Inventory

Warehouses

Go to Inventory > Configuration > Warehouses. A default warehouse (WH) is created automatically.

Creating a Warehouse

1. Click Create.
2. Warehouse Name - e.g. "Main Warehouse", "East Coast DC", "Returns Center".
3. Short Name - Abbreviation (e.g. MAIN, EAST, RET). Used in location names.
4. Address - Physical address of the warehouse.
5. Company - In multi-company setups.
6. Routes - Default supply routes for this warehouse.
7. Save. The warehouse automatically creates a location hierarchy: WH/Stock, WH/Input, WH/Output, WH/Scrap.

Location Types

Location Hierarchy Example

• WH (Warehouse, View)
• WH/Stock (Physical - main stock area)
• WH/Stock/Aisle-A (View)
• WH/Stock/Aisle-A/Shelf-01 (Physical)
• WH/Stock/Aisle-A/Shelf-02 (Physical)
• WH/Stock/Aisle-B (View)
• WH/Input (Physical - goods awaiting put-away)
• WH/Output (Physical - goods ready for dispatch)
• WH/Scrap (Physical - damaged/waste goods)

Multi-Warehouse Setup

Multiple warehouses share the same product catalog but track stock independently. Use routes to transfer stock between warehouses. Enable in Settings → "Multi-Warehouse".

Lot & Serial Numbers

Enable on the product form. Go to Inventory > Products, edit product, set Tracking field:

• By Lots - For batch items (chemicals, food, non-unique goods).
• By Unique Serial Number - Each unit is unique (electronics, appliances).

Assigning Lots/Serials on Receipt

1. Create or open a receipt for a tracked product.
2. On the "Lot/Serial Numbers" tab, click Create.
3. Enter the lot/serial number and quantity (for lots).
4. Validate the receipt. The lots are now tracked in inventory.

On-Demand Serial Numbers

In Settings, enable "On-Demand Serial Number Creation". Quickenerp auto-generates serial numbers when you validate the receipt if not entered manually. Configure the pattern in Inventory → Configuration → Sequences.

Traceability Reports

Inventory > Traceability > Lots/Serial Numbers - Search by lot/serial. See where it came from (vendor, PO, receipt date) and where it went (delivery, customer).

Product Moves Traceability

Open a product → Traceability smart button. See every move for that product. Filter by lot, date range, operation type. Useful for recalls and audits.

Reordering Rules

Go to Inventory > Master Data > Reordering Rules. Auto-trigger replenishment when stock drops below a threshold.

Creating a Reordering Rule

1. Click Create.
2. Product - Select the product to replenish.
3. Location - The warehouse location (typically WH/Stock).
4. Minimum Quantity - When stock reaches this level, trigger reorder.
5. Maximum Quantity - Replenish up to this level.
6. Multiple Quantity - Order in multiples (e.g. case of 12).
7. Lead Time - Days from order to receipt (overrides product lead time).
8. Route - Buy, Manufacture, or Internal Transfer.
9. Save.

How the Replenishment Engine Works

1. The scheduled action "Reordering Rules" runs (every few hours or daily).
2. For each rule where virtual stock (forecasted) < minimum, a replenishment is created.
3. The replenishment follows the product's route (Buy → PO, Manufacture → MO).
4. The order quantity is max - forecasted (rounded to multiple quantity).

Virtual / Forecasted Stock

Quantity On Hand (QOH) - Physically in stock.

Forecasted Quantity - QOH + incoming - outgoing. This is what triggers reordering.

Manual Replenishment

Go to Inventory > Operations > Replenishment. View all products needing replenishment. You can:

• Click Order Once to create an immediate order.
• Click Create Reordering Rule for ongoing automation.