A warehouse in this context is a named product location that determines which stock setup an organizational unit (e.g. a store) uses. Organizational units that share the same warehouse inherit the same stock setup — including which stock journals are used for purchases, outgoing transfers, incoming transfers and the like.
The feature is typically used in chains or companies with multiple stores, where some stores need a shared setup while others need a separate one. The system automatically creates a default location ("Default") at installation, and most companies with only one setup do not need to create additional warehouses.
From the hamburger menu in the top left corner, open Financial. In the left menu select Setup → Warehouses. You are now on the warehouses overview, where all created product locations are shown.
If you cannot see the menu item, you probably do not have permission for it. Contact support.
The overview shows all product locations in a table view with the following columns.
Display name: The name shown in Sapera when the warehouse is referenced.
Org. unit: The organizational unit the product location belongs to.
Default: Indication of whether the location is the default location. The default location is set automatically by the system and cannot be deleted.
Note: Free-text note attached to the product location.
Priority: The location's priority level, shown as text (Highest, High, Normal, Low or Lowest).
At the top of the overview there is a search field that filters the list live as you type. In addition, you can filter directly in the columns: text search on Display name and Note, and a dropdown filter on Priority.
Rows can be checked individually, or all can be selected with the Select all button at the top left. When at least one row is checked, two bulk operations are enabled.
Delete: Deletes all checked product locations after confirmation. Locations that are in use cannot be deleted (see below about deletion restrictions).
Set priority: Sets the priority level for all checked locations at once. The options are Highest, High, Normal, Low and Lowest.
The report export button is active when at least one row is selected or checked. The export generates a report of the selected product locations.
Click the Create button at the top right of the screen. Fill in the fields in the creation form and click Save and close.
Note: The Org. unit field is not shown in the creation form. The location is automatically assigned to the organizational unit that the currently logged-in user belongs to.
Select a product location in the list and click Edit, or double-click the row. Edit the fields and click Save and close to save, or Cancel to discard.
Display name: The name shown in Sapera when the warehouse is referenced — e.g. in the stock setup and on products. The field is required. Display name can be changed afterwards.
Org. unit: Only shown when editing an existing location, not when creating. The field is read-only and shows which organizational unit the location belongs to.
Note: Optional free-text description. Max. 2500 characters. Shown as a column in the overview.
Priority: The location's priority level. The options are Highest, High, Normal, Low and Lowest. The default value on creation is Normal.
Select a product location in the list and click Delete to delete it. A confirmation dialog is shown.
The following restrictions apply to deletion.
The default location (Default) cannot be deleted.
A product location that is in use cannot be deleted. The system shows an error message with a list of the places the location is currently used. The five usage types that block deletion are: Stock journals, Stock journal entries, Stock entries, Stock transfer lines and Products.
The actual assignment of which warehouse an organizational unit uses is not done here, but under Stock setup in the same Setup menu. There you select the created product location at the relevant level in the organization hierarchy.
Product locations are created here and are then used in the following places in Sapera.
Products: One or more product locations are attached directly to a product to indicate which warehouses the product belongs to.
Stock journals: The product location is selected at the journal level and determines which warehouse the journal belongs to.
Stock journal entries: The location is inherited from the journal and attached to the individual entry lines.
Stock entries: Stock entries are registered with an attached product location.
Stock transfer lines: In stock transfers, the source and destination location are specified at the transfer line level.
These five usage types appear in the system's error message when attempting to delete a location that is in use.
If you have questions, you are welcome to contact support.
Want to know more?
Read more in these related articles:
Warehouses
This article walks through how to create and use warehouses for managing stock locations in Sapera
Stock setup
This article walks through how stock setup is used to define and manage stock processes in Sapera
Shadow product catalog
Configuration list of Sapera tenants registered as shadow sources, with the option to browse and import shadow products into your own product catalog.
