Warehouse Management Configuration

Warehouse Management settings help you structure your warehouse operations, define storage locations, set product movement rules, and automate warehouse workflows.

Warehouses

A warehouse is a physical storage location where goods are received, stored, and dispatched.

Use Case: Create warehouses when your business has multiple storage buildings or locations. Each warehouse can have its own process flow and locations.

Steps Create a New Warehouse

1. Naviagte to Inventory → Configurations → Warehouse Management → Warehouses as shown below:

   

2. Fill the following fields:

   General Information

   • Name: The full name of the warehouse (e.g., Central Warehouse)
   • Short Name: Short identifier for the warehouse (e.g., CW)
   • Company: Company owning this warehouse (useful in multi-company setups)
   • Address: Physical location address of the warehouse

   

   Shipment Settings

   These define how products move in and out of the warehouse.

   Incoming Shipments

   • One Step – Receive & Store: Goods go directly to stock in one step
   • Two Steps – Receive → Store: Goods received at a receiving zone, then stored
   • Three Steps – Receive → Quality Control → Store: Goods received, quality-checked, then stored

   Outgoing Shipments

   • One Step – Deliver: Deliver goods in a single step
   • Two Steps – Pick → Deliver Pick goods first, then deliver
   • Three Steps – Pick → Pack → Deliver: Pick, then pack, then deliver in 3 steps

   

   Automatic Configuration:

   Based on selected shipment flows, the system automatically creates Locations, Operation Types, Routes, and Rules for the warehouse.

3. Action Buttons

   • Create: Save warehouse
   • Create & Create Another: Save and add another
   • Cancel: Exit without saving

Locations

A location represents a physical area inside a warehouse such as shelves, racks, receiving zone, or packing zone.

Use Case: Create locations when you need to organize warehouse space and track stock movement accurately.

Automatic Configuration: When warehouse shipment steps are set (1,2,3 steps), default locations are auto-created. For example, in 3-step flow, system creates: Stock, Input, Quality Control, Output, Packing Zone

Steps to Create a New Location

1. Navigate to Inventory → Configurations → Warehouse Management → Locations as shown below:

   

2. Fill in the following fields:

   General Information

   • Location Name: Name of the location (e.g., Shelf A, QC Zone)
   • Parent Location: Select if this location is inside another location (like aisle inside warehouse)
   • External Notes: Notes for warehouse team handling instructions etc.

   Location Settings

   • Location Type: Defines stock movement behavior
     • Vendor Location: Goods received from vendor
     • View: Logical grouping/no stock stored
     • Internal Location: Areas inside warehouse (main storage)
     • Customer Location: Location where items are shipped/sold
     • Inventory Loss: Location used to adjust stock differences
     • Production: For manufacturing WIP and finished goods
     • Transit Location: For goods in transit between warehouses
   • Company: Assign company
   • Is Dock Location: Marks as loading/unloading area

3. Action Buttons

   • Create: Save location
   • Create & Create Another: Save and add another
   • Cancel: Exit without saving

Operation Types

An operation type controls how stock moves in the warehouse, including receiving, delivery, picking, and other movements.

Use Case: Create operation types when you need to customize workflows for receipts, delivery, internal transfers, or dropshipping.

Automatic Creation: Operation types are auto-created when warehouse shipment flow is set. Example (3-step): Receipts, Pick, Pack, Delivery, Quality, Storage, Internal Transfer, Cross-dock

Steps to Create a New Operation Type

1. Navigate to Inventory → Configurations → Warehouse Management → Operation Types as shown below:

   

2. Fill in the following fields:

   Basic Information

   • Operation Name: Name of the operation type
   • Operation Type: Select purpose (Receipt, Delivery, Internal, Dropship)
   • Company: Assigned company
   • Sequence Prefix: Prefix for operation number (e.g., REC-001)
   • Return Type: Defines how returns move
   • Warehouse: Select warehouse
   • Create Backorder: Handle partial delivery (Ask/Always/Never)

