How to configure putaway rules in a warehouse¶

Inventory organization and arrangement is an important step for businesses because all the materials and goods for production, business, and sales are stored here. For example, a physical warehouse should be organized and split into different locations, such as dry goods, chemical goods, flammable goods, etc. Understand this need, Viindoo provides a tool to set up rules for arranging goods, allowing purchased goods to be arranged in a suitable position.

Requirements

This tutorial requires the installation of the following applications/modules:

Viindoo Inventory

Viindoo Sales

Viindoo Purchase

Configuration¶

Do the following:

Go to the Inventory app.
Navigate to Configuration ‣ Settings.
Check on the option Storage Location to enable the multiple warehouse locations feature.
Save.

Storage location feature activation Inventory Viindoo

How to create a Putaway rule¶

Go to the Inventory app.
Navigate to Configuration ‣ Putaway Rules.

Press the button Create.

Now enter the following information:

Product: Select a product that this rule applies. You can only select either Product or Product Category.
Product Category: Select a product category that this rule applies. Products belonging to this category will have the same putaway rule.
When product arrives in: The Input Location. Be noted you can only select one of the parent locations, i.e. main areas in the warehouse.
Store to: When a product arrives in the input location above, it will be stored in this specific warehouse location. For example, in a supermarket, different locations are configured as follows:
- WH/Stock: The place to receive goods. Inside this location, there are additional sub-locations for vegetables and fruits.
- WH/Stock/Vegetables: The place to store Vegetables product category.
- WH/Stock/Fruits: The place to store Fruits product category.
Note
- All vegetables that arrive in WH/Stock location will automatically be stored in WH/Stock/Vegetables location.
- All fruits that arrive in WH/Stock location will automatically be stored in WH/Stock/Fruits location.
Company: Select the company that this rule applies to (in the case of multi-companies).

Applying Putaway rule on goods import activities¶

With an existed putaway rule, you can create a purchase order or a stock transfer to stock the goods in WH/Stock location. For example, creating a purchase order includes 02 products: oranges and potatoes.

First, you create a product categories named Vegetables and Fruits:

Create product category - Putaway Rule Inventory Viindoo

Once done, you create products Potato of the product category Vegetable and Orange of the product category Fruits:

Create product - Putaway Rule Inventory Viindoo

Then, you create 2 storage locations in main warehouse named Fruits and Vegetables.

Now, we can create a purchase order from the vendor. Go to the Purchase app, navigate to Orders ‣ Requests for Quotation, then press the button Create. Now enter the following information:

Purchase order according to Putaway Rule Inventory Viindoo

When the purchase order is confirmed, a receipt slip is automatically generated and the products are automatically put into the correct locations, all according to the configured putaway rules.

Navigate to Inventory ‣ Reporting ‣ Inventory report to check the location of the goods.