PURPOSE

The purpose of this document is to train ‘Company Users’ how to create and manage Virtual Warehouses ‘VW’. The VW is set up to help you manage how you would like your inventory allocated. Typically, your main VW is called “Shopify” (It may be something different if you use another order sourcing application - for the purpose of this tutorial, we will use Shopify as the example). 

 

SCOPE

These instructions will be followed by ‘Company Users’ within ShipCaddie TWMS

 

RESPONSIBILITY

ShipCaddie TWMS Implementations Team will establish, implement and maintain this procedure documentation.

 

REFERENCE

Video tutorial of this process can be found here. Video Tutorial

 

CREATE VW 
  1. Navigate to the left side of the ShipCaddie TWMS screen.  Select ‘Admin’ then ‘Virtual Warehouses’. If you have any VW’s already set up for your site, they will show in this screen.
  2. To add a new VW, click the green ‘plus’ in the upper right corner of the window.
  3. Name your VW, for this example we will use ‘Shopify’.  You can create as many VW’s as you need.
  4. ‘Sellout At’ – this is optional, but if you want the item to show as ‘Sold Out’ when it reaches a certain quantity, enter that certain quantity to the box.
  5. ‘Prereserve Inventory’ box  - if this box is marked, you will have the ability to push amounts to your order sources before the are physically received by the warehouse.

 

MANAGE VW
  1. Navigate to ‘Inventory’ then ‘Manage Virtual Warehouses’. This screen will show all of the details for your VW’s. See Figure 1.
  2. ‘Total’ – This column shows how much physical inventory is being stored by the warehouse.
  3. Your Virtual Warehouses will show in the next column(s). The amounts of each SKU will be displayed, as well as, how many are reserved by orders.
  4. ‘Unassigned’ this column will show you the amount that is not allocated to a VW. If the number is in the positive (green) you have not allocated all of the physical inventory that is available. If the number is negative (-red), then you have over allocated inventory, meaning you have assigned too much and that will cause overselling. If the number is (0 Blue) then the inventory is properly aligned.
  5. ‘Edit’ by selecting this you will be able to shuffle VW quantities around to meet your demand. Keep in mind, if a VW gets down to zero for Shopify (for example) – your Shopify store will have 0 to sell. It is very important to keep the VWs up to date.

 

Figure 1