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. Enter the Warehouse address, City, Province, Postal Code, and Country.
      5. Enter the Note.
      6. 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.
      7. 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. 
      8. 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

    • 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. Make the necessary changes.
      Admin will assign the warehouse to the employee at the Edit popup.
      Employees only manage the inventory  assigned warehouses, create inventory receiving voucher, inventory delivery voucher, internal delivery notes, and loss & adjustment for assigned warehouses.

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

    • Step 7. 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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