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

Creating a Warehouse

1. Navigate to Products > Warehouse
2. Click + Create Warehouse
3. Enter warehouse details
4. Click Create

Warehouse Fields

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

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

Managing Warehouses

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

Stock Adjustments

Adjusting Stock

1. Go to Products > Product Stock
2. Find the product and click Edit
3. Choose adjustment type
4. Enter quantity and details
5. Click Update

Adjustment Types

Adjustment Form Fields

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

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

Product Warehouse Details

1. Go to Products > Product Stock
2. Click Warehouse Details icon
3. 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:

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:

Purchase Order Integration

When creating purchase orders:

1. Select target warehouse for received goods
2. Upon receiving, stock is added to selected warehouse
3. 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