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Configuring Warehouse Availability

This guide explains how to configure warehouse availability in the Exigo platform, including which currencies each warehouse supports, setting a default currency, and managing payment type restrictions per warehouse.

Table of Contents

Overview

Warehouse availability configuration allows administrators to control:

  • Which currencies each warehouse accepts for transactions
  • Which currency is set as the default for a warehouse
  • Which payment types are restricted to specific warehouses

These settings ensure that customers can only use the currencies and payment methods appropriate for the warehouse fulfilling their order.

Accessing Warehouse Availability Settings

  1. Log in to the Exigo Admin portal at login.exigo.com
  2. From the left sidebar, navigate to Administration > Settings
  3. On the Company Settings page, click the ACCOUNTING SETTINGS tab at the top right

The Accounting Settings summary page shows a Warehouses column on the right side listing all configured warehouses. Below the list you will find two action links:

  • Modify Warehouse Settings — opens the Warehouses tab in the Accounting Settings popup
  • Manage Payments Restricted by Warehouse — navigates to the payment restrictions manager

Accounting Settings - Warehouses Section

Warehouses List

Clicking Modify Warehouse Settings opens the Warehouses tab of the Accounting Settings popup. This tab displays all warehouses in a table with the following columns:

Column Description
ID Unique numeric identifier for the warehouse
Description Name of the warehouse
Priority Display order (higher priority = appears first in dropdowns)

Each row has: - ▲ / ▼ arrows to reorder the warehouse priority - An EDIT link to open the Warehouse Setup form - A ⋮ (more_vert) menu with Edit and Delete options

Warehouses List

Configuring Currency Availability per Warehouse

Click EDIT next to a warehouse to open the Warehouse Setup form.

Warehouse Setup Fields

Field Description
Description Name of the warehouse
Address / Address 2 Physical address of the warehouse location
City City of the warehouse
State/Zip State dropdown and ZIP code
Country Country where the warehouse is located
Default Template Default invoice template used for orders from this warehouse
Stop Auto Order Process When checked, prevents automatic order processing for this warehouse

Warehouse Edit Form

Currency Availability Table

Below the basic fields is the Currency Availability table, listing all currencies configured in the system. For each currency you can:

Column Description
Checkbox (Available In) Check to make this currency available for orders through this warehouse
Available In Currency name and code (e.g., usd - Dollars (US))
Set as Default Radio button — select one currency as the default for this warehouse

Rules: - Only one currency can be set as default per warehouse (radio button) - The default radio button is only selectable when the currency's "Available In" checkbox is checked - Unchecking a currency automatically disables the Set as Default radio button for that currency

Currency Availability - Active currencies

Currency Availability - All currencies

Click SAVE CHANGES to apply your currency availability configuration.

Configuring Payment Restrictions by Warehouse

Payment restrictions allow you to limit specific payment types to only certain warehouses. This is useful when, for example, a regional warehouse should only accept local payment methods.

Viewing Payment Restrictions

From the Accounting Settings summary page, click Manage Payments Restricted by Warehouse.

The list shows all existing payment restrictions with:

Column Description
Payment Type Numeric ID of the payment type
Payment Label Display name of the restricted payment type

Each row has an EDIT link and a ⋮ context menu for editing or deleting the restriction.

Payment Restrictions by Warehouse

Adding a Payment Restriction

  1. Click ADD PAYMENT RESTRICTION BY WAREHOUSE at the bottom right
  2. The Add Payment Restriction by Warehouse form opens
  3. Select the Payment Type from the dropdown (e.g., Bank Transfer, Credit Card, etc.)
  4. In the Warehouses list, check the warehouses where this payment type should be restricted (i.e., not available)
  5. Click SAVE CHANGES

Add Payment Restriction Form

Note: Checking a warehouse means that payment type will be blocked for orders going through that warehouse.

Editing or Removing a Restriction

  • Click EDIT next to an existing restriction to modify which warehouses it applies to
  • Click the ⋮ context menu and select Delete to remove the restriction entirely

Summary

Setting Location Purpose
Currency availability per warehouse Warehouses tab → EDIT warehouse Control which currencies a warehouse accepts and set the default
Payment restrictions by warehouse Accounting Settings summary → Manage Payments Restricted by Warehouse Block specific payment types from being used at certain warehouses