Setting Up a Warehouse

This page is the order of work. Each step links to the page that covers it in full.

You need administrator access, or Warehouses, Locations, Items, and Users at manage level.

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Step 1: Create the warehouse

1. Open Master Data → Warehouses and click Add Warehouse
2. Enter the Warehouse Code, short and unique, such as DC-01
3. Enter the Warehouse Name
4. Save

The app creates three bins with the warehouse, and every flow needs them:

Bin	Type	What it holds
Receiving Bin	RECEIVING_BIN	Goods that arrived and wait for put-away
Dispatch Bin	DISPATCH_BIN	Goods picked for an order and waiting to leave
In Transit	IN_TRANSIT	Goods travelling to another warehouse

Leave them. The app refuses to delete the last bin of each type.

The warehouse list

Master Data → Warehouses gives one row per warehouse, with its Warehouse Name and its Code. Search by name, and click a column heading to sort.

Use the row menu to Edit or to Delete. The edit form changes the Warehouse Name only. The Warehouse Code is fixed once the warehouse exists, and the field is greyed out.

A delete removes every bin of the warehouse with it, the storage bins included, so an empty bin does not block anything. What blocks it is a record the delete cannot clear: a bin the ledger refers to, a warehouse item, or an order. The refusal is a general error and does not name the record, so empty the warehouse before you try.

A role needs Warehouses at Manage to create, edit, or delete one.

Step 2: Build the storage locations

You need at least one storage bin before you can put anything away.

Create only the levels your team names out loud. Zones, aisles, racks, and shelves are optional; bins are not. See Managing Locations.

Step 3: Set up the item catalog

1. Create the Categories you group items by. See Categories.
2. Create the Items, the products themselves. See Managing Items.
3. Enroll each item in this warehouse as a Warehouse Item, and set its tracking type. See Warehouse Items.
4. For a lot-tracked item, create its batches. See Lots.

The tracking type is the decision that is hard to undo. Read Tracking Types before you set it.

Step 4: Set the order numbering

Under Configurations, open Inbound Configuration and Outbound Configuration. For each one, choose how order numbers are made.

Manual leaves the number to the person who creates the order.

Template generates the number from a pattern, for example ORD-{YYYY}{MM}{DD}-{SEQ:5}. Two more fields appear with it.

Field	What it does
Pattern	The template the number is built from
Next number	The sequence the next order takes. The lowest value is 1.

The date tokens read the clock in GMT+7, so a number generated late at night carries the Jakarta date. {SEQ} works without a width, and {SEQ:5} pads to five digits. A sequence that outgrows its padding fails the order instead of widening, so leave room when you set the width.

These two screens are English only. The app has no Indonesian text for them yet.

Inbound Configuration is also where you add your own fields to inbound orders. See Custom Columns.

Step 5: Create the roles and the users

Create one role for each job on your floor, give each role the features it needs, then create the users. See Users and Roles.

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Before the first shipment

• The warehouse exists, and its three system bins are there
• At least one storage bin exists
• The items are in the catalog and enrolled in this warehouse
• Every enrolled item has the right tracking type
• Order numbering is set for inbound and outbound
• Each person has an account and a role
• One person has run a test receipt from end to end