Warehouse & Planning

🗺Goods in, goods out

The warehouse flow at a glance. Navy = warehouse staff, orange = the system.

📦Bins

Bin register /Trading/Stock/Bins

A bin is a named spot in the storeroom — a shelf, a rack level, a floor area. Bins give every item an address.

1. Open Trading → Stock → Bins and pick the location (branch / store) you are setting up.
2. Add a bin with a short code (A-01, RACK-3-TOP) and a description people will recognise.
3. Repeat for each spot. Keep codes short — they get read out and typed all day.

🚚Put-aways

Put-away register /Trading/Stock/Putaways

When a delivery lands, a put-away records which bin each item went into.

1. Open Put-aways and click Start put-away: pick the location and note the source (the delivery or order reference).
2. On the put-away, add a line per item: the item, the bin it is going to, and the quantity.
3. As each line is physically shelved, mark it complete.
4. Captured in error? Cancel the put-away before its lines are completed.

📋Pick lists

Pick list register /Trading/Stock/PickLists

A pick list is the picker's shopping list: what to fetch, how much, and which bin to find it in.

1. Open Pick lists and click Create pick list: choose the location and say what it is for (an order, a transfer, a job).
2. Add a line per item with the quantity needed; the bin can be suggested or chosen.
3. The picker works the list and records each pick — the quantity actually picked, with a note if it differs (short stock, damaged).
4. When the trolley is full, click Post. Posting is what actually reduces the stock on hand.
5. A list that is no longer needed can be cancelled before posting.

⚙️MRP run

Planning overview /Production/Planning/PlanningOverview

MRP (material requirements planning) looks at your stock, your reorder levels and what is coming up, and suggests what to buy or make.

1. Open Production → Planning.
2. Click Run MRP: pick the location (or all) and the horizon in days (how far ahead to look — 30 by default).
3. The run produces a list of suggestions: item, quantity, and why.
4. For each suggestion, either Convert it (the system creates the purchase/works entry for you) or Dismiss it with a clear conscience.
5. Old runs stay on the page — pick a run from the list to review what it said.

📈Demand forecast

Forecast /Production/Planning/Forecast

1. Open Planning → Forecast.
2. Click Run forecast and choose how many months of history to learn from (6 by default).
3. The forecast projects demand per item from its sales history — use it to sense-check MRP suggestions and seasonal buying.

🚢Landed costs

Landed costs /Freight/Freight/LandedCosts

An imported item costs more than its invoice price — freight, duties, insurance. Landed costing spreads those extras over the shipment so stock is valued at its true cost.

1. Open Freight → Landed Costs and pick the shipment.
2. Link each cost line (the freight invoice, the duty, the clearing fee) to the shipment — and to a specific item on it if the cost belongs to one item only.
3. When all the costs are linked, click Apply: choose the stock location and how to spread the costs (the mode — for example by value).
4. The item costs in stock are updated to include their share of the extras.

💼Job costing

Jobs /Finance/JobCosting/Jobs

A job collects every cost that belongs to one piece of work — an installation, a project, a contract — so you can see what it really cost against what you quoted.

1. Open Finance → Job Costing and create a job: a code, a name, the customer, and a budget if you have one.
2. Set up cost codes once (labour, materials, travel …) — every cost lands under one.
3. Add costs to the job as they happen: pick the cost code, the date, a description and the amount.
4. Click Pull timesheets to sweep in the hours staff booked to this job, costed automatically.
5. Click Pull purchases to sweep in purchase lines assigned to the job — and use Assign order to point a purchase order at the job in the first place.
6. Watch the job page: cost to date versus budget, by cost code. Close the job (set its status) when the work is done.

❓FAQ & troubleshooting