Warehouse
Overview
Warehouse – Business Overview
Warehouse represents a physical or logical location where your business stores inventory. In Dafater, every stock movement, balance, and valuation is tracked against a Warehouse. It forms the foundation of accurate inventory control and ensures that stock-related decisions are based on clear, location-wise information.
What the Warehouse is Used for in Business Operations
The Warehouse document is used to: - Define where goods are stored, such as main stores, branches, retail outlets, production floors, or virtual locations (for example, damaged or transit stock). - Track inventory quantities and values by location. - Support day-to-day operations like purchasing, sales, manufacturing, and internal transfers. - Provide visibility into where stock is available, reserved, or depleted.
Without properly defined Warehouses, Dafater cannot reliably track stock movement or availability.
Prerequisites and Setup Requirements
Before using Warehouse effectively, the business should: - Clearly identify all physical storage locations and operational stock points. - Decide on a logical structure (for example, Head Office → Branch → Store Room). - Define ownership or responsibility for each location, especially in multi-branch businesses. - Ensure items and units of measure are already defined, as stock entries will depend on them.
A well-planned Warehouse structure prevents confusion and reporting issues later.
Typical Workflow and Business Fit
Warehouse Creation
Each storage or stock-holding location is created as a Warehouse in Dafater.Stock Transactions
All inventory movements—such as purchases, sales, transfers, manufacturing consumption, or adjustments—are recorded against a specific Warehouse.Stock Monitoring
Users review stock levels per Warehouse to plan replenishment, fulfill orders, or redistribute inventory.Reporting and Decision-Making
Management uses Warehouse-wise stock reports to analyze performance, reduce carrying costs, and avoid stockouts or overstocking.
The Warehouse acts as the anchor point for all inventory-related business processes.
Key Business Scenarios Where Warehouse is Essential
- Multi-branch businesses tracking stock separately for each location
- Retail and distribution companies managing central and outlet-level inventory
- Manufacturing operations separating raw material, work-in-progress, and finished goods
- Quality control or damaged goods handling using dedicated Warehouses
- Internal stock transfers between departments or locations
In all these scenarios, Warehouse ensures accountability and clarity.
Important Considerations for Users
- Choose clear, meaningful names so users immediately understand the purpose of each Warehouse.
- Avoid creating too many Warehouses unless there is a real business need, as this can complicate reporting.
- Ensure users consistently select the correct Warehouse during stock transactions.
- Review Warehouse usage periodically to close or merge unused locations.
- Treat Warehouse setup as a strategic decision, not just a data entry task.
In summary, Warehouse is a core setup document in Dafater that defines where inventory lives. When structured correctly, it enables accurate stock control, smoother operations, and better business decisions.
A logical Warehouse against which stock entries are made.
Basic Information
- Module: Stock
- Document Type: Setup
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| disabled | Disabled | Check | - | Indicates whether this warehouse is inactive in Dafater operations | |
| warehouse_name | Warehouse Name | Data | ✓ | - | Official name used to identify the warehouse in Dafater |
| is_group | Is Group Warehouse | Check | - | Marks warehouse as a grouping node, not used for stock | |
| parent_warehouse | Parent Warehouse | Link | Warehouse | Defines the parent warehouse in the Dafater warehouse hierarchy | |
| isrejectedwarehouse | Is Rejected Warehouse | Check | - | Identifies warehouse used for storing rejected or damaged items | |
| account | Account | Link | Account | Ledger account linked for warehouse-level financial tracking | |
| company | Company | Link | ✓ | Company | Company that owns and operates this warehouse |
| address_html | Address HTML | HTML | - | System-generated formatted address display for this warehouse | |
| contact_html | Contact HTML | HTML | - | System-generated formatted contact details for this warehouse | |
| email_id | Email Address | Data | - | Primary email address for warehouse communication | |
| phone_no | Phone No | Data | Phone | Landline phone number of the warehouse | |
| mobile_no | Mobile No | Data | Phone | Mobile contact number for warehouse coordination | |
| addressline1 | Address Line 1 | Data | - | Primary street address of the warehouse location | |
| addressline2 | Address Line 2 | Data | - | Additional address details for the warehouse | |
| city | City | Data | - | City where the warehouse is located | |
| state | State/Province | Data | - | State or province of the warehouse location | |
| pin | PIN | Data | - | Postal or ZIP code of the warehouse address | |
| warehouse_type | Warehouse Type | Link | Warehouse Type | Classifies warehouse based on operational or storage purpose | |
| defaultintransit_warehouse | Default In-Transit Warehouse | Link | Warehouse | Default temporary warehouse used during stock transfers | |
| lft | lft | Int | - | System field for managing hierarchical warehouse structure | |
| rgt | rgt | Int | - | System field supporting nested warehouse hierarchy | |
| old_parent | Old Parent | Link | Warehouse | Previously assigned parent warehouse for hierarchy tracking |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Purchase User | ✓ | |||||
| Stock User | ✓ | |||||
| Sales User | ✓ | |||||
| Accounts User | ✓ | |||||
| Item Manager | ✓ | ✓ | ✓ | ✓ | ||
| Manufacturing User | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| BOM Creator | Linked from | Manufacturing |
| Bin | Linked from | Stock |
| Closing Stock Balance | Linked from | Stock |
| Company | Linked from | Setup |
| Delivery Note | Linked from | Stock |
| Job Card | Linked from | Manufacturing |
| Manufacturing Settings | Linked from | Manufacturing |
| Material Request | Linked from | Stock |
| POS Invoice | Linked from | Accounts |
| POS Profile | Linked from | Accounts |
| Pick List | Linked from | Stock |
| Plant Floor | Linked from | Manufacturing |
| Pricing Rule | Linked from | Accounts |
| Production Plan | Linked from | Manufacturing |
| Purchase Invoice | Linked from | Accounts |
| Purchase Order | Linked from | Buying |
| Purchase Receipt | Linked from | Stock |
| Putaway Rule | Linked from | Stock |
| Quick Stock Balance | Linked from | Stock |
| Repost Item Valuation | Linked from | Stock |
| Sales Invoice | Linked from | Accounts |
| Sales Order | Linked from | Selling |
| Serial No | Linked from | Stock |
| Serial and Batch Bundle | Linked from | Stock |
| Stock Entry | Linked from | Stock |
| Stock Ledger Entry | Linked from | Stock |
| Stock Reconciliation | Linked from | Stock |
| Stock Reservation Entry | Linked from | Stock |
| Stock Settings | Linked from | Stock |
| Subcontracting Order | Linked from | Subcontracting |
| Subcontracting Receipt | Linked from | Subcontracting |
| Website Item | Linked from | Webshop |
| Work Order | Linked from | Manufacturing |
| Workstation | Linked from | Manufacturing |
| Account | Links to | Accounts |
| Company | Links to | Setup |
| Warehouse | Links to | Stock |
| Warehouse Type | Links to | Stock |