¶ Purpose
The Storage Warehouse Master is used to define and maintain all warehouse or storage locations within the organization. It enables the ERP system to track inventory quantities warehouse‑wise, manage stock movement between locations, control material availability by site, support multi‑location operations, ensure accurate inventory valuation and reporting. This master is essential for inventory control, stock transfer, and warehouse‑wise reporting.
¶ Prerequisites
- Access rights must be assigned to the user responsible for adding, editing or deleting storage warehouse details.
- The Company Locations master must be updated.
- The organization’s physical warehouse structure (e.g., main warehouse, sub-stores, rooms, racks) should be identified.
- Unique warehouse names or codes should be finalised to avoid duplication.
¶ Add Storage Warehouse Details
The Storage Warehouse Master - Mode: New screen allows the user to add all warehouses of the specified location.
Navigation: Main – Menu → Masters → Master -General → Locations → Storage Warehouse → Add
- The user can search for particular details based on the Company Location, Loc Prefix, Location Name, Active, Parent Location and Warehouse Type.
- The Storage Warehouse Master - Mode: New screen displays the warehouse details, such as the Company Location, Loc Prefix, Location Name, Parent Location, Warehouse Type and Active.
- Click Add, to add the new warehouse details, and the screen will appear as shown below.
- The user must select the Company Location and Warehouse Type from the dropdown list.
- The user must enter the Location Name and Loc Prefix.
- The user can select Parent Location from the dropdown list if required.
- The user can deselect the Active checkbox, if the warehouse is no longer required for use in the transaction.
- Click Save.
- Click Close, and the added warehouse details will appear on the left panel of the screen.
¶ Edit or Delete Storage Warehouse Details
The Storage Warehouse Master - Mode: Edit screen allows the user to edit or delete added or existing warehouse details if required.
Navigation: Main – Menu → Masters → Master -General → Locations → Storage Warehouse → Select Loc Prefix / Location Name → Edit
- The user must select the appropriate Warehouse from the left panel of the screen.
- Once the user selects the Warehouse, the warehouse details will appear automatically.
- Click Edit, the following screen will appear.
- The user can edit warehouse details such as the Company Location, Loc Prefix, Location Name, Parent Location, Warehouse Type and Active.
- Click Save, to save the edited details.
- Click Delete and the following message appears.
- Click Yes.
- Click Close, and the deleted details will disappear from the left panel of the screen.
Note: The user can delete the warehouse details only if they are not used in any transactions.
¶ View Details in Tree or Grid
The Grid View and Tree View options allow the user to view warehouse details either in a tabular format or in a hierarchical structure for easier navigation and understanding.
- Click Grid View to view details in tabular format (rows and columns), as shown below.
- Click Tree View to display data hierarchically (parent-child structure), as shown below.
- The user can expand or collapse nested items to view relationships or categories.
¶ Search Storage Warehouse Details
The Search option allows the user to search for warehouse based on Company Location, Loc Prefix, Location Name, Active, Parent Location and Warehouse Type.
- Click Search, and the screen will appear as shown below.
- The user must select the appropriate Company Location from the dropdown list.
- The user must select the appropriate Filter On and Filter Text from the dropdown list.
- The user must enter the corresponding filter value and press Enter key.
- Once the user presses Enter key, the corresponding list will appear on the left panel of the screen.
¶ Print Storage Warehouse Details
The Print option allows the user to print the added or existing warehouse details.
- The user must select the appropriate Warehouse from the left panel of the screen.
- Once the user selects the Warehouse, the warehouse details will appear automatically.
- Click Print, the following screen will appear.
- Click Filter, to search for details.
- Click Sort, to arrange details in either ascending or descending order.
- Click Settings, to adjust Columns, Fonts, Row Height, Fit To Page, Page Setup and Printer Setup.
- The Set Col Details option allows the user to adjust column width as required.
- The Font option allows the user to edit Font Family, Font Style, Size, Effects and Scripts as required.
- The Auto Row Height option allows the user to adjust row height if required.
- The Fit to Page option allows the user to scale the content to fit the page if required.
- The Printer Setup option allows the user to configure the Printer, Print Range and Copies details if required.
- The Page Setup option allows the user to set the Paper Size, Orientation (Portrait or Landscape) and Margins in Inches (Left, Right, Top and Bottom) details as required.
- Click Export to Excel, to view details in Excel.
- Click Print, to print details.
- Click Print Preview, to view details before printing.
- Click Close, to navigate to the Storage Warehouse screen.
¶ Functional Use Cases
| Sl. No. | Use Case | Business Scenario | Functional Outcome in ERP |
|---|---|---|---|
| 1 | Create Warehouse | New storage location is required. | Warehouse available for stock transactions. |
| 2 | Multi‑Warehouse Management | Company operates multiple warehouses. | Stock tracked location‑wise. |
| 3 | Map Warehouse to Location | Warehouse belongs to specific branch. | Location‑wise inventory control enabled. |
| 4 | Stock Movement Control | Stock transferred between warehouses. | Inter‑warehouse transfer enabled. |
| 5 | Warehouse‑wise Inventory Tracking | Management needs warehouse stock view. | Warehouse-level stock reports generated. |
| 6 | Scrap/Rejected Storage | Separate storage for scrap or rejected goods. | Controlled material segregation. |
| 7 | Purchase Receipt Allocation | GRN stock must go to selected warehouse. | Proper stock placement recorded. |
| 8 | Access Control | Restrict warehouse access to specific users. | Secure inventory handling. |
| 9 | Activate / Deactivate Warehouse | Warehouse closed or replaced. | Controlled usage in transactions. |
¶ Use Case Scenario
- Click here for a detailed use case scenario.
¶ Transaction Checklist
| Sl. No. | Checklist Item | Description |
|---|---|---|
| 1 | Warehouse Code | Define unique warehouse code. |
| 2 | Warehouse Name | Provide clear warehouse name. |
| 3 | Company Location | Map warehouse to correct company location. |
| 4 | Warehouse Type | Identify type (Main, Sub‑store, Transit, Scrap, etc.). |
| 5 | Default Status | Set active/inactive status. |
| 6 | Access Control | Define user access permissions. |
| 7 | Duplicate Check | Ensure warehouse does not already exist. |
| 8 | Integration Check | Validate link with Inventory, Purchase, Production. |