Warehouse Settings
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:
- Company, Branch, Cost Center (from ERPNext)
- Warehouse (from ERPNext Stock)
- Storage Location – For storage hierarchy
- Handling Unit Type – For inventory tracking
2. How to Configure
- Go to Warehouse Settings (single document; no list).
- Configure each section as needed.
- 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. |