Warehouse in Inventory Management Module

A warehouse is a designated storage location for inventory items within the Inventory Management Module. Warehouses can be used for receiving (purchasing), exporting (selling), and transferring inventory between locations.

1. Adding a New Warehouse

To add a new warehouse to your organization:

Step 1: Access the Warehouse Menu

1. Navigate to Warehouse under the Inventory Module from the left sidebar.
2. Click Add a Warehouse at the top of the page.

Step 2: Enter Warehouse Details

On the Add Warehouse page, fill in the following details:

1. Warehouse Code – Enter a unique identifier for the warehouse.
2. Warehouse Name – Specify the name of the warehouse.
3. Order – Define the order in which the warehouse appears in inventory selection lists (similar to alphabetical sorting).
4. Warehouse Address – Provide details including City, Province, Postal Code, and Country.
5. Notes – Add any relevant remarks about the warehouse.
6. Display Option – Check/uncheck this option to show or hide the warehouse in the selection lists.
7. Hide When Out of Stock – Check this option to automatically hide the warehouse in the Items Management page when stock reaches zero.
8. Custom Fields Tab – This tab is empty in the Add form but becomes available in the Edit screen, displaying custom fields assigned to the warehouse.

Step 3: Save the Warehouse

1. Click Save to confirm and create the warehouse.

2. Adding Custom Fields & Assigning Warehouses to Staff

To enhance warehouse records, you can add custom fields and assign warehouses to specific employees.

Step 1: Configure Custom Fields

1. Navigate to Settings under the Inventory Module from the left sidebar.
2. Select Warehouse Custom Fields and assign the necessary custom fields.

Step 2: Assign Warehouse to Staff

1. Navigate to Warehouse under the Inventory Module.
2. Hover over the warehouse you want to edit and click Edit.
3. Make the necessary modifications.

Notes:

• Admins assign warehouses to employees in the Edit popup.
• Employees can only manage inventory for assigned warehouses, including:
  • Creating Inventory Receiving Vouchers
  • Processing Inventory Delivery Vouchers
  • Handling Internal Delivery Notes
  • Managing Loss & Adjustment Records

Step 3: Save Changes

1. Navigate to the Custom Fields tab. The custom fields assigned in Step 1 will be displayed here.
2. Click Save to apply the changes.

3. Deleting a Warehouse

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

Steps to Delete a Warehouse:

1. Navigate to Warehouse under the Inventory Module.
2. Hover over the warehouse to be deleted and click Delete.
3. Confirm the deletion in the pop-up message. The warehouse will be removed.

Note: Once deleted, a warehouse cannot be recovered. Ensure that all inventory transactions associated with the warehouse are processed before deletion.

4. Viewing Warehouse Details

To view details of an existing warehouse:

1. Navigate to Warehouse under the Inventory Module.
2. Hover over the warehouse and click View to see its details.

Status Column: Displays Unsafe Inventory when the current stock falls below the minimum threshold (configured in settings).

Final Notes

• Warehouses are essential for inventory tracking, stock management, and logistics coordination.
• Proper warehouse setup ensures smooth order fulfillment and stock visibility.
• Use custom fields and staff assignments to optimize warehouse operations.