Warehouse Creation

Warehouse creation is important because all orders or dispatches must be linked to a warehouse or receiving agent through the Stock Location field during New Order Creation.

This document illustrates the following steps:

1. Create a new Warehouse
2. Flag the Warehouse as a Location
3. Associate the Warehouse with an Agent
4. Associate the Warehouse with an Airport
5. Set Warehouse and Location to YES for an existing record

Creation of a new Warehouse

Important notes:

• Before creating a new warehouse, always check whether it already exists in the system.

  1. Navigate to Back Office → Master Data → Master Entities.

  2. Search for the warehouse by name, address, or both. 

     Some warehouses may share similar names but have different locations.

     

• Proceed with creation only if there is no existing record.

• If a record exists, respond to the requester for clarification before closing the ticket.

• If a record exists but is not flagged as a Warehouse, creation is still required (refer to step 5).  

Steps:

1. Navigate to Back Office →  Master Data →  Warehouses → Click the ➕ (Add Warehouse) button. 

2. Fill in the required warehouse details: Name, Address, Postal Code, ISO, and Contact Information.
   Iso = A unique combination of initials assigned to an individual warehouse. The initials are usually derived from the first letters of the warehouse’s Domain, City, and Country. 
   Example: SMW-FIN-JMB . This ISO Code refers to SwiftMarineWarehouse-Finland-Jumbo Transport 

3. Click on the ADD button. 
   

4. You will see a prompt on the screen: “The warehouse was successfully created.”

5. Search again by the Warehouse Name to confirm the newly created warehouse appears in the list. 
   

Flag Warehouse as Location

For a Warehouse to be available in the Stock Location field, it must be flagged as a Location.

Steps:

1. Back Office →  Master Data → Master Entities → Enter Warehouse Name, check if the record has the 'Is Location' flag equal to YES. If it is not, click on EDIT →Is Location column → select YES from the dropdown ▼  → UPDATE 

Associate the Warehouse with an Agent

Steps:

1. Back Office →  Master Data → Warehouses → Enter the Warehouse Name → Click the expand arrow ► → Click on WAREHOUSE TO AGENT → Click the pencil icon ✏️ to add an agent 
2. Type the Agent to be associated, as requested by the operator, and select it from the suggested list → SAVE
3. The agent has been successfully attached to the warehouse

Refer to this to create an agent if it is not yet in the record: 
https://horizonairfreight.freshdesk.com/a/solutions/articles/150000111003 

Associate the Warehouse with an Airport

Steps:

1. Back Office →  Master Data → Warehouses → Enter the Warehouse Name → Click the expand arrow ► → Click on WAREHOUSE TO AIRPORT → Click the pencil icon ✏️ to add an airport 
2. Type the Airport to be associated, as requested by the operator, and select it from the suggested list → SAVE
3. The airport has been successfully attached to the warehouse

Set Warehouse and Location to YES for an existing account

If the account already exists, do not create a new one — simply flag Warehouse and Location as YES. 

Steps:

1. Back Office →  Master Data → Master Entities → Enter the Warehouse Name → EDIT 
2. Is Warehouse column → select YES from the dropdown ▼  → Is Location column → select YES from the dropdown▼ → UPDATE  
3. A message will prompt: Master Entity was Successfully Updated.
4. Back Office →  Master Data → WAREHOUSES → proceed to create the Iso code and attach the warehouse to the corresponding Agent or Airport, as requested (steps 3 and 4).

Warehouse user accounts must be linked to a department. Follow this link for steps. https://horizonairfreight.freshdesk.com/a/solutions/articles/150000211790