Contents
Warehouses are the top-level storage containers in Inventory Pro. Use them to represent physical buildings, facilities, service trucks, or separate stock areas within a single building. Each warehouse contains one or more locations. Inventory is always received and tracked at the warehouse + location level.
Inventory → Warehouses
The Warehouses List page shows all warehouses defined in the system. Inventory Pro supports any number of warehouses - some installations use over 600.
To edit an existing warehouse, click the pencil icon in the Edit column.
A location is a sub-level storage slot within a warehouse - a storeroom, shelf, bay, or similar space. When receiving stock, you specify both a warehouse and a location.
Every warehouse must have a default location named DOCK. Add this location for each warehouse before using it for receiving.
Locations can share the same name across different warehouses. Each must be entered and assigned to its warehouse separately.
To edit an existing location, click the pencil icon in the Edit column.
Each inventory item can be restricted to one or more warehouses. Restricted items will not appear in lookups or the item list when filtered for a warehouse they are excluded from.
New items default to being available in all warehouses. Restrictions must be set manually.
Utilities → Inventory → Location Barcodes (page title: Location Utilities)
The Location Utilities page has two functions: printing barcode labels for existing locations and generating new locations in bulk.
Labels are formatted for Avery 5160/5260 and similar stock.
Requires Create/Modify Warehouse Location permission.
Use Generate Locations to create a numbered sequence of locations for the active warehouse without entering each individually.
| Field | Purpose |
|---|---|
| Location Name | Prefix or base name applied to each generated location |
| Beginning Location | Starting number in the sequence |
| Ending Location | Ending number in the sequence |
Click Create Locations. Locations are added immediately and appear in the location list.
Inventory → Warehouse Map
The Warehouse Floor Map provides a drag-and-drop interface for organizing locations into pick zones. Zones control the pick path order used during stock operations. Requires Security ID 169.
Drag locations between zones to reorder them. Set the Zones count to define how many zones the warehouse uses. Click Save to store the layout.
Restocking levels tell the system when to generate replenishment orders for each warehouse. See Restocking for full workflow details.
Access: Inventory → Purchasing → Restocking Levels
| Column | Purpose |
|---|---|
| Max | Target quantity to fill to when restocking |
| Min | Minimum level that triggers a restocking order |
| Suggested Min | System-calculated minimum recommendation |
| Economic Order | Quantity increment used when generating orders |
| Safety Stock | Buffer quantity held above the minimum |
Example: 25 in stock, Min = 50, Economic Order = 10, Max = 100 → the system generates an order for 80 (fills to 100 in increments of 10, always reaching or exceeding Max).
You can also set restocking levels for a single item via its context menu icon → Reorder Levels.
Utilities → Documents → Barcode Catalog
Print item barcodes by category. The catalog is formatted for Avery 5160/5260 labels.
For large or complex warehouse structures, use the Import & Export system to load locations in bulk rather than entering them one at a time.
See Import & Export for template details and field requirements.
Stock can be transferred between warehouses using Transit mode on the Move Stock page. When Transit mode is active, the header changes to show From Warehouse and To Warehouse fields. Use Place In Transit to move items out of the source warehouse and Receive Transit to receive them at the destination.
See Moving Stock for the full transit workflow, including transit slips and optional approval steps.
Administrators only. The Purge Warehouse button only appears for users who are system administrators with Security ID 301.
Warehouse purging permanently removes all items in stock, closes all open orders, and purges the warehouse record. This cannot be undone.
Access: Inventory → Warehouses → Purge Warehouse
Both prompts must be confirmed before the purge runs. Dismissing either prompt cancels the operation with no changes made.
CISS is not responsible for any mistakes made using this utility.
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