Creating and managing warehouses
On Logistics → Warehouse → Warehouses you can create several warehouses (e.g. main warehouse, shop, external storage) and track stock per warehouse. One warehouse can be the default: accepted quotes reserve and issue stock from it, and it is preselected when you receive a purchase order.
Creating a warehouse:
- Click New warehouse.
- In the Basic info step enter the Name, Code and Address, and tick Default warehouse if this should be the default.
- To track stock on shelves and in cells, turn on Coordinate warehouse and define the dimensions (e.g. Shelf, Row, Column – up to three).
- In the Cells step enter the values for each dimension (e.g. A, B, C and 1, 2, 3) and, optionally, a default capacity. Create cells generates them. You can skip this step and do it later from the warehouse page with Generate Grid.
What the default warehouse does: only one warehouse can be the default at a time.
- When a quote is accepted, its products are reserved in this warehouse; when the quote is turned into an invoice, they are issued from here.
- It is preselected when you receive a purchase order.
- On the New Movement form you always choose the warehouse yourself.
On the warehouse page the Map and Locations tabs show the cells, and Labels prints QR code labels for them. The dimensions can be changed on the Settings tab, but only while the warehouse has no cells. A warehouse that still holds stock cannot be deleted.