πŸ‘¨β€πŸ’»Predefined settings of Inventory

🌟 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

πŸ—οΈ Structure

🏒 Warehouse

Field
Description

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


πŸ“¦ Bin

Field
Description

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

🧠 Bins must be associated with a warehouse πŸ”’ Cannot create a bin without selecting a warehouse


πŸ”§ Actions Available

πŸ“‹ List View

  • Shows all warehouses or bins

  • Displays relevant fields (name, location, parent warehouse)

  • Action buttons: Edit / Delete

βž• Create & Edit

  • Add or update warehouse or bin details

  • Validation: Name must be unique within its type (warehouse/bin)


πŸ”— Integration with Inventory

  • πŸ“¦ Stocks can be assigned to a warehouse + bin

  • 🏷️ Used in Put Away, WIP Completion, and Stock Ledger

  • 🧾 Location info appears in stock transactions for traceability


πŸ“ Business Rules

βœ… Validation Rules

  • Warehouse names must be unique

  • Bin names must be unique per warehouse

  • Bins must be linked to an existing warehouse


πŸ” Access Control

  • Role-based permissions determine who can add/edit/delete warehouses and bins

  • Typically restricted to admins or inventory managers


πŸ’Ό Common Use Cases

πŸŒ… Daily Operations

  • Organizing stock by physical location

  • Assigning stock to appropriate bins during put away

  • Managing stock levels per warehouse/bin

πŸ“Š Reporting & Audits

  • Viewing stock distribution by location

  • Performing warehouse-wise stock valuation

  • Verifying physical inventory during audits

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