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Editing an Inventory Time
Editing an Inventory Time

How to adjust the start or end time of a submitted inventory if needed

Nick Neale avatar
Written by Nick Neale
Updated over 3 months ago

Article Contents

Introduction

In most cases, you shouldn't have to edit an inventory time. The inventory start and end times reflect when the count started and finished in your venue.

This is called the Inventory Duration.

You should only edit a time if it's wrong due to either:

  1. Starting a new inventory count before you actually started counting

  2. Finishing a count but submitting it later

The most important thing is that you don't want your inventory time to fall within a period that your venue has sales. You can't properly take inventory if items are being sold while counting.

If you need to adjust the start or end time of an inventory count, you can do this in the WISK Web Portal or the mobile app.

WISK Web Portal

  1. On the side menu, click Inventories > Inventories

    An arrow points to the "Inventories" menu option.

  2. Click the details button beside the inventory you want to edit

    An arrow points to the "Details" button.

  3. Click the pencil icon that displays in the "Inventory duration" field

    An arrow points to the pencil icon.

    Note: If the current inventory duration spans longer than 48 hours a warning message displays on mouseover.

    The message that displays if the inventory duration is greater than 48 hours

  4. A calendar window opens and you can adjust the start or end date/time. In this example, we completed the inventory count but didn't submit it until a few days later. The inventory time spans over a few days where we've had sales in the venue. We need to adjust the end time to reflect when we actually finished the count.

    The date selector shows the current range and flags it exceeds 48 hours

  5. Click a new date on the calendar, and the time to set a new time. Then click "OK"

    The new time has been selected and an arrow points to the "OK" button

    Note: The inventory duration should typically span less than 24 hours. Ideally, you want to start and finish your inventory count on the same day, during a time with no sales. The inventory duration should never typically be more than 48 hours unless the venue was closed and no sales occurred. If you select a time that is longer than 48 hours see this message:

    The message that displays if the inventory is greater than 24 hours.

  6. The inventory duration updates to your selection. This should reflect the time the counting actually occurred

    The time is updated

Mobile App

  1. From the “Inventories” tab, tap “Inventories History”

    An arrow points to the "Inventories History" button.

  2. Tap the inventory you need to edit

    An arrow points to a completed inventory.

  3. Tap “Edit Dates” at the top of the screen

    An arrow points to the "Edit dates" button.

  4. Tap the arrow beside "Started" or "Finished" to adjust the date/time. In this example, we completed the inventory count but didn't submit it until a few days later. The inventory time spans over a few days where we've had sales in the venue. We need to adjust the end time to reflect when we actually finished the count.

    An arrow points to the dropdown arrow beside "Finished".

  5. After making your changes, tap “Save dates”

    The time has been adjusted and the "Save dates" button is highlighted for emphasis.

  6. The inventory time updates

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