How to add Product on stock in PGM? – PerfectGym

Introduction

In order to have a Product available for purchase on POSweb, you need to add this Product to the Warehouse stock. To do so, you have to create a Warehouse document that includes the product you wish to have available.

In this article, you will find the practical instruction on how to create Warehouse documents by use of which you can add Products on stock.

This article will show you two ways of adding the Products on stock.
This article will be helpful to PG Champion, Administrator, Accountancy, Club Manager and Club Owner.

Before you start

There are two types of documents allowing you to increase the number of Products available in the Warehouse. In this article, you will learn how they work and then, you will be able to decide which of them to use in different situations.

To add Products on stock, you can use the Goods received receipt, or Inventory +.

Goods received receipt

Use this type of document when you receive the Product from external contractors. This document confirms that the Product was delivered to your club with detailed information about the Product supplier. Usually, this process will be confirmed by an Invoice.

Inventory +

Use this type of document when there is no need to provide information about the Product supplier and the source of the Product delivery. It will allow you to quickly book the incoming stock without providing the detailed information on the Product supplier and Invoice number.

Instruction

How to add product on stock using Goods received receipt?

1. Go to the PGM -> Sale -> Warehouse -> Warehouse documents.

2. Select Goods received receipt from the predefined list in the right upper corner.

3. Click on the Add document button.

4. Scroll down and fill in the following fields:

From Company - select the Product supplier from the predefined list.
- If you need to enter a new supplier, you need to add it to the system. Check how to do it. The process in identical as when adding a club related company.
To warehouse - select the club Warehouse where the change in stock took place.
Invoice number - enter the number of the Invoice.
Warehouse date - from the calendar, select the date when the change in stock took place.

5. Add the Products you would like to include in this document.

The following options are available:

Add new element - use it to add individual Products and their number/quantities. Only the products defined in the system are available, so make sure the the Products you want to add has already been created in the system.
- To use this option: select the Product from the predefined list, enter the number of Products or their quantity, add net value, select the VAT rate from the predefined list and choose the Product expiration date from the calendar. To save the changes, click on the Insert icon - blue tick on the left side.
Add new element with details - after selecting it, a new pop-up window will appear. Use it if you want to thoroughly monitor the Warehouse state and add more financial data to the system. From this document, you will know how much profit you have earned after selling the total of Products added to the Warehouse, and how much did the Product purchase cost you.
- To use this option: enter the Accounting code and select the Product from the predefined list. Enter the number of Products or their quantity. Enter the Unit price or Total price of the Products and add Discount value, if applicable. The Purchase net price with Discount, Taxes, Purchase gross price, Sell net price, Taxes, Charges, Sell gross price and Margin will be automatically calculated and added by the system. From the calendar, select the expiration date of the Products. To save the changes, click on the OK button.
Add from file - use this option if you want to add Products by use of Excel csv file. After selecting it, a new pop-up window will appear.
- To use this option: In the new pop-up window, click on Download the sample file and save it on your computer. Open the csv file, add ProductId, Quantity and Amount. Save the file after making the changes. Go back to the pop-up window and click on Browse and upload the csv file. After selecting the the file, click on the Upload Items button.
Add from bundle - use this option if you have the Product Bundle already created in the system and you want to add all of the Bundle components to the Warehouse. After selecting it, a new pop-up window will appear.
- To use this option: Select the Bundle from the predefined list, add the Bundle Quantity and click on the Add button to save the changes.

I.e. Assume, you have already created a Welcome Gift for your new members in form of a Product Bundle consisting of 1 fitness bag and 1 branded towel. Then, you have ordered fitness bags and branded towels from the same Supplier. After you have received them in your club, now, you have to add them on stock. When you select Bundle - Welcome Gift and add the Quantity 10, the system will automatically add 10 fitness bags and 10 branded towels to the Warehouse.

6. Once all Products or Product Bundles have been added to the Warehouse, confirm the changes by clicking on the Create document button.

7. New document will appear. You can double-check if all changes have been made correctly. Click on the Approve button on the right, to confirm adding the Products on stock.

8. New pop-up window will appear with the following information: Are you sure you want to accept this document? This operation cannot be reversed, you will not be able to make any changes anymore. Click on the OK button and approve the order.

How to add product on stock using Inventory + ?