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:

Configuration

Do the following:

  1. Go to the Inventory app.

  2. Navigate to Configuration ‣ Settings.

  3. Check on the option Storage Location to enable the multiple warehouse locations feature.

  4. Save.

Storage location feature activation Inventory Viindoo

How to create a Putaway rule

  1. Go to the Inventory app.

  2. Navigate to Configuration ‣ Putaway Rules.

Putaway Rule creation Inventory Viindoo
  1. Press the button Create.

Putaway Rule creation Inventory Viindoo

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 furnitures and mornitors.

    • WH/Stock/Furniture: The place to store Furniture product category.

    • WH/Stock/Mornitor: The place to store Mornitor product category.

    Note

    • All furnitures that arrive in WH/Stock location will automatically be stored in WH/Stock/Furniture location.

    • All mornitors that arrive in WH/Stock location will automatically be stored in WH/Stock/Mornitor 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 for ten office chairs.

First, you create a product categories named Furniture:

Create product category - Putaway Rule Inventory Viindoo

Once done, you create products Office chair of the product category Furniture:

Create product - Putaway Rule Inventory Viindoo

Then, you create storage locations in main warehouse named Furniture.

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.

Stock the goods according to Putaway Rule Inventory Viindoo

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

Inventory report according to Putaway Rule Inventory Viindoo