FULL STORE INVENTORY PROCESS

  1. Create a Pre-inventory Report
    • This is to calculate up how much inventory you have prior to counting everything in the store.
    • Go to DASHBOARD -> CALCULATE INVENTORY
      • Click REFRESH
      • Export and save this report
    • You can change the Product Types and Brands counted. Typically we do a report for all things Tobacco and then one for the entire store.
    • Save these in a good space where you can find them later and name them appropriately when you export
  2. Reset all Products for a fresh inventory.
    • This will change all the Inventory Flags on your items to setting them all to needing a count. This will come in handy once you have completed the store inventory.
    • Go to DASHBOARD -> DO INVENTORY
    • Click RESET ALL PRODUCTS FOR INVENTORY
  3. Go around shop and label/identify geographically regions in the shop.
    1. For example, your humidor might have 8 columns and 6 shelves per column.
    2. Draw a map of your different areas so you can keep track of what is complete.
  4. Backstock all display areas. No touching the backstock once we start inventory.
  5. Using 1″x1″ post it notes, count every item in a region of the store. Typically is is good to have 1 or more people counting, and then one person doing the next step.
  6. Next we will record the counts. This is typically one dedicated person.
    • Collect a cigar/item from the box and the post it note with the count.
    • Go to DASHBOARD -> DO INVENTORY QUICK OPTION
    • Scan and input amounts
    • Once inputted, write an X on the post it note and return it to the shelf
  7. Once done with DISPLAY regions, then do BACKSTOCK regions
  8. Once all the way done, go to DASHBOARD -> DO INVENTORY -> INVENTORY ITEMS WITH INVENTORY INCOMPLETE
    • This shows you any items you might have missed during your count
    • Go to DASHBOARD -> CALCULATE INVENTORY
    • Click REFRESH
    • Export and save this report so you can see the differences to your starting report
    • If you did multiple reports in Step 1, then do the same here.Create a post-inventory report
    • Reminder, save these in a good space where you can find them later and name them appropriately when you export