Warehouse — Overview

The Warehouse section in IZI CRM controls stock levels for every product sold in your club. You have three operations to change quantities — Receipt, Write-off, and Inventory — plus a History log of all past operations. Every operation requires a mandatory Reason/Comment before it can be confirmed.

Note

Fill in the Reason/Comment field before confirming any warehouse operation. The confirm button stays inactive until the field is non-empty.

Receipt

Use Receipt to record goods arriving at the club — new deliveries or restocked items.

1. Find products using the search bar or the category filter.
2. Enter the received quantity for each item (the current stock level is shown next to it).
3. Add a reason/comment (required).
4. Click Confirm Receipt.

Stock balances increase by the quantities you entered.

Write-off

Use Write-off to remove stock due to damage, loss, expiry, or internal use.

1. Find products using the search bar or the category filter.
2. Enter the quantity to write off for each item.
3. Add a reason/comment (required).
4. Click Confirm Write-off.

IZI checks that enough stock is available before confirming. If the entered quantity exceeds the current balance, the operation is blocked.

Inventory

Use Inventory to reconcile physical shelf counts against the system record.

1. Enter the actually counted quantity for every product (all fields are required).
2. Add a reason/comment (required).
3. Click Confirm Inventory.

Balances are set to the values you entered — increases and decreases are applied automatically. This makes Inventory the right tool after any untracked loss or a periodic full stock count.

Operation History

Warehouse History shows a chronological log of every past operation. Each record includes:

• Operation type (Receipt, Write-off, Inventory)
• Date and time
• Number of product lines affected
• Comment/reason
• Staff member who performed the operation
• Per-item detail breakdown

Filters available: operation type, date range.

Use the history log to audit discrepancies, verify that a write-off was approved by the right person, or confirm a delivery was recorded correctly.

Related Articles

• Goods Receipt and Write-off
• Inventory Count
• Bar Orders — Overview
• Automations in IZI — Rules Overview
• Warehouse in IZI: how stock accounting works