Warehouse & Inventory Module

The Warehouse module provides comprehensive inventory management across multiple warehouse locations. Track stock levels, manage warehouse hierarchies, adjust inventory, and generate detailed stock reports.

Warehouse Setup
Stock Tracking
Stock Adjustments
Warehouse Products
Stock Reports
System Integration

Warehouse Setup

Creating a Warehouse

Navigate to Products > Warehouse
Click + Create Warehouse
Enter warehouse details
Click Create

Warehouse Fields

Field	Description
Name	Warehouse identifier (e.g., "Main Warehouse", "Branch Store")
Address	Physical street address
City	City location
City Zip	Postal/ZIP code
Parent Warehouse	Optional parent for hierarchical organization

Hierarchical Warehouses

Organize warehouses in a parent-child hierarchy:

Main Warehouse (Parent)
├── Branch Store A (Child)
├── Branch Store B (Child)
└── Online Fulfillment Center (Child)
    ├── Zone 1
    └── Zone 2

Setting Up Hierarchy

Create the parent warehouse first
When creating child warehouses, select the Parent Warehouse
Child warehouses inherit organizational structure

Managing Warehouses

Action	Description
View	See warehouse details and all products stored
Edit	Update warehouse information
Delete	Remove warehouse (requires empty inventory)

Stock Tracking

Two-Level Stock System

The system tracks inventory at two levels:

1. Global Stock

Total quantity across all warehouses
Shown on product listing pages
Updated automatically from warehouse totals

2. Warehouse-Specific Stock

Quantity in each specific warehouse
Enables location-based inventory management
Sum of all warehouse stocks = Global stock

Stock Distribution Example

Product: Office Chair (SKU: CHR-001)

Warehouse Distribution:
├── Main Warehouse:     100 units
├── Branch Store A:      50 units
├── Branch Store B:      30 units
└── Online Fulfillment:  70 units
────────────────────────────────────
Global Stock Total:     250 units

Stock Status Indicators

Status	Condition	Display
In Stock	Quantity above reorder level	Green indicator
Low Stock	Quantity at or below reorder level	Yellow warning
Out of Stock	Quantity is zero	Red alert

Stock Adjustments

Adjusting Stock

Go to Products > Product Stock
Find the product and click Edit
Choose adjustment type
Enter quantity and details
Click Update

Adjustment Types

Type	Effect	Use Case
Add	Increases stock quantity	Receiving goods, returns, corrections
Subtract	Decreases stock quantity	Damaged goods, shrinkage, corrections

Adjustment Form Fields

Field	Description
Current Stock	Display of current quantity (read-only)
Adjustment Type	Add or Subtract
Quantity	Number of units to adjust
Warehouse	Optional: specific warehouse to adjust
Reason	Optional: note explaining the adjustment

Warehouse-Specific Adjustments

When adjusting stock, you can:

Global Adjustment: Leave warehouse empty to adjust global stock
Warehouse Adjustment: Select specific warehouse to adjust only that location

Audit Trail

All adjustments are logged in the Stock Report with:

Product name
Quantity changed
Type: "manually" for adjustments
Description/reason
Timestamp

Warehouse Products

Viewing Warehouse Products

Go to Products > Warehouse
Click on a warehouse name
View all products stored in that warehouse

Product Warehouse Details

Go to Products > Product Stock
Click Warehouse Details icon
View stock distribution across all warehouses

Warehouse Details View Shows:

Product information (Name, SKU, Category, Unit)
Total stock quantity
Stock cards for each warehouse with quantities
Stock status per warehouse
Summary statistics:
- Number of warehouses
- Total quantity
- Average per warehouse
- Highest stock location

Stock Reports

Product Stock Report

Navigate to Reports > Product Stock Report

Report Features:

Filter by date range
View all stock movements
Export to Excel/PDF

Movement Types Tracked:

Type	Description
manually	Manual stock adjustments
invoice	Stock reduced by sales invoice
bill	Stock added by purchase bill
purchase	Stock added by purchase order
pos	Stock reduced by POS transaction

Warehouse Report

Navigate to Reports > Warehouse Report

Report Shows:

Total warehouse count
Total product count across warehouses
Product distribution chart by warehouse
Visual breakdown of inventory allocation

Low Stock Report

Identify products that need reordering:

Products below reorder level
Out of stock items
Warehouse-specific low stock alerts

System Integration

Automatic Stock Updates

Stock levels are automatically updated by:

Module	Effect on Stock
POS Sales	Decreases stock on sale completion
Purchase Orders	Increases stock when received
Invoices	Decreases stock when invoice created
Bills	Increases stock when bill recorded

Purchase Order Integration

When creating purchase orders:

Select target warehouse for received goods
Upon receiving, stock is added to selected warehouse
Warehouse-specific quantity updates automatically

POS Integration

POS can be configured for specific warehouse
Sales deduct from assigned warehouse stock
Global stock updates accordingly

Best Practices

Warehouse Organization

Use clear, descriptive names for warehouses
Set up hierarchy for multi-location businesses
Assign addresses for shipping integration

Stock Management

Perform regular stock counts
Document all manual adjustments with reasons
Set appropriate reorder levels
Review stock reports regularly

Multi-Warehouse Tips

Track which warehouse handles which orders
Monitor stock distribution across locations
Use warehouse details view for quick checks
Consider transfer needs between warehouses

Quick Reference

Task	Path
Create Warehouse	Products > Warehouse > + Create
View Warehouse Products	Products > Warehouse > [Click Name]
Adjust Stock	Products > Product Stock > Edit
View Warehouse Details	Products > Product Stock > Warehouse Details
Stock Movement Report	Reports > Product Stock Report
Warehouse Distribution	Reports > Warehouse Report

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