Inventory

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Takes users to a page where they can do Merchandise Receiving, Inventory Adjustments, and Inventory Transfers.

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Merchandise Receiving

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

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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 the 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. 

To do a successful adjustment you enter the Mandatory Field.

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

Add Item: You push the Add item 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.

Important: Once you do the Inventory Adjustment you have to commit them on the Console(backend portal) to see the results.

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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.

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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.

Add Item: 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 the Console.

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