function), click the Select Warehouses lookup
.
- For each Warehouse
you want to work with, select the check box. Or, to select all,
click the Select All / None check
box in the grid header. Changes to your selections are posted immediately.
- Click Done.
To
Store a Saved Selection
Follow these instructions when the system allows you to store a saved selection.
- From the report or other
form (where you select the criteria to run a report or execute a function), click the Select Warehouses lookup
.
- Select the Warehouses that you want to store. Check individual boxes or click the Select
All / None check box in the grid header.
- Enter a selection
name into the saved selection
(blank) field in the header and then click Store
Selection. This adds a new, or updates an existing, saved
selection using the name you entered in the field—with
the Warehousesthat are currently selected.
- Click Done.
To
Recall a Saved Selection
Follow these instructions when the system allows you to recall a saved selection.
- From the report or other
form (where you select the criteria to run a report or execute a function), click the Select Warehouses lookup
.
- Click the lookup
icon
. The Select Saved Selection pop-up opens.
- Click a saved
selection in the grid. The pop-up closes and you are returned to
the grid. The saved selection
name appears in the lookup field.
- Click Recall
Selection to apply the saved
selection as the current selection. Changes to your selections
are posted immediately.
- Click Done.
To Delete a Saved Selection
- From the report or other
form (where you select the criteria to run a report or execute a function), click the Select Warehouses lookup
.
- Click the lookup
icon
. The Select Saved Selection pop-up opens.
- Click a saved
selection in the grid. The pop-up closes and you are returned to
the grid. The saved selection
name appears in the saved selection
field.
- Press Delete
Saved Selection to delete the saved selection listed in the saved selection field. The saved
selection name and associated group of Warehouses is deleted.
See Also
Change Item Cost and Price
Duplicate Warehouse Items
Purge Warehouse Items
Inventory Overview
Reports Introduction