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Create & edit a warehouse

Warehouses are where your stock lives — including virtual warehouses that represent a 3PL or Amazon FBA (see Set your foundation). Each warehouse carries the routing and dispatch behavior that decides how orders flow through it.

Supplier ship-from locations are separate — those live on the supplier record, as the Add Warehouse dialog itself reminds you.

Create a warehouse​

  1. Go to Contacts → Warehouses.
  2. Click Add Warehouse.
  3. Enter the Name (required) and pick the Type — Direct (a warehouse you operate) or 3PL.
  4. Fill the address — Search Address autocompletes it, or enter the lines by hand.
  5. Click Save.

The warehouse dashboard​

Opening a warehouse lands on its Dashboard: tiles for Inventory Value, Units Available, Today's Shipments, and Pending Inbound, a Warehouse Details card (address, contact, shipping provider, default destination), and Inventory Activity with shipment counts by period. The header shows the type, status, and whether auto-routing is on, plus Edit Details.

Edit details and behavior​

Click Edit Details (or the Details card's Edit) to open the settings:

  • Basic Information — name, Type, Shipping Provider, Nominal Code Override (override the default inventory nominal-code mapping), and Default Destination Warehouse for transfers out of this warehouse.
  • Warehouse Settings — the automation toggles:
    • Allow Automatic Routing — automatically reserve inventory when orders come in for items in stock.
    • Auto Dispatch Enabled — automatically dispatch orders when inventory is available.
    • Partial Dispatch Enabled — allow partial shipments when full inventory isn't available.
    • Warehouse Locations — subdivide the warehouse into bins; see Manage warehouse locations.
  • Contact Information and Address.

Click Save Changes. Warehouse names must be unique — the save is rejected if another warehouse (including a supplier's ship-from warehouse) already uses the name.

Next steps​

Video transcript

Warehouses hold your stock — including virtual ones for 3PLs and FBA. Click Add Warehouse, name it, pick the type, and save. Each warehouse has a dashboard — inventory value, available units, shipments, and pending inbound. Edit Details controls behavior — shipping provider, transfer destination, and the automation toggles for routing and dispatch.

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