How to Add a Warehouse or Store Location
In short
Go to Masters → Warehouses → Add Warehouse, enter the Warehouse Name and Warehouse Type (Main, Site or Vendor), add the address and person in charge, and click Create Warehouse. A code such as WH-001 is given automatically.
| Where | Masters → Warehouses |
|---|---|
| Who can do it | Admin and stores. Deleting a warehouse is admin only. |
| Steps | 5 |
Step by step
- 1
Open warehouses
Go to Masters → Warehouses. The page lists your storage locations. Click Add Warehouse.
- 2
Basic Details
Enter Warehouse Name (required, e.g. Main Factory Store) and choose Warehouse Type: Main Warehouse, Site Warehouse or Vendor Warehouse.
- 3
Location & Contact
On the Location & Contact tab fill Address, City and State, and the Incharge Person and Contact Phone.
- 4
Create
Click Create Warehouse. The code is generated in the series WH-001, WH-002 and so on.
- 5
Use it
The warehouse now appears wherever stock moves: the Warehouse on a GRN, material issues and stock adjustments, and the Stock by Warehouse table on each item's stock page.
Common questions
When should I use Site or Vendor Warehouse?
Use Site Warehouse for material kept at a customer's site during installation, and Vendor Warehouse for stock you keep at a vendor's premises. Main Warehouse is your own store.
Do I need more than one warehouse?
Only if stock sits in more than one place. Every GRN, issue and adjustment names a warehouse, and the stock page shows the quantity in each, so separate warehouses show where material actually is.
Who can delete a warehouse?
Only an administrator. A deleted warehouse goes to Trash, so move or adjust its stock before deleting it.
Related
More in Getting started
Not a customer yet? Book a demo and we will walk you through this on your own data.