Warehouse Setup

In CifraHQ, a warehouse is any location where you hold Inventory — a distribution centre, a retail store, a consignment shelf, or even a delivery vehicle. Every Inventory receipt and delivery must be assigned to a warehouse, so you need at least one set up before you can process any stock movements.

How to create a Warehouse

1. Go to Master Data > Logistics > Warehouses.
2. Click New.
3. Enter a Name (e.g., Main Warehouse or Store A).
4. Optionally add an Address for shipping documentation.
5. Save.

What each field means

• Name — appears on Inventory Reports, receipts, and delivery notes. Keep it short and recognizable — your team will see it constantly on transaction screens.
• Default — if checked, this warehouse is pre-selected when creating new Inventory transactions. Set this to your most-used location to save your team from selecting it on every receipt and delivery.
• Address — appears on shipping documents and delivery notes sent to Customers or Vendors.

Tips

• Most small businesses need only one warehouse. Create additional locations only if you have physically separate stock that needs independent tracking — for example, a main warehouse and a retail showroom where you don't want stock mixed together.
• Inventory balances are tracked per product per warehouse, so you always know exactly what's where. Move stock between locations using an Inventory Transfer when goods physically move.
• You cannot delete a warehouse once Inventory transactions have been posted to it — deactivate it if it's no longer in use.

Next: Opening Balances