Manage Inventory

  • Updated

In this How-To you will learn how to enter, manage and update stock via the menu item Stock. You manage the stock in enforePOS in the sales item details in the inventory. With the Manage Inventory function, you can increase, decrease, transfer and reconcile your stock at any time.

Requirements

Open Inventory List

  1. In the POS menu, open Inventory > Inventory List > Stock Overview.
    ⮕ The Inventory List window opens.

    Your sales items are listed alphabetically in the inventory list. You can see at a glance how many individual sales items are available and how many sales items are in bundles. The number of sales items that are in the cash register basket or in an order is displayed as Disposed.

  2. Tap on the sales item whose stock you want to manage in enforePOS.Screenshot_2022-09-29_at_12.44.35.png  ⮕ The sales item details window opens.

    In the Stock tab in the Details overview, the stock of the sales item is displayed. Your stock is displayed in the left pane. If you add multiple stocks in enforePOS, you will see them in the right pane. Furthermore, you set the sales unit and the price per unit here, and you specify whether discounts may be applied and whether the sales item is available for sale. 

    Screenshot_2022-09-29_at_12.45.34.png
  3. Tap on [Manage inventory].

    You can also open the Manage Inventory window by tapping on Inventory.svg in the header.

    Screenshot_2022-09-29_at_12.46.40.png ⮕ The Manage Inventory window opens.

Manage the Inventory of a Sales Item

In the Manage Inventory window you can set and update the inventory of a sales item.

(1) Stock taking of a sales item:
In this section you can see the storage locations of your business account. 
Here you can get an overview of the stock, sorted by Stock, Disposed and Availability. By default, for each POS location, a storage location is created in enforePOS. To learn how to create additional storage locations and transfer sales items from one storage location to another, see the How-To Manage Storage Locations.

  • Stock: Here you can see the current stock of the sales item.
  • Disposed: Here, the sales items that are in the basket and have not yet been checked out or have been pre-ordered but are not available for sale are added up.
  • Availability: Here you can see the availability of the sales item.

(2) Under Change Log you can see the changes you have entered for the stock.

(3) In this area, you can increase, decrease and reconcile the stock or transfer the stock to another storage location. Screenshot_2022-09-29_at_12.47.30.png

Edit Inventory

In order to record your stock in your storage location, you must first specify an initial stock of your sales items. You can find out how to do this in the How-To Record Initial Stock of Sales Items

To manage the inventory manually, proceed as follows:

  1. To select a function, tap ModeIncreaseForOverlay.svg Increase.
    ⮕ The Mode window opens.

    The following functions are available:
    ModeIncreaseForOverlay.svg Increase: Increase stock in the storage location
    ModeDecrease.svg Decrease: Reduce stock in the storage location
    ModeTransferLocation.svg Transfer: Transfer stock manually from one storage location to another storage location 
    ModeReconcile-15.svg Reconcile: Compare current stock with expected stock during stock taking or record the initial stock
  2. Select the storage location.
    If you use multiple storage locations, all available storage locations will be displayed here.
  3. Confirm your selection with Checkmark.svg.
    You have now selected the function and the Mode window closes.
    Screenshot_2022-09-29_at_12.49.08.png
  4. Now enter the value by how much your stock will be reduced, for example.

    If you made a mistake, you can delete the entire input with Cancel.svg.
    Tap on Backspace-15.svg to delete single digits from the right.

  5. Confirm your input with NumpadReturn.svg.Screenshot_2022-09-29_at_12.50.12.png
  6. Select the reason for the changed stock. In our example, we select Outdated.Screenshot_2022-09-29_at_12.50.47.png  ⮕ The reason is immediately shown to you in the change log and the inventory is updated.
  7. Tap on [Update Inventory] to save your input.Screenshot_2022-09-29_at_12.51.27.png ⮕ The sales item details window closes.

Specify Reasons for Increasing the Stock

If you increase your stock, you can give a reason. Choose from the list or give your own reason: 

  • Purchase: if you have purchased new sales items and record them manually.
  • Sales Return: if a customer has returned a sales item and you want to re-add this sales item to the inventory so that the sales item is available for sale.
  • Correction: if the stock was recorded incorrectly and needs to be corrected.
  • Custom: if all predefined reasons do not fit, you can specify your own reason.
    Screenshot_2022-09-29_at_12.52.45.png

Specify Reasons for Decreasing the Stock

If you decrease the stock, you can give a reason. Choose from the list or give your own reason:

  • Stolen: if the sales item was stolen and not sold.
  • Broken: if the sales item fell off the shelf and broke, a candy bag was opened or a hole was found in the T-shirt.
  • Outdated: if, for example, the expiration date has passed.
  • Internal Use: if the sales item was needed for internal use.
  • Personal Use: if the sales item was used by you or your staff members.
  • Donated: if the sales item was donated for a good cause.
  • Sale: if the sales item has been sold.
  • Purchase Return: if the purchased sales items are returned to the supplier.
  • Used as Source Material: if the sales item was used as source material for a build-to-order sales item.
  • Correction: if the stock number was not recorded correctly.
  • Custom: if all predefined reasons do not fit, you can specify your own reason.
    Screenshot_2022-09-29_at_12.53.29.png

View Inventory Movements

  1. Open Inventory > Inventory List in the POS menu.
  2. Select the sales item whose inventory movements you want to view.
    ⮕ The sales item details window opens.
  3. Switch to the Movements overview.
    ⮕ The movements of the sales item are displayed.

In the Movements overview you can view all movements for each sales item. You can filter the movements of sales items by storage locations, types, time periods and reasons. Thus, you can customize lists and export them as a CSV file via Export-2048.svg.
Screenshot_2022-09-29_at_12.54.15.png

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