Warehouse — overview
The warehouse module covers everything related to your physical or digital stock: create articles, structure your warehouse, book goods receipts, run inventory counts, and trace every movement.
Who is it for?
- Warehouse staff book incoming goods, print labels, check stock.
- Team leads organise inventory counts and review variances.
- Accounting sees the stock value and exports for the balance sheet.
- Management keeps an overview of stock, orders, and total value.
Key terms
- Article — a single product with name, article number, price, photo, and location.
- Category — a folder for articles (e.g. “Cleaning supplies”, “Tools”).
- Warehouse — a physical location. A company can have several (e.g. “Main”, “Secondary”).
- Aisle / column / row — the structure inside a warehouse. Think of supermarket aisles with numbered shelves.
- Free space — a location without a fixed shelf structure (pallets, floor area).
- Goods receipt — booking goods that arrive into the warehouse.
- On hand — the current quantity of an article.
- Reserved — quantity promised to an order but not yet shipped.
- Available — on hand minus reserved. The quantity you can still sell.
- Stock movement — every change of stock (in, out, correction) with a timestamp.
How a typical order flows
- An order is created. If articles are attached, stock is reserved.
- If you need to replenish, a purchase order goes to the supplier.
- Goods arrive → goods receipt is booked → stock goes up.
- When the order ships → goods issue is booked → stock and reservation go down.
- Every step appears as a stock movement.
Who needs which permission?
| Task | Permission level |
|---|---|
| Open the warehouse, view articles | Low — typically every employee |
| Create / edit articles | Medium — warehouse owners |
| Adjust stock, run inventory | Medium — warehouse owners |
| Change layout (aisles, rows) | Medium |
| Delete articles, Excel import | High — management, trained owners |
How to grant these rights is covered in Roles & permissions.