Products Reports and Exports

⤷ Export a Stock-Taking Sheet

Available on the the Club Tier & Above, the Stock-Taking Sheet provides a snapshot of all stock items along with their details. This export captures the expected stock level within BETA at the moment of download.

» Updating Stock Levels

To import a Stock-Taking Sheet, i.e., to update Stock levels, follow the steps below:

1. Download the Stock-Taking Sheet

2. Open up the .csv

3. Only edit Column 10, with the actual stock counted

4. Send that to the BETA team for re-import
   

» Stock-Taking Sheet: Column Definitions

1. STOCK CONFIG KEY - Value True if this stock option is the one currently in use

2. STOCK CONFIG IS MOST RECENT - Value True if this stock option is the one currently in use

3. PRODUCT - Name of the Product

4. BARCODE - Barcode of the Product

5. MANUFACTURER - Manufacturer of the Product

6. COLOR - Colour of the product

7. SIZE - Size of the Product

8. COST - Unit Supply Price of Stock Configuration

9. EXPECTED STOCK - Stock count inside of BETA

10. ACTUAL STOCK - Empty row, for import.

Attention: If you will import the Stock-Taking Sheet, do not alter any of the values in the columns except for those in the actual stock column.

This report reflects a single moment in time (at time of download) and may not account for subsequent changes.

⤷ Export a Stock Movement History Report

Available on the Community & Above, this report details the historical movement of stock within a specified time period. It includes all stock items and their respective movements, providing a comprehensive look at stock activity over time.

» Stock Movement History Export: Column Definitions

1. PRODUCT - The product name of the product being moved. Example: "Climbing Rope 50m”

2. product_key - a unique identifier for the product

3. OPTION - Specific variations or attributes of the product, such as size or color. Example: "Red, 10mm”

4. option_key - a unique identifier for the product option

5. GYM - The specific location or branch of the gym where the stock movement is taking place, if multi-gym.

6. SUPPLY_PRICE- The cost price of the product to the gym, which is the amount the gym paid to acquire the product. Example: "$50.00”

7. stock_config_key - a unique identifier for the stock configuration

8. TIME - The date and time when the stock movement occurred. Example: 2024-04-11 07:54:18 -0600 CST

9. COUNT - The quantity of the product that is being moved. This number can be positive or negative. A positive count indicates an addition to the stock, while a negative count indicates a reduction or removal from the stock.

10. CODE - Indicates the origin of the stock movement.
    The options are:

    1. SALE: Movement due to a sale.

    2. STOCK: Movement for stock adjustments or transfers.

    3. MANUAL: Manually recorded stock movement

    4. GYM USE: Manually recorded stock movement for gym item use.

    5. REFUND: Movement due to a refund.

11. NOTE - Any additional information or comments related to the stock movement.

⤷ Export a COGS Report

Available on the Enterprise Tier, the COGS (Cost of Goods Sold) Report enables you to review the cost details related to the products sold. This export assists in financial tracking and analysis, helping to identify profitability trends. This report helps businesses assess product performance, inventory efficiency, and profitability over time.

Attention: Check that all relevant cost data is updated in the BETA dashboard before generating the report.

» COGS Report: Column Definitions

Each column in the COGS report provides essential details about the cost and sales performance of products. Below is an explanation of each header:

Note: Avg Inventory Value is based on the supply price recorded against each individual restock, not a single fixed cost. If the same product was restocked at different prices over the period, each batch is valued separately.

FAQs