What are the main steps in performing an inventory count?

You can begin your inventory reconciliation process by clicking on the gear menu and selecting "Begin Inventory". This will create two new tabs on the products page, "Inventory" and "Summary". The Inventory tab is where users will enter or scan each product in the store. The Summary Tab is where the manager or owner can see the progress of the overall inventory.

To inventory a product, scan or enter its Name, UPC, or SKU in the search field above and press Enter. (If you are using a barcode scanner, it should be set to send an Enter key at the end of each scan. Refer to your scanner's user manual for instructions on changing this setting.) Repeat for each physical item in your store to count items individually, or you can scan a single item and enter the total quantity of items in the Quantity column. You choose what works best for your store.

Items on the "Inventory" tab are not saved until the user presses the "Save Inventory" button. Once saved, the list clear the screen and allow you to scan or enter additional items. If you log out before saving, the inventory counts will be lost! If changes are made to products during the inventory process, the user can reinitialize to update the information on the device they are using to scan the products.

Anytime, during the inventory process, the owner or manager can access the summary tab to see the overall progress. Only products marked as affecting inventory will be displayed on the summary tab. The items on this tab can be filtered many different ways to help you see the data you need to understand your progress.

When all of the products are counted in the store, you should export the product data to an csv file for audit and recovery purposes. Then the owner or manager can click the "Complete" button to complete the process. This will update the inventory levels in the system to match the physical inventory levels in the store. However, if any of the products are not counted, the system will ask if you want to overwrite the inventory levels with zero or leave them as they are. If you choose to overwrite, the system ask that you confirm the action. Once confirmed, the inventory levels will be updated.