Action Menu: Product Inventory

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Product Inventory Screen Overview

The Product Inventory screen provides a comprehensive snapshot of your property's product stock availability and consumption. By default, it displays data for the current business day.

You can use the report filters to change the start date, view by product category or look for products by required stock. The following information is available:

Name: Identifies the name or label assigned to the product.

Product Category: A high-level grouping used to bucket similar items—such as Audio-Visual, Catering, or Decor—into organized sections within the system.

Product Type: Indicates whether the product is classified as perishable or non-perishable.

Inventory Type: Specifies if inventory tracking for the product is based on individual daily counts or a continuous (rolling) schedule.

Initial Stock: Represents the starting inventory level of the product prior to any consumption or allocation.

Consumed Stock: Displays the total quantity of inventory already used across all scheduled sub-events.

Available Stock: The quantity of product currently in stock and available for use.

Sub Event Count: Indicates how many sub-events have allocated or are using this product from inventory.

Adjusting the Date Range

You can customize the date displayed on the Product Inventory screen by using the date picker located at the top of the screen.

Note: Product inventory is available for 2 years.

Using Filters to Customize the View

To efficiently manage and locate specific items, the Product Inventory screen includes dynamic filtering options. These filters allow you to narrow down your results based on departmental needs or specific quantity requirements.

• Product Category: Use this high-level grouping to "bucket" similar items into organized sections—such as Audio-Visual, Catering, or Decor. Selecting a category will instantly filter the list to show only the products assigned to that specific category.

• Required Stock: Enter the minimum quantity of inventory needed for your upcoming event. The system will filter the results to display only the products where the Available Stock is equal to or greater than the value you entered.

Note: The dashboard updates automatically as you apply or adjust these filters; there is no need to click a "Search" or "Submit" button to refresh the data.