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Warehouses & Stock

# Warehouses & Stock ## What is it? A warehouse in Outsmart is any place where you store materials. That could be a physical building, a company van, a cylinder store, or any other location. Each warehouse tracks the stock levels of the items stored there. ## What can it do? - Track stock levels for each item per warehouse location. - Reduce stock automatically when a field worker completes a Work Order that used materials from that warehouse. - Alert you when stock falls below a minimum level by creating a task automatically so someone knows to reorder. - Support parent and sub-warehouse relationships (e.g. a main depot with several vans underneath it). - Restrict which warehouses each field worker can see in the app. ## How to use it **To create a warehouse:** 1. Go to **Items** in the left sidebar, then click the **Warehouses** tab. 2. Click **Add**. 3. Fill in: **Code** (must be unique), **Type** (Building, Vehicle, Cylinder, or Other), and **Description/name**. 4. Optional: select a **Main warehouse** if this is a sub-warehouse, add a photo, set start/end dates, add a minimum stock task description, and select the employee responsible for reordering. 5. Click **Save**. **To add items and set stock levels for a warehouse:** 1. Open the warehouse from the Warehouses list. 2. Click the **Items** tab, then click **Add**. 3. Select the item and fill in: **Maximum amount**, **Order amount (minimum stock)**, **Preferred stock**, and **Initial stock** (the current count on hand). 4. Click **Save**. ## Things to watch out for - You can control which warehouses each field worker sees: go to **Settings → Device policies → Warehouses**. - You can assign each employee their own personal warehouse (e.g. their van) in **Settings → Employees**. - Stock can be loaded in bulk using an Excel import: go to **Settings → Import data → Warehouse items**. - Stock only reduces automatically when the Work Order is **completed** in the app, not when items are simply added. ## See Also - [Stock Transactions](stock-transactions.md) - [Items & Materials](../items/items-overview.md) - [Importing Data](../importing/importing-data.md)