---
title: "Prepare Items and Locations"
description: "Prepare cargo information and real collection/delivery locations before creating loads. Good addresses and UOMs prevent planning and receiving problems that can"
space: "Vuna Transport"
url: "https://docs.navari.co.ke/vuna-transport/setup/items-and-locations"
updated: "2026-11-09"
---

Prepare cargo information and real collection/delivery locations before creating loads. Good addresses and UOMs prevent planning and receiving problems that cannot be fixed by selecting a different vehicle.

## Prepare stock items

Maintain Stock UOM and the conversion factors for the requested packaging units on the Item. If one Carton contains ten Pcs, a request for two Cartons is twenty stock pieces; do not re-enter it as two Pcs in a later document.

Maintain the item's transport weight and volume information in compatible measurement units. Use the current item transport fields for delivery grouping, compatibility and handling requirements. Review refrigeration, tail-lift, body-type and special-equipment requirements where they apply.

**Delivery Group** on the Item helps separate customer demand for planning. **Transport Compatibility Group** controls cargo grouping: the current load/allocation checks reject different populated compatibility groups together. An unassigned group is not a safety approval. Compatibility grouping is not a substitute for a weight or volume limit; do not combine incompatible products merely because there is spare room.

For batch- or serial-tracked items, maintain standard ERPNext stock identities. Use the Serial and Batch Bundle controls on stock documents where applicable. A quantity alone does not identify which batch or serial numbers were delivered or returned.

## Prepare places and warehouses

1. Create active, non-group warehouses in the correct company.
2. Link the appropriate Address to each warehouse used as a depot or return location. Task-based trip planning requires an address for warehouse visits.
3. Maintain customer shipping addresses and supplier Dispatch Address or Supplier Address. Supplier pickup addresses must be active and linked to that supplier.
4. For each vehicle that carries company inventory, configure its linked **Transit Warehouse**. Exactly one active matching warehouse is required for that vehicle in the company when the stock flow needs it.
5. Choose holding/returns warehouses and saleable/rejected destinations with your quality and stock teams.

For a depot receipt, a configured Returns / Quarantine Warehouse keeps rejected-but-unloaded stock apart. If none is configured, the receiving depot warehouse is used; the proof still records the rejection and custody. This fallback does not make rejected stock saleable by quality decision.

## Add geography and route information

Use Territory and the available County, Constituency and Town records to organise location information. Transport Zones group service areas. Transport Routes belong to a zone and provide planning defaults such as distance and duration; keep route and zone selections consistent.

Maintain exact coordinates when known. Location reference points can support estimates when exact coordinates are missing, but the estimate's confidence matters. The implemented distance estimate uses straight-line distance to the farthest destination, not the total of an optimised road journey.

> [Screenshot: Item transport grouping and compatibility settings beside a depot Warehouse with its Address and vehicle-linked Transit Warehouse]

Use [Set Up Vehicles and Drivers](/vuna-transport/setup/fleet) next. Do not turn on hidden GPS or route-optimisation options expecting them to provide a finished tracking or routing service.