Stock Extra: Warehousing |
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Go to Stock >Extra > Warehousing
Hover the mouse over the different fields on the form. If the cursor changes to a hand (
) , click to get more information.
Multi-Warehousing
The Warehousing module allows you to manage and track stock levels across multiple warehouse locations. This includes main warehouses, sales reps, demo stock, or branch-specific inventory.
Why Use Multi-Warehousing?
Multi-warehousing helps you:
•Monitor stock movement across locations
•Allocate stock to agents or salespeople
•Track demo or consignment items
•Improve inventory control and accountability
➢ Example:
To manage stock carried by salespeople, create each salesperson as a "Warehouse." When items are issued to them, those items are transferred to their warehouse. This lets you see exactly how much stock each person is carrying.
Setup Guide
Step 1: Create Warehouses
•Go to Stock > Stock Extra > Warehouses
•A Master Warehouse is created by default
•Add additional warehouses as needed (e.g., for salespeople, branches, or demo stock)
Step 2: Transfer Stock
•Go to Transfer Order Lookup
•Click New Warehouse Transfer Order
•Select the Sending, Receiving, and In Transit warehouses
Step 3: Add and Send Stock
•Add the relevant stock items to the transfer order
•Send the order
Step 4: Receive Stock
•At the receiving location, open the transfer order
•Click the Receive button to complete the transfer
You can select a warehouse on the following forms:
Job Card, Invoice, Credit Note, GRN (Goods Received Note) and RTS (Retrn to Supplier). Each form includes a Warehouse column to specify the source of stock..
Automating Warehouse Selection
1 Create different branches. (Go to Company > Add or Edit Branches)
2 Link a warehouse to a branch.
3 Link the employees to a branch. Do this in the Main Employee Form.
4 (Optional) Link customers to a warehouse:
In the Customer Main Form, go to the Financial Info Tab
Select the preferred Customer Warehouse
➢The customer warehouse will override the employee’s default warehouse.
When this is set up, the warehouse linked to the employee’s branch will automatically populate on Invoices and Job Cards.
Other Useful Tips
•On the Stock Take form you can select which warehouse you want to count.
•On the Item Lookup form you can right-click on an item to see the different warehouse levels.
•On the Stock Adjustment form you can select the warehouse from where to adjust.
•On the Stock Detail form you can see the movement between the warehouses. In the Mod(ule) column, filter for STO
