How to configure putaway rules in a warehouse

A putaway rule tells Viindoo where to store a product when it arrives in a location. Create the rule in Inventory ‣ Configuration ‣ Warehouse Management ‣ Putaway Rules: choose the location where goods arrive, the product (or product category) and the sub-location to Store to. When you receive that product, Viindoo fills in the sub-location as the destination of the goods, so nobody has to choose it by hand.

Who	Users with the Inventory Administrator access right to create the rules.
App	Inventory ‣ Configuration

Before you start

• Install the Inventory app.

• Turn on Storage Locations in Inventory ‣ Configuration ‣ Settings.

• Create the sub-locations, for example Stock/Shelf B (see How to create a warehouse and its locations).

How do I turn on putaway rules?

Go to Inventory ‣ Configuration ‣ Settings, tick Storage Locations in the Warehouse section and click Save. The Putaway Rules menu appears.

How do I create a putaway rule?

1. Go to Inventory ‣ Configuration ‣ Warehouse Management ‣ Putaway Rules.

2. Click New and fill in the line (see the table below). For example, when an Oak Work Desk arrives in Stock, store it to Stock/Shelf B.

3. Click Save.

Field	Effect	If wrong or empty
When product arrives in	The location the goods arrive in, for example the stock location of the warehouse.	Required. The rule never applies to other locations.
Product and Product Category	The rule applies to this product, or to every product of the category. Leave both empty to apply to all products. A rule with a product beats a rule with a category.	A rule for all products also applies to the products you did not think of.
Package type	The rule applies to goods packed in this package type (needs Packages turned on).	Optional.
Store to	The sub-location where the goods go. It must be inside When product arrives in.	Required.
Sublocation	No: use Store to. Last Used: use the sub-location where the product was last stored. Closest Location: use a sub-location with the Having Category storage category (see How to limit what a location holds with storage categories).	With No, goods always go to Store to.
Company	The company the rule belongs to (several companies only).	The rule is not applied in other companies.

How do I check that goods go to the right location?

1. Receive the product: create a receipt for the warehouse (see How to receive goods in one step) and click Mark as Todo. If you also install Purchase, confirm a purchase order instead.

2. On the line, click the list icon at the end of the line to open the stock move. The Store To column shows the sub-location chosen by the rule.

3. Click Validate, then go to Inventory ‣ Reporting ‣ Locations to see the goods in the sub-location.

You should now see the product in Stock/Shelf B and not in the stock location itself.

Common errors

Message	What to do
Selected storage category does not exist in the ‘store to’ location or any of its sublocations	You chose Closest Location with a Having Category that no sub-location of Store to uses. Apply the storage category to a sub-location, or change the category.
Goods still arrive in the stock location.	The rule does not match: check When product arrives in, the product or category, and the Package type. Rules apply when the move is reserved, so confirm the receipt first.

Next steps

• How to limit what a location holds with storage categories: limit how much each location can hold.

• How to choose which goods leave first with removal strategies: choose which goods leave first.

• How to organize cross-docking in a warehouse