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Warehouse — Transactions

Overview

Warehouse is the location catalog for SARA's inventory system. It defines the physical structure where stock is stored — from top-level storage facilities down to individual racks, shelves, and bins. Every inventory entry and movement references a location defined here.

For the record lifecycle, see: Workflow.

Note

For common UI patterns used across SARA (tables, filters, dynamic columns, naming conventions), see: Common Features

Warehouse

Overview

The Warehouse screen (/warehouse) displays all locations in a flat table. Each row represents one location — which may be a top-level storage facility or a nested sub-location within one.

What you will see

  • Location name — The short name assigned to the location (e.g., Rack A1, PROD.S.MEXICO).
  • Location details — The full path to the location, built by traversing parent links upward (e.g., Building A / Floor 2 / Rack 3). For root-level locations with no parent, the physical address is shown instead.
  • Type — The location type assigned at creation (e.g., Rack, Bin, Room). Types are defined in the Location types catalog.
  • Description — Optional free-text description of the location.

What you can do here

  • New location (requires edit) — Opens a form to create a new location. Key fields:

    • Name — Short identifier for the location.
    • Type — Select from the active location types catalog.
    • Parent location (optional) — If selected, this location is nested inside the chosen parent and inherits its warehouse context. If left empty, the location is treated as a root-level entry (the top of a storage hierarchy) and an Address field becomes required.
    • Address — Physical address; only shown and required when no parent location is selected.
    • Description — Optional.

  • View — Read-only modal showing the location's details. For root-level locations with children, the modal renders the full sub-location tree. For child locations, the modal shows the full path from root down to the selected location.

  • Edit (requires edit, ACTV only) — Update the location's name, type, parent, and description. Changing the parent location recalculates the warehouse_id for the location and all its descendants.

    Warning

    A location cannot be set as its own parent, and cannot be moved into one of its own sub-locations. SARA validates both conditions before saving.

  • Logs (requires edit) — View the audit trail for the location record.

  • Deactivate / Activate (requires edit) — Toggle the location's status.

    Cascade rules

    Deactivating a location is blocked if it has active child locations. SARA checks for active children before proceeding and shows a list of affected locations. The user can choose to deactivate the parent and all active children together in one action.

    Activating a location checks whether any of its parent locations in the chain are inactive. If so, SARA presents the list of inactive ancestors and allows the user to activate them all together with a single confirmation.

Location types

The Location types button (requires edit) opens a settings modal to manage the catalog of location types. Each type is a label used to classify locations (e.g., Rack, Shelf, Bin, Room). Available actions:

  • New type — Create a new location type.
  • Edit — Rename an existing active type.
  • Deactivate / Activate — Toggle the type's availability. Inactive types are hidden from location creation and edit forms.

Permissions

Permissions

Access and actions are permission-driven. See: Permissions