Setup
Go to: Inventory → Warehouse / Items
Setup is where you configure Inventory once before any stock moves. Every transaction screen — GRN, Delivery Note, Stock Entry, Transfer, Reconciliation — reads these masters, so a missing warehouse or an un-approved item shows up as an empty dropdown later.
Do not skip Setup. In particular, decide before the first receipt whether an item is batch-tracked, serial-tracked, a variant template, or a bundle parent. Once stock exists for an item, ERPX blocks changes to those flags because they would invalidate history.
Setup map
Recommended order
| Step | Master | Why in this position |
|---|---|---|
| 1 | Warehouses | Every stock row needs a warehouse |
| 2 | Items | Item Type and UOMs must exist before the item |
| 3 | Attributes & Variants | Only needed if you sell size/colour style variants |
| 4 | Item Batch | Needed when Has Batch Number is on |
| 5 | Item Serial Number | Needed when Has Serial Number is on |
| 6 | Item Bundle | Needed when Is Bundle Parent is on |
| 7 | Item Reorder Levels | Needs both items and warehouses to exist |
Browse setup sections
Hierarchical warehouse tree, warehouse types, storage types, default accounts, addresses and contacts.
The item master: codes, item types, units of measurement, barcodes, tracking flags, and status.
Define attributes such as Colour and Size, then generate item variants from a template item.
Batch numbers, manufacturing and expiry dates, batch quantities, and FIFO batch picking.
Unit-level traceability, serial prefixes, and the in-stock to delivered lifecycle.
Kits and sets: one sellable parent item that explodes into its component items.
Per-item, per-warehouse minimum levels, plus organization-wide reorder enforcement rules.
Bulk import
Most masters can be loaded from CSV instead of typed one by one. Templates ship with the product for:
| Template | Creates |
|---|---|
warehouse.csv | Warehouses, including parent, type, capacity, address and contact |
item-types.csv | Item Type tree (name, key, parent key, is group) |
item.csv | Items with UOM, HS code, tracking flags, parent item, and attribute values |
Stock Open/Items.csv | Stock Opening rows (item code, UOM, quantity, rate, warehouse) |
Import in dependency order — Item Types before Items, Warehouses before Stock Opening. See Data Import & Export for the general import workflow.
Status tip for inventory masters
| Master | Statuses |
|---|---|
| Item | Draft → Enabled → Disabled |
| Warehouse | Active / Inactive |
| Attribute | Enabled / Disabled |
| Item Batch | Draft → Active → Cancelled (plus On Hold) |
| Item Serial Number | Draft → In Stock → Active → Delivered → Cancelled |
| Item Bundle | Draft → Active |
| Packing Structure Template | Draft → Approved |
Approve or enable a master before you expect it in a dropdown. An item that is still Draft will not appear on a GRN or Delivery Note.