Module guide
Warehouses
Build a warehouse tree that reflects physical or operational locations. Group warehouses organize the tree; transaction warehouses hold stock. Check the company and parent warehouse before creating a new location.
How this module fits your work
Build a warehouse tree that reflects physical or operational locations. Group warehouses organize the tree; transaction warehouses hold stock. Check the company and parent warehouse before creating a new location.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Reports
- Item Balance (Simple)Report · Reports
- Item Shortage ReportReport · Reports
Warehouses, capacity & putaway
- BinRecord page · Warehouses, capacity & putaway
- Putaway RuleRecord page · Warehouses, capacity & putaway
- WarehouseRecord page · Warehouses, capacity & putaway
- Warehouse Capacity SummaryDesk page · Warehouses, capacity & putaway
Setup & Templates
- Warehouse TypeRecord page · Setup & Templates
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.