With Warehouses, you can manage where materials are stored within the company, ensuring precise inventory control.
Managing Warehouses
Materials can be distributed across different warehouses, allowing detailed control over where each part is stored.
Additionally, warehouses can be linked to the Asset Tree, defining which users will have access based on platform-configured permissions.
Using Warehouses
Warehouses are used for various inventory management purposes, including:
Inventory valuation: Calculate the total value stored in each warehouse based on part quantities and prices.
Organizing materials by department: Separate inventory by units, areas, or cost centers.
Movement tracking: Monitor the entry, issue, and transfer of materials.
Configuring Stock Addresses
A Stock Address defines the exact location of parts within a warehouse and can represent:
Departments
Aisles
Shelves
Specific storage areas
Spare parts can be linked to specific addresses for more accurate tracking and handling.
Managing a Warehouse
Access the Inventory tab.
Click "Add" and select "Warehouse."
Fill out the following fields:
Warehouse Name – Identifier for the warehouse.
Description (optional) – Additional information about the location.
Asset Tree Location (if applicable) – Select the parent location in the asset tree.
Address (if needed) – Detail the physical location.
Tracking Code (QR) – Can be manually entered or auto-generated.
Tags (optional) – Add keywords for categorization.
Files (optional) – Attach images, documents, or diagrams.
Click "Save" to complete the process.
Important note: The warehouse will appear in the Warehouse Tree and can be edited or assigned stock addresses later.
Creating a Stock Address
Access the Inventory tab.
Click "Add" and select "Stock Address."
Complete the fields:
Address Name – Unique identifier within the warehouse.
Description (optional) – Add structural, functional, or physical details.
Image (optional) – Upload a photo or QR label.
Warehouse or Parent Address – Required. Select the warehouse or upper-level address.
Tracking Code (QR) – Manually entered or generated for physical tracking.
Tags (optional) – For advanced filtering (e.g., “Cooling”, “Safety Zone”, “Flammable”).
Files (optional) – Upload diagrams, plans, or photos.
Click "Save."
Editing a Warehouse
Go to the Asset Tree on the Inventory page.
Click "Edit" to update details.
Click "Save."
Disabling or Deleting a Warehouse
Open the Warehouse.
Click the three dots (top right).
Select "Disable" or "Delete."
Important note: A warehouse can’t be disabled or deleted if it has remaining stock or is the only location linked to a part.
Warehouses in the Tractian App
You can view and scan warehouse QR codes in the app for quick access.
Important note: Creating or editing warehouses is not available through the app.