3.0 POS Configuration


CivicRec
®

Inventory Management for POS

Overview

Enter inventory at any location from the new POS management screen, with the convenience of UPC-scanning.

Instructions

 

Create Inventory Entry

  1. Navigate to POS Items
    chrome_2017-11-27_09-38-36.png
  2. Select Inventory By Location tab
    chrome_2017-11-27_09-39-02.png
  3. Select Add Inventory Entry
    chrome_2017-11-27_09-39-23.png
  4. Fill in fields
    chrome_2017-11-27_09-39-45.png
    • Date/Time: Optionally override the date and time of the inventory entry
    • Location: Select the location for that you want to track inventory at
    • ItemSelect your previously configured POS item or select 
      • Use the UPC Scan to scan your item
    • QuantityEnter your starting number of items
    • Notes: Enter any additional notes
  5. Select Save New Inventory Entry
    chrome_2017-11-27_09-40-22.png

 

Edit Existing Inventory Quantity Entry

  1. Select Add Inventory Entry
    chrome_2017-11-27_09-39-23.png
  2. Enter modified quantity
    • Note:  If you create a new inventory entry, for the SAME item, you can add or deduct quantity. In other words:
      chrome_2017-11-27_09-42-37.png
      • To add 5, enter quantity 5
      • To deduct 5, enter quantity -5
  3. Select Save New Inventory; quantity will update
    chrome_2017-11-27_09-40-22.png

 

Track Inventory History

  1. Under POS Items, navigate to Inventory Log tab
    chrome_2017-11-27_09-43-17.png
    • Note: The Inventory Log tab provides a history of ALL your inventory entries, tagged by date and user ID.
  2. Click on any column to sort the list or utilize filter on the left-hand side
    Screen_Shot_2017-11-21_at_3.28.12_PM.png

Note: Please also refer to our new Inventory reports which can be located in our Report library.

?



I'd Like to Request an Enhancement

0 out of 0 found this helpful

Updated:
Follow