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The Warehouse Management module provides comprehensive inventory control including stock tracking, transfers, adjustments, and multi-warehouse operations.

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Overview

Manage inventory across multiple warehouses with real-time stock visibility, serial/batch number tracking, and automated valuation updates.
jshERP uses the term “Depot” (仓库) for warehouses. These terms are interchangeable throughout the documentation.

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Key Features

Multi-Warehouse

Manage inventory across unlimited warehouse locations

Real-Time Stock

View current stock levels and valuation instantly

Stock Transfers

Transfer inventory between warehouses

Inventory Adjustments

Other in/out operations for adjustments and corrections

Assembly/Disassembly

Create finished goods from components or break down assemblies

Serial & Batch Tracking

Track individual units and batches for quality control

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Warehouse Configuration

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Creating Warehouses

Navigate to System > Warehouse Management to configure warehouses:
  • Warehouse name
  • Warehouse code
  • Location/address
  • Warehouse type (physical, virtual, consignment)
  • Default status (enabled/disabled)
  • Principal/manager assignment
  • Remarks

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User Access Control

Control which users can access specific warehouses:
  1. Go to System > User Management
  2. Edit user profile
  3. Assign warehouse permissions
  4. Users only see authorized warehouses in document dropdowns
This ensures:
  • Department-specific inventory access
  • Location-based access control
  • Separation of duties

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Stock Tracking

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Current Stock Report

View real-time inventory across all warehouses: Navigation: Reports > Inventory > Material Stock Features:
  • Filter by warehouse (support multiple selection)
  • Search by product info (barcode, name, mnemonic, specs)
  • Filter by category
  • Filter by warehouse position/shelf
  • Show/hide zero stock items
Display Information:
  • Product image
  • Barcode and name
  • Category and specifications
  • Unit of measure
  • Current stock quantity
  • Stock value (at cost)
  • Unit cost price
  • Warehouse position
  • Multiple unit conversion (if configured)
Summary Totals:
  • Total stock quantity across all products
  • Total stock value
  • Total weight

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Stock Actions

From the stock report:
Click Flow (流水) to see all in/out transactions for a product:
  • Purchase receipts
  • Sales deliveries
  • Transfers
  • Adjustments
  • Returns
Each transaction shows document number, date, quantity, and balance.

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Stock Transfers (Allocation)

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Transfer Process

1

Create Transfer

Navigate to Bills > Allocation/Transfer and click New.Transfers move inventory from one warehouse to another within your organization.
2

Select Warehouses

  • Choose Source Warehouse (inventory deducted)
  • Choose Destination Warehouse (inventory added)
  • Only your authorized warehouses appear
3

Add Products

Select products to transfer:
  • Search by barcode, name, or specs
  • Enter transfer quantity
  • Verify available stock in source warehouse
  • Add item remarks if needed
4

Add Transfer Details

  • Set transfer date
  • Enter document remarks
  • Specify reason for transfer
  • Link to related documents if applicable
5

Audit Transfer

Save and audit the transfer document to:
  • Reduce stock in source warehouse
  • Increase stock in destination warehouse
  • Create audit trail
Transfers do not affect total company inventory - they only change location distribution.

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Other In/Out Operations

Handle inventory adjustments and special transactions:

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Other In (其他入库)

Use Cases:
  • Found inventory during cycle count
  • Production output receipt
  • Gift/promotional items received
  • Inventory corrections (increase)
  • Sample receipts
Process:
  1. Navigate to Bills > Other In
  2. Select destination warehouse
  3. Add products and quantities
  4. Select reason/type
  5. Optionally link to supplier for tracking
  6. Audit to increase inventory

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Other Out (其他出库)

Use Cases:
  • Scrap/waste disposal
  • Internal use/consumption
  • Samples given to customers
  • Inventory corrections (decrease)
  • Damaged goods write-off
  • Promotional giveaways
Process:
  1. Navigate to Bills > Other Out
  2. Select source warehouse
  3. Add products and quantities
  4. Select reason/type
  5. Optionally link to customer/department
  6. Audit to decrease inventory
Other in/out operations affect inventory totals. Use transfers for location changes without quantity changes.

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Assembly and Disassembly

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Product Assembly (组装单)

Create finished products from component parts:
1

Create Assembly

Navigate to Bills > Assembly and click New.
2

Select Warehouse

Choose the warehouse where assembly occurs.
3

Add Components (Material In)

Add raw materials and components:
  • List each component
  • Enter quantity consumed
  • System deducts from inventory
4

Add Finished Product (Material Out)

Specify the finished product:
  • Select finished goods item
  • Enter quantity produced
  • System adds to inventory
5

Audit Assembly

Audit to:
  • Deduct components
  • Add finished goods
  • Update inventory valuation
Example: 
Components (Deducted):
- Widget A: 2 units
- Widget B: 3 units
- Screw Pack: 1 unit

Finished Product (Added):
- Complete Widget Assembly: 1 unit

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Product Disassembly (拆卸单)

Break down assemblies into components:
1

Create Disassembly

Navigate to Bills > Disassembly.
2

Add Assembly (Material In)

Specify the finished product being disassembled:
  • Select finished goods item
  • Enter quantity being broken down
  • System deducts from inventory
3

