Warehouses
Go to: Inventory → Warehouse
A warehouse is a stock-holding location. Every quantity in ERPX is stored per item, per warehouse — there is no “company-wide quantity” that is not the sum of its warehouses.
Warehouses are organised as a tree, so you can group locations by site, floor, or purpose and still report on the group as a whole.
Group vs leaf warehouses
| Type | Is Group | Can hold stock? | Use it for |
|---|---|---|---|
| Group warehouse | On | No | Grouping and roll-up reporting (e.g. Karachi Plant) |
| Leaf warehouse | Off | Yes | The actual location goods sit in (e.g. Raw Material Store) |
Group warehouses are filtered out of every transaction dropdown — Stock Entry, Transfer, GRN, Delivery Note, Reconciliation. If a warehouse is missing from a dropdown, check whether Is Group is switched on.
A typical tree:
Karachi Plant (group)
├── Raw Material Store (leaf)
├── Work In Progress (leaf)
├── Finished Goods Store (leaf)
└── Rejected / Quarantine (leaf)
Lahore Distribution Center (group)
├── Retail Stock (leaf)
└── Reserve Stock (leaf)Creating a warehouse
Open the warehouse tree
Navigate to Inventory → Warehouse. Use Tree View to see the hierarchy, or List View for a flat searchable list.
Click New — or Add Child
New creates a top-level warehouse. Add Child on an existing node creates a warehouse already parented under it, which is usually what you want.
Fill in the details
| Field | What it means |
|---|---|
| Warehouse Name | Display name, shown in every dropdown |
| Warehouse Code | Your short internal code (e.g. WH-RM-001) |
| Warehouse Type | Raw Material, Finished Goods, Distribution Center, or Scrap |
| Parent Warehouse | Where this node sits in the tree |
| Is Group | On = grouping node only, holds no stock |
| Capacity / Available Space | Informational capacity figures for your own tracking |
| Storage Types | One or more storage characteristics for this location |
| Default Account | Stock account defaulted onto transactions for this warehouse |
| Description | Free-text notes |
| Status | Active / Inactive |
Add addresses and contacts
On the Addresses tab, record the physical address (address line, city, country). Add the warehouse in-charge under contacts, with landline and email — these print on warehouse-related documents.
Save
Click Save. The warehouse becomes available immediately in transaction dropdowns if it is a leaf warehouse and Active.
Warehouse types
Warehouse Type is a classification used for filtering and reporting. ERPX seeds four:
| Type | Typical use |
|---|---|
| Raw Material | Incoming materials awaiting production |
| Finished Goods | Sellable output ready to dispatch |
| Distribution Center | Regional or transit stock |
| Scrap | Rejected material, scrap, and by-products |
Warehouse Type does not change behaviour by itself — it does not block which items can be stored where. It is a label for reporting and for keeping your team consistent.
Default account
Setting a Default Account on the warehouse pre-fills the stock account on documents that touch this location, so store keepers do not have to pick a ledger account. It must be an active, non-group account of type Stock.
Moving stock between warehouses
Warehouses do not move stock by themselves. Use a Stock Transfer to move quantity from one warehouse to another.
A transfer moves quantity but does not change the item’s valuation rate. The weighted-average rate in ERPX is global per item across all warehouses — see Stock Valuation.
Deleting or deactivating
ERPX validates warehouse usage before deletion. If any stock document, reorder level, or packing references the warehouse, deletion is blocked — set Status to Inactive instead. An inactive warehouse keeps all its history but disappears from new-document dropdowns.
Tips
- Create the group nodes first, then add leaves under them — re-parenting later is possible but re-indexes the tree.
- A dedicated Rejected / Quarantine warehouse is useful for segregating failed or held stock, which you move there with a Stock Transfer after receipt.
- Use warehouse codes that sort well (
WH-RM-001,WH-FG-001) so list views stay readable. - Do not create a warehouse per bin unless you truly count stock at that level — every extra warehouse multiplies the reconciliation work.