If you manage warehouse inventory, it is essential to maintain this form — meaning at least one warehouse must be recorded in it. Warehouses are also available in the Price List form in the Goods module, and if you are recording a stock item (material, goods) there, you must select a warehouse using the Define warehouse location button. The warehouse list is pre-filled with one entry — "Standard Warehouse" — and you can add additional warehouses as needed. When using double-entry bookkeeping, the warehouse account must be filled in.

Note: It is recommended to complete the warehouse code list before you start recording price list items.

If you will be managing warehouse inventory, the warehouse list must contain at least one entry. If you add an item of type stock (material, goods) to the price list, you must define which warehouse this item is located in.

The warehouse list is pre-filled with one entry – the standard warehouse. We recommend reviewing the code list and adjusting the settings if necessary. You can expand it according to your needs. It must be created before building the price list.

You can open the list in the "Goods" module under the "Warehouse List" option.

The top toolbar of the table contains a number of buttons, whose functions are described in the separate chapter "Program Controls".

Press the button or the keyboard shortcut Alt+N to open the form for a new record.

The top toolbar of the form contains a number of buttons, whose functions are described in the separate chapter "Program Controls".

Code

Required field, can contain up to 20 characters. The value must be unique among all records.

It will be used in the selection dropdown when creating a price list. Choose it so that it clearly reflects the characteristic of the warehouse, so you will not have to wonder what the code means later.

Name

Required field, can contain up to 255 characters.

This generally represents the record in overviews, print reports, and selection lists, so it should identify the record in a unique way. If you set up foreign languages in the initial setup, you can fill in the "Name" field in the selected foreign languages by clicking the "+" button. These language variants of the name are printed on documents when printing in a foreign language. Click the "-" button to close the foreign-language name fields.

Receipt series - The internal document number under which it is recorded.

Issue series - The internal document number under which it is recorded.

For clarity, the form is divided into several tabs:

The values in this tab do not have to be filled in. However, doing so will simplify the posting of documents.

Warehouse Account

Enter manually or use the lookup to select from the chart of accounts (this will take you to the menu Accounting – Chart of Accounts). It is required for double-entry bookkeeping and when managing multiple warehouses (cash-basis accounting does not use it). The account will be automatically filled in on warehouse documents in the Warehouse Account field, which simplifies the posting of warehouse documents.

Cost Center

Must be selected, as no document can be posted without one; it provides information on how much was spent/earned, etc.; for example, headquarters, branches.

Enter manually or use the dropdown list to select from the list of cost centers. The cost center will be automatically filled in on warehouse documents in the "Cost Center" field, which simplifies the posting of warehouse documents.

Document Currency

Enter manually or use the dropdown list to select from the list of currencies. If you manage a warehouse in a foreign currency, the price in that currency will also be displayed on the warehouse card.

Recommendation! - If you have multiple warehouses, make sure the same fields are filled in for each warehouse, so you do not have to remember that, for example, one warehouse has an account set up while another requires you to enter it manually.

The "Texts" tab is included in all code lists and all lists. It contains two fields where you can enter information according to your own needs. Filling them in is not mandatory.

Description

A more detailed description of the warehouse.

Note

An additional note about the warehouse.

Tags can be attached to a specific warehouse. Using warehouses tagged this way, you can easily find the ones you need.

Clicking the Attach button displays a table for selecting tags. From the left-hand Available Tags table, use the arrow to move the tags you want to assign to the given warehouse into the right-hand Selected Tags table, then confirm your selection by clicking OK.

If you need to add a tag that is not yet in the left-hand Available Tags table, use the Manage Tags button. This opens the tags code list (menu Tools – Code Lists – Tags), where you can add the required tag.

The Administration tab contains information about the validity and visibility of the given record in the code list across accounting periods. The validity of a record is defined by a range of accounting periods. Within the specified range, the record is valid; outside of it, the record is not valid and will not appear in the code list (list) at all.

By restricting the validity period, you ensure that records no longer in use are not displayed during routine use of the code list. Unlike time-based validity, it is not possible to select a range of accounting periods that does not at least partially correspond to the active accounting period.

Because record validity is tied to accounting periods, it can also be used with fiscal accounting periods.

Valid From

Select the start of the record's validity period from the list of accounting periods using the dropdown list.

Valid To

Select the end of the record's validity period from the list of accounting periods using the dropdown list.

If you want the record to have unlimited validity, leave the Valid From and Valid To fields empty (remove an already selected value by pressing the Del key). The record will then be usable in all accounting periods. It is also possible to leave one of the fields without a selected value, thereby leaving the start or end of the validity period open-ended.

If you select the same accounting period in both the Valid From and Valid To fields, the record will only be usable within that accounting period (see the accounting period in the sidebar navigation header).

Automatically add new goods to this warehouse

In a newly created company or for a newly created warehouse, this field is automatically checked. This means that when you add new items to the price list and select the stock type "Stock Goods", the warehouses marked this way will be immediately defined in the "Details" tab in the Define Warehouse Location field.