Skip to main content
The setup wizard creates your warehouses and saves the defaults every new stock level starts with. Run it once, when your organization starts tracking stock. Afterwards you manage warehouses on Inventory > Warehouses and the defaults in Administration > Settings. The wizard does not load any stock. Once it has run, bring your stock in with Stock import or adjust it product by product; see Stock levels and movements.

​
Before you start

  • Permissions. Opening the wizard needs Create Warehouses, under Inventory Management. Finishing it also needs Settings in the same group, because the wizard saves your defaults. The movement retention you enter is saved only if you also have Manage retention settings. See Permissions reference.
  • Your plan. If your plan includes one warehouse only, choose Single warehouse. A plan can also limit how many warehouses you have; see Warehouses.
  • Warehouse codes. Decide on a short code for each warehouse, such as WRO-MAIN. A code has up to 20 characters, must be unique, and can’t be changed later. Stock imports name warehouses by their code.

​
Open the wizard

While your organization has no warehouse, Home offers the wizard in two places: the Inventory card says No warehouse yet with a Run the setup wizard link, and Set up your modules lists Set up your warehouses. See Home. The wizard is not in the menu. You can also open it directly at https://omnilinker.pl/inventory/onboarding.

​
Run the wizard

1

Pick the mode

Choose Single warehouse for one warehouse, or Multi-warehouse to track stock in several warehouses and move it between them. Multi-warehouse is selected when the wizard opens. Click Continue.
2

Define your default warehouse

Enter a Code and a Name, both required, and choose a Type: Standard, Cold Storage or Hazardous Materials. Address, City, Postal code, Country (PL to start with), Contact person and Phone are optional. Continue stays disabled until the code and the name are filled in.This warehouse becomes your default warehouse: order lines that don’t name a warehouse reserve their stock here, and new products get their first stock level here.
3

Add other warehouses (Multi-warehouse only)

Click + Add another warehouse, fill in the same fields, and click Add to list. Repeat for each warehouse. Remove takes a warehouse off the list, and Back discards the one you are adding. The step is optional: you can add warehouses later on Inventory > Warehouses.In Single warehouse mode the wizard skips this step.
4

Set the defaults

Check the values that every new stock level starts with, and the module’s switches:
The labels on this step are not translated yet: they show technical names such as Settings:DefaultReorderPoint. The fields are in the order of the table above.
5

Review and activate

The last step lists the mode, the default warehouse, any other warehouses and the defaults. Use Back to change anything, then click Activate inventory.
When the wizard is done it shows Inventory ready and takes you to the Inventory dashboard after a moment; Open dashboard now goes there at once.

​
What activation does

  • Creates the warehouses. The default warehouse first, then, in Multi-warehouse mode, the others in the order you added them. Warehouses you added before switching to Single warehouse are not created.
  • Saves the defaults for your whole organization. The wizard also sets Default reorder quantity to 0 and Low-stock threshold (%) to 20, which it doesn’t show.
  • Leaves your products as they are. Products already in your catalog get no stock level until you import or adjust their stock. Only products added after activation get a zero stock level automatically, and only while Auto-initialize stock for new products is on.
The new warehouses’ stock is changed in Omnilinker; see Who changes stock.

​
Change the setup later

You don’t need the wizard again to change anything it set up:
  • Warehouses: add, edit, deactivate and delete them, and choose the default, on Inventory > Warehouses. See Warehouses.
  • Defaults and switches: open Administration > Settings and choose Inventory. The Defaults section holds the default reorder point, safety stock, maximum stock level and reorder quantity; Behaviour holds the switches and the low-stock threshold; Retention holds the movement retention and is shown only with Manage retention settings.
Changing a default affects stock levels created afterwards. Existing stock levels keep their own values; change them with Edit thresholds, see Thresholds.

​
Troubleshooting

Activation stopped part of the way. The wizard creates the warehouses one by one and saves the defaults last, so some warehouses may already exist. Common causes:
  • You don’t have the Settings permission: the warehouses were created, but the defaults were not saved.
  • Your plan doesn’t include several warehouses, or you reached its warehouse limit: only the warehouses before that point were created.
  • A code is already in use by another warehouse.
  • The default safety stock is higher than the default reorder point, or the reorder point is higher than a maximum stock level above 0.
  • The movement retention is outside 7 to 3,650 days.
Before you click Activate inventory again, open Inventory > Warehouses in another tab. Activating again tries to create every warehouse again, and a code that already exists stops it. Instead, add the missing warehouses on the Warehouses page and set the defaults in Administration > Settings > Inventory.
The default warehouse needs a Code and a Name. Add to list has the same rule for other warehouses.
Products that existed before activation have no stock level yet. Import their stock, or open Filters on Stock Levels, pick a Warehouse and turn on Show all products (including unstocked) to adjust them one by one. See Stock levels and movements.
You need the Create Warehouses permission, and the Inventory module must be on for your organization. See Modules and feature availability.

Import your stock

Load opening stock for many products from one Excel file.

Warehouses

Add more warehouses and change the default.

Stock levels and movements

See stock per warehouse and record changes.

Low-stock alerts

Get told when a product runs low.