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Inventory Stock Reports
01 Inventory Module Guides 02 Receiving Stock Step-by-Step Workflows 03 Stock Mismatch Troubleshooting

Warehouses

A warehouse is a place that holds stock — a store, a branch, a depot, a clinic’s pharmacy. Stock, counts, reservations and transfers are all kept per warehouse, and in Accounting each warehouse doubles as a branch you can report on.

Open Inventory → Warehouses. The list shows each warehouse’s code, address, status and the stock it holds. Open one to see its locations, each with its storage role, placement and capacity, and the items stocked there with quantities.

Setting Up A Warehouse

  1. Add the warehouse with a name, an address and, if you want one, a code.
  2. Open it and choose Add Location for each shelf, zone or bin you want to track separately. Give busy bins a capacity so an overfull one is flagged.
  3. Assign warehouse staff to it on their user record if they should only post stock there.

The Default Warehouse

Every workspace has one default warehouse, marked System default. Stock with no warehouse chosen lands there, so it is protected and cannot be deleted. A warehouse that holds stock or is linked to users, counters or documents also cannot be deleted until those are reassigned; the message names what is linked.

Users Pinned To A Warehouse

A non-admin user assigned to a warehouse posts stock to that warehouse only. Their receipts, check-outs and manual stock holds are made there whatever the form says, and a location from another warehouse is never used in its place. Admins can post anywhere.

What Is Kept Per Warehouse

  • On-hand stock, by location and batch.
  • Reservations and backorders — a sales order reserves stock at its own warehouse (see Stock Reservations).
  • Assembly orders build from, and into, one warehouse (see Bills of Materials).
  • Counts can be scoped to a warehouse or one of its locations.
  • Branch reporting. In Accounting the warehouse is the Branch tag on manual journals, expenses, bills and petty cash, so the Income Statement can be read per branch (see Month-End Close).

Permissions

Viewing, adding, editing and deleting warehouses are separate permissions, as they are for locations. If the Warehouses menu is missing, ask your organization admin for the view permission rather than a broader role.

Common Mistakes

  • Creating a warehouse for every shelf. A warehouse is a site; shelves and bins are locations inside it.
  • Moving stock between branches with two adjustments. Use a stock transfer, so the stock is in transit while it travels and the history joins up.
  • Expecting a backorder to fill from another branch. Reservations are per warehouse; transfer the stock in first.

Related

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