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Overview

Locations are places within your client’s establishment in which you are counting or weighing inventory. These can also use individual Stations within your client as revenue centers, as long as the client’s POS separates the information.

You can set up tailored Stations and Sections within each establishment. Each Section will still allow for an unlimited number of shelves.

Video Tutorial

Stations, Sections & Shelves

1: Stations are specific areas in your client’s establishment with their own corresponding POS systems. A station is typically defined by either:

A) The POS System’s ability to separate inventory sales for a sub-area of the location.

B) A large area containing multiple sub-areas within.

2: Sections are different areas of an establishment, but are still connected to the same POS system or Station. A section can only exist within a Station and is an internal unit of that station.

3: Shelves are a way of separating a Section up for easier auditing and verification. Shelves are created by the user while doing an audit

View Mode vs. Edit Mode

Within Locations & Classifications, you have two (2) settings. View Mode and Edit Mode.

 View Mode: Within View Mode, you can only Expand and Collapse your Stations, Sections, and Shelves. This mode should be used to identify a specific number of shelves used during a particular audit period.

To make any edits to any component of your location, you must be in EDIT MODE.

 Edit Mode: Within Edit Mode, you have the ability to make changes to your Stations and Sections that will affect your inventory collection devices. If you delete or remove a station or section, they are saved within “show inactive” and you have the ability to “restore” them.

NOTE:

The Deletion / Removal of a Station, Section, or Shelf within the online inventory system will remove the count & weight information associated with it. The platform relates data down to the Shelf, so it is recommended to rename over remove within Locations.

Adding / Editing Stations

From within the online inventory system, review the left side navigation tab and select “Location Setup”.

Select within Location Setup > “Edit Mode”

Adding a Station or Section is now accomplished by doing either of the following

Select “+ Station” to add a New Station

Select “Add Section” from within the specific station to add another section

Adding / Editing Sections

This is a guide for how to add Sections to the Online Inventory Platform.

Step 1: Under the Location Setup tab, click on the Edit Mode button on the right side of your screen

Step 2: Click the Add Section button under the Station you want the Section to appear in.

Fill out the Name of the new section box that appears

Step 3: If you would like to move the Section, just grab and drag the Section to the order you would prefer

Adding a Shelf (via app)

From within the Counts or Weights screen, using any Sheet View, select with “Shelf” and press the “+” to add an additional section or shelf.

Adding an additional Shelf provides a user with the ability to better organize their counts into smaller groups. This will allow a user, when verifying, to easily go back and see where they may have missed a count or weight.

Select “+” > Shelf will appear as next chronological number