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Setting Up Warehouses

There are three steps to going from "no warehouse" to "live warehouse with active transfers": enable the module, configure the feature, then create your first warehouse.

1. Enable the Warehouse Module​

The master switch lives under Settings → Modules. The Warehouse tile is on by default — flip it on if it's been disabled, and the warehouse section of the admin (sidebar entry, settings tab, Smart Rule integration) appears.

Settings → Modules — Warehouse tile shown alongside the other optional modules

When you re-enable the module, every saved warehouse, transfer, and rule comes back exactly as it was. Disabling the module hides the UI without deleting data.

2. Configure the Feature​

Once the module is on, the Inventory Settings page picks up a new Warehouse tab.

Inventory Settings → Warehouse tab — feature toggle, transfer mode, in-transit reminder, signature requirement

  • Enable Warehouse — the on/off switch for the feature itself. Disabling here pauses transfers and hides the warehouse pages without removing data.
  • Transfer Mode — pick the default:
    • Single-Step (Instant Move) — fastest path. Transfers are created, dispatched, and delivered in one save.
    • Two-Step (Dispatch, Then Receive) — pending → in transit → delivered. Use this when devices physically move overnight or need a chain-of-custody signature on arrival.
  • In-Transit Reminder — how long a two-step transfer can sit in transit before the warehouse cron task emails the assigned technician. Default is 48 hours (two business days).
  • Receipt Signature — when on, two-step transfers require a digital signature at receive time. The signer is taken from the signature policy you define under Settings → Signature Policies with flow set to Warehouse Transfer Receipt.

3. Create Your First Warehouse​

Go to Warehouse → View Warehouses and click + New Warehouse in the toolbar.

Warehouses list page — + New Warehouse toolbar button is the primary entry point for creating a warehouse

A modal opens for the warehouse's name, ID, and optional address:

New Warehouse modal — name, Warehouse ID, address fields, address-on-forms toggle

  • Name — display name (e.g., "Central Warehouse", "Spring Rollout Staging").
  • Warehouse ID — short identifier used on reports and exports (e.g., "WH-CENTRAL"). Must be unique across all buildings.
  • Address Line 1 / 2 — optional.
  • Use warehouse-specific address on invoices & signed forms — when on, this warehouse's address overrides the district default on any invoice scoped to it.

Click Save Warehouse. The new warehouse appears in the list immediately with a device count of zero, ready to receive its first transfer.

Building Type for new buildings

When you create a new building under Settings → System Settings → Buildings, only the School option is available — warehouses are created from the Warehouses page so the operator lands on a UX tuned for inventory storage.

Add Building modal — Building Type dropdown only offers School, with helper text pointing at the Warehouses page

Converting an Existing School to a Warehouse​

Need to repurpose an existing school as a stockroom? Edit the building under Settings → System Settings → Buildings and change its Building Type to Warehouse.

Buildings tab in System Settings — list of all buildings with Edit / Delete actions

Modify Building modal — Building Type dropdown shows School and Warehouse options on an existing building

Move active devices first

A building can only have its type changed when no devices are currently assigned to it. Transfer or reassign every device out of the building first, then come back to flip the type. The Building Type dropdown is disabled (greyed out) while devices are attached, with a reminder message explaining why.

If you do flip a school to a warehouse, any students or staff currently assigned to that building must be moved first — students and staff can't live at a warehouse. Reassign them under Users → User Profiles or via your next OneRoster sync before flipping the type.

Reminders + Cron​

The Warehouse In-Transit Reminder cron task runs hourly. It scans every transfer that's been In Transit longer than the configured threshold and emails the assigned technician. You don't need to do anything to enable the reminder — it's wired automatically when the module is on.

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