Add Components (Material Out)

List recovered components:
  • Each component type
  • Quantity recovered
  • System adds to inventory
4

Audit Disassembly

Process updates inventory for both assemblies and components.
Use Cases:
  • Reclaim components from defective assemblies
  • Repurpose obsolete finished goods
  • Salvage parts from returns
  • Convert between product configurations

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Serial and Batch Number Tracking

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Enabling Tracking

Configure at the product level:
  1. Edit product in Basic Data > Products
  2. Enable Serial Number for unique unit tracking
  3. Enable Batch Number for lot tracking
  4. Save configuration

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Serial Number Management

What are Serial Numbers? Unique identifiers for individual units (like serial numbers on electronics). Tracking Process:
  • When receiving inventory, enter or scan serial numbers
  • System tracks each serial number’s location and status
  • When shipping, select specific serial numbers
  • Cannot ship same serial number twice (enforced)
Benefits:
  • Warranty tracking
  • Quality control
  • Theft prevention
  • Product recalls

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Batch Number Management

What are Batch Numbers? Lot identifiers for groups of products produced together. Tracking Process:
  • Assign batch number when receiving (production lot, shipment lot)
  • Optionally record production date and expiry date
  • Track inventory by batch
  • Select batch when shipping (FIFO, FEFO support)
Benefits:
  • Expiry date management
  • Quality issue tracing
  • Production lot tracking
  • Recall management

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Warehouse Positions and Shelves

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Position Management

Organize warehouse storage locations: Format Examples:
  • A-01-03 (Aisle-Row-Shelf)
  • WH1-R2-S5 (Warehouse-Rack-Shelf)
  • Zone A, Bay 12
Setup:
  1. Define position naming convention
  2. Enter position in product record
  3. Update positions during cycle counts
  4. Filter stock reports by position
Benefits:
  • Faster picking
  • Efficient putaway
  • Organized layout
  • Easier cycle counting

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Inventory Reports

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Available Reports

Material Stock

Current inventory levels and values across all warehouses

Inbound Detail

All inventory receipts with document traceability

Outbound Detail

All inventory shipments and consumption

In/Out Stock Report

Combined inbound and outbound analysis

Material Inbound Count

Summarized receipt quantities by product

Material Outbound Count

Summarized shipment quantities by product

Stock Warning

Low stock and overstock alerts

Allocation Detail

Transfer history between warehouses

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Stock Warning Report

Monitor inventory levels: Configure Thresholds:
  • Min stock level (triggers low stock alert)
  • Max stock level (triggers overstock alert)
  • Set per product
Report Shows:
  • Products below minimum
  • Products above maximum
  • Quantity variance from thresholds
  • Recommended actions

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Inventory Valuation

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Costing Methods

jshERP supports multiple inventory valuation methods:
  • Weighted Average Cost: Default method, updates with each receipt
  • FIFO (First In First Out): Uses oldest cost for issues
  • Individual Cost: Tracks cost per unit (serial numbers)

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Cost Updates

Inventory cost automatically updates:
  • Purchase receipts update weighted average cost
  • Returns adjust average cost
  • Assemblies calculate cost from components

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Stock Corrections

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Correcting Stock Levels

If physical count differs from system:
  1. Use Other In to increase inventory
  2. Use Other Out to decrease inventory
  3. Document correction reason
  4. Audit to update records

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Correcting Unit Cost

From Basic Data > Products:
  1. Select products needing cost correction
  2. Click Modify Unit Cost
  3. Enter new cost prices
  4. System updates inventory valuation
Cost corrections affect inventory value but not quantities. Use caution as this impacts financial statements.

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Cycle Counting

Implement regular physical inventory verification:
  1. Plan Count: Choose warehouse and products to count
  2. Physical Count: Verify actual quantities
  3. Compare: Match physical vs. system quantities
  4. Adjust: Create other in/out for variances
  5. Analyze: Investigate significant variances

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Best Practices

Regular Cycle Counts

Perform periodic physical counts to maintain inventory accuracy. Focus on high-value and fast-moving items.

Warehouse Segmentation

Create separate warehouses for different purposes: finished goods, raw materials, returns, quarantine.

Position System

Implement consistent warehouse position naming for efficient operations.

Serial/Batch Tracking

Enable tracking for products with warranty, expiry dates, or recall risk.

Min/Max Levels

Set appropriate minimum and maximum stock levels to optimize inventory investment.

Transfer Documentation

Always document reasons for transfers and adjustments for audit purposes.

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Integration Points

Purchase Management

Purchase receipts automatically add to warehouse inventory.

Sales Management

Sales deliveries automatically deduct from warehouse stock.

Financial Management

Inventory valuation flows to balance sheet and COGS calculations.

Product Management

Product master data defines tracking requirements and storage info.

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Permissions

Control warehouse operations:
  • View Stock: See inventory levels and reports
  • Warehouse Access: Control which warehouses users can access
  • Create Transfers: Move inventory between warehouses
  • Other In/Out: Perform inventory adjustments
  • Assembly/Disassembly: Process product conversions
  • Audit Documents: Approve inventory transactions
  • Cost Modification: Change product cost prices

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