Workflow

Warehouses, locations and stock control

Create warehouse locations, assign staff, set min/max rules, inspect balances and control availability.

23 connected guidesLive filterPermission-aware instructions
23 guides
Category

Inventory & Warehousing Management System

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Use the warehouse register

View configured warehouses and open their stock details.

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Create a warehouse

Enter warehouse name, code, order, address, note and display settings.

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Edit a warehouse

Update warehouse identity, address, order and display behaviour.

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Delete an eligible warehouse

Delete only when stock and linked records allow it.

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Use warehouse bulk deletion

Select eligible warehouse records and run the bulk action.

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View warehouse details

Review products, balances and configured custom information for one warehouse.

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Configure warehouse address information

Store the address used in warehouse records and documents.

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Control warehouse display and order

Set display flags and ordering used by selectors and lists.

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Store warehouse notes

Record operational notes for a warehouse location.

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Assign staff to a warehouse

Use the warehouse assignment capability to grant location access.

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Review warehouse-specific staff access

Use the permission table to inspect location assignments.

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Update warehouse-specific permissions

Add or change staff warehouse assignments and verify the result.

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Remove a warehouse assignment

Delete a staff-to-warehouse assignment without deleting the staff or warehouse.

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Hide out-of-stock products where configured

Apply the inventory setting that controls unavailable item visibility.

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Use the inventory stock register

Review item quantities by warehouse and stock state.

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Inspect warehouse-level inventory

Open a warehouse or item to inspect location-specific balance detail.

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Check available quantity before invoicing

Use the invoice item search and displayed available quantities before saving an invoice.

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Understand quantity validation

The module checks delivery, transfer, return and adjustment quantities against available stock.

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Filter minimum and maximum inventory

Use min/max criteria to identify stock outside configured thresholds.

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Update minimum inventory levels

Change warning levels from the inventory workspace.

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Use the inventory history register

Search movements by item, warehouse, document and date.

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Open inventory history details

Review the source document and quantity effect for a movement.

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