Warehouses

Basics

A Warehouse stores Catalog Items used in maintenance and repair of Equipment.

Warehouses store an inventory of Catalog Items available for Work Orders.
A Catalog Item at a specific Warehouse is a Stock Item.
Stock Items are located in the Warehouse in Bins, which are the lowest level of a Row → Section → Level → Bin hierarchy.
Stock Items may be located in more than one Bin.

For example, in a main location or easy access and in an overstock location.
An inventory manager can see Planned Stock for insight into what Stock Items need replenishment.
Replenish a Stock Item by a Purchase Order from a vendor or by Transfer request from another Warehouse.

Add a [New] record to the Warehouse object

Warehouses can also be created while adding Stock Items.
Make the following entries in the Details tab:
- Warehouse Name (required): A unique name
- Default Buyer: User record responsible for purchase orders for the warehouse
- Warehouse Status: Active
  
  Add address and contact information as desired. This is helpful for creating transfer requests and purchase orders, but not required.
(optional) Make entries in Accounting Details as needed

See Accounting Overview for information about the accounts to add in each field.
Click Save