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Overview

After a user has completed an audit using the handheld devices and sent it to the cloud, they will need to Approve the counts. This allows the data to be seen in the Dashboard. Users also have the ability to preview these counts before they approve them into the correct period.

Dashboard > Approve/Preview Counts

Review

On your Dashboard, locate your New Handheld Counts which have been synced with this Client. They will appear on the center of your screen.

Select “Review” of the specific count you are wishing to review

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Preview your Data and Filter via Summary, Liquor, or All Classes

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Note:

You can also show/hide item weights and device name information


Approve

On your Dashboard, locate your New Handheld Counts which have been synced with this Client. Select “Approve” of the specific count you are wishing to approvepa4


Trash

If you sent a sync in error, or the data is incorrect, you have the ability to trash the data. We strongly caution you to use this carefully. Trashed data cannot be recovered on the side of the website.

Note:

If you trash sync’d data, you can always go back into your application, revert the sent inventory status, and resend.

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