Question

Default warehouse by customer

K
  • KJ22
  • New Participant
  • 3 replies

Hello,

I am somewhat new to Epicor, but have extensive experience with other ERP packages. My local resource and my own digging has not given me a solid answer so I thought I would try this resource for a solid answer.  We are on an older version of Epicor 9.05.700B and use multiple warehouses within one plant.  We have a couple customers that ship from a secondary warehouse and we keep forgetting to change the warehouse on the sales order which then pulls from the wrong warehouse and bin creating inventory discrepancies.  Is there a way to default a warehouse at the customer and/or ship-to level?  I have looked around the customer setup, but do not see it anywhere.

Thank you for your guidance.

Kim

2 replies

C

Set the Primary warehouse on the part set up; Plants tab 

 

 

Set the primary bin under warehouses: 

 

K

Yes, we have that setup, but the parts ship to many customers.  Some customers ship from a specific warehouse so I was hoping we could set a default warehouse at the customer level to say customer A defaults to ship from warehouse 123 while customer B defaults to ship from warehouse 456.

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