> 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/warehouse-settings.md).

# Warehouse settings

The Warehouse tab in Organization Setup, with the settings for labels, receiving, picking, checking, dispatch, put aways, transfers, returns, counts, and emails.

Every business runs its warehouse a little differently. Some scan every unit into a box, and others just confirm the order's total. The **Warehouse** tab in **Organization Setup** sets how each warehouse process works in OrderEazi, from receiving to dispatch, for every warehouse in your organisation.

### Before you start

**Licence:** The **Warehouse** tab is only shown with the Enterprise licence.

**Permissions:** You need the **Organization Setup** permission, in the **Settings** permission group. If you don't have it, ask your OrderEazi administrator to add it to your role. See [Organization Setup](/central/order-management/settings/organization-setup.md).

### How to change warehouse settings

> **Warning:** These settings apply to every warehouse and every user as soon as you save. Change them when the warehouse is quiet.

1. In the main menu, go to **Settings** > **Organization Setup**.
2. Select the **Warehouse** tab.
3. Change the settings you need.
4. Select **Save** at the bottom of the tab.

You'll see "The Instance configuration has been saved successfully", and the changes apply straight away. To see what a setting does, hover over the **i** next to it.

**Picking Slip Number of Copies** must be from 1 to 5. If it isn't, you'll see "Unable to update Inventory settings. Number of copies should be between 1 and 5." and nothing is saved. **Default Maximum Qty For A Location** must be from 1 to 99999, or it's saved as 200.

### Basic Settings

* **Auto Create Stocklevel during Movement:** This setting has no effect.
* **Default Maximum Qty For A Location:** This is the most a location can hold when a stock level (the quantity of one product in one location) is first created there. That happens when stock is received or put away (moved from receiving onto a shelf) into a new location.

### Label Settings

Each dropdown chooses the layout for one kind of label:

* **Stockitem Label:** This is the label for a product.
* **Serial Label:** This is the label for a product with a serial number.
* **Box Label:** This is the label for a box packed during checking.
* **Picking Slip Label:** This is the picking slip that prints when a picker gets their next slip.
* **Received Item Label:** This is the label for stock received on a Purchase Order.
* **Location Label:** This is the barcode label for a location, such as a bin.

### Receiving Settings

* **Use Simple Purchase Order Receiving:** Receiving a Purchase Order uses a shorter process. You can't turn this on while **No quantity capture during advanced receiving** is on.
* **Allow Over Receiving:** You can receive more of a product than the Purchase Order asked for.
* **No quantity capture during advanced receiving:** Receiving doesn't ask for the quantity and number of boxes of each item. Advanced receiving is the full process you get with **Use Simple Purchase Order Receiving** off.
* **Allow Full Purchase Order Receiving:** You can receive a whole Purchase Order in one step.
* **Display serial numbers:** Serial numbers are shown on receiving documents.

See [Purchase Orders](/central/warehouse-management/inbound/purchase-orders.md) for how receiving works.

### Picking Settings

* **Live Picking Enabled:** Stock levels go down with each item picked, and the Sales Order shows the quantity picked straight away. Putting an item back adds it to stock again. Keep this on if your pickers scan as they pick. With it off, a picking slip picked by scanning never reaches **Fully Picked**, so it can't be checked.
* **Auto Create Picking Slips:** This setting has no effect. To create picking slips automatically, add an **Allocate Pickingslip** step to your workflow.
* **Can Replenish From Bulk:** When a pick face bin (a bin pickers pick from) doesn't have enough stock, a replenishment is created. That's a task to move stock from bulk storage to the bin, and the picking slip waits with the status **Awaiting Replenishment**. It only works with **Fully Allocate Picking Slips** on. If you save with that setting off, this one is turned off too.
* **Minimum Quantity Allowed:** For lines with a quantity above this number, the picker can type the quantity instead of scanning each unit. This also applies to checking. Set it to 0 to turn it off. A change only applies to picking slips created afterwards.
* **Picking Slip Number of Copies:** This is how many copies print for each picking slip, from 1 to 5.
* **Fully Allocate Picking Slips:** A picking slip is only created if the whole order can be allocated (set aside from stock). If it can't, no slip is created. With this off, a workflow's **Allocate Pickingslip** step can create a slip for part of the order.
* **Manual allocation:** This is always on. A supervisor can always allocate a Sales Order by hand in **Outbound** > **Sales Orders**, including part of an order.
* **Display Image and Name:** The product's image and description are shown while picking, if the product has them.
* **Allow mixed bins:** One bin can hold more than one product. With this off, stock can only be moved into a bin that's empty or holds the same product, and you'll see "Mixed stock is not allowed". Bulk areas can always hold more than one product.
* **Possible Locations Sorting Order:** This is the order in which locations are tried when stock is allocated to a picking slip or put away. Choose **Ascending (A-Z)** or **Descending (Z-A)** by location name.

**Example:** Your pick face bins are named A-01 to A-40 near the dispatch area, through to F-01 to F-40 at the back. With **Ascending (A-Z)**, a picking slip for 12 units of CHAIR-01 is allocated from A-07 before F-12, so pickers walk less.

### Checking Settings

* **Do Fully Blind Checking:** The checker must scan every unit that goes into a box.
* **Validate Checking Boxes:** After checking, the checker must validate the boxes packed for the order.
* **Variance Report:** The variance report is only shown when checking finds variances (items missing or extra).
* **Capture Checking Box Dimensions:** The checker chooses the size of each new box, from your **Box Dimensions**. See [Box Dimensions](/central/order-management/settings/box-dimensions.md).
* **Check Default Price:** The product's default price is shown for each item scanned.

See [Checking](/central/warehouse-management/outbound/checking.md) for how checking works.

### Dispatch Settings

* **Do Simple Tripsheets:** A simpler screen is used to choose deliveries and create tripsheets (the list of deliveries for one driver's trip).
* **Show Line Items:** The delivery's items are shown to the person signing for it.

### Put Away Settings

* **Scan Sequence:** This sets what's scanned first when putting stock away: **Scan Bin First** or **Scan Item First**.
* **Put-Away bin selection:** With **Auto Select**, OrderEazi finds an empty bin when the item isn't in a bin yet. With **Off**, the person putting stock away chooses the bin.
* **Require Quantity Input:** The person putting stock away types the quantity of each item.

### Warehouse Transfer Settings

* **Use Simple Warehouse Transfer Dispatch/Receiving:** Sending and receiving a transfer between warehouses uses a shorter process.
* **Fully dispatch warehouse transfer:** Every item on a transfer must be sent. The transfer can't be sent with only some items.

### Client Returns Settings

**Use Simple Client Returns:** Processing a client return uses a shorter process.

### Counts Settings

**Display additional information:** The product's description and other details are shown during stocktakes and cycle counts.

### Notification Settings

Each setting emails the project's sales rep when something happens in the warehouse:

* **Email GRVs:** A Purchase Order has been received.
* **Email Ready for Dispatch:** A delivery is ready for dispatch, after checking.
* **Email Dispatches:** A Delivery Note has been dispatched.
* **Email Customer Signatures:** The client has signed for a delivery.

### Related pages

* [Getting started with Warehouse Management](/central/warehouse-management/getting-started-with-warehouse-management.md): how work reaches the warehouse
* [Organization Setup](/central/order-management/settings/organization-setup.md): your organisation's other settings