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Warehouse Settings

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Warehouse Settings

Warehouse Settings is a single-document configuration that defines default values and behavior for the Warehousing module. It controls billing, capacity, storage, handling units, and integration options.

To access Warehouse Settings, go to:

Home > Warehousing > Warehouse Settings

1. Prerequisites

Before configuring Warehouse Settings, ensure the following are set up:

2. How to Configure

  1. Go to Warehouse Settings (single document; no list).
  2. Configure each section as needed.
  3. Save the document.

3. Features

3.1 General Settings

  • Default Company – Company for new warehouse documents
  • Default Branch – Branch for warehouse operations
  • Default Cost Center – Cost center for warehouse costs
  • Default Warehouse – Default warehouse for operations

3.2 Billing Settings

  • Enable Periodic Billing – Enable automated periodic billing for storage
  • Billing Frequency – Daily, Weekly, Monthly
  • Default Billing Currency – Currency for warehouse charges

3.3 Capacity Settings

  • Enable Capacity Management – Track and enforce capacity limits
  • Capacity Alert Threshold (%) – Alert when capacity exceeds this percentage
  • Default Volume UOM – CBM, CFT for capacity
  • Default Weight UOM – kg, lb for capacity

3.4 Storage Settings

  • Default Storage Type – Default storage type for locations
  • Default Storage Environment – Ambient, Cold, Frozen, etc.
  • Enable Storage Location Configurator – Use configurator for location setup

3.5 Handling Unit Settings

  • Default Handling Unit Type – Default for inbound/outbound
  • Enable Handling Unit Tracking – Track handling units (pallets, boxes)
  • Handling Unit Barcode Format – Barcode format for scanning

3.6 Integration Settings

  • Enable Plate Scanner – Enable license plate scanning at dock
  • Enable Count Sheet – Enable count sheet for stocktake
  • Enable Gate Pass – Enable gate pass for movements

3.7 Sustainability Settings

  • Enable Carbon Footprint – Track carbon for warehouse operations
  • Enable Energy Consumption Tracking – Track energy usage

Complete field reference

All fields from DocType Warehouse Settings and nested child tables, in form order (including layout breaks). Columns: Label with technical field name in backticks, Type, and Description (from the DocType definition and standard freight/ERP semantics).

