> ## Documentation Index
> Fetch the complete documentation index at: https://help.kuverbooks.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Branch and Warehouse: Manage Locations and Storage

> View business branches, create and manage warehouse locations, and control active and inactive storage sites in Kuvera Arc for multi-location inventory.

Branch and Warehouse management defines the location structure used across Kuvera Arc. Branches represent registered business locations, while warehouses represent the storage locations attached to those branches.

<Info>
  Branches act as parent entities for warehouses, inventory transactions, and reports. Every warehouse belongs to a branch, and every stock movement is recorded against a warehouse.
</Info>

## How locations connect to modules

Branches and warehouses support inventory tracking, sales fulfillment, purchase receiving, and location-based reporting.

<Tabs>
  <Tab title="Inventory">
    Warehouses define where stock is stored, adjusted, received through transfers, and tracked.

    Every inventory entry, including opening stock, is tied to a specific warehouse.
  </Tab>

  <Tab title="Sales">
    Warehouses can be selected as fulfillment or stock source locations when creating sales invoices and sales orders.
  </Tab>

  <Tab title="Purchase">
    Warehouses serve as goods-receiving locations.

    When a Goods Received Note is processed, stock is received into a specified warehouse.
  </Tab>

  <Tab title="Reports">
    Branch and warehouse selections help filter stock reports, sales summaries, purchase summaries, and financial records by location.
  </Tab>
</Tabs>

## Branches

Branches are registered operating locations in your Kuvera Arc account. They are system-controlled entities and cannot be created freely from the interface.

<Frame caption="Branches tab" />

## Access branches

<Steps>
  <Step title="Open Configuration">
    Navigate to **Configuration** from the main navigation panel.

    <Frame caption="Configuration in the sidebar" />
  </Step>

  <Step title="Open Branch and Warehouse">
    Select **Branch and Warehouse** from the configuration menu.
  </Step>

  <Step title="Select Branches">
    Click the **Branches** tab to view registered locations.
  </Step>
</Steps>

## Branch behavior

<CardGroup cols={2}>
  <Card title="System-controlled" icon="lock">
    Branches are controlled by the system and cannot be created directly from the UI.
  </Card>

  <Card title="Warehouse parent" icon="warehouse">
    Each branch acts as a parent for warehouses assigned to that location.
  </Card>

  <Card title="Transaction grouping" icon="table">
    Inventory, sales, purchase, and finance records can be organized by branch.
  </Card>

  <Card title="Reporting scope" icon="chart-line">
    Branches help segment operational and financial data for reporting.
  </Card>
</CardGroup>

<Warning>
  If you need to add a new branch, contact the Kuvera Arc support or administration team. Additional branches may require licensing or administrative approval.
</Warning>

## Warehouses

Warehouses are physical or logical storage locations where inventory is held. You can create multiple warehouses under a branch to match your actual storage structure.

<Frame caption="Warehouses tab" />

## Access warehouses

<Steps>
  <Step title="Open Configuration">
    Navigate to **Configuration** from the main navigation panel.
  </Step>

  <Step title="Open Branch and Warehouse">
    Select **Branch and Warehouse** from the configuration menu.
  </Step>

  <Step title="Select Warehouses">
    Click the **Warehouses** tab to view the warehouse listing.
  </Step>
</Steps>

## Warehouse listing

The Warehouses tab displays the key details for each warehouse.

<Frame caption="Warehouse listing table" />

<CardGroup cols={2}>
  <Card title="Warehouse Name" icon="warehouse">
    Name of the warehouse.
  </Card>

  <Card title="Address" icon="location-dot">
    Physical location or address of the warehouse.
  </Card>

  <Card title="Contact Number" icon="phone">
    Primary contact number for the warehouse.
  </Card>

  <Card title="Warehouse Status" icon="circle-check">
    Shows whether the warehouse is active for inventory operations.
  </Card>
</CardGroup>

<Info>
  Only active warehouses are available for inventory transactions, purchase receiving, sales fulfillment, and stock movement workflows.
</Info>

## Create a warehouse

<Steps>
  <Step title="Open Warehouses">
    Go to **Configuration > Branch and Warehouse > Warehouses**.
  </Step>

  <Step title="Click Add Warehouse">
    Click **Add Warehouse** to open the warehouse creation form.

    <Frame caption="Add Warehouse button" />
  </Step>

  <Step title="Enter warehouse details">
    Complete the identity, address, and contact fields.

