Adding a New Warehouse

• Note: Before starting, make sure to activate the inventory app in your account.

1. Click on “Inventory” from the main menu.
2. Click on “Warehouses”.
3. Click on the “New Warehouse” button.
4. Fill in the new warehouse details:
   • Name: The warehouse’s name as it appears in account lists and reports.
   • Shipping Address: The warehouse’s address.
   • Status: To activate or deactivate the warehouse within the account.
   • Primary: To set this warehouse as the primary warehouse for the account.
     • Note: The primary warehouse is automatically selected for any transactions related to inventory.

• Permissions: The display and selection permissions of the warehouse can be set using a set of options:
  • View: Set permissions to display the warehouse in lists.
  • Create Invoices: Permission to select the warehouse within invoices.
  • Update Stock: Permission to select the warehouse when creating manual inventory transactions.
• For more details on inventory and warehouse permissions, refer to the guide: Default Warehouse for Employees

Note: Upon saving, a sub-account for the warehouse will be added within the Chart of Accounts, categorized in the chart as:

Assets > Current Assets > Inventory.