   

   Reservation Settings

   • Reservation Method:
     • At Confirm: Reserve stock when order is confirmed
     • Manual: User manually reserves
     • Before Scheduled Date: Auto-reserve before shipment date

   Additional Configuration

   • Lots/Serial Settings:

     • Create New: Create new lot/serial during operation
     • Use Existing: Use existing lot/serial numbers

   • Location Settings:

     • Source Location: Where goods come from
     • Destination Location: Where goods go

3. Action Buttons

   • Create: Save operation type
   • Create & Create Another: Save and add another
   • Cancel: Exit without saving

Routes

A route defines the product movement rules inside a warehouse, determining how goods travel between locations.

Use Case: Create routes when you need to control how products travel across locations (pick-pack-ship, cross-dock etc.)

Automatic Generation: Routes are auto-generated based on warehouse setup. Example routes:

• Receive in 3 steps
• Deliver in 3 steps
• Cross-dock

Steps to Create a Route

1. Navigate to Inventory → Configurations → Warehouse Management → Routes as shown below:

   

2. Fill in the following fields:

   Basic Information

   • Route: Name of route
   • Company: Assign company

   Applicable On Settings

   • Available For:

     • Product Categories: Route available for product categories
     • Products: Route available for products
     • Packaging: Route available for packaging
     • Warehouses: Select warehouse to make default route

     

3. Action Buttons

   • Create: Save route
   • Create & Create Another: Save and add another
   • Cancel: Exit without saving

Rules

A rule defines how products move within a route, automating warehouse operations and movements.

Use Case: Create rules when you need to automate actions like pull from supplier, push to packing, or move to QC.

Automatic Generation: Three actions are auto-generated:

• Pull From
• Push To
• Buy

Steps to Create a Rule

1. Navigate to Inventory → Configurations → Warehouse Management → Rules as shown below:

   

2. Fill in the following fields:

   Basic Information

   • Name: Name of rule
   • Action: Select type (Pull, Push, Buy, Pull & Push)
   • Operation Type: Select operation type
   • Source Location: From where goods move
   • Destination Location: Where goods go

   Movement Settings

   • Partner Address: Vendor/customer address
   • Lead Time: Days required for movement
   • Route: Assign route
   • Company: Assign company

   

3. Action Buttons

   • Create: Save rule
   • Create & Create Another: Save and add another
   • Cancel: Exit without saving

Storage Categories

A storage category helps define storage capacity rules per location, allowing you to manage space and weight limitations effectively.

Use Case: Create storage categories when you need to limit product storage by weight or quantity (e.g., shelf has 100kg capacity).

Steps to Create a Storage Category

1. Navigate to Inventory → Configurations → Warehouse Management → Storage Category as shown below:

   

2. Fill in the following fields:

   Basic Information

   • Name: Category name (e.g., Heavy Goods Zone)
   • Max Weight: Maximum allowed weight
   • Allow New Products: Storage type rules:
     • Mixed: Any products allowed
     • Empty: Only empty slots allowed
     • Same: Only same product allowed
   • Company: Assign company

   Additional Configuration Options

   • Capacity Management:

     • Capacity by Package: Set capacity by packaging type
     • Capacity by Product: Set capacity by product quantity
     • Locations: Link storage category to warehouse locations

     

3. Action Buttons

   • Create: Save storage category
   • Create & Create Another: Save and add another
   • Cancel: Exit without saving

Summary

The Warehouse Management section in Inventory helps to:

• Configure warehouses & their shipment process
• Auto-generate warehouse structures (locations, operations, routes, rules)
• Create & manage custom warehouse locations
• Define stock movement rules & automation
• Set capacity & product storage categories

In simple words:
You set up how your warehouse works, how products move in/out, where products are stored, and how operations are managed ensuring accurate and efficient inventory flow.