Please note: only users with the "Edit Inventory" permission can take inventory.
Before taking inventory, you must first setup an inventory guide. We also recommend reading the Inventory overview article.
Note: Only one user should be counting on an inventory sheet at a time.
When taking inventory you must select from an existing inventory guide. The count sheet will show all the sections added to your guide.
Clicking on a section will show all the items added from your guide. You can also add individual items and recipes on the fly if needed.
The default count unit is the one specified in the guide, but if necessary it can be modified during counting. Only inventory units defined on an item can be chosen - more details on that here.
Additionally, you have options to filter specific items or display only those that need review.
The price displayed for each item is based on the most recently ordered vendor item mapped to it. For recipes, the price reflects the current cost of the recipe.
It's important to fix the items that may need review, which are indicated by the following red icons:
Item/Vendor Item missing mapping
Ensure items are mapped to vendor items before taking inventory counts. Tap this icon to quickly complete the mapping.
Item missing pricing information
Without pricing details, you can't take inventory counts. Tap the item name to view its purchasing info. If no vendor items are mapped, you'll need to add them.
Vendor Item missing a category association
Ensure your vendor item is linked to a category. Without this, counts and values won't roll up properly in reports and exports. Tap this icon to quickly map a category.
While taking inventory the sheet will auto-save every minute. If you happen to go offline, the sheet will save once you are back online with your latest updates.
To take inventory:
Desktop steps
Desktop steps
1. Click to the "Inventory" page.
2. Click the green "+" and choose "Take Inventory".
3. Choose a guide, then select a date for the inventory.
4. Click into each Section to take count on the items.
5. Begin taking your counts.
6. Repeat steps 5-6 until completed. When you are done you can either choose "Save & Exit" to leave this count sheet in draft mode, or "Save & Mark Complete" to close out this inventory sheet.
Mobile steps
Mobile steps
1. Tap to the Inventory view.
2. Tap "Manage".
3. Tap "Take Inventory".
4. Choose a guide, then select a date for the inventory.
5. Tap into each section to take count on its items.
6. Begin taking inventory counts.
7. Repeat steps 7-8 until completed. Be sure to tap "Save" at the top once you are done.
To read on how to reopen a finalized inventory sheet, click here.
To read on how to export inventory sheets, click here.