The View and select warehouses permission controls which warehouses employees can access.

Use this permission when your company works with multiple warehouses and employees should only work with specific ones.

For example, managers who work with CRM deals may need permission to:

• Select warehouses
• Reserve products
• Manage items in a specific warehouse

Configure the "View and select warehouses" permission

First, create a role for employees who work with warehouses. Then add the View and select warehouses permission to that role.

After that, select the warehouse each employee can access.

Employees can:

• View product quantities in their assigned warehouse
• Work with documents related to that warehouse

They cannot:

• View data from other warehouses.
• Accidentally select the wrong warehouse.

How warehouse access works in documents

For example, a manager creates a stock receipt that includes products from two warehouses.

If an employee has access to only one warehouse:

• The employee can still open the document.
• Information about products from the other warehouse stays hidden.

Configure warehouse access for the online store

If employees work with both CRM and the online store, make sure they have access to the correct warehouse.

When a customer places an order on the website:

• CRM automatically creates a new deal.
• The system reserves products in the default warehouse if reservation mode is enabled.

To change a product or warehouse in the order, the employee must have:

• Access to that warehouse
• Permission to reserve products

Otherwise, the employee will see a message that they do not have enough permissions to change warehouse products.

To configure warehouses:

1. Go to Inventory management.
2. Open More > Warehouses.
3. Open the menu next to the warehouse name.
4. Select the appropriate access option.