Adding or Importing Items to Inventory Count

An inventory count cannot be performed without identifying the items to be counted either by direct addition or by importing a ready list as an Excel/CSV file.

1. Click Inventory on the side menu.

2. Click Inventory Count.

3. Click on the Inventory Count Transaction.
 

4. Scroll down to the Items and click "Add Items".
 

5. A pop-up window will open where you can select items to be added.

6. You can also add items by their tags by clicking Select by tags?

7. Click Save.

8.Click Edit Quantities to enter the counted quantity.

Alternatively, if you have a ready list of items, you can import them by following steps 1-3 above, and then:

1. Scroll the page downward to reach the Items section and click Import Items.
 

2. A pop-up window will open where you can upload the file, which should include the following data:

• Inventory Item Name : Name of the inventory item
• Inventory Item SKU: SKU of the inventory item
• Storage quantity: The quantity count of the inventory item in storage unit
• Ingredients quantity: The quantity count of the inventory item in ingredients unit
• Inventory Count ID: Leave this column empty, it will be automatically filled by the system during the upload

3. Click Save.
 

Once the items have been added to the inventory count, the user can move ahead with submitting the transaction (Click here to learn how to submit inventory count transaction)