Operations Order Management: Setting Pricing Warehouse

This is currently on orders and cash quotes but is in process to also be added to quotes. Quote function in theory should be identical to orders but will add updates if there does turn out to be some differences.

Step 1: Create Order

You can use the normal method of triggering an order and cash quote from the Companies screen in the operations portal.

Step 2: Set Shipping Method and Location

On order creation, the shipping method will be blank and a default location will be filled in. Choose your method and change location if desired.

Step 3: Set Pricing Warehouse if Needed

You should not need to set the pricing warehouse in most cases. Only if the product cost is not matching the correct pricing because a different SKU is being pulled due to another warehouse being associated. If this is the case, then setting the pricing warehouse would fix the standard cost pricing making it match your selected pricing warehouse. The images below indicate when Miami is only set as the Location, and when Miami is set both as Location and Pricing Warehouse.

Miami as Location:

Miami as Location and Pricing Warehouse:

Step 4: Add items to your Order

I know I illustrated items on the order already in the images above, however putting this here to stress that it is important at this time to set your Pricing Warehouse if you are going to use one before you add items to your order. If you decide to change the Pricing Warehouse or add after, you will need to delete your line items and begin anew.