Add an Inventory Entry

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

Important Note

Items that track inventory are not recommended to be sold on the public side (in a public catalog) because the inventory will not be tracked, as it cannot be tied to a specific location.

Instructions

  1. Sign in to Recreation Management

  2. Navigate to the POS Items tabThe main navigation menu with the POS Items option highlighted for selection.

  3. Select the Inventory By Location tabPoint-of-Sale Management interface highlighting the 'Inventory By Location' option.

  4. Select the Add Inventory Entry buttonInterface showing options for managing inventory entries and logs in a system.

  5. Fill in the fields on the formForm for creating an inventory entry with fields for date, location, and item details.

    • Date/Time: Optionally override the date and time of the inventory entry

    • Location: Select the location where you want to track inventory.

    • Item: Select your previously configured POS item or select

      • Use the UPC Scan to scan your item

    • Quantity: Enter your starting number of items

    • Cost: Optionally enter the cost of all the items entered

      • Do not add the unit cost. For example, if you are entering 100 candy bars and the cost of 100 candy bars is $80, enter $80.

      • See the Cost of Goods Sold Guide for further details.

    • Entry Type: Indicate if you are adding or burning inventory

    • Notes: Enter any additional notes

  6. Select the Save New Inventory Entry buttonButton to save a new inventory entry with cancel option visible.


Resources

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