Master Data: Warehouse
Warehouse represents a room, stock area, branch store, shelf zone, or any storage location where stock is tracked.
When to Use Warehouses
Use warehouses when stock must be separated by physical responsibility or storage area. A warehouse can be a main warehouse, branch store, room, quarantine area, or staging area.
Menu Location and Access
Open Master Data -> Warehouse. Create, update, delete, and import actions depend on warehouse permissions.
Field Guide
| Field | Meaning | Recommended Practice |
|---|---|---|
| Name | Warehouse or location name shown to users. | Use operational names such as Main Warehouse or Store Room A. |
| Description | Optional note about the location. | Use it for address, room, shelf, or operational notes. |
| Disallow Negative | Prevents stock in the warehouse from going below zero when active. | Use it for controlled warehouses. |
| Status | Whether the warehouse can be selected. | Deactivate closed locations instead of deleting them. |
Create a Warehouse
- Open Master Data -> Warehouse.
- Select Create Warehouse.
- Fill name and description.
- Decide whether negative stock should be disallowed.
- Save.
- Use the warehouse in Receipt, Issue, Move, Adjustment, and reports.
Operational Examples
| Scenario | Suggested Warehouse Setup | Why |
|---|---|---|
| One main warehouse | Main Warehouse. | Simple stock control. |
| Main and branch stock | Main Warehouse, Branch Warehouse. | Reports can compare stock by location. |
| Quality hold process | Receiving, QC Hold, Available Stock. | Receipt can land in receiving/hold before available stock. |
| Delivery staging | Picking Area, Staging Area. | Move can track goods prepared before shipment. |
Warehouse and Minimum Stock
If the company uses Per Warehouse minimum stock, each warehouse can have its own minimum quantity per item. Set the warehouse minimum stock mode to Per Warehouse before maintaining warehouse minimum stock data.
When Per Warehouse is active, warehouse pages also provide minimum stock maintenance for that location.
Warehouse and User Defaults
Users can have a default warehouse. This helps forms open with the expected warehouse context and reduces input mistakes.
Common Problems
| Problem | Fix |
|---|---|
| Warehouse is not selectable | Confirm it is active and the user has access. |
| Minimum stock report is empty | Confirm minimum quantity exists for that warehouse. |
| Delete fails | The warehouse may already have stock history. Deactivate it instead. |