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Set Up Warehouses

Create a warehouse

  1. Go to Inventory Operations → Warehouses and click Add.
  2. Enter a warehouse code — a short, unique identifier like WH-01 — and a friendly name, like Main Store.
  3. Optionally add an address, city, contact, phone, and email.
  4. Check Is default if this is your main receiving site — only one warehouse per company can be the default.
  5. Leave Is active checked. Unchecking it hides the warehouse from new transactions without deleting its history.
  6. Save.

View stock in a warehouse

  1. Open Warehouses and click Details on the one you want.
  2. Review the stock grid: item code, name, bin, quantity on hand, reserved, available, and a stock-level badge.
  3. The details page also summarizes any in-transit transfers affecting this warehouse.

Use the search box and column sorting for large lists.

Understanding warehouse quantities

TermMeaning
Quantity on handPhysical units actually in this warehouse
Reserved quantityUnits allocated to pending orders or holds
Available quantityOn hand minus reserved — what you can transfer or sell from this site

A product's company-wide total in Products adds up every warehouse. A transfer changes where stock sits, not how much the company owns in total.

Edit or remove a warehouse

Use Edit to change the name, address, default flag, or active status. Delete only works when a warehouse has zero stock — transfer everything out first, or the system will block the delete.

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