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Storage Units

Storage units are the physical locations where your inventory is kept and tracked. Every inventory movement in Mathership — receipts, issues, waste, transfers, and stock counts — is connected to a storage unit. Keeping storage units accurate is the foundation of reliable inventory data.

Track stock by location

Separate inventory by kitchen, bar, cold room, freezer, or any other storage area.

Post movements accurately

Receipts, waste, stock counts, transfers, and issues are all linked to storage units.

Move stock between units

Transfer ingredients from one storage unit to another and track the full movement history.

What is a storage unit?

A storage unit is any physical location where ingredients are stored. Examples:
  • Main kitchen
  • Dry storage
  • Cold room
  • Bar storage
  • Freezer
  • External warehouse
  • Prep kitchen
Each storage unit holds its own stock balance for every ingredient. The same ingredient can exist in multiple storage units with different quantities.

Viewing your storage units

Go to ManageStorage Units. The list shows all storage units for your company.

Filters

Use Clear all to reset active filters.

Transfers button

The Transfers button in the top right of the storage units list shows a badge with the count of transfers that have been shipped but not yet received. Click it to go to the transfers list.

Creating a storage unit

1

Open Storage Units

Go to ManageStorage Units.
2

Create a new storage unit

Click the button to add a new storage unit.
3

Enter the details

Add the storage unit name and physical address or location description.
4

Save the storage unit

Save the form to create the storage unit.

Form fields

Editing a storage unit

Click the actions menu on any row in the storage units list and select Edit. You can update the name or address.

Deleting a storage unit

Click the actions menu on any row and select Delete. A confirmation dialog appears before deletion.
Delete storage units carefully. If a storage unit has inventory history, deleting it can make past movements harder to understand.

Storage unit detail page

Click any storage unit row to open its detail page. The header shows the storage unit name and address if one is set.

Summary stats

Three stat cards appear at the top of the detail page.

Action buttons

Three action buttons are available directly from the storage unit detail page.

Inventory table

The inventory table shows all ingredients with stock in the selected storage unit.

Columns

Click any column header marked as sortable to sort the table by that field. Click again to reverse the sort direction.

Filters

Ingredient detail panel

Clicking any ingredient row in the inventory table opens a detail panel without leaving the storage unit page. The panel shows:
  • Ingredient name and storage unit name in the header
  • View ledger movements button, which opens the full ledger for this ingredient in this storage unit
  • View ingredient details button, which opens the ingredient master page
  • Summary cards with trend indicators compared to the previous week
  • On-hand breakdown, such as 2 boxes / 5 kg
  • Base unit and active status
  • Allergens, if configured on the ingredient

Ingredient panel summary cards

Transfers

Transfers move stock from one storage unit to another. They can also move stock between different company locations.

Accessing the transfers list

The transfers list is accessible from two places:
  • Click the Transfers button on the storage units list page
  • Click the Incoming transfers stat card on a storage unit detail page

Transfers list columns

Transfer statuses

Transfer filters

Transfer actions

The action column shows a button on transfers that require action. Both actions show a confirmation dialog before executing.

Transfer detail panel

Click any transfer row to open its detail panel. The panel shows:
  • Transfer ID and status badge
  • From → To storage unit cards with company names for cross-company transfers
  • Created, shipped, and received timestamps
  • Notes, if any were added when creating the transfer
  • Lines table showing each ingredient with its transferred quantity in packaging breakdown format
  • Ship or Receive action buttons in the footer depending on the transfer status

How storage units connect to the rest of the system

Storage units are used throughout Mathership. Every inventory action requires a storage unit to know where stock should be added or removed.

Receiving orders

When you receive a vendor order into inventory, you select a storage unit. The received quantities are added to that storage unit. See Receiving Orders for details.

Stock counts

Stock counts are scoped to one storage unit. When you post a count, adjustments are applied to the stock in that specific storage unit. See Stock Counts for details.

Waste

Waste entries are posted to a specific storage unit. The waste reduces stock in that location. See Waste for details.

Transfers

Transfers move stock from one storage unit to another. A transfer creates a TRANSFER_OUT ledger entry in the source unit and a TRANSFER_IN ledger entry in the target unit. See Transfers for details.

POS integrations

When Lightspeed or Sides integrations process daily sales, each location or store must be linked to a storage unit. Stock deductions from POS sales are applied to that storage unit. See Integrations for details.

Recipes

Recipes and recipe lines can specify a default issue storage. When POS sales trigger recipe deductions, stock is taken from the configured storage unit. See Recipes for details.

Reorder configurations

Reorder configurations on ingredients can be scoped to a specific storage unit to generate reorder suggestions per location. See Reorder Suggestions for details.

Storage unit naming conventions

Use clear, consistent names that match your physical locations.

Good examples

  • Main Kitchen
  • Cold Room
  • Dry Storage
  • Bar Storage
  • Freezer
  • Prep Kitchen
  • External Warehouse
Avoid vague names such as Storage 1, Location A, or Misc. Clear names make receiving, waste, transfers, stock counts, and reports easier to understand and audit.

Best practices

Create one unit per location

Map each real storage area to its own storage unit. Avoid combining multiple physical areas into one unit.

Set the address clearly

Use the address field to describe where the unit is — a room name, floor, or building works well.

Select the correct unit

When receiving, counting, wasting, or transferring stock, confirm you are using the right storage unit before posting.

Count regularly

Use the Stock count button on the storage unit page to keep on-hand quantities accurate with regular spot checks.

Monitor incoming transfers

Check the Incoming transfers stat card for transfers that have been shipped but not yet received into this storage unit.

Use Include zero for audits

Enable the Include zero filter during full inventory audits to see every ingredient, including those with no current stock.

Ship transfers promptly

A DRAFT transfer has not yet removed stock from the source. Ship it when the physical movement happens.

Receive transfers on arrival

A SHIPPED transfer is in transit. Receive it as soon as the goods arrive physically so stock balances stay accurate.

Ingredients

Learn how ingredients are created and tracked.

Receiving Orders

Learn how received goods are posted into storage units.

Stock Counts

Learn how to count stock by storage unit.

Transfers

Learn how to move stock between storage units.
Last modified on June 7, 2026