Storage Balances
Storage balances and goods quantity tracking: display, filter, record and edit balances per location and product, and view the movement history.
The Storage Balances / Storage Inventory provide an overview of the goods quantities maintained per location and product. The page is aimed at dispatchers and clerks who want to understand which products are available in what quantity at which locations (POIs), and who maintain these balances manually when required. In addition, the complete movement history (inbound and outbound) can be viewed for each balance.
1. Navigation and access
The storage balances can be reached via the main menu in the Monitoring area.
The page requires the Goods Quantity Tracking module to be activated for the tenant.
Note: If the module is not activated or your user account does not have the required role, the menu entry is not displayed. Users with a viewer-only role can view the balances but cannot create or edit balances (read-only mode).
2. Balance table
The balance table lists all storage balances of the currently selected group. Each row represents one balance for the combination of location and product.
Default columns
| Column | Description |
|---|---|
| ID | Unique internal identifier of the balance (default sorting descending) |
| Location | Location (POI) for which the balance is maintained |
| Product | Product whose quantity is maintained at the location (in the current display language) |
| Quantity at location | Quantity of the product currently maintained at the location |
The table is loaded page by page. When paging, sorting, searching or filtering, the matching records are loaded as needed. Clicking a column header sorts the list in ascending or descending order.
3. Filters
Above the table, two multi-select filters are available, allowing the displayed balances to be specifically narrowed down. Both filters can be combined.
Location filter
Using the Location selection field, one or more locations (POIs) can be selected. The table then only shows balances of the selected locations.
- Click in the location filter field.
- Enter the desired location and select it from the suggestion list. Multiple locations can be added one after another.
When you move the mouse pointer over the filter field, a tooltip shows the currently selected locations. If no location is selected, the tooltip indicates that no selection has been made.
Product filter
Using the Product selection field, one or more products can be selected. The table then only shows balances of the selected products. The operation is analogous to the location filter; a tooltip shows the currently selected products.
Note: Any change to the location or product filters updates the table automatically.
4. Recording or editing a balance
The toolbar buttons Add and Edit allow storage balances to be created or changed manually. In each case, a dialog opens with the following fields:
| Field | Description |
|---|---|
| Location | Location (POI) for which the balance applies. When editing an existing balance, this field is read-only. |
| Goods | Product whose quantity is maintained. When editing an existing balance, this field is read-only. |
| Quantity at location | Currently maintained quantity. The unit of the product is shown next to the field. Mandatory field; the value must be greater than or equal to 0 and match the precision of the unit: units that allow whole numbers only accept integers; for other units, at most as many decimal places as the unit allows. |
| Notes | Free-text field for additional remarks. |
Recording a new balance
- Click Add in the toolbar.
- Select Location and Goods and record the quantity, and add a note if required.
- Save the dialog.
The new balance is assigned to the currently selected group.
Editing a balance
- Select a balance in the table.
- Click Edit in the toolbar (alternatively, open the balance).
- Adjust the quantity or the note and save.
Note: Within a group, only one balance can be maintained for a combination of location and product. When creating, the system checks whether a balance already exists for the same location and the same product and prevents duplicate entries. For this reason, location and product can no longer be changed after creation.
Note: Users with a viewer-only role do not see the Add and Edit buttons, or open the dialog exclusively in read-only mode.
5. Movement history (detail view)
Each balance has an expandable history that documents all related storage movements. Clicking the arrow icon of a balance row displays the history directly below the row.
The movement history shows the following information:
| Column | Description |
|---|---|
| Timestamp | Time of the movement (default sorting descending) |
| Product | Affected product |
| Delivered to location | Quantity stored in (delivered) at the location |
| Picked up from location | Quantity removed (picked up) from the location |
| Account | User account that caused the movement |
| Note | Remark on the movement |
The history is a pure display view: it offers no toolbar and no sorting, filtering or export functions. Further entries are loaded automatically when scrolling.
6. Toolbar functions
In addition to recording and editing (see Section 4), the toolbar of the balance table offers the following tools:
Refresh
Reloads the current view with the latest data.
Search
Searches the displayed balance list. The list updates according to the entered search text.
Reset filters
Removes the active table filters and shows the complete list again.
Column and layout functions
Using the layout buttons, columns can be shown and hidden, the column order can be adjusted and the table layout can be reset. The settings are saved per user.
Templates (saved views)
The current column and layout configuration can be saved as a template and later restored with a click. Saved templates appear as their own quick-select buttons in the toolbar.
7. Group context
The displayed balances each belong to the currently selected organization group. The group selection is controlled via the global group switcher in the page header.
If the active group is switched, the table automatically reloads with the balances of the new group. Likewise, the table is updated as soon as the location or product filters are changed.
8. Notes
- The storage balances are only available when the Goods Quantity Tracking module is active.
- Exactly one balance is maintained per combination of location and product within a group.
- The movement history is a pure display view and cannot be edited.
- If fewer balances than expected are displayed, check the active group selection as well as the set location and product filters.