Stock locations

A stock location is a place where you store inventory. PLANA's inventory model is built around locations — every quantity is "of product X, at location Y".

The location tree

A typical setup:

- Physical Locations
  - Warehouse Sofia (WH/Sofia)
    - Stock
      - Aisle A
      - Aisle B
    - Quality
    - Output (for shipping)
    - Input (for receiving)
  - Warehouse Plovdiv (WH/Plovdiv)
    - Stock
    - ...
- Partner Locations
  - Customers
  - Vendors
- Virtual Locations
  - Inventory loss
  - Production
  - Scrap

Three top-level categories:

Category	Use
Physical	Your warehouses + sub-locations within them
Partner	Where the customer / vendor "holds" stock during transit
Virtual	Logical movements (scrap, loss, production)

Movements happen between locations. Every stock change is a transfer from one location to another.

Configuring locations

Inventory → Configuration → Locations.

For each location:

Field	What
Name	Display name
Parent	The parent location
Type	Stock / Internal / Customer / Vendor / Inventory loss / Production / Transit
Storage strategy	FIFO / LIFO / Closest
Removal strategy	FIFO / FEFO (first-expired) / Closest
Cyclic count frequency	For inventory adjustments (days)

For most small warehouses, the default Stock location is enough. Sub-locations (Aisle A, Aisle B) are useful only if you actually manage stock by position.

Multi-warehouse

For tenants with multiple warehouses (Pro+ tier):

• Each warehouse is a top-level Physical location with its own Stock, Input, Output sub-locations
• Products can have stock in any warehouse
• Sale orders default to the warehouse closest to the customer (or a configured preference)
• Transfers move stock between warehouses

Configure in Inventory → Configuration → Warehouses.

Transit locations

For multi-step transfers (warehouse to warehouse):

Sofia Stock ──▶ In-Transit ──▶ Plovdiv Stock

The In-Transit location holds the goods while they're moving. Useful for accurate reporting — "what's in transit right now?" is a single location query.

Storage strategies

Strategy	Behaviour
FIFO	Pick oldest stock first
LIFO	Pick newest stock first (rare)
FEFO (First Expired)	Pick stock with the soonest expiry
Closest	Pick the location physically closest to the picker

Configure per location based on the workflow it serves.

Where to read more

• Products and variants
• Transfers
• Inventory valuation
• Reordering rules