Inventory count (POS)

Inventory count is essential for maintaining accurate stock levels in your store. This guide will walk you through performing an inventory count using the Shoplazza POS system to ensure that your records are current and reflect the actual quantities on hand.

Initiating an inventory count

1. Access the inventory count feature: Go to the Inventory section in your Shoplazza POS, then select Stocktaking. Click Create to start a new inventory count sheet.

2. Enter basic information: In the New stocktaking sheet, enter the required basic information, such as the Method (Partial or Full) and Reason for stocktaking. If needed, add any relevant notes in the Note section. Please note that the date and location can not be changed according to your location.

Adding products to the inventory count

1. Add products: Click on Import product (via XLSX) or Bulk add to add products to the inventory count. Use the search bar to find specific products by SKU, name, or other identifiers.

2. Select products: Check the boxes next to the products you want to include in the inventory count. Once selected, click Confirm to add them to the stocktaking sheet.

Entering and finalizing inventory counts

1. Input inventory counts: Review the Product Information section after adding the products. Enter the quantity for each product in the Inventory Count column.

2. Identify and address discrepancies: Any discrepancies will appear in the Surplus Count (for over-counted products) or Shortage Count (for under-counted products).

3. Focus on Discrepancies: Click Show Only Products with Inventory Discrepancies to filter the list and view only items with count issues. This helps you quickly locate and address inconsistencies.

4. Recount and Adjust: For each product with a discrepancy, recount and verify the quantity. Once confirmed, update the count in the system.

5. Finalize the inventory count: Review the information for accuracy once all product counts are entered and verified. When you’re ready, click Finalize to complete the inventory count.

6. Confirm finalization of inventory count: A confirmation dialog will appear asking if the counted inventory matches the recorded inventory. Click Accept counts to finalize the stocktaking sheet.

Review stocktaking sheets

1. Review finalized stocktaking sheet: The stocktaking sheet will appear in the list with the status Finalized. You can view the details by clicking View in the Action column. This is where your list of previous stocktaking sheets is also located.

It's important to recognize its significant role in maintaining inventory management's health and accuracy. Diligent attention to detail during the count and accurate recording of any discrepancies form the foundation of effective inventory control. By consistently applying the steps outlined, warehouse managers can ensure that the inventory records reflect the stock levels, enabling informed decision-making and efficient operations. Remember, the thoroughness of your stocktaking routine safeguards the integrity of your inventory management system.