Warehouse · Settings

Set up once, by the admin.

Settings is where the company admin describes the place: the warehouses and their Customs codes, the owners and their credit terms, who may press what, the printed documents and the numbering of every reference.

Users and roles: who signs in, their warehouse role, and what each role can and cannot do.

Users and roles: who signs in, their warehouse role, and what each role can and cannot do.

01 Warehouses

The kind of place decides the tabs.

A bonded warehouse has a JCA code, days in bond and a bond limit with its surety. A transit shed has none of those, so it gets manifests, packages, scan and collect instead.

Bond limit
Home warns before the guarantee runs out.
Its own currency
Each warehouse says what currency it collects in.
Warehouses: Customs code, kind of place, days, bond limit, bays and lots or packages.

Warehouses: Customs code, kind of place, days, bond limit, bays and lots or packages.

02 Owners

The companies whose goods sit in bond.

TRN, credit terms, tariff and credit hold live on the owner, and the hold shows on every lot they have.

Owner login
Optional. An owner sees their own stock, movements and invoices and nothing else.
Unbilled and unpaid
Kept apart: money charged is not money owed until it is invoiced.
Owners: TRN, credit hold, lots, unbilled, unpaid and tariff.

Owners: TRN, credit hold, lots, unbilled, unpaid and tariff.

03 Documents & numbering

Every paper carries your letterhead and a number that never repeats.

Your company name, address, TRN and signatory print on every document. Each reference follows a pattern set once, and the next number and the last one issued are shown, so a gap is never a mystery.

Templates
Gate pass, receipt note, pick list, statement and labels.
Never reused
Numbers only move forward, and the year rolls over on 1 January.
Numbering: lots, releases, gate passes, stock-takes, discrepancy reports and statements, with the next number and the last issued.

Numbering: lots, releases, gate passes, stock-takes, discrepancy reports and statements, with the next number and the last issued.

Who uses this tab
Company admin

The only role that can change Settings.

Everyone else

Sees the settings that affect them, read-only.

Walk us through your warehouse.

Tell us how yours runs and we will tell you honestly whether this fits yet. We are onboarding a limited number of sites, and configuration starts from that conversation.

Tell us about your warehouse

Screens from the sample warehouse, Montego Freeport Bond W-12, and the sample transit shed. Names and figures are invented.