> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizaxl.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Warehouse Management

> How to set up and manage storage locations for your medical retail business in Bizaxl.

A **Warehouse** in Bizaxl represents any physical location where you store medicines or medical products. This could be your main store shelf, a back-room storage area, a cold storage unit, or a transit holding area. Every stock movement - receiving, selling, transferring, or writing off - is associated with a specific warehouse.

Getting your warehouse structure right is important because it determines how stock is tracked and how reports break down inventory by location.

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/bizaxloptimizationsllp/images/placeholder-warehouse-list.png" alt="Warehouse list view showing warehouse tree structure with parent warehouse, type, and company" />
</Frame>

***

## Who Uses This Feature

| Role                              | What They Do Here                                           |
| --------------------------------- | ----------------------------------------------------------- |
| **Store Manager / Administrator** | Creates and organises warehouses                            |
| **Inventory Staff**               | Selects warehouses when creating stock entries and receipts |
| **Accounts Staff**                | Reviews warehouse-wise stock valuations                     |

***

## How Warehouses Are Organised

Warehouses in Bizaxl follow a **tree (hierarchy) structure**. You can have parent warehouses and child warehouses nested under them. For example:

```
All Warehouses (root)
    ↳ [Your Company Name] - Warehouses
          ↳ Main Store (shelf / dispensing counter)
          ↳ Back Room (storage)
          ↳ Cold Storage (refrigerated items)
          ↳ Rejected Stock (damaged/returned goods)
```

The parent warehouse is a grouping container - it holds no physical stock itself. Stock is stored only in the leaf (child) warehouses.

***

## Creating a Warehouse

1. Go to **Stock workspace → Warehouse → New** (or search "Warehouse")
2. Enter the **Warehouse Name** (e.g. "Main Store", "Cold Storage")
3. Select the **Parent Warehouse** - the group this warehouse belongs to
4. Select your **Company**
5. Select the **Warehouse Type** (Stores, Finished Goods, Transit, Rejected)
6. Save

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/bizaxloptimizationsllp/images/placeholder-warehouse-form.png" alt="Warehouse form showing warehouse name, parent warehouse, company, and warehouse type fields" />
</Frame>

***

## Field Guide

| Field                     | What to Enter                                                                      | Required? |
| ------------------------- | ---------------------------------------------------------------------------------- | --------- |
| **Warehouse Name**        | Descriptive name (e.g. Main Store, Back Room, Cold Storage)                        | Yes       |
| **Is Group**              | Tick only if this is a container/parent warehouse - not an actual storage location | No        |
| **Company**               | Your company                                                                       | Yes       |
| **Parent Warehouse**      | The group this warehouse belongs to                                                | Yes       |
| **Warehouse Type**        | Stores / Finished Goods / Transit / Rejected / Scrap                               | No        |
| **Is Rejected Warehouse** | Tick if this warehouse holds rejected/damaged goods                                | No        |
| **Account**               | The GL account for this warehouse's stock value - auto-filled                      | No        |
| **Address**               | Physical address if relevant for reporting                                         | No        |

***

## Recommended Warehouse Setup for Medical Retail

| Warehouse Name          | Type     | Purpose                                                        |
| ----------------------- | -------- | -------------------------------------------------------------- |
| **Main Store**          | Stores   | Stock available for sale at the counter                        |
| **Back Room / Storage** | Stores   | Bulk stock awaiting shelf placement                            |
| **Cold Storage**        | Stores   | Temperature-sensitive medicines (vaccines, insulin, etc.)      |
| **Rejected Goods**      | Rejected | Damaged, expired, or returned goods awaiting disposal          |
| **Transit**             | Transit  | Stock in transit between locations (for multi-location stores) |

***

## Warehouse-wise Stock Reporting

* **Stock Balance report** → filter by Warehouse to see stock levels per location
* **Warehouse-wise Stock Value chart** → on the Stock workspace dashboard - shows value distribution across warehouses
* **Stock Ledger report** → shows every movement in and out of a warehouse

***

## Best Practices

* **Create a dedicated "Rejected" warehouse.** When goods are damaged or rejected at the time of receiving, they go to the Rejected warehouse - not the main store. This keeps saleable stock separate from unsaleable stock.
* **Create a "Cold Storage" warehouse if you stock refrigerated medicines.** This makes it possible to track cold-chain stock separately and ensures staff know where to look for vaccines, insulin, and other temperature-sensitive products.
* **Keep the warehouse tree shallow.** One or two levels is enough for most medical retail businesses. Over-nesting creates complexity without benefit.
* **Do not delete warehouses that have had transactions.** Even if a warehouse is no longer used, disable it (tick "Disabled") rather than deleting it - historical stock records need the warehouse to remain.

***

## Related Features

* [Items Catalogue](/retail/medical-retail/items-catalogue) - assigning reorder levels by warehouse
* [Stock Entry](/retail/medical-retail/stock-entry) - moving stock between warehouses
* [Purchase Receipt](/retail/medical-retail/purchase-receipt) - receiving stock into a warehouse
* [Reports & Monitoring](/retail/medical-retail/reports-overview) - Warehouse-wise Stock Value