Label (Field name) Type Description
Company (company) Link Purpose: Creates a controlled reference to Company so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Company. Create the master first if it does not exist.
Warehouse Contract Address (warehouse_contract_address) Link Purpose: Creates a controlled reference to Address so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Address. Create the master first if it does not exist.
Default Cost Center (default_cost_center) Link Purpose: Creates a controlled reference to Cost Center so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Cost Center. Create the master first if it does not exist.
column_break_tsti Column Break Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
Planned Date Offset Days (planned_date_offset_days) Int Purpose: Whole-day offset or SLA duration (e.g. days before ETD, processing days). What to enter: Integer only (no decimals); sign follows your process (negative = before event).
Stocktake Days Past Zero (stocktake_days_past_zero) Int From definition: Number of days to include zero-stock items in stocktake count sheet if their last transaction is within this period. Items with zero stock but recent transactions will be included for counting. Purpose: Whole-day offset or SLA duration (e.g. days before ETD, processing days). What to enter: Integer only (no decimals); sign follows your process (negative = before event).
Allocation Level Limit (allocation_level_limit) Select Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Building, Aisle, Rack, Level, Position.
Allow Emergency Fallback (allow_emergency_fallback) Check From definition: Check this if emergency fallback allocation is allowed. Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled.
Split Quantity Decimal Precision (split_quantity_decimal_precision) Int Purpose: Whole number (counts, packages, TEU count, integer quantities). What to enter: Digits only; no decimal point.
Replenishment Policy (replenishment_policy) Select Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: None, Replenish, Pick Face First.
Default Site (default_site) Link Purpose: Creates a controlled reference to Storage Location Configurator so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Storage Location Configurator. Create the master first if it does not exist.
Default Facility (default_facility) Link Purpose: Creates a controlled reference to Storage Location Configurator so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Storage Location Configurator. Create the master first if it does not exist.
Billing (billing_tab) Tab Break Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields.
Billing Settings (billing_section) Section Break Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only.
column_break_2 Column Break Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
Enable Volume Billing (enable_volume_billing) Check Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled.
VAS Total Sum Type (vas_total_sum_type) Select From definition: For VAS jobs, defines which items to include in total volume, weight, and handling units calculations. 'Both' sums all items (default behavior), 'Pick' only sums items with VAS Action = Pick, 'Putaway' only sums items with VAS Action = Putaway. Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Both, Pick, Putaway.
Capacity (capacity_tab) Tab Break Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields.
Capacity Management (capacity_section) Section Break Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only.
Enable Capacity Management (enable_capacity_management) Check Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled.
Prevent Exceeding Capacity Limit (prevent_exceeding_capacity_limit) Check From definition: When checked, prevents processing of warehouse jobs (submit, post, etc.) when capacity limits are exceeded on handling units or locations. Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled.
Capacity Tolerance Percentage (capacity_tolerance_percentage) Percent From definition: Allowable percentage by which capacity can be exceeded before blocking submission. For example, 5% allows jobs to be submitted if capacity is exceeded by up to 5% (e.g., 1.05 > 1.00 for a 5% tolerance). Set to 0 for strict enforcement (only allows exact capacity). Purpose: Percentage for margins, duty rates, or capacity use. What to enter: Numeric percent (often 0–100); confirm whether the form expects whole percent or fraction.
Enable Location Overflow (enable_location_overflow) Check From definition: When enabled, allows handling units to be split across multiple storage locations based on the 'Storage Location Size' field in the Handling Unit. This enables overflow allocation when a handling unit exceeds a single location's capacity. Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled.
Round Down Allocation Qty in Putaway (round_down_allocation_qty) Check From definition: When checked, rounds down allocation quantity in putaway to whole numbers that do not exceed capacity. This ensures allocated quantities are whole numbers and never exceed the available capacity. Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled.
Default Volume UOM (default_volume_uom) Link Purpose: Creates a controlled reference to UOM so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing UOM. Create the master first if it does not exist.
Volume Calculation Precision (volume_calculation_precision) Int Purpose: Whole number (counts, packages, TEU count, integer quantities). What to enter: Digits only; no decimal point.
Default Weight UOM (default_weight_uom) Link Purpose: Creates a controlled reference to UOM so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing UOM. Create the master first if it does not exist.
Default Chargeable UOM (default_chargeable_uom) Link From definition: Default UOM for chargeable weight in Sales Quote Warehousing tab and warehousing-related doctypes Purpose: Creates a controlled reference to UOM so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing UOM. Create the master first if it does not exist.
Default Dimension UOM (default_dimension_uom) Link Purpose: Creates a controlled reference to UOM so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing UOM. Create the master first if it does not exist.
column_break_cwga Column Break Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
Default Volume Alert Threshold (default_volume_alert_threshold) Percent Purpose: Percentage for margins, duty rates, or capacity use. What to enter: Numeric percent (often 0–100); confirm whether the form expects whole percent or fraction.
Default Weight Alert Threshold (default_weight_alert_threshold) Percent Purpose: Percentage for margins, duty rates, or capacity use. What to enter: Numeric percent (often 0–100); confirm whether the form expects whole percent or fraction.
Default Utilization Alert Threshold (default_utilization_alert_threshold) Percent Purpose: Percentage for margins, duty rates, or capacity use. What to enter: Numeric percent (often 0–100); confirm whether the form expects whole percent or fraction.
column_break_wzxc Column Break Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
Default Pallet Volume (default_pallet_volume) Float From definition: Enter volume in m³ Purpose: Volume for chargeable calculations and vessel/air capacity. What to enter: Decimal cubic measure per your label (e.g. CBM).
Default Pallet Weight (default_pallet_weight) Float From definition: Enter weight in kg Purpose: Mass for rating, load planning, and DG limits. What to enter: Numeric weight; unit is implied by the label (often kg) — match company standard.
Default Box Volume (default_box_volume) Float From definition: Enter volume in m³ Purpose: Volume for chargeable calculations and vessel/air capacity. What to enter: Decimal cubic measure per your label (e.g. CBM).
Default Box Weight (default_box_weight) Float From definition: Enter weight in kg Purpose: Mass for rating, load planning, and DG limits. What to enter: Numeric weight; unit is implied by the label (often kg) — match company standard.
Sustainability (sustainability_tab) Tab Break Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields.
Sustainability Settings (sustainability_section) Section Break Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only.
Enable Sustainability Tracking (enable_sustainability_tracking) Check Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled.
Green Certification Requirements (green_certification_requirements) Table Purpose: Stores repeating Green Certification lines (child records) such as packages, charges, legs, or documents. What to enter: Use Add row, fill each line, and remove rows you do not need. Save the parent to persist child rows.
Default Carbon Emission Factors (default_carbon_emission_factors) Table Purpose: Stores repeating Carbon Emission Factor lines (child records) such as packages, charges, legs, or documents. What to enter: Use Add row, fill each line, and remove rows you do not need. Save the parent to persist child rows.
Standard Costing (standard_costing_tab) Tab Break Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields.
Standard Costing Settings (standard_costing_section) Section Break Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only.
Enable Standard Costing (enable_standard_costing) Check Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled.
Post GL Entry for Standard Costing (post_gl_entry_for_standard_costing) Check Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled.

