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3.6.9 Working with store movements

Article goal​

Show how a staff member can work with the “Store movements” page: find required operations, analyze balances, filter data and export reports.

Who this article is for​

  • Club administrator
  • Store manager
  • Users with access to the “Store” module

What you will learn​

  • How to open the “Store movements” section
  • How to filter operations by date, category and type
  • How to sort data in the table
  • How to check balances for each item
  • How to export data to PDF and Excel
  • Which actions are available on the page

Prerequisites​

Before you start, make sure that:

  • You have access to the admin panel
  • Categories and items are configured in the “Store” module
  • Expense / receipt operations are already recorded (for example, sales, inventory, write-off)

Step-by-step guide​

Step 1. Open the “Store movements” section​

  1. Log in to the admin panel.
  2. In the left menu, open the “Store” section.
  3. Select the “Store movements” subsection.

A table with all operations — expenses, receipts and stock changes — will appear on the right.

3.6.9 Working with store movements — image 1 3.6.9 Working with store movements — image 2

The top panel contains the following filters:

  • Category (for example, drinks, snacks, energy drinks)
  • Operation type (expense, receipt, write-off, inventory)
  • Date range (“From” and “To”)

To apply a filter:

  1. Click the required filter (for example, “Category”).
  2. Select one or more options.
  3. Specify the date period.
  4. Click “Show”.

Tip: you can clear an unnecessary filter by clicking the “Clear” button.

Step 3. Work with the movements table​

The table contains the following columns:

  • Date — date and time of the operation
  • Document No. — unique record number
  • Operation type — expense / receipt / write-off
  • Category — item category
  • Comment — administrator note
  • Item — item name
  • Qty — number of units written off / received
  • Stock balance — how much of the item remains after the operation
  • User — who performed the action

Each column supports sorting:
hover over the header and click the sort icon.

3.6.9 Working with store movements — image 3

You can quickly see:

  • who performed the operation,
  • which item was issued or added,
  • how the balance changed after each entry.

Step 4. Export data​

3.6.9 Working with store movements — image 4

If you need to export the movement history:

  1. Set the required filters.
  2. Click PDF or Excel on the right side of the panel.

Common situations​

ProblemWhat to do
Operations are not displayedCheck the date filter — you may have selected an empty period.
Balances look incorrectCheck the latest operations for this item in the table.
Unable to export the reportRefresh the page and try again.
Categories are not shown in the filterMake sure they are created in the “Category management” section.