Warehouse Details and Users

When you open a warehouse record, you can manage its stock summary, locations, related movements, and authorized users from one page.

Actions on a warehouse detail page

  • User Management: Add or remove users who can access the warehouse.
  • Edit: Update the warehouse name, address, and operational definitions.
  • Create Stock Movement: Start a quick or detailed movement for the selected warehouse.
  • Bulk Stock Entry: Record many stock rows in a single operation.
  • Location Management: Manage rack and bin definitions when location tracking is active.

Add a user to a warehouse

  1. Open the relevant warehouse row from Warehouses.
  2. Open User Management in the page header.
  3. Search for the user and add them to grant warehouse access.
  4. Confirm that the user also has the required module permissions to perform warehouse operations.

Changing the user list only affects access to the selected warehouse; it does not change general application permissions.

Warehouse detail page

Codios ERP warehouse detail page123
  1. 1. Manage users who can access the warehouse from User Management.
  2. 2. Create Stock Movement starts an operation for the selected warehouse.
  3. 3. Select Stock Summary, Item Movements, or Location Management as the active workspace.

User Management panel

Warehouse User Management panel123
  1. 1. The summary shows the number of authorized users, warehouse managers, and restricted users.
  2. 2. Select the person to add from the User field.
  3. 3. Limit the operations that the user can perform with action permissions.

Edit and archive

When a warehouse is no longer physically used, consider archiving it before starting further movements. Archived records remain available for historical traceability.

Back to top