π¨βπ»Predefined settings of Inventory
π Overview
Warehouse and Bin settings are foundational components of the Inventory Module in Concord CRM. These allow users to organize and manage storage locations, enabling precise tracking of where stock is kept.
This section is accessible via: Menu β Inventories β General Settings β Warehouse / Bin
ποΈ Structure
π’ Warehouse
Name
Unique name for the warehouse (e.g., "Main Store")
Location
Physical address or description of the location
Warehouses act as top-level storage units
Used for organizing stocks and assigning locations during transactions
π¦ Bin
Warehouse
Select an existing warehouse
Name
Unique name/label for the bin (e.g., "Bin A1")
Bins are sub-units inside a warehouse
Allow fine-grained control and tracking of stock locations
π§ Bins must be associated with a warehouse π Cannot create a bin without selecting a warehouse
π§ Actions Available
π List View
Shows all warehouses or bins
Displays relevant fields (name, location, parent warehouse)
Action buttons: Edit / Delete
β Create & Edit
Add or update warehouse or bin details
Validation: Name must be unique within its type (warehouse/bin)
π Integration with Inventory
π¦ Stocks can be assigned to a warehouse + bin
π·οΈ Used in Put Away, WIP Completion, and Stock Ledger
π§Ύ Location info appears in stock transactions for traceability
π Business Rules
β
Validation Rules
Warehouse names must be unique
Bin names must be unique per warehouse
Bins must be linked to an existing warehouse
π Access Control
Role-based permissions determine who can add/edit/delete warehouses and bins
Typically restricted to admins or inventory managers
πΌ Common Use Cases
π
Daily Operations
Organizing stock by physical location
Assigning stock to appropriate bins during put away
Managing stock levels per warehouse/bin
π Reporting & Audits
Viewing stock distribution by location
Performing warehouse-wise stock valuation
Verifying physical inventory during audits
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