(Only if you offer storage)
The warehouse is the physical location where your storage is kept: a building, a hall, a storage depot. In this article, you'll learn how to create a warehouse in Bas and what information you'll need.
Step 1 - Work out your warehouses on paper
Before you create anything in the system, grab a sheet of paper (or a spreadsheet) and answer these questions:
How many warehouses do you have? Note down the name and address of each warehouse.
Do you own it or do you rent the warehouse? This is relevant for your records.
Write this out. A clean structure on paper prevents a mess in the system.
Example:
Warehouse | Address | Owned |
Warehouse Industrieweg | Industrieweg 12, 5612 AB Eindhoven | Yes |
Warehouse Veldhoven | Fabriekstraat 5, 5502 AB Veldhoven | No (rented) |
Step 2 - Navigate to warehouse management
Go to WMS > Warehouses. Here you'll see an overview of all warehouses. In a new environment, this overview is empty.
Click New warehouse to add your first warehouse.
Step 3 - Enter warehouse details
Enter the following details:
Field | What to enter | Example |
Name | A recognisable name for the warehouse | Warehouse Industrieweg |
Address | Full address of the warehouse | Industrieweg 12, 5612 AB Eindhoven |
Owned | Is it your own warehouse or do you rent it? | Yes / No |
Why does the address matter?
The address you enter for a warehouse is automatically used as the loading and unloading address for storage case files. If you schedule a job where items go into storage, the system automatically uses the warehouse address as the destination.
Note: Do NOT manually enter the warehouse address as the loading/unloading address for regular removals involving storage. This happens automatically as soon as you link storage to a case file. If you enter it manually, you'll end up with duplicate address entries.
Step 4 - Save and repeat
Click New warehouse to save. The warehouse is now created and ready for use.
Repeat this for every physical storage location you have. Do you have two branches? Create two warehouses.
Example: typical warehouse setup
Below is an example of what warehouses can look like in Bas:
Company with 1 warehouse:
Name | Address | Owned |
Warehouse Industrieweg | Industrieweg 12, Eindhoven | Yes |
Company with 2 warehouses:
Name | Address | Owned |
Warehouse Eindhoven | Industrieweg 12, Eindhoven | Yes |
Warehouse Veldhoven | Fabriekstraat 5, Veldhoven | No |
Step 5 - Check the warehouse overview
After creating it, go back to WMS > Warehouses. You'll now see all the warehouses you've created.
Check that: - The names are correct - The addresses are correct - The number of warehouses is correct
Is something wrong? Click the warehouse and use the pencil icon to edit it.
What's next?
After creating your warehouse(s), you can: - Create storage locations (optional, only for complex structures) - Create units (containers, crates, pallets)
See the following articles for these steps.
Tips
Always fill in the address. The warehouse address is automatically used as the loading/unloading address for storage case files. This saves you manual work.
Use recognisable names. "Warehouse Industrieweg" is clearer than "Warehouse 1". With multiple warehouses, this is extra important.
Check the addresses. An incorrect warehouse address means jobs get scheduled to the wrong location.
Please note
Do NOT enter the warehouse address manually as the loading/unloading address for removals involving storage. This happens automatically when you link storage to a case file. Entering it manually results in duplicate addresses.
An incorrect address means your employees are sent to the wrong location. Check the addresses carefully.
Creating a warehouse per customer is wrong. Create warehouses per physical location, not per customer. You link customers to units later.
Want to know more?
Manage your warehouses - Creating, editing and disabling warehouses
Introduction to storage - Overview of the storage module and what you can do with it
Next step: Creating storage: containers, crates and pallets - create your storage units via manual entry or bulk import.