IN BRIEF:
Accurate inventory management in Point of Sale helps maintain correct product counts across all locations. Inventory can be updated manually, reset to zero when required, or adjusted in bulk by exporting and importing a CSV file.
Overview
Inventory management within Point of Sale allows staff to track product availability by increasing or decreasing item counts, clearing inventory entirely when needed, and performing bulk updates using CSV files. All changes are recorded for audit and reporting purposes.
Accessing the Feature
- Navigate to USER MENU > POINT OF SALE > INVENTORY.
- The Inventory screen displays all item variants with information about:
- SKU
- Location(s) where the item is available
- Current Quantity on Hand
- Use available filters and the search field to narrow the list by:
- Quantity ranges
- Vendor
- Location
Step-by-Step Instructions
Accessing the Inventory Screen
Navigate to USER MENU > POINT OF SALE > INVENTORY to open the Inventory view.
- The list displays every item variant, its SKU, the Location(s) where it is available, and the current Quantity on Hand.
- Use the [+] and [–] buttons beside each item to increase or decrease quantities, then select SAVE to commit your changes.
- Select an Item Name to open its product record and edit additional details.
- Use the Search field to find a specific item and the Filters to set quantity ranges, select vendors, and/or limit by location.
Making Manual Inventory Adjustments
When you change a quantity using the [+] or [–] buttons, choose an Adjustment Type from the drop‑down menu to record why the count changed.
Adjustment types:
- Other / Reset
- Return
- Shrinkage
- Damage
- Used / Comped
- Discontinued
- Expired
- New Stock
- Purchase
Every manual adjustment is logged on the Point of Sale: Inventory on Hand Report (FIN‑20) and in the Audit Log for compliance tracking.
Using the Inventory "Reset" Button
The Reset button sets the on‑hand count for an individual item to 0.
- Select Reset beside the item.
- Review the confirmation dialog and select Yes to proceed, or No Thanks! to cancel.
Important Notes About Reset
- The action is recorded in the Audit Log as “Point of Sale: Set on‑hand count to 0 for [Product Name]”.
- On the Point of Sale: Inventory on Hand Report (FIN‑20), the adjustment appears with an Adjustment Type of ZERO (displayed only if Inventory Log Details is enabled in report settings).
- Reset permanently removes all previous inventory updates, including any Unfulfilled entries. If you need to preserve this history, use the [–] button to reduce, or manually set the quantity to zero instead of using Reset.
Updating Inventory Using the Export/Import CSV
If Inventory Tracking is enabled and every product/variant has a SKU, you can batch‑update counts via CSV.
- (Optional) Apply filters in the Inventory view to limit which items are exported.
- Select EXPORT. The system adds a CSV file to Background Tasks.
- Download and open the file in Excel or another spreadsheet program.
- Edit the on‑hand quantities as needed.
- Save the file.
- Return to the Inventory screen and select IMPORT, then upload your edited CSV.
Matching by Internal ID vs. SKU
- The CSV only contains values for Location, SKU, Internal ID, and Inventory. It does not contain any product names.
- The CSV contains both Internal ID and SKU columns. During import, if the Internal ID value is missing, the System attempts to match by SKU.
- Single‑variant products may only have an Internal ID. Variants always have unique SKUs.
Troubleshooting & FAQ
-
Why can I see items at every location, but only edit some of them?
- Staff must be granted explicit permission to update inventory at each location. Verify the user’s location access under the "Permissions" tab of their staff profile.
-
Where can I see a history of adjustments?
- Select the More icon (three horizontal lines) beside an item to view its adjustment history.
- NOTE: This history is limited to changes made since the last Reset action.
- Select the More icon (three horizontal lines) beside an item to view its adjustment history.