Warehouse

  • Last Created On Jun 14, 2023
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You can add warehouse where you keep the goods. You can choose a warehouse to export (sell) or receive (purchase) goods. You can also move inventory between warehouses.

Add New Warehouse

    To add a new warehouse to your organization:

    • Step 1. Go to Warehouse menu under Inventory module from the left sidebar.

    • Step 2. Click on the Add a warehouse button on the top.
    • Step 3. In the Add warehouse page, fill the following details: 
      1. Enter the Warehouse code.
      2. Enter the Warehouse name.
      3. Enter the Order: the order this Warehouse will show up in the Inventory combo box on the related screens. It is similar to A-Z.
      4. Assign to Staffs

        Admin will assign the warehouse to the employee.Employees only manage the inventory  assigned warehouses, create inventory receiving voucher, inventory delivery voucher, internal delivery notes, and loss & adjustment for assigned warehouses.

      5. Enter the Warehouse address, City, Province, Postal Code, and Country.
      6. Enter the Note.
      7. Check/uncheck the Display option. If you check this option, this warehouse will be displayed in the Warehouse combo box. Opposite, this warehouse will not be displayed.
      8. Check/uncheck Hide Warehouse when out of stock (on Inventory/items menu) option. If you check, hide out-of-stock warehouse on the Items management page. 
      9. Custom fields tab: Alway empty in Add form. The warehouse custom field is only visible in the Edit screen and displays the custom fields assigned to the warehouse itself. 
    • Step 4. Click Save button 


    Add custom field for warehouse and assign warehouse to staff

    • Step 1. Go to Settings menu under Inventory module from the left sidebar
    • Step 2. Select Warehouse custom fields menu -> assign necessary custom fields for warehouse

      • Select a custom field: choose the custom field you want to assign to a specific warehouse. These custom fields are predefined in the system under Settings > Warehouse custom fields.
      • Warehouse name: Select the warehouse you want to assign the selected custom field to. The dropdown shows all active warehouses in the system.
    • Step 3. Go to Warehouse menu under Inventory module from the left sidebar.
    • Step 4. Hover over the warehouse to be edited and click Edit

    • Step 5. Go to custom fields tab, the custom fields assigned in step 2 will show up here. 
    • Step 6. Click Save

    Delete warehouse

      If a warehouse is no longer operational, you can delete it. To delete a warehouse:

      • Step 1. Go to Warehouse menu under Inventory module from the left sidebar.
      • Step 2. Hover over the warehouse to be deleted and click Delete

      • Step 3. Confirm your selection in the following pop-up. The warehouse will be deleted.

      Warehouse Detail

      To view the details of an existing warehouse:

      • Step 1. Go to Warehouse menu under Inventory module from the left sidebar.
      • Step 2. Hover over the warehouse to see details and click View

      Status column: displays Unsafe inventory when the current inventory is less than the minimum inventory (configured in settings).


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