When performing your second inventory, you can use the List view to save time when counting.
Just tap into an area, and you’ll see the List view by default.
The List view shows everything you submitted in that area from your previous inventory, in the order it was submitted. Instead of having to scan each item, you can adjust the counts from the list.
This is most helpful for areas where items don’t move around that much, and you can always switch back to the barcode scanner at any time.
You don’t have to use this feature, but it can save you a lot of time when counting.
For full units, you adjust the count with the + or - buttons, and then swipe it in.
Note: You must swipe in an item for it to be counted as part of the current inventory. If you change the amount but don’t swipe it in, it will not be included in the count.
If you no longer have any full units of the item, please see "Items With a Count of 0" below.
Partial Units (Scale)
For partial units that were weighed using the scale, just tap them, and put them on the scale to record the new weight, and tap confirm.
Note: Since you are not scanning the item, double-check that you are weighing the correct size of the item. For example, if you have multiple sizes of Jameson (750ml, 1L, 1.75L, etc), make sure you are weighing the one that is called up in the app.
Partial Units (Visual)
For any partial units that were counted using the visual mode, just tap the item, you’ll see a guideline showing what was submitted last time. Tap the current amount and confirm.
If you counted some items as full cases, and they are now open, just tap the item and adjust the amounts. In the example below, we counted 4 cases in the previous inventory, but now have a mix of cases and individual units. Just put the number of cases and units, and tap confirm.
Items with a Count of 0
If an item has been used up and you don’t have it anymore, you don’t put it as 0. You can either ignore it and move onto the next item, or swipe it to the left and tap hide.
Items Not on the Previous List / New Items
Let's say that your items have moved around, and there is now a new item before the tequila in the example below, which is the next item on the list.
You can switch back to the barcode scanner, and scan the barcode of the item, or you could use the Search/Add button.
Note: This also applies to new items that have been added to your venue list. If you received a new item between inventories, it won't appear in the inventory order list because it wasn't counted in the previous inventory. You'll have to add it by scanning the barcode, or by using the search.
You can also add an item by tapping the “View by inventory order” drop-down, and switch it to “View by item category”. Just find an item in the list, add the count, and swipe it in.
Saving an Area
After counting all of your items in an area, tap “Proceed to summary” and then “Review area inventory”.
You’ll see all the items submitted for that location, including the current count, and the count from last time, as well as the total $ value.
When finished reviewing, tap “Save area inventory”.
Note: Just like with your first inventory, you need to save each area to submit the inventory.
Reviewing the Inventory
When all of your areas have been saved, you’ll be asked to review and submit the inventory.
The Inventory Review screen shows for each item, your count from the previous inventory, any invoices added during this period, the current count, and then it will either show the consumption or a stock error.
Consumption is your usage of products between any two inventories.
Consumption = Starting Inventory + Invoices - Ending Inventory
A stock error, also known as negative consumption, means that your inventory count increased without a reason to account for it. This is commonly due to a miscount on either the previous or current inventory, or a missed, or misdated invoice.
Before submitting the inventory, try to fix any stock errors by double-checking your counts for the current inventory, and make sure you have added all of your invoices.
To get more information you can tap an item to see a full breakdown of where it was counted.
Submitting the Inventory
When you are ready to submit, tap “Submit Inventory”.
You’ll be notified of any remaining stock errors. If you can’t fix them at that moment, make a note of them so you can troubleshoot later, then tap Submit Inventory.
After submitting the inventory, you'll receive a consumption report in addition to the inventory report.
If you realized you made a mistake after submitting the inventory, you can edit the inventory in the app.