Refrens

Managing inventory across multiple locations can be challenging, but our Warehouse feature simplifies the process.

With warehouses, you can easily track and manage stock across various locations, update inventory levels at specific warehouses when creating invoices or purchase documents, monitor stock at each location, and much more.

Here’s how you can set up, use, and manage warehouses on Refrens:

1) Enabling Warehouses 

To start managing stock with warehouses, you need to enable the feature in your Refrens Account. Here's how:

1.1) Enable “Manage Inventory”

Firstly, ensure that Inventory Management is enabled in your business. You can enable this from Business Settings > Inventory Options > Enable Inventory > Manage Inventory:

1.2) Enable Warehouse Feature

Once you have enabled inventory management, go to Business Settings > Inventory Options > Enable Multiple Warehouses, and turn the toggle on:

When you turn on the toggle, you will see the following pop-up:

Before Confirming, note that -

• Once enabled, this feature cannot be disabled.

• After enabling warehouses, you will need to select a warehouse for all stock-related actions, such as adding items to invoices or adjusting inventory levels

Click on "Enable Warehouse" to proceed further.


2) Adding & Managing Warehouses

Once the warehouse feature is enabled, you can add specific warehouses to your system. Here's how:

2.1) Click on “Add New Warehouse”

In the warehouse settings, click on "Add New Warehouse":

2.2) Add Warehouse Details:

When you click on “Add New Warehouse”, you will see a pop-up from where you can add your warehouse details:

Just add your warehouse details such as Warehouse Name, ID, Address, etc., and click “Save”. 

Keep adding other warehouses in the similar manner.

2.3) Viewing Warehouses 

All your added warehouses will be visible in the warehouse settings section:



2.4) Editing & Managing Warehouses 

In case you need to edit Warehouse details OR if you want to make a particular warehouse as a primary warehouse, you can do it from the “More” option:

What is a Primary Warehouse? 

While adding items to your invoices or purchases, the warehouse marked as the "primary warehouse" will be shown as the default stock location - saving time and ensuring consistency. 

3) Using Warehouses in Inventory Transactions 

3.1) Assigning Warehouses to Inventory Items:

When adding a new item to your inventory, you can assign it to a specific warehouse for better tracking:

If the item is stored in multiple warehouses, simply click the "Add Warehouse" button to select additional locations and assign individual stock levels to each:

3.2) Adjusting Stock Movements:

Specify the warehouse while adjusting stock levels for incoming or outgoing goods to ensure accurate tracking:

3.3) Selecting Warehouses in Invoices and Purchase Documents:

While creating an invoice or purchase order, choose the warehouse where the stock is being sourced from or sent to:


4) Monitoring Stock Levels & Transactions

You can also track the stock levels of a specific item across different warehouses, as well as monitor its transaction history at each location.

To do this, go to the "View" option in your inventory dashboard:
This will open up the inventory page of a particular item. In the Item Details section, you can view warehouse-level stock data:

In the Transactions section, you can access the complete transaction history for the item, showing all incoming and outgoing movements at the warehouse level:

That's it! Start using warehouses to seamlessly manage stock movements across multiple stock locations.

If you still have any questions, please feel free to reach out to us on care@refrens.com OR drop a message on chat support for a quick assistance!