Manage Inventory Warehouses
Overview
Maintenance Pro allows the creation of separate Warehouses to organize parts across multiple physical locations. Each warehouse represents a distinct storage site and serves as an additional organizational layer, similar to equipment locations.
Unlike equipment, the same part number can exist in multiple warehouses, with quantities tracked independently. For example, Part A may have a quantity of 5 in Warehouse 1 and a quantity of 7 in Warehouse 2.
To manage warehouses, click the gear icon in the top-right corner and select Warehouses.
Add New Warehouse
Click the New button in the top-right corner to add a new warehouse.
Enter a Name for the warehouse and specify a Default Tax Rate. This tax rate applies only to Purchase Orders and does not apply to Work Orders.
Entering an address is optional. Click Save to finish.
Edit Warehouse
On the Warehouse Management screen, select any warehouse name to open the Edit screen.
Make any necessary changes and click Save when finished.
Delete Warehouse
A Delete button will appear at the bottom of the screen, allowing the warehouse to be removed completely. Note that all references to parts stored in the deleted warehouse will also be removed.
If a warehouse is deleted accidentally and previously contained part entries, deleted warehouses can be displayed by selecting the blue All status filter in the top-left corner, as shown:
To restore a warehouse, select the deleted warehouse’s name from the list and click Undelete at the bottom.
This action will reactivate the warehouse and restore all associated part links.
Remember to switch the blue status filter back to All to view the regular warehouse list.
View Warehouses On Inventory Screen
The Inventory Index screen can be filtered to display parts from a specific warehouse.
- Click the three horizontal lines next to the Inventory heading to open the sidebar on the left, then select the warehouse to view.
- Alternatively, click the blue link beneath the Inventory heading to access a list of existing warehouses for filtering.
The example below shows filtering by a specific warehouse. Only parts in Warehouse #2 are displayed. The blue link now indicates Warehouse #2, and Warehouse #2 is highlighted in bold on the left side.
