Warehouse (Admin) Setup Options Follow
To access Warehouse Setup Options :
- Click the Admin gear.
- Expand Warehouse.
The Warehouse Setup Options include:
- Bay: An individual section of racking within a warehouse row or section.
- Item Types: Defines the types of inventory items stored in the warehouse. See the Item Type Setup article for additional information.
- Location: The complete warehouse location code, including the warehouse, section, bay, and slot/shelf. See additional information below.
- Location Type: Defines the storage type for a location, such as Floor, Rack, and Pallet.
- Section: Typically represents a row of racking within the warehouse.
- Size: Used to manage size labels associated with inventory locations.
- Slot/Shelf: The individual storage position (slot) within a bay.
- Unit Conversion: Defines inventory unit conversion relationships. See additional information below.
- Warehouse: Defines the warehouse identifier. This is the highest level of the warehouse location structure and is used to distinguish separate warehouses or storage facilities.
Admin → Warehouse → Bay
A Bay represents a single racking section within a warehouse row or storage area. Bays are used as a location component when defining warehouse locations and help identify where inventory is physically stored within the warehouse.
Bays can be added, edited, or deactivated as needed.
Admin → Warehouse → Location
The Location screen contains the warehouse locations available within your organization. Warehouse locations can be configured to be as simple as a single storage area or as detailed as a full warehouse structure consisting of sections, bays, and shelves.
At the bottom of this screen, enter the Location Description, which represents the complete warehouse location code and may include the Warehouse, Section, Bay, and Slot/Shelf. Next, select the appropriate values from the six available drop-down lists and click the Save icon to create the new location.
- Section: Normally a row of racking.
- Bay: An individual section of racking within a row/section.
- Slot/Shelf: The individual space within the bay.
- Size: This is where you manage your size labels for inventory locations.
- Location Type: Floor, rack, or other location.
- Warehouse: Warehouse identifier.
Admin → Warehouse → Location Type
A Location Type is used to classify and organize warehouse storage areas. Location Types help identify the purpose or structure of a storage location, such as racks, bins, shelves, floor storage, staging areas, or bulk storage locations.
Location Types can be added, edited, or deactivated as needed.
Admin → Warehouse → Section
A Section represents a subdivision within a warehouse and is used when defining warehouse locations. Sections help organize larger warehouse areas into smaller, more manageable storage zones.
Sections can be added, edited, or deactivated as needed.
Admin → Warehouse → Size
Location Size defines the physical size classification of a warehouse location. Size classifications can be used to organize storage areas and help determine appropriate inventory placement based on the dimensions or capacity of the storage location.
Location Sizes can be added, edited, or deactivated as needed.
Admin → Warehouse → Slot / Shelf
A Slot or Shelf represents an individual storage position within a warehouse location. Slots and shelves provide additional detail when defining warehouse locations, allowing inventory to be tracked at a more specific storage level.
Slot/Shelf records can be added, edited, or deactivated as needed.
Admin → Warehouse → Unit Conversion
Unit Conversion allows Midnight to convert inventory quantities between different Units of Measure (UOM). This is useful when inventory is purchased, stocked, and consumed using different units.
For example, paper may be:
- Purchased by the pallet
- Stocked by the carton
- Consumed by the ream or sheet
Unit Conversions help ensure inventory quantities, purchasing, receiving, usage, and reporting remain accurate regardless of the unit being used in a transaction.
Unit Conversions can be added, edited, or deactivated as needed.
Understanding the Unit Conversion Screen
The Unit Conversion screen defines the relationship between two units of measure.
UM (Unit of Measure): The source unit being converted.
Quantity: The quantity of the base unit represented by the conversion.
BUM (Base Unit of Measure): The unit being converted to.
Conversion: The calculated conversion value between the two units.
Unit Type: Used to categorize conversions, such as Weight.
Active: Determines whether the conversion is available for use in Midnight.
Examples:
Feet to Inches
| Unit | Quantity | Base Unit |
|---|---|---|
| FT | 12 | IN |
This conversion tells Midnight that:
1 Foot = 12 Inches
When inventory is stored in feet but consumed in inches, Midnight can automatically calculate the correct quantities.
Pounds to Ounces
| Unit | Quantity | Base Unit |
|---|---|---|
| LB | 16 | OZ |
This conversion tells Midnight that:
1 Pound = 16 Ounces
The Unit Type can be set to Weight to identify this conversion as a weight-based unit relationship.
Admin → Warehouse → Warehouse
The Warehouse screen is used to manage the warehouses within Midnight. Warehouses represent the physical locations where inventory is stored and tracked.
Warehouses can be added, edited, or deactivated as needed.
Administrators can also define a Default Receiving Location in Global Settings which determines where inventory is placed when items are received into the warehouse. This location is automatically used during receiving transactions unless another location is specified.
Unit Conversion
Adding a New Unit Conversion
All Unit Conversion setup screens function the same way as other setup areas throughout Midnight.
Navigate to Admin → Warehouse → Unit Conversion.
-
In the gray entry row at the bottom of the screen:
Select the Unit of Measure (UM).
Enter the Quantity.
Select the Base Unit of Measure (BUM).
Select a Unit Type if applicable.
Mark the conversion as Active.
Click the Save icon.
Once saved, the conversion will be available throughout the Warehouse and Inventory modules.
Editing or Deleting Conversions
Existing conversions can be maintained directly from the Unit Conversion screen.
Click the Edit icon to modify an existing conversion.
Click the Delete icon to remove a conversion that is no longer needed.
Changes take effect immediately and will be available anywhere inventory unit conversions are used.
Best Practices
Establish unit conversions before importing inventory items.
Use consistent units of measure across similar inventory items.
Verify all conversion quantities carefully, as inventory valuation and usage calculations may rely on these relationships.
Only maintain conversions that are currently needed and mark inactive conversions accordingly.