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Inventory & WarehouseLocations & transfers

Locations & transfers

Every stock unit lives at exactly one location inside a warehouse. Locations are APEX’s bin-level unit — the console shows them as WAREHOUSE/LOCATION, e.g. MIA-MAIN/A-01 (warehouse MIA-MAIN, bin A-01).

Warehouses and location types

A warehouse is a physical site (a main stockroom, a line station). Each of its locations has a type that tells the system — and the crew — what the spot is for:

TypeOperator meaning
STOCKA normal storage bin. Sellable, issuable stock lives here.
RECEIVINGThe receiving dock. Purchase-order receipts land here automatically.
QUARANTINESegregation for suspect, unevaluated, or rejected material.
WIPWork in process — parts staged at or issued to the shop floor.
SHIPPINGThe outbound staging area.

Managing warehouses and bins

Warehouses and bins are managed on the Warehouse Locations screen — the Locations entry under Inventory in the sidebar (your data import and onboarding can also create them for you).

Screen: A table of bins — Bin, Warehouse, Type — with Add warehouse and Add bin buttons on the header row. Clicking a row opens the bin’s edit drawer, which also carries its Delete button.

  • Add warehouse takes a code (e.g. MIA-MAIN) and a name. A freshly provisioned workspace has no warehouse yet — and can’t add a bin or receive stock until this creates the first one.
  • Add bin (disabled until a warehouse exists) takes the warehouse, a bin code, and a type (STOCK, QUARANTINE, RECEIVING, or SHIPPING).
  • A bin that holds stock can’t be deleted — move the stock out first.

Creating and editing warehouses or bins needs the warehouse permissions on your role — owners and admins always have them.

The movement ledger

Every stock event writes an entry to the part’s Movement ledger on the part detail page. The ledger is append-only — entries are never edited or deleted, which is what makes the trace defensible.

Screen: The Movement ledger table on the part detail page — columns Type, Δ Qty (signed: positive in, negative out), Unit $, Reason, and When, newest first (the ledger shows the 50 most recent entries).

Entry types you will see, and what wrote them:

TypeWhat happened
RECEIPTStock was received — against a PO or directly. Positive quantity.
ISSUE TO WOA stock unit was issued (consumed) to a work order.
SHIPStock left on a sales-order shipment.
ADJUSTMENTA quantity correction — cycle counts land here with the reason CYCLE_COUNT. See Cycle counting.
TRANSFER OUTA unit changed location; the entry records the from- and to-location.
SCRAPA unit was condemned. Negative quantity. See Serials, lots & scrap.
INSTALL INTO ASSEMBLYA piece part was installed into a higher assembly on a work order.

Moving stock between locations

Stock placement is decided when the unit is received — you pick the destination bin on a direct receive, and PO receipts land at the receiving dock. A location change is recorded in the ledger as a TRANSFER OUT entry carrying both bins.

The console has no transfer button yet — a put-away or bin-to-bin move can’t be keyed from the Inventory screen today. Choose the right location at receive time. In-console transfers are planned.

Quarantine: segregating suspect stock

When material is suspect — damage in transit, missing paperwork, a failed receiving inspection — segregate it two ways at once:

  1. Physically: put it in a QUARANTINE-type location (e.g. MIA-MAIN/QTN), and receive it into that location so APEX shows where it really is.
  2. Commercially: make sure its condition code reflects reality — AR for unevaluated removals, BER or SCRAP after a condemning inspection.

The condition code is what protects you, not the bin. APEX computes Free to sell from condition and reservations — a unit in a quarantine bin that still carries a serviceable condition (SV, OH, NE…) continues to count as sellable. Always set the condition; use the quarantine location for the physical side.

For the quality process around held material — inspections, dispositions, and certificate review — see the Compliance guide.