Before adding a new warehouse, make sure that a suitable financial account already exists. If multiple warehouses are used, each warehouse must have its own financial account (a balance sheet account used to record warehouse transactions).
Accounting -> Accounts -> New account
You can read more about report setup here.
Warehouse -> Warehouses -> New warehouse
The required fields are marked with numbers 1–3. If needed, you can also add the warehouse address and a short description.
When adding a new warehouse, make sure the “Active” button is turned on.
Warehouse -> Warehouses -> open warehouse -> Actions -> Delete warehouse
An existing warehouse can be deleted only if it is not linked to any inventory items.
If the warehouse was created by mistake and no transactions have been made, replace the warehouse account on the related items with another one. After that, you can delete the warehouse.
If there have been any warehouse movements, it can no longer be deleted, but you can set it as inactive (see point 3 in the image under the warehouse creation section).
More information:
- Items
- Entering initial inventory
- Entering a purchase invoice – warehouse items
- Why can’t items be added to the sales invoice?
If you have any additional questions, please write to us at support@simplbooks.ee
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