Child table: Green Certification (field green_certification_requirements on parent)

Label (Field name) Type Description
Certification Name (certification_name) Data Purpose: Short free-text for codes, references, or labels that are not master-linked. What to enter: Type the value as it should appear on print/PDF (no line breaks).
Certification Type (certification_type) Select Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Energy Efficiency, Carbon Neutral, LEED, BREEAM, ISO 14001, Green Building, Renewable Energy, Other.
Certification Body (certification_body) Data Purpose: Short free-text for codes, references, or labels that are not master-linked. What to enter: Type the value as it should appear on print/PDF (no line breaks).
Certification Date (certification_date) Date Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth.
Expiry Date (expiry_date) Date Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth.
Certification Level (certification_level) Select Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Platinum, Gold, Silver, Bronze, Certified, Basic.
Certification Number (certification_number) Data Purpose: Short free-text for codes, references, or labels that are not master-linked. What to enter: Type the value as it should appear on print/PDF (no line breaks).
Notes (notes) Text Purpose: Multi-line narrative (instructions, clauses, template text). What to enter: Free text across multiple lines; use line breaks where helpful.

Child table: Carbon Emission Factor (field default_carbon_emission_factors on parent)

Label (Field name) Type Description
Emission Source (emission_source) Data Purpose: Short free-text for codes, references, or labels that are not master-linked. What to enter: Type the value as it should appear on print/PDF (no line breaks).
Factor Value (kg CO2e per unit) (factor_value) Float Purpose: Mass for rating, load planning, and DG limits. What to enter: Numeric weight; unit is implied by the label (often kg) — match company standard.
Unit of Measure (unit_of_measure) Link Purpose: Creates a controlled reference to UOM so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing UOM. Create the master first if it does not exist.
Factor Type (factor_type) Select Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Default, Regional, Industry-Specific, Custom.
Validity Period (validity_period) Data Purpose: Short free-text for codes, references, or labels that are not master-linked. What to enter: Type the value as it should appear on print/PDF (no line breaks).
Notes (notes) Text Purpose: Multi-line narrative (instructions, clauses, template text). What to enter: Free text across multiple lines; use line breaks where helpful.

4. Related Topics

Getting Started

Setup and Settings

Sea Freight

Air Freight

Transport

Customs

Warehousing

Pricing Center

Job Management

Sustainability

Intercompany

Special Projects

Pages

Features

Reports

Glossary

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