4. Inventory Count

4. Inventory Count

Conducting an inventory count is essential for tracking and verifying your stock levels. Regular inventory counts help ensure that the physical quantity of products matches the quantities recorded in your system, minimizing discrepancies and maintaining accurate records.

1. Access the Inventory Count Menu
In the Posterita POS Back Office, navigate to Stock Control and select New Inventory Count.


2. Create a New Inventory Count

  1. Store: Select the store where the inventory count will be conducted.
  2. Date Counted: Confirm or adjust the date for the inventory count.
  3. Count Name: Add a unique name for the inventory count for easy tracking and identification.
  4. Save: After selecting the store, date, and count name, click Save to proceed to the item entry stage.

3. Add Items to the Inventory Count

Option 1: Manually Add Items

Search for each item you need to count and enter the current physical quantity of each item.

Option 2: Upload Items Using a CSV Template

Download the Sample CSV template.
Enter item details in the CSV, including Item Name and Count Quantity for each item.
Upload the CSV: Return to the inventory count, click Upload CSV, and select your file to upload.
Review Items to ensure all details are correct before proceeding.

4. Complete the Inventory Count

After adding or uploading items and verifying details, click Complete to update the inventory levels in your system.

Voiding an Inventory Count

If you need to void an inventory count, you can do so through the Reports section, ensuring that inventory levels are properly adjusted.

1. Access Inventory Count Reports
Navigate to Reports > Inventory Counts in the Posterita POS Back Office.


2. Find the Inventory Count
Enter the date range to locate the specific inventory count you need to void and open it from the list.


3. Void the Inventory Count

  1. Click Void to cancel the inventory count.
  2. Once voided, any adjustments made during the count will be reverted, ensuring inventory levels are accurate.


Why Inventory Count is Important

Regular inventory counts help keep your inventory records accurate by identifying discrepancies between physical stock and system records. These discrepancies can arise from issues like theft, errors during receiving, or administrative mistakes. Accurate inventory counts provide better control over stock levels, helping to minimize losses and ensuring products are available for your customers when needed.

Tips

  • Use Reference Numbers: Assign a unique reference number for each inventory count for easy tracking and identification.
  • Double-Check Quantities: Before completing the inventory count, verify item quantities to catch any counting errors.
  • CSV Upload: For larger counts, use the CSV upload feature to save time by adding multiple items at once.
  • Review Regularly: Schedule regular inventory counts to maintain accurate stock records and minimize discrepancies.

Regular inventory counts help maintain accurate records, ensuring smooth operations and keeping products available for customers.


    • Related Articles

    • 3. Inventory Reports

      Track stock levels and inventory movements to ensure products are available for your customers and maintain inventory accuracy. Use these reports to gain insights into your inventory, prevent stock-outs, and optimize stock management across different ...

    • 5. Stock Transfer

      Stock transfers help you manage inventory across multiple locations by moving stock between stores or terminals as needed. This feature is especially useful for ensuring that all your stores have adequate stock to meet customer demand. 1. Access the ...

    • 4. Purchase Reports

      Track purchase activities, including orders placed with suppliers and returns, to maintain control over stock levels. These reports help you manage supplier relationships, ensure timely restocking, and maintain accurate inventory records. Available ...

    • 1. Creating Items and Item Categories

      Organize your products by creating item categories to group similar items and add individual items for accurate tracking and sales management. Categories help structure inventory, making search functionality quicker and reports more insightful. The ...

    • 3. Purchase Returns

      Purchase returns allow you to return products to your suppliers if there are any issues, such as defective items, overstock, or incorrect deliveries. Properly managing purchase returns helps maintain accurate inventory levels and ensures that you ...