Warehouse Accounting Setup in Bitrix24.Shop
Manager places order, calls client to confirm — but product's been out of stock for three days. Only found out when storekeeper checked the shelf. Balances in Excel were updated yesterday, 15 more units sold since then. Result: cancelled order, angry client, lost revenue. Warehouse accounting in B24.Shop solves this — balances update when deal is placed, not when someone remembers.
What the Warehouse Module Gives
Bitrix24.Shop includes warehouse accounting features on Professional and Enterprise tiers. Capabilities:
- Stock tracking per product and variation
- Multiple warehouses with separate accounting
- Product reservation on order placement
- Receipt and disposal documents
- Alerts when stock hits minimum
Warehouses
Creating warehouses: CRM → Shop → Warehouses. Each warehouse — separate storage location with own balances.
Example structures:
- Single warehouse. For small company with one stockroom.
- Multiple warehouses. Main warehouse + retail point + warehouse in another city. Manager sees on placement which warehouse has item.
- Virtual warehouses. "Damaged", "In Transit", "Return" — for items in special statuses.
Stock Accounting
Balances tied to catalog products. Per product per warehouse — unit count. Updates three ways:
- Receipt documents. Product arriving to warehouse. Create document with item list and quantity → balances increase.
- Disposal documents. Product departure (damage, loss, internal use) → balances decrease.
- Auto on order. When deal moves to specific stage (e.g., "Paid") — products deducted from warehouse.
Moving between warehouses — via transfer document: minus on one, plus on other.
Reservation
On order placement, product is reserved — still in warehouse but unavailable for other orders. Prevents "sold same item to two clients" situation.
Setup: specify which deal stage triggers reservation and which triggers final deduction. Typical scheme:
| Deal Stage | Action |
|---|---|
| New Order | Reserve |
| Paid | Deduct from warehouse |
| Cancelled | Release reserve |
Manager sees three numbers in product card: total balance, reserved, available.
Minimum Stock Alerts
Per product set threshold — minimum warehouse quantity. When balance drops below, responsible person gets alert: in B24 chat, email, or via CRM robot.
Allows timely supplier order and prevents out-of-stock.
Reports
Available warehouse reports:
- Balances. Current quantities per product and warehouse. Filter by section, warehouse, status (above zero / below minimum / zero).
- Product movement. Receipts, disposals, transfers by period. Shows which products move faster.
- Reserves. How much reserved and which orders.
What We Configure
- Warehouse structure: main, additional, virtual
- Initial balance receipt (import from Excel)
- Deduction and reservation binding to deal stages
- Minimum balance thresholds and alerts
- Documents: receipt, disposal, transfer templates
- Reports on balances and product movement