Warehouse Master Data in ERPNext

Guide

1. Log into your ERPNext account

2. Click on Stock

3. Click on Settings > Warehouse

A. Creating a New Warehouse

  1. Click on ‘New’ on the upper right hand area of the screen

  2. Enter the following:

    • Warehouse Name

    • Tick ‘Is Group’ if the warehouse belongs to a group

    • Select the Parent Warehouse if it is a sub-warehouse

3. Click on the newly created warehouse on the list

4. In “Account”, select the default inventory account if applicable

5. Add address and contacts by clicking on ‘New Address’ and ‘New Contact’

6. Add warehouse information

B. Editing a Warehouse

To edit a warehouse, follow steps 3 onwards in Section A. Creating a new warehouse

Note: Warehouse Types can be used to further group certain warehouses, e.g. consignment store type warehouses. For the Tree view, its recommended to group warehouses based on location (address) and/or person responsible.