Setting Up a Warehouse

This guide walks you through the initial configuration of a new warehouse, from creating the warehouse entity to enrolling your first items.

Before you start

• You need the create:warehouse permission (and update:warehouse to edit one later). Grant each action explicitly; the access checks do not honour a manage:warehouse permission. See Users and Roles
• Plan your warehouse layout: zones, aisles, racking structure, and bin naming convention
• Have your item catalog ready, or know which items need to be enrolled

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Step 1: Create the warehouse

1. In the sidebar, open Master Data → Warehouses and click ADD NEW WAREHOUSE (the Master Data section is only visible to admin/superadmin role names; see Navigating the App)
2. Enter a code, a short unique identifier (e.g., DC-01, MAIN)
3. Enter a name, a human-readable label
4. If this is your primary facility, check Main Warehouse
5. If this is a sub-warehouse, link it to the main warehouse
6. Click Save

When the warehouse is created, the system automatically creates four virtual bins for it:

Bin	Type	Purpose
Receiving Dock	RECEIVING_DOCK	Where inbound stock lands during receiving
Dispatch Dock	DISPATCH_DOCK	Where outbound stock stages before leaving
In Transit	IN_TRANSIT	For stock mid-transfer
Quality Hold	QUALITY_HOLD	For quarantined stock

The system manages these bins. Do not delete them.

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Step 2: Set up zones

Create zones to organise your warehouse by function:

1. In the sidebar, open Locations → Zones and click ADD NEW ZONE
2. Pick the warehouse the zone belongs to
3. Enter a code and name
4. Add a description if helpful
5. Click Save

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Step 3: Set up aisles, racks, shelves, and bins

Work down the hierarchy for each storage zone. See Managing Locations for detailed steps.

You need at least one storage bin before you can receive stock. The virtual bins (dock, transit, hold) already exist.

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Step 4: Enroll items

Items must be enrolled in the warehouse before they can be received. See Managing Items for the full process.

When enrolling, you will set:

• The item’s tracking type for this warehouse (BULK, LOT, SERIAL, or RFID)
• Optional reorder points and min/max quantities
• Optional price information

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Step 5: Set up users and roles

Before staff can use the warehouse, create roles with appropriate permissions and assign users. See Users and Roles.

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Checklist

• Warehouse created
• Virtual bins confirmed (dock, dispatch, transit, hold)
• Zones created
• Aisles, racks, shelves, and bins created
• Items enrolled with correct tracking types
• Roles created and users assigned