Zoho Inventory

Help Docs

Multi-warehouse Operations

Once you enable multiple warehouses for your organization, you will be able to do warehouse based operations throughout Zoho Inventory. This help module aims to give you an overview of the changes that take place after enabling multi-warehousing and how you can use them.


Items


Item Overview Page

After enabling multiple warehouse management, you will be able to store your and track your items across multiple locations. The item overview page gives you a quick glance at the stock levels present at different locations for a particular item. To view this page,

Item Overview page

Item Creation

When creating a new item, its stock will always be stored first in the Primary Warehouse. If you need to have the stock in any other warehouse, then you can use a Transfer Order to transfer the stock to the desired warehouse after creating the item.

NOTE:

Stock Adjustment

While doing stock adjustments, you will now be able select the warehouse in which you wish to adjust the stock.

Item Stock Adjust

NOTE: For a detailed guide on how to do stock adjustments, click here.


Composite Items


Composite Items Overview Page

After enabling multiple warehouse management, you will be able to store your and track your composite items across multiple locations. The item overview page gives you a quick glance at the stock levels present at different locations for a particular item. To view this page,

Composite Item Overview page

Composite item creation

When creating a new item, its stock will always be stored first in the Primary Warehouse. If you need to have the stock in any other warehouse, then you can use a Transfer Order to transfer the stock to the desired warehouse after creating the item.

Note: To know more about creating a Transfer Order, click here. To learn how to create a new composite item Click here.

Stock Adjustment

While doing stock adjustments for composite items, you will now be able select the warehouse in which you wish to adjust the stock.

Item Stock Adjust

NOTE: For a detailed guide on how to do stock adjustments for composite items, click here.

Bundling

While bundling a composite item, you can select the warehouse within which you wish to perform the bundling operation.

Bundling

Important Note:

  • While bundling, the available quantity of associated items displayed inside this window is equal to the current stock levels of those items within the chosen warehouse.
  • To learn more about bundling composite items, click here.

Importing sales & purchase transactions based on location

Once you enable multiple warehouses for your organization, you will be able import your sales orders, invoices, purchase orders and bills based on location. This can be done by specifying the name of the warehouse against every transaction (i.e., every row) under the Warehouse Name column header within the import file.


Purchase Orders


Selecting a preferred warehouse

While creating a new Purchase Order, you can now select the preferred warehouse where you wish to have your purchased items delivered.

New PO

NOTE:


Bills

Just like in a purchase order, you can select the warehouse name while creating a new Bill.

New Bill

NOTE:


Sales Orders


Selecting a preferred warehouse

While creating a new Purchase Order, you can select the preferred warehouse where you wish to have your items shipped from.

New SO

Selecting different warehouses for different line items

It is also possible to select different warehouses for different line items in the Sales Order. For example, you can have Item A shipped from your primary warehouse and Item B shipped from your other warehouse.

To do so,

New SO Multiline

Note: To learn more about creating Sales Orders, click here.


Invoices

When creating a new Invoice, you can select the preferred warehouse from the list of available warehouses.

New Invoice

Selecting different warehouses for different line items

It is possible to select different warehouses for different line items in the Invoice. To do so,

New Invoice Multiline

Note:


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