> ## Documentation Index
> Fetch the complete documentation index at: https://help.mathership.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Storage Units

> Create and manage the physical locations where inventory is stored

# 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.

<CardGroup cols={3}>
  <Card title="Track stock by location" icon="warehouse">
    Separate inventory by kitchen, bar, cold room, freezer, or any other storage area.
  </Card>

  <Card title="Post movements accurately" icon="list-check">
    Receipts, waste, stock counts, transfers, and issues are all linked to storage units.
  </Card>

  <Card title="Move stock between units" icon="right-left">
    Transfer ingredients from one storage unit to another and track the full movement history.
  </Card>
</CardGroup>

## 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 **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 |

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

<Steps>
  <Step title="Open Storage Units">
    Go to **Manage** → **Storage Units**.
  </Step>

  <Step title="Create a new storage unit">
    Click the button to add a new storage unit.
  </Step>

  <Step title="Enter the details">
    Add the storage unit name and physical address or location description.
  </Step>

  <Step title="Save the storage unit">
    Save the form to create the storage unit.
  </Step>
</Steps>

### 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.

<Warning>
  Delete storage units carefully. If a storage unit has inventory history, deleting it can make past movements harder to understand.
</Warning>

## 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        |

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

Click again to reverse the sort direction.

### 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 |

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](/en/restaurants/inventory/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](/en/restaurants/inventory/stock-counts) for details.

## Waste

Waste entries are posted to a specific storage unit.

The waste reduces stock in that location.

See [Waste](/en/restaurants/inventory/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](/en/restaurants/inventory/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](/en/restaurants/integrations/overview) 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](/en/restaurants/inventory/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](/en/restaurants/automation/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

<CardGroup cols={2}>
  <Card title="Create one unit per location" icon="warehouse">
    Map each real storage area to its own storage unit. Avoid combining multiple physical areas into one unit.
  </Card>

  <Card title="Set the address clearly" icon="location-dot">
    Use the address field to describe where the unit is — a room name, floor, or building works well.
  </Card>

  <Card title="Select the correct unit" icon="check">
    When receiving, counting, wasting, or transferring stock, confirm you are using the right storage unit before posting.
  </Card>

  <Card title="Count regularly" icon="clipboard-check">
    Use the Stock count button on the storage unit page to keep on-hand quantities accurate with regular spot checks.
  </Card>

  <Card title="Monitor incoming transfers" icon="truck-ramp-box">
    Check the Incoming transfers stat card for transfers that have been shipped but not yet received into this storage unit.
  </Card>

  <Card title="Use Include zero for audits" icon="magnifying-glass">
    Enable the Include zero filter during full inventory audits to see every ingredient, including those with no current stock.
  </Card>

  <Card title="Ship transfers promptly" icon="paper-plane">
    A DRAFT transfer has not yet removed stock from the source. Ship it when the physical movement happens.
  </Card>

  <Card title="Receive transfers on arrival" icon="circle-check">
    A SHIPPED transfer is in transit. Receive it as soon as the goods arrive physically so stock balances stay accurate.
  </Card>
</CardGroup>

## Related pages

<CardGroup cols={2}>
  <Card title="Ingredients" icon="wheat-awn" href="/en/restaurants/inventory/ingredients">
    Learn how ingredients are created and tracked.
  </Card>

  <Card title="Receiving Orders" icon="truck-ramp-box" href="/en/restaurants/inventory/receiving-orders">
    Learn how received goods are posted into storage units.
  </Card>

  <Card title="Stock Counts" icon="clipboard-check" href="/en/restaurants/inventory/stock-counts">
    Learn how to count stock by storage unit.
  </Card>

  <Card title="Transfers" icon="right-left" href="/en/restaurants/inventory/transfers">
    Learn how to move stock between storage units.
  </Card>
</CardGroup>
