Inventory

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Takes users to page where they can do Merchandise Receiving, Inventory Adjustments, Inventory Transfer.

Merchandise Receiving

To navigate to the Merchandise Receiving Page select the More Tab (3 bars on the top left corner) > Inventory > Merchandise Receiving

This Screen is case sensitive, For example if you UPC starts with letters and they are Upper Case you cant enter it Lower Cased because you will get "Item Not Found" message.

To successfully Receive Merchandise you have to input the following Mandatory Fields.

Date: Receiving Date

Vendor: Vendor merchandise is received from

Add Item: The AddItem button is used to add rows to the Receiving List.

Adding the UPC will auto populate the Description and Cost and user enters the Quantity Received.

To Save - Select the check mark at the top right corner. A "Success" message will be displayed and a receipt will print.

Not Mandatory:

Remarks : add remarks which will display on the Merchandise Receiving Receipt.

Freight : add any freight cost to the items

Modified UPC : - Modify UPC if needed

Inventory Adjustments

This is the Inventory Adjustment Page.To get to this page you go to the More Tab>Inventory>Inventory Adjustment.This Screen is case sensitive, For example if you UPC starts with letters and they are Upper Case you cant enter it Lower Cased because you will get "Item Not Found" message.

To do a successful adjustment you enter the Mandatory Field.

UPC: You enter the UPC of the item you want to adjust.

AddItem: You push the Additem button and it will auto populate what you entered on the UPC tab, then all the user has to do is either add inventory or subtract inventory by pushing the + or - signs.

You select the Check Mark and you get the "Success" message.

Once you do the Inventory Adjustment you have to commit them on CAS to see the results.

Inventory Transfer

This is the Inventory Transfer Page. To get to this page you go to More Tab --> Inventory --> Inventory Transfer. From this page you can do two things you can Initiate and Commit Transfers.

To get a successful Transfer you have to enter the Mandatory Fields.

Type: You can choose from Initiate

Destination: You can choose from Store to Warehouse or Store to Store.

AddItem: You press the AddItem button to add rows for how many items you want to transfer.

UPC: The UPC of the item you want to transfer

Quantity: The amount of inventory you want to transfer.

You select the check mark on the top right corner and you will get a "Success" message.

To do a Commit you select Commit from the Type drop down.

To get a successful Receiving you have to choose the correct Transaction Number.

You make sure the Transfer is correct and select the check mark and you should get a "Success" message.

You get this page if you are Transferring to the Same Store

  • But if you are Transferring to a Warehouse you cannot Receive them from your tablet you have to Commit those transfers on CAS.

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