Group warehouses by buy zone

Warehouse buy zones allow you to group warehouses that you purchase for collectively. Use buy zones in the Projected P/O screen to purchase for several warehouses on one Purchase Order, rather than running the projection for a single warehouse or all warehouses.

Assigning warehouses to a buy zone combines their demand figures for products selected in the projection. You can also run the Critical Inventory Report by buy zone, to view collective inventory needs for a group of warehouses.

Once you have created the warehouse buy zone, you can assign it to specific warehouses. See Set up warehouses.

Create a buy zone

1. Go to File > Company > Warehouse Buy Zone.

   

2. Click New.
3. In the Warehouse Buy Zone box, type a short description of this buy zone. For example Northeast.
4. In the Description box, type a longer explanation such as "A buy zone for all warehouses in the Northeast U.S."
5. In the Purchasing Warehouse box, select the warehouse to which that you want to generate the Purchase Order. The purchasing warehouse must be included in the warehouse buy zone, and will appear as the Ship To address for Purchase Orders created for this buy zone.

   

6. Click Save.

Assign a buy zone to a warehouse

1. Go to File > Company > Warehouse.
2. In the Warehouse box, select the warehouse you want to assign to a buy zone.
3. Click Edit.
4. In the Buy Zone box, click and choose the buy zone.
5. Click Save.

Edit a warehouse buy zone

1. Go to File > Company > Warehouse Buy Zone.
2. In the Warehouse Buy Zone box, click and choose the buy zone you want to edit.
3. Make changes as described above.
4. Click Save.

Delete a warehouse buy zone

1. Edit the buy zone that you want to delete as described above.
2. Click the Delete button.

   

3. On the confirmation message that appears, click OK.

To view available warehouse buy zones

1. Go to File > Company > Warehouse Buy Zone.
2. Click Report.

   

3. On the Field Selection pop-up that appears, you can choose which fields appear. Drag the fields into the Print Order area, and then click OK.
4. On the Print Document pop-up, click View.