Warehouse Detail#

Action Buttons (top of the page)#

Tabs#

Moving, Counting, or Receiving Stock#

Direct transfer, refill, and write-off actions have been replaced by approval-gated workflows. On a company warehouse's detail page, click New Stock Request, pick Stock Transfer (move stock to another warehouse), Stock Adjustment (true stock to a physical count), or Goods Receiving (log a non-PO receipt), and fill in the form — the warehouse you started from comes pre-filled. Each run then goes through an approval step before a posting step actually moves the stock. See Warehouse Workflows for the full step-by-step flow, field lists, and approval rules.

Managing Warehouse Areas#

The Areas tab lets you divide a warehouse into named storage areas (such as zones, cold rooms, or racks) and track how much each one can hold.

To add an area:

1. Open the Areas tab.
2. Click Add Area.
3. Fill in the form:
   • Area Name - a descriptive name (for example, "Zone A", "Cold Room", or "Rack 1"). This is required.
   • Capacity - how much the area can hold. This must be a positive number.
4. Click Add Area to save it.

To edit an area:

1. Find the area in the list and click its pencil (edit) icon.
2. Change the Area Name or Capacity.
3. Click Save.

To delete an area:

1. Click the trash (delete) icon on the area's row.
2. Confirm the deletion. This action cannot be undone.

At the top of the Areas tab you'll see the number of areas defined and the Total Area Capacity (the combined capacity of all areas).

Reviewing Transactions and Item Movement History#

The Transactions tab lists items moving in and out of the warehouse, newest first. Each row names the item (with its SKU) alongside the transaction type, the receipt it came from, and the quantity.

Three filter buttons above the list narrow what's shown:

• Stock movements (the default) — only receipts whose stock has actually posted.
• Pending (no movement yet) — documents recorded against the warehouse (requests, orders not yet received, in-transit stock) that haven't moved any stock yet.
• All documents — everything, movements and pending together.

On the Inventory tab, click any item's row to open a Movement history dialog for that item — every stock movement that touched it in this warehouse, newest first, the same columns as the Transactions tab (scoped to real movements only, not pending documents).

Setting the Main Warehouse#

For a company warehouse that is not already the main one, a Set as Main button appears in the action row.

1. Click Set as Main.
2. Confirm the change in the dialog that appears.

The warehouse becomes the company's main/primary warehouse.

Editing or Deleting the Warehouse#

• Click Edit to change the warehouse's details.
• Click Delete to remove the warehouse, then confirm in the dialog. Deletion cannot be undone.

Warehouse Area#