Hi everyone,
I need some help understanding the best way to configure User Permissions in ERPNext for a multi-warehouse setup.
We have multiple warehouses and multiple users, and each user should only access their own assigned warehouses. For example, a user may be responsible for only 2 warehouses, and should only see data related to those warehouses — such as stock entries, stock ledger, item availability, and other warehouse-related reports.
I want to achieve the following:
1. Restrict each user to only their assigned warehouses
Users must not be able to view or select any warehouse beyond the ones they are responsible for.
2. Apply permissions across all relevant modules
The restriction should apply in:
-
Stock Entry
-
Stock Ledger
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Item Stock Report
-
Purchase Receipt / Delivery Note
-
Work Orders
-
Material Requests
…and any other module that uses warehouses.
3. Best practice for setting up permissions
I would like guidance on the correct method:
-
Should I use “User Permission” for Warehouse?
-
Do I need to add “Allow Warehouse” on the user profile?
-
Do I need to use Permission Manager as well?
-
Any required Role changes?
My goal:
Each user should only see and transact in their own warehouses, and not have access to other warehouse data.
If anyone can share the recommended configuration steps or best practices for this type of setup, it would be very helpful.
Thank you!