    <Frame caption="Add Warehouse form" />
  </Step>

  <Step title="Save the warehouse">
    Click **Save Details** to create the warehouse. Click **Cancel** to discard.
  </Step>
</Steps>

## Warehouse form fields

<AccordionGroup>
  <Accordion title="Identity fields">
    <CardGroup cols={2}>
      <Card title="Warehouse Name" icon="warehouse">
        Required. A clear name for the storage location, such as **Main Store** or **Cold Storage — Branch 1**.
      </Card>

      <Card title="Select Branch" icon="folder-tree">
        Required. The branch this warehouse belongs to.
      </Card>
    </CardGroup>
  </Accordion>

  <Accordion title="Address fields">
    <CardGroup cols={2}>
      <Card title="Same Address as Branch" icon="copy">
        Optional. Auto-fills address fields from the selected branch when enabled.
      </Card>

      <Card title="Warehouse Location" icon="location-dot">
        Required. Physical address or location of the warehouse.
      </Card>

      <Card title="City" icon="city">
        Optional. City where the warehouse is located.
      </Card>

      <Card title="State" icon="map">
        Required. State or region where the warehouse is located.
      </Card>

      <Card title="ZIP Code" icon="map-pin">
        Optional. Postal or ZIP code for the warehouse address.
      </Card>
    </CardGroup>
  </Accordion>

  <Accordion title="Contact fields">
    <CardGroup cols={2}>
      <Card title="Primary Contact Number" icon="phone">
        Required. Main phone number for reaching the warehouse.
      </Card>

      <Card title="Primary Contact Person" icon="user">
        Optional. Main contact person at the warehouse.
      </Card>

      <Card title="Primary Email Address" icon="envelope">
        Optional. Email address used for warehouse-level communication.
      </Card>
    </CardGroup>
  </Accordion>
</AccordionGroup>

## Address auto-fill behavior

<Tabs>
  <Tab title="Enabled">
    When **Same Address as Branch** is enabled, address fields are populated from the selected branch's address details.

    You can still edit individual fields if the warehouse address differs slightly.
  </Tab>

  <Tab title="Disabled">
    When **Same Address as Branch** is disabled, address fields remain blank and must be entered manually.

    Use this when the warehouse is at a different location from the branch.
  </Tab>
</Tabs>

<Warning>
  Default warehouse details may be restricted from editing. Changing default warehouse settings can affect reports and existing inventory records that reference that warehouse.
</Warning>

## Inactive warehouses

When a warehouse is disabled, it is removed from active inventory operations but retained for history and audit. You can view and reactivate inactive warehouses.

<Frame caption="Inactive Warehouses view" />

## Access inactive warehouses

<Steps>
  <Step title="Open Warehouses">
    Go to **Configuration > Branch and Warehouse > Warehouses**.
  </Step>

  <Step title="Open options">
    Click the options menu at the top of the Warehouses listing.
  </Step>

  <Step title="View inactive warehouses">
    Select **View Inactive Warehouses** to open the inactive records list.
  </Step>
</Steps>

## Inactive warehouse table

<CardGroup cols={2}>
  <Card title="Warehouse Name" icon="warehouse">
    Name of the disabled warehouse.
  </Card>

  <Card title="Disabled On" icon="calendar-days">
    Date the warehouse was deactivated.
  </Card>

  <Card title="Disabled By" icon="user">
    User who disabled the warehouse.
  </Card>

  <Card title="Action" icon="rotate-right">
    Available actions, such as re-enabling the warehouse.
  </Card>
</CardGroup>

## Re-enable a warehouse

Click **Re-enable Warehouse** next to an inactive warehouse to restore it to active status.

<Info>
  Once re-enabled, the warehouse becomes available for inventory transactions, purchase receiving, sales fulfillment, and stock movement workflows.
</Info>

<AccordionGroup>
  <Accordion title="Search and filter inactive records">
    Use search and filter controls to find inactive warehouse records by name or other criteria.
  </Accordion>

  <Accordion title="Export inactive warehouse data">
    Export inactive warehouse records for reporting or audit purposes.

    <Tabs>
      <Tab title="Full Export">
        Exports all inactive warehouse records.
      </Tab>

      <Tab title="Current View Export">
        Exports only filtered or currently visible inactive warehouse records.
      </Tab>
    </Tabs>

    Supported formats: **XLSX**, **PDF**, and **CSV**.
  </Accordion>
</AccordionGroup>

<Note>
  Inactive warehouse records are never deleted. They remain available for reference, audit trails, and reactivation, preserving historical inventory data tied to the location.
</Note>