Why Use Warehouses?
Warehouses (stock locations) help you:- Route orders correctly: Ensure orders ship from the right facility
- Assign customer territories: Default customers to their nearest warehouse
- Manage product availability: Track which products are stocked where
- Optimize fulfillment: Reduce shipping costs and times
Setting Up Warehouses
1
Go to Warehouse Settings
Navigate to Settings → Warehouses
2
Add Warehouse
Click Add Warehouse
3
Enter Details
Fill in warehouse name and address
4
Save
Click Save to create the warehouse
Warehouse Fields
| Field | Description |
|---|---|
| Name | Display name (e.g., “East Coast DC”) |
| Address | Physical warehouse address |
| Contact | Warehouse manager or contact |
| Phone | Contact phone number |
| Notes | Internal notes |
| Default | Set as default for new customers |
Assigning Customers to Warehouses
Each customer can have a default warehouse:1
Open Customer Profile
Navigate to the customer’s profile
2
Find Warehouse Setting
Locate the Default Warehouse field
3
Select Warehouse
Choose which warehouse typically fulfills this customer
4
Save
Click Save to apply
Product Warehouse Requirements
Some products may need to ship from specific locations:1
Open Product Details
Navigate to the product’s details
2
Find Required Warehouse
Locate the Required Warehouse field
3
Select Warehouse
Choose the warehouse that stocks this product
4
Save
Click Save to apply
How Buddy Assigns Stock Locations
When you create an order or process a PO, Buddy automatically selects the right warehouse for you:What Buddy Checks (In Order)
- Product requirement first: If any product on the order requires a specific warehouse, that warehouse is used
- Customer default second: Otherwise, the customer’s assigned warehouse is selected
- Organization default third: If neither is set, your default warehouse is used
- You can always override: Select a different warehouse manually if needed
What You’ll See
- Warehouse auto-selected: The fulfillment location appears automatically on new orders
- Warehouse badge: Orders show which location they’ll ship from
- Conflict warning: If products require different warehouses, you’ll be notified
If products in an order require different warehouses, you may need to split the order or handle it manually.
Multi-Warehouse Orders
For orders that span multiple warehouses:- Split orders: Create separate orders for each warehouse
- Manual override: Select a primary warehouse and add notes
- Partial fulfillment: Ship what’s available and backorder the rest
Best Practices
Name Clearly
Use descriptive names like “East Coast DC” not “Warehouse 1”
Set Defaults
Configure customer defaults to reduce manual selection
Document Requirements
Add notes explaining why products require specific warehouses
Review Routing
Periodically check that orders are routing correctly
FAQ
What if a customer is near multiple warehouses?
What if a customer is near multiple warehouses?
Set their default to the most commonly used warehouse. You can override on individual orders when needed.
Can I track inventory by warehouse?
Can I track inventory by warehouse?
If connected to an inventory system (Cin7, Shopify with locations), stock levels sync per location. Otherwise, warehouse management in Buddy focuses on order routing rather than inventory tracking.
How do I handle drop shipping?
How do I handle drop shipping?
Create a “warehouse” for each drop ship vendor. Assign products to their respective vendor locations.
What if I only have one location?
What if I only have one location?
You don’t need to set up warehouse management. It’s optional for businesses with multiple fulfillment locations.