With enforePOS, you can make an inventory, manage your inventory list and reconcile your shortages.
Requirements
- You have defined your storage locations
- You have counted the stock
- You have created inventory sales items and/or source materials
If you have not counted the stock yet, but you have already sold sales items in the cash register, the stock will be displayed as a negative number (e.g. -20). You can also count sales items with negative stock in the inventory.
Export Inventory List
If you have already counted your stock, you can export and print the inventory list. This way you can count your sales items and enter the values later collected in enforePOS.
Exporting an inventory list is only possible with a preview code. If you would like to know this preview code, feel free to contact our Care Team at care@enfore.com.
- Open Inventory > Inventory List in the POS menu.
- Tap in the upper right corner on
.
- Select [Export Stock of Inventory].
⮕ The Recipient window opens.
- Enter a recipient.
When you create the recipient for the first time, enter the name and email address of the recipient.
- Confirm your entry by tapping on
.
⮕ A window appears to notify you of the successful export.
- Tap on [Confirm] to close the window.
⮕ A ZIP file is sent to the recipient by email. The file name results from the day and time of the export. The ZIP file contains the file content.csv, which you can open with a spreadsheet program (e.g. Excel) and print out.
Start inventory
- Open Inventory > Stock Taking in the POS menu to start the inventory.
- Tap
in the upper right corner.
⮕ The New Stock Taking window opens.
- Enter a name or description for the inventory in the first field.
- Choose your storage location.
- Select the person responsible for the stock taking.
This is usually the currently logged-in user. - Confirm the input with
⮕ The Stock Taking window opens.The inventories are numbered consecutively.
Counting Sales Items
If you have not counted a sales item yet, but you have already sold it from the cash register, the stock will be displayed as a negative number (e.g. -20). Sales items with negative stock are also displayed as to be counted in the inventory.
- (1) The inventory number is assigned automatically and in chronological order in enforePOS.
- (2) In the header you will see the storage location(s) you selected for the inventory.
- (3) You can filter the sales items by status.
- (4) The icon
indicates that the sales item has not been counted yet.
- Tap on the sales item you want to count.
⮕ The Count Inventory window opens. The already counted stock is displayed.
- Use the number field to enter the new stock.
- Confirm your entry by tapping on
.
⮕ The new stock is displayed in the Counting column.
- Tap on [Update Counting] to save the count.
The Pause button allows you to pause the count. To continue counting afterwards, tap on
⮕ Thein the Inventory window.
icon indicates that the sales item has been counted and the counted inventory matches the expected inventory.
Recount Sales Items
When a sales item is recounted, the previous counting result is replaced.
- There are two ways to make a new count of the already counted sales item. You can either tap on the sales item or swipe over it.
-
Tap on the sales item
When you tap on the sales item in the inventory list, the following notice appears:Confirm with Recount.
⮕ The Count Inventory window opens. -
Swipe over the sales item
- After swiping from right to left on the sales item, tap on the
icon.
The Count Inventory window opens.
- Enter the new count, or reset the count.
- Confirm the input with
.
- Confirm by tapping on [Update Counting] or on
.
- After swiping from right to left on the sales item, tap on the
Reconcile stock differences
If the actual stock of a sales item differs from the expected stock, you can use the Reconcile function to enter reasons for the stock difference.
In order for stock differences to be marked as Unreconciled during inventory, the settings Do not show current stock level in Stock Taking and Reconcile automatically in Stock Taking must be deactivated under Inventory > Inventory Settings.
- Enter the actual stock. In this case, the actual stock is lower than the expected stock.
⮕ The difference is displayed in the Difference column. The sales item is marked as Unreconciled. - Tap on [Update Counting].
⮕ The sales item is marked as Unreconciled.
- Tap again on the sales item which is to be reconciled.
⮕ The Inventory reconciliation window opens. - Tap on [Decrease].
- Enter the amount by which the actual stock differs from the expected stock.
- Confirm with
.
⮕ The Decrease window opens.
- Select a reason here. In this case we choose Correction.
- Tap on [Reconcile].
⮕ The stock difference has been reconciled.
Complete inventory
When you have counted the stock of all sales items, you can complete the inventory.
- Tap in the header on
.
⮕ The inventory is marked as Completed.
Export Inventory List
When the inventory is completed, you can export and print the inventory list.
- Open Inventory > Stock Taking in the POS menu.
- Open the inventory you want to export.
- Tap on
in the header.
⮕ The Recipient window opens.
- Enter a recipient and confirm with
.
⮕ A window appears to notify you of the successful export.
- Tap on [Confirm] to close the window.
⮕ A ZIP file is sent to the recipient by email. The file name results from the day and time of the export. The ZIP file contains the file content.csv, which you can open with a spreadsheet program (e.g. Excel) and print.