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:
- Enter the Warehouse code.
- Enter the Warehouse name.
- 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.
- 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.
- Enter the Warehouse address, City, Province, Postal Code, and Country.
- Enter the Note.
- 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.
- 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.
- 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 Setups menu
- Step 2. Select Custom Fields menu -> Click on the New Custom Field button.
- Step 3. In the Add new custom field page, fill the following details:
- Select Belongs to is Warehouse.
- Enter the Field Name.
- Select Type
- Enter Default Value
- Enter Order
- Step 4. Go to Settings menu under Inventory module from the left sidebar
- Step 5. 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 6. Go to Warehouse menu under Inventory module from the left sidebar.
- Step 7. Hover over the warehouse to be edited and click Edit
- Step 8. Go to custom fields tab, the custom fields assigned in step 2 will show up here.
- Step 9. 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).