[Coming Soon] How to Operate Inventory Count|POS APP

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To apply for this and other POS features, please contact our Merchant Success Team. 

With the inventory count feature on the POS APP, staff can check the actual inventory at the store, and have knowledge of the current counting process and result. This helps the warehousing staff to quickly understand and adjust the book quantity and the actual inventory. 

 

In this article, you'll find:

 

1. Full inventory count

Step 1

Go to the menu on the left of the POS APP, tap Inventory Count, and tap the + button.

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Step 2

Select Full for Count Method, and set up the staff operating the counting. You can also toggle on or off "Including Unpublished Products", and leave a note to the count.

Tap Add after complete setting up a new full inventory count list. 

Note:

  • Toggle ON "Including Unpublished Products" = A partial/full inventory of all products
  • Toggle OFF "Including Unpublished Products" = Only take partial/full inventory of published products

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You can view an entry created on the left:

  • Inventory count type: Full
  • Inventory count status: New

Details of the inventory count are displayed on the right. For example, created date, counting staff, the total amount of products, etc.

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Step 3

Tap the green "Load Counting Items" button to view the complete list of products for counting.

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Step 4

Tap Inventory Count to start counting.

Note: The start time is the time when the counting staff taps the Inventory Count button. 

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Step 5

There are three ways to count inventory:

1. Scan the product barcode with the barcode scanner supported by the POS APP. The product quantity under the Count field will increase by 1. If the barcode is continuously scanned for the same product, the quantity will continue to accumulate.

2. Click the "..." icon at the top right of the page and select Enter barcode. After entering the product barcode, the product quantity under the Count field will increase by 1.

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3. Edit the actual inventory quantity of the product directly in the Count field.

*Tap the search icon to enter the product name, SKU, and barcode to quickly search for the product.

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If the product barcode scanned and entered is not in the store record, it will appear as an undefined product.

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2. Partial inventory count

Step 1

Select Partial for Count Method, and select Category, Supplier, and Operator. You can also toggle on or off "Including Unpublished Products", and leave a note to the count.

Tap Add after complete setting up a new partial inventory count list. 

Note:

  • Toggle ON "Including Unpublished Products" = A partial/full inventory of all products
  • Toggle OFF "Including Unpublished Products" = Only take partial/full inventory of published products

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You can view an entry created on the left:

  • Inventory count type: Partial
  • Inventory count status: New
  • Category/supplier is also displayed

Details of the inventory count are displayed on the right. For example, created date, counting staff, the total amount of products, etc.

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Step 2

Tap the green "Load Counting Items" button to view the selected list of products for counting.

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Step 3

Tap Inventory Count to start counting.

Note: The start time is the time when the counting staff taps the Inventory Count button. 

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Step 4

There are three ways to count inventory:

1. Scan the product barcode with the barcode scanner supported by the POS APP. The product quantity under the Count field will increase by 1. If the barcode is continuously scanned for the same product, the quantity will continue to accumulate.

2. Click the "..." icon at the top right of the page and select Enter barcode. After entering the product barcode, the product quantity under the Count field will increase by 1.

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3. Edit the actual inventory quantity of the product directly in the Count field.

*Tap the search icon to enter the product name, SKU, and barcode to quickly search for the product.

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If the product barcode scanned and entered is not in the store record, it will appear as an undefined product.

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If the product barcode scanned and entered is not in the selected partial inventory count list, a reminder window will pop up

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3. Incomplete counting 

If you need to temporarily leave the counting process, tap the "..." icon at the top right of the page to select Leave, and the system will save the current inventory count record.17.jpg

 

The status of an unfinished inventory will be displayed as Counting. To resume the process, tap Inventory Count at the upper right of the inventory list.

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4. Complete counting

After confirming that the inventory count, tap the "..." icon at the top right of the page and select Complete. The system will pop up a window to confirm whether to complete the inventory. Tap OK to complete.

Note: After the inventory count is completed, the system will NOT update the back-end inventory quantity with the counted quantity

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The inventory result will be displayed on the right side.

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Click the filter button at the top left of the list to view the New, Counting, Matched, Mismatched, Adjusting, and Adjusted entries

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5. Description for inventory count results

1. "Matched"

The inventory quantity is consistent with the system inventory quantity at the moment the inventory count is completed.

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2. "Mismatched"

The inventory quantity is not consistent with the system inventory quantity at the moment the inventory count is completed.

In the Difference field, the difference between the expected inventory quantity and the actual counted quantity at the moment the inventory count is completed will be displayed.

  • Green number means overages
  • Red number means shortages

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Click the filter button at the top of the inventory counting list to view ShortagesOverages, and Matched Products.

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You can also directly enter the product name, SKU, and barcode in the search box to view the number and results of the product inventory.

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6. Inventory count adjustment

For mismatched counting status, staff can tap Inventory Count Adjustment to update the inventory quantity to the actual counted quantity.

Note: After the inventory correction is confirmed, it cannot be restored.

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Tap OK to re-confirm.

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The counting staff can complete the inventory adjustment, and the status of the inventory order will be updated to Adjusting.

Note: The process takes some time.

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The inventory count status will appear adjusted when the adjustment is completed.

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Note:

  • A completed inventory count order can be adjusted once only
  • Pull down the menu list to update the inventory count status

 

7. Products with unlimited inventory

If the product is an unlimited inventory (inventory count not applicable) item:

  • After the inventory count is completed, in the inventory list, the Quantity field will appear "∞"; and the Difference field will appear "-".
  • It will be classified as Matched Products.
  • It will not be adjusted during the inventory count adjustment.

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Read more

[Coming Soon] POS: Inventory Count Management

 

 

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