Warehouse Master
For: People managing stock locations and inventory storage
Purpose: Understand what the Warehouse module does and how it tracks where your stock is physically stored
Related: Branch is the parent level above Warehouse. Item Master defines the items whose stock is tracked per warehouse. Warehouses are used in all inventory transactions (GRN, delivery, transfer).
What This Module Does
The Warehouse module is the lowest level of the location hierarchy: Division → Branch → Warehouse. A warehouse is a physical storage location (a storeroom, rack area, or bin location) where your items actually sit. You use warehouses to:
- Track stock levels per location: know exactly how much of each item is in which warehouse
- Record goods receipts, deliveries, and inventory transfers against a specific warehouse
- Define bin rack locations within a warehouse for finer storage tracking
- Control which warehouse is used by default on purchase and sales documents
Each Warehouse has a system-assigned code (WH-n sequence per branch) and a name that must be unique within its parent Branch.
Main Features (What You Can Do)
1. Add a New Warehouse
- You select a Branch and enter a name. The system auto-generates a code in the WH-n sequence for that branch.
- You can add one or more bin rack locations (binRack[]) inside the warehouse for slot-level tracking.
- The warehouse name must be unique within its Branch.
- You can set an address and other details for the warehouse.
2. List and Search Warehouses
- View all warehouses for your company, optionally filtered by Branch or Division.
- Filter by active or inactive status and search by name.
- The list is paginated and shows each warehouse's name, code, branch, and status.
3. View Warehouse Details
- Open a warehouse to see its full profile: name, code, branch, bin rack locations, address, and status.
- You can see current stock levels for items stored in this warehouse.
4. Update a Warehouse
- You can change the name, bin rack locations, and other details of an existing warehouse.
- Name uniqueness (within the branch) is checked on update.
- You can add new bin rack slots or update existing ones.
5. Activate or Deactivate a Warehouse
- You can deactivate a warehouse to prevent it being selected for new transactions.
- Deactivation is blocked if any of the following apply:
- There are open inventory transfer requests in progress for this warehouse
- There are open business documents (GRN, delivery challan, etc.) referencing this warehouse
- You can reactivate a warehouse at any time.
6. Delete a Warehouse
- A warehouse can be deleted only if it has no inventory records or documents linked to it.
- Deletion is permanent.
7. Warehouse List for Dropdowns
- Purchase receipts, delivery challans, inventory transfers, and other documents use a dropdown list of active warehouses.
- The list can be filtered by branch or division to show only relevant warehouses.
Summary Table (At a Glance)
| What you want to do | Where it fits in the module |
|---|---|
| Add a warehouse | Create warehouse under a Branch; add bin rack slots; system assigns WH-n code |
| View all warehouses | Paginated list; filter by branch, division, or status |
| See warehouse details | Open warehouse: name, code, branch, bin racks, stock levels |
| Change warehouse details | Update warehouse; name uniqueness checked within branch |
| Stop using a warehouse | Deactivate (blocked if open transfer requests or documents exist) |
| Resume a warehouse | Reactivate at any time |
| Remove a warehouse | Delete (only if no inventory or documents linked) |
| Pick a warehouse on a document | Dropdown of active warehouses, filterable by branch/division |
Important Business Rules
- Requires a Branch: You must select a parent Branch when creating a Warehouse. Branches must be set up first.
- Unique names per branch: Warehouse names must be unique within the same Branch (case-insensitive).
- Deactivation blocked by open transfers: You cannot deactivate a Warehouse that has pending inventory transfer requests or open documents.
- Bin rack tracking: Bin rack locations (slots) are optional but enable slot-level stock tracking within a warehouse.
- Code is auto-generated: The WH-n code is assigned sequentially per branch and cannot be edited manually.