Setting up warehouses

Setting up warehouses

A warehouse in NexerIQ is simply a place you keep stock — a storeroom, a shop floor, a depot, even a van. Once you turn warehouses on, NexerIQ tracks how much of each product sits in each warehouse, so you always know not just how much you have, but where it is. This article shows you how to switch warehouses on and create your first one.

Turn warehouses on

Warehouse tracking is something you opt into, so it stays out of your way until you need it.

  1. Go to Settings → Products and stay on the General tab.
  2. In Product general settings, tick Enable warehouses.
  3. Click Save. A new Warehouses tab appears across the top of the page.

Create a warehouse

  1. Open the Warehouses tab and click New.
  2. Enter a short Code (for example MAIN) and a Name (for example Main store). The code can't be changed once saved, so keep it simple.
  3. Add an optional Description.
  4. Tick Default if this is the warehouse stock should normally go to.
  5. Click Save.

You can create as many warehouses as you like. The Warehouse locations column shows how many bin locations each one holds, once you add them.

Edit or deactivate a warehouse

To change a warehouse, click its row in the grid and edit the name, description, or default flag. To stop using a warehouse without losing its history, edit it and untick Active — it then shows an Inactive badge and no longer appears when you assign stock. You can reactivate it the same way at any time.

Where warehouses are used

Once you have at least one warehouse, you'll see warehouse choices when you:

  • Receive goods against a purchase order in Procurement.
  • Open a product's Inventory tab, which lists every place it is stocked under Stock locations.
  • Transfer stock between warehouses.

Tip — start with one warehouse and mark it as the default. You don't need bin locations to begin. If you want shelf- or bin-level detail inside a warehouse, see the article on warehouse locations.

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