Help centre › Inventory and warehousing

Set up warehouses

Stores, branches and locations within them.

A warehouse is any place you keep stock: a store, a branch or a van. Warehouses form a tree, so you can group locations under a site.

  1. Open the tree

    Type Warehouse in the search bar at the top of any screen and press Enter. and open the tree view.

  2. Add a warehouse

    Select the parent and choose Add Child. Enter the Warehouse Name.

  3. Group or location

    Tick Is Group Warehouse only for a site that holds other locations.

  4. Link the stock account

    Each warehouse posts to a stock account. Our team sets these up during setup.

  5. Add the address

    Enter the address and phone, so delivery notes and transfers show them.

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