Warehouse State - Overview

Introduction

The warehouse state screen will allow a club to manage stock levels and inventory by looking at its current state. This is useful for reporting and re-ordering purposes.

Before you start 

The permissions to use warehouse state is found in PGM->Clubs->System Permissions.

• System administration
  • Warehouse
    • Warehouse reports
      • Warehouse state
      • Product state in warehouses
      • Warehouse state change

Feature description

Warehouse state looks at the current state of all inventory in your club.

To go to Warehouse State, go to PGM->Sale->Warehouse State.

This will display a new screen with all of the products in the clubs.

1. Navigate to the Warehouse states report (e.g., via PGM->Sale->Warehouse State).

2. You will see the Filters section.

3. In the Club dropdown, select the specific warehouse you want to view. You can also select "All clubs" to see an aggregated summary of all warehouses you have access to.

4. In the Warehouse date field, select a date. The report will show the stock state as of this date.

5. (Optional) Enter text in the Product name field to filter the list for a specific item.

6. (Optional) Select a category from the Category dropdown to filter the list.

7. (Optional) Select a supplier from the Supplier dropdown to filter the list.

8. (Optional) Check the Threshold Reached box to show only products where the quantity is at or below the set threshold.

9. Click the Show button to generate the report.

10. The grid will display the results with columns including Id, Product, Category, Quantity, Threshold, Minus quantity, Unit, Price, Amount, and Expiration date.

11. (Optional) To see the delivery history for an item, click the Documents link in that item's row.

12. A Documents window will open, showing all associated warehouse documents for the selected item.

Hints

• Aggregated vs. Detailed View: If you select "All clubs," the report aggregates product quantities across all warehouses. The Id column will show the ProductId. If you select a specific warehouse, the report shows the state for that single warehouse, and the Id column will show the WarehouseGoodStateId.

• "Minus quantity": The Minus quantity column displays the total quantity of a product sold through the POS before the selected Warehouse date, for which there was no corresponding warehouse delivery document at the time of sale.

• Permissions: The Club dropdown only lists warehouses associated with clubs you have employee access to.

• Default Filters: The Category and Supplier filters include an "All categories" or blank option by default, allowing you to search across all of them.

Use Case Examples

1. Check current stock for one warehouse:

   • Goal: See the current stock for the "Main Warehouse."

   • Settings: Select "Main Warehouse" from the Club dropdown. Leave Warehouse date as today. Click Show.

2. Get total stock for a specific product:

   • Goal: Find out the total quantity of "Protein Bar" across all locations.

   • Settings: Select "All clubs" from the Club dropdown. Enter "Protein Bar" in the Product name field. Click Show.

3. Run a low-stock report:

   • Goal: See all products in the "Supplements" category that are below their re-order threshold.

   • Settings: Select "All clubs" from the Club dropdown. Select "Supplements" from the Category dropdown. Check the Threshold Reached box. Click Show.

4. Investigate historical stock:

   • Goal: Check the stock level for "Energy Drink" at the end of last month.

   • Settings: Select "All clubs" from the Club dropdown. Select the last day of the previous month in the Warehouse date field. Enter "Energy Drink" in the Product name field. Click Show.

5. Find all products from a specific supplier:

   • Goal: List all products currently in stock that come from "Supplier XYZ."

   • Settings: Select "All clubs" from the Club dropdown. Select "Supplier XYZ" from the Supplier dropdown. Click Show.