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
Viewing your storage units
Go to Manage → Storage Units. The list shows all storage units for your company.| Column | Description |
|---|---|
| ID | Internal storage unit ID |
| Name | Storage unit name |
| Address | Physical location or address — shown with a pin icon |
| Created | When the storage unit was created |
Filters
| Filter | Description |
|---|---|
| Search | Filter by storage unit name |
| Created date | Filter by creation date range |
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
Form fields
| Field | Required | Description |
|---|---|---|
| Name | Yes | The storage unit name, such as Main Kitchen, Cold Room, or Bar Storage |
| Address | Yes | The physical address or location description |
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.Storage unit detail page
Click any storage unit row to open its detail page.Header
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.| Stat | Description |
|---|---|
| Unique ingredients | Number of ingredients with stock in this storage unit |
| Inventory value | Total currency value of all stock in this storage unit |
| Incoming transfers | Number of shipped transfers waiting to be received — highlighted blue when pending, click to see them |
Action buttons
Three action buttons are available directly from the storage unit detail page.| Button | What it does |
|---|---|
| Stock count | Opens the stock count sheet for this storage unit |
| Transfer | Opens the transfer sheet to move stock out of this storage unit |
| Waste | Opens the waste sheet to record discarded stock from this storage unit |
Inventory table
The inventory table shows all ingredients with stock in the selected storage unit.Columns
| Column | Description |
|---|---|
| ID | Internal ingredient ID |
| Name | Ingredient name |
| On hand | Current stock quantity with base unit code — sortable |
| Value | Total inventory value of the current stock — sortable |
| Last movement | Date of the last inventory movement — sortable |
Filters
| Filter | Description |
|---|---|
| Search | Filter by ingredient name |
| On hand | Filter by a minimum and maximum on-hand quantity range |
| Last movement | Filter by a date range for the last movement date |
| Include zero | Toggle to show ingredients with zero stock — hidden by default |
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
| Card | Description |
|---|---|
| Current balance | Current stock quantity |
| Total receipts | Total stock received into this storage unit |
| Total issues | Total stock removed from this storage unit |
| Total entries | Total number of ledger movements |
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
| Column | Description |
|---|---|
| ID | Transfer ID |
| Status | Current transfer status with color-coded badge |
| Route | Source storage unit → destination storage unit, with company names if cross-company |
| Items | Number of ingredient lines in the transfer |
| Created | When the transfer was created |
| Shipped | When the transfer was shipped |
| Received | When the transfer was received |
Transfer statuses
| Status | Badge color | Meaning |
|---|---|---|
DRAFT | Grey | Created but not yet shipped. Stock has not moved yet. |
SHIPPED | Blue | Shipped from source. Stock has been removed from the source storage unit. Waiting to be received. |
CLOSED | Green | Received at destination. Stock has been added to the destination storage unit. |
Transfer filters
| Filter | Description |
|---|---|
| Status | Filter by DRAFT, SHIPPED, or CLOSED |
| From storage | Filter by one or more source storage units |
| To storage | Filter by one or more destination storage units |
Transfer actions
The action column shows a button on transfers that require action.| Condition | Button | What it does |
|---|---|---|
Status is SHIPPED and transfer is incoming | Receive | Confirms receipt, adds stock to destination, and closes the transfer |
Status is DRAFT and transfer is outgoing | Ship | Confirms shipping, removes stock from source, and marks transfer as shipped |
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 aTRANSFER_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
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.
Related pages
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.