Warehouses and modules
Overview
Two screens in the Tenant group (the last group of the Admin menu) define how your installation is set up: Warehouses, where each warehouse is created with its time zone and details, and Cargoflow, where you see the contracted plan and turn each module on or off per warehouse. What you decide here changes which menus everyone sees. The big picture is in Modules, permissions and access.
Before you start
- Both screens are for the super admin only.
- They currently follow the system’s default language regardless of yours; module names appear in a mix of English and Spanish.
- The plan (how many warehouses, how many users and which modules) is set by Cargoflow. Here you only see and distribute what is contracted.
Warehouses
Create a warehouse
- Open Admin › Warehouses and click the button to create one.
- Fill in the form (table below) and save. The system takes you to the new warehouse’s edit screen.
- Assign users (see Users per warehouse) and turn on its modules in the Cargoflow panel.
| Field | Required? | What it is for |
|---|---|---|
| Name | Yes | How it appears in the warehouse selector, documents and emails. |
| Code | No | A short unique key (up to 50). It is not the one document numbers use: the numbering warehouse variable comes from the name the warehouse was created with. |
| Timezone | No | Defines where "today" starts and ends on the dashboard, reports, KPIs, visits and daily emails. Options: Denver, Chicago, New York, Los Angeles and Mexico City. Empty uses the system time zone. |
| Daily inventory report hour | No | 0 to 23, local time. 7 by default. When the daily inventory email goes out to customers who have it on. |
| Notification language | No | English or Spanish: the default language for notices the warehouse sends when the recipient has none of their own. |
| Active | — | An inactive warehouse is not offered for sign-in. |
| Address, City, State/Province, Country, Postal Code, Phone, Email | No | The warehouse’s contact details. |
If the plan has a maximum number of warehouses and it has been reached, a Spanish-only message appears: Plan no permite exceder N bodegas….
The warehouse record
Opening a warehouse shows its details, statistics and recent users, and the buttons:
- QR code — the code for driver and visitor registration at that warehouse. See Configure kiosks.
- Edit — the details in the table above.
- Manage Users — who works in that warehouse, in what part and whether they are active.
The Cargoflow panel
Admin › Cargoflow has three tabs: the contracted plan, warehouses and users.
The contracted plan
Read only: maximum warehouses, maximum users (no limit if none) and the contracted modules. Staff and client portal users count as users, active or deactivated; deleted ones do not.
Turn a module on or off
- Open the warehouses tab. Each warehouse lists every module.
- Modules not contracted say so and cannot be switched.
- Contracted modules have a button showing their current state. Click it to flip it; a confirmation appears.
A module is on in a warehouse only if it is contracted and switched on there.
The modules
| Module | What it enables | Help |
|---|---|---|
| Docks | Dock board, My Work, dock setup, dock report. | Docks |
| Yard | Yard map, special jobs, yard reports. | Yard |
| Visits | Visitor and driver registration, kiosks, driver log. | Visits |
| External notifications | SMS and WhatsApp. | SMS and WhatsApp |
| KPIs | KPI board. | KPIs |
| Inventory | Stock, adjustments, counts, transfers, catalogs. | Inventory |
| Receiving | ASNs and receipts. | Receiving |
| Shipping | Outbound shipments. | Shipping |
| Billing | Charges, invoices, collections, services. | Billing |
| Quoting | Price proposals. | Quotes |
| Documents | Document templates. | Documents |
| Accessorials | Extra operational charges. | Additional services |
| Crossdock | Goods that come in and go out without being stored. | Cross-dock |
| Client portal | Your customers’ access. | Client portal |
| API and EDI | Integrations. | API and EDI |
What happens when a module is turned off
- Its screens disappear from everyone’s menu in that warehouse.
- If someone opens an address from that module, the system says the page does not exist.
- That module’s Configuration tiles, Reports cards and dashboard shortcuts disappear.
- No data is deleted. When you turn it back on, everything is still there.
Example: opening a second warehouse
Your company opens the North warehouse in Monterrey with receiving, inventory, shipping and billing, but no yard.
- Under Admin › Warehouses create "North", time zone Mexico City, daily report hour 8, notification language Spanish.
- In Cargoflow › warehouses, on North, turn on Receiving, Inventory, Shipping and Billing; leave Yard off.
- Switch to North in the top bar and follow the setup guide: numbering, customers, locations, docks and users.
How users, customers and settings are shared between the two: Working with several warehouses.
Known limitations
- When editing a warehouse, unticking Active does not deactivate it. If you need to close a warehouse, contact support.
- There is no button to delete warehouses.
- The warehouse record shows roles by their internal names.
Troubleshooting
I don’t see Warehouses or Cargoflow in the menu.
- Only the super admin sees them.
A module says it is not contracted.
- It is not in the plan. Contact Cargoflow.
I turned a module on and nobody sees it.
- Check you turned it on in the right warehouse and that users have that module’s permissions. Ask them to reload the page.
Reports cut the day at an odd hour.
- Check the warehouse time zone.
FAQ
How do I contract a new module?
Through Cargoflow. Once it is in the plan, it appears with its button in each warehouse and you turn it on where you need it.
Does turning a module off delete its data?
No. It only hides its screens in that warehouse.
Need help?
If something did not work as expected, our support team can help you.
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