After you’ve completed at least one inventory, you can use the List view to save time when taking future inventory counts.
When taking a new inventory, 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 helpful for areas where items don’t move around that much (stock rooms, wine racks), 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.
Note: If you’ve created a new area, or submitted an area as empty in the previous inventory, the List view will be empty.
For full bottles, 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 won’t be included in the count.
Partial Bottles (Scale)
For partial bottles 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’re not scanning the bottle, double-check that you are weighing the correct size of bottle. For example, if you have multiple size bottles of Jameson (750ml, 1L, 1.75L etc), make sure you are weighing the one that is called up in the app.
Partial Bottles (Visual)
For any partial bottles that were counted using the visual mode, just tap the bottle, 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 amount of cases and units, and tap confirm.
Bottles with a Count of 0
If a bottle 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
Let's say that your bottles have moved around, and there is now a new bottle before the tequila in the example below, which is the next item in 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 a bottle by tapping the “View by inventory order” drop down, and switch it to “View by bottles categories”. Just find an item in the list, add the count, and swipe it in.