> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/warehouse-management/getting-started-with-warehouse-management.md).

# Getting started with Warehouse Management

Open Warehouse Management, see how projects hand work to the warehouse, and set up scanners and supervisor codes.

Your sales team sells stock, but someone still has to receive it, put it on a shelf, pick it, and send it out. Warehouse Management is the side of OrderEazi Central where your warehouse team does that work. Every scan updates the stock that your sales team quotes and orders from.

### Before you start

* **Licence:** Warehouse Management needs the Enterprise licence.
* **Permissions:** Each person needs warehouse permissions, on the **Warehouse** tab of their user. See [Warehouse roles](/central/warehouse-management/warehouse-roles.md) for which permission gives which menu entry. If someone is missing one, ask your OrderEazi administrator to add it.
* **Warehouses:** Each person also needs the warehouses they work in, ticked under **Manage Warehouses** on the same tab. Unless they have **View and Use as Administrator**, they only see stock and orders for those warehouses. See [Edit User](/central/order-management/settings/manage-users/edit-user.md).
* **Settings:** Choose how each warehouse process works, such as receiving and picking, in [Warehouse settings](/central/warehouse-management/warehouse-settings.md).

### How to open Warehouse Management

In the main menu, select **Inventory**. The **Warehouse Dashboard** opens, and the main menu changes to the warehouse menu.

To go back to the sales side, select **Sales** in the warehouse menu.

People who only have warehouse permissions go straight to the **Warehouse Dashboard** when they sign in. If they open a sales page, they're sent back to the dashboard with the message "You do not have permission to access this page."

The **Global Project Search** box isn't shown in Warehouse Management. To find an order, use the **Warehouse Order Report** on the [Warehouse Dashboard](/central/warehouse-management/warehouse-dashboard.md).

### How work reaches the warehouse

With Warehouse Management, the warehouse creates some of a project's documents, not the sales team. On the project's **Create Documents** menu, **Goods Received Voucher(s)**, **Delivery Note(s)**, and **Collection Note(s)** show a lock and the words **Pending Warehouse Actions**. They're created as the warehouse does the work.

* **Stock coming in:** The warehouse receives a Purchase Order in **Inbound** > **Purchase Orders**. Receiving it creates the Goods Received Voucher (GRV), and the stock is added to the warehouse. See [Purchase Orders](/central/warehouse-management/inbound/purchase-orders.md).
* **Stock going out:** A Sales Order needs a picking slip (the list of products and bins a picker works through) before anyone can pick it. Your workflow can create it with an **Allocate Pickingslip** step, which allocates the stock (sets it aside for this order). A supervisor can also create it in **Outbound** > **Sales Orders**. See [Sales Orders](/central/warehouse-management/outbound/sales-orders.md).
* **Picking to delivery:** The order is picked, then checked (counted against the order and packed into boxes). Checking creates the Delivery Note. The order then goes out on a tripsheet (the list of deliveries for one driver's trip), and is signed for on delivery. See [Picking](/central/warehouse-management/outbound/picking.md), [Checking](/central/warehouse-management/outbound/checking.md), and [Dispatch](/central/warehouse-management/outbound/dispatch.md).

**Example:** Your sales rep wins an order for 40 units of CHAIR-01, and the workflow reaches its **Allocate Pickingslip** step. A picking slip is created for the Johannesburg Warehouse. A picker scans a picking printer's barcode to print the slip, then picks the 40 chairs bin by bin. A checker packs them into 4 boxes, which creates the Delivery Note, and dispatch sends it out on the next tripsheet.

### Using barcode scanners

Any barcode scanner that types like a keyboard and presses Enter after each scan works with OrderEazi. Plug it in, select a scan field, and scan. You can also type a barcode into a scan field and press Enter.

To get the next picking slip, a picker scans the barcode of a picking printer, set up in [Printers](/central/warehouse-management/management/printers.md). The next open picking slip prints on that printer.

### When a supervisor's code is needed

Some steps stop for a supervisor's code before a worker can carry on. A supervisor's code is the **Code** on their user, set in [Edit User](/central/order-management/settings/manage-users/edit-user.md). Only the codes of people with **View and Use as Administrator** or **Checking Supervisor** are accepted. A manager's own code isn't accepted for someone else's work.

**Checking:** When a checker finishes an order with variances (items missing or extra), the screen shows **Supervisor required**. A supervisor enters their code under **Enter Supervisor Code** and selects **Validate**. A wrong code shows "The supervisor code provided is invalid". A checker who has **View and Use as Administrator**, **View and Use as Manager**, or **Checking Supervisor** isn't asked for a code.

**Cycle Counts:** Resetting a cycle count (a count of a few locations at a time, rather than a full stocktake) asks for a supervisor's code in a **Supervisor Password** box.

### Related pages

* [Warehouse roles](/central/warehouse-management/warehouse-roles.md): which permission gives which menu entry
* [Warehouse settings](/central/warehouse-management/warehouse-settings.md): how each warehouse process works
* [Warehouses](/central/warehouse-management/management/warehouses.md): set up your warehouses