Warehouses

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

Key Features

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.

A new optional Office lookup is available on the Warehouse object.

Field label:

Office

Field type:

Lookup to Account

Record type restriction:

Only Office record type Accounts can be selected.

Validation:

If a user attempts to reference a non‑Office Account (for example, via UI, import, or API), the save is blocked.
A clear validation error message indicates that only Office Accounts are allowed.

Existing data:

This field allows each Warehouse to be explicitly associated with the correct Office Account for reporting, operations, and downstream integrations.

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:

Field	Entry
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.

Field

Entry

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.

You can optionally make entries in Accounting Details as needed.

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