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Warehouse and Transactions

The Warehouse and Transactions tab in the Materials module shows all warehouse locations that store a material, displays inventory details, and records related activity.

Expand or collapse sections in this tab.

Warehouse section

  • Add: Add a warehouse to the material.
  • Warehouse: The name or code of the warehouse where the material is stored.
  • Location: Specific storage location or bin within the warehouse.
  • Min. quantity: Minimum stock level allowed for the material in this warehouse.
  • Max. quantity: Maximum stock level allowed for the material in this warehouse.
  • On hand: Current quantity of the material available.
  • Last count: Date of the last physical inventory count.

Add warehouse

Add an existing warehouse record to manage storage locations. This ensures accurate inventory tracking and visibility of material availability.

  1. On the Materials > Warehouse and transactions tab, in the Materials section, click Add.
  2. In the Add warehouse window, enter information in the following fields
    • Warehouse
    • Location
    • Quantity on hand
    • Minimum quantity
    • Maximum quantity
  3. Click one of the following
    • Add: Add the warehouse.
    • Add another: Keep the window open to add another warehouse.
    • Cancel: Close the window without saving.

Update warehouse

Update warehouse details to maintain correct inventory tracking.

  1. Select Update from the Actions menu on the left of a row.
  2. In the Update warehouse window, change the fields and click Update.
  3. Click Update to save.

Remove warehouse

Remove a warehouse to eliminate inactive or duplicate locations. This prevents transactions from being linked to obsolete locations.

  1. Select Remove from the Actions menu on the left of a row.
  2. In the confirmation message, click Remove.
  3. Click Update to save.

Transactions section

  • Show: Filter the transactions grid by selecting an option
    • All (default): Display records for all transaction types.
    • Receipts: Display only material receipt records.
    • Issues: Display only material issue records.
    • Adjustments: Display material adjustment records, including transfers and counts.
  • Quantity: Number of material units in the transaction.
  • Date created: Date and time the transaction was recorded.
  • UOM: Unit of measure for the material (for example: each, box, or kg).
  • User name: Name of the user who recorded the transaction.
  • Transaction code: Code that identifies the transaction type.