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Warehouse Module - Overview

Updated

Introduction

Perfect Gym software can effectively control Warehouse Inventory of all Products sold. The Warehouse module not only provides tools for the current verification of warehouse supplies and stock but also determines the supply of a specific product. Having configured all Products and making them available for purchase on POSweb, it is time to add the Products to stock. 

To use the warehouse module, you first need to have products in your club's offer. Learn more about products in this article. 

This is the first article introducing the Warehouse module in PGM. Having read all the articles in connection with this module, you will learn how to properly add Products to stock, create a Warehouse Inventory, and monitor the Warehouse State. 

  • This article will help you to understand the Warehouse functionality in the system, which is the first step to plan the Warehouse management in your club. 
  • This article will be helpful to PG Champion, Administrator, Accountancy, Club Manager and Club Owner. 

Feature description

 

What is a Warehouse?

In the Perfect Gym system, the Warehouse is a module, where you can find information on all Products stored and offered for purchase in your club. It offers an easy way to control stock balance. It provides you the possibility to enter the Products' expiry dates and follow the thresholds of their usage. 

By use of this feature, you will be able to perform Product Inventory and, what is of key importance, check the daily/weekly/monthly sale, which impacts your club revenue. 

Types of Warehouse documents

There are eight types of Warehouse documents you can use to control Warehouse inventory:

  1. Goods received receipt - it is used to add Products received from external contractors/suppliers to your Warehouse. This document is a record of all the Products received in a chosen club. 
  2. Goods issued receipt - it is used to reduce the number or quantity of Products in the Warehouse. Using this document results in a decrease in stock in the Warehouse of a chosen club.
  3. Dispatch of goods - it is used when you want to transfer a Product from one Warehouse to another within one company. 
  4. Goods release receipt - it is used when you make a claim and want to return the Product to the Supplier, i.e. in case of receiving a damaged Product. 
  5. Inventory + - it is used when you want to quickly add the incoming stock without providing detailed information on the Product supplier and Invoice number. This document is another record of all the Products received in a chosen club. 
  6. Inventory - - it is used to reduce the number or quantity of Products in the Warehouse to align the Warehouse state with the result of the Inventory. Using this document results in a decrease in stock in the Warehouse of a chosen club.
  7. Sales return note - it is used when your client wants to return the Product to the club. This document enables the correction of the Inventory. It increases the quantity of the Products in stock. 
  8. Intra-warehouse transfer - it is used for transfers of goods between warehouses based on other documents not invoices.

Warehouse Reports

There are several reports in the system, which you may find useful when analyzing warehouse data. Below, you will find the most popular of them:

  • Product Summary - Provides a summary of the sales for all Products in your club. The report generates information about product price, quantities sold, and total revenue generated from each item. 
  • Warehouse Documents Summary - Provides a summary of the amount of each warehouse document type (IN- Inventory, IN + Inventory; MM – warehouse movement, PZ - a document confirming the purchase of goods from suppliers) that the club recorded over a given period.
  • Warehouse State - Displays the current stock status for each product and informs when the last change was made.
  • Warehouse State Change - Provides information on the initial state of products, the quantities of products that have come in or gone out, and the end result, allowing you to monitor stock changes.

Hints

The steps below will guide you through using the warehouse module, including related articles with detailed instructions:

  • Step One: Add products
  • Step Two: Add warehouse (PGM > Sale > Warehouses (optional) - you will automatically have a warehouse setup for your club, but you can set up additional (For example, some people have off-site storage)
  • Step Three: Add companies (PGM >Sale > Companies - this is where you will list your suppliers that you would get deliveries from (E.g., Coca-Cola)
  • Step Four: Add Documents (PGM >Sale > Warehouse Documents)
  • Step Five: Completing a stocktake (PGM > Sale > Warehouse Inventory)
  • Step Six: Monitoring stock levels (PGM > Sale > Warehouse State)

 

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