Performing Itemized Inventory

You can use CStoreOffice® Mobile App to perform itemized inventory with your mobile device. In particular, you can create a cycle count ticket and add to it all items that need to be counted, either by scanning item barcodes or manually. Once the items are counted and the cycle count ticket is ready, you can upload it to CStoreOffice®, and the store manager can then proceed with the ticket.

To be able to perform an itemized inventory, you need to have relevant permissions granted to your user. For details, see Inventory Permissions.

To perform itemized inventory:

1. At the bottom of the Summary view, tap the location name and from the list, select the location for which you want to perform itemized inventory.
2. At the bottom of the Summary view, tap Inventory Count.

   

3. Add an item to the cycle count ticket. You can do it in the following ways:

• Scan the item barcode: To the right of the search field, tap the barcode icon and point the device camera at the item barcode. CStoreOffice® Mobile App will automatically find the item in the Price Book by the scanned barcode and add the item to the cycle count ticket.
• Find the item in the Price Book: In the search field, enter the item name or a part of it and tap the search icon to the right. You can also search for items by UPC. In the results list, tap the item you want to add.
• Add the item from the item card: You can add an item to the cycle count ticket directly from the item card. For details, see Adding Items to a Cycle Count Ticket.

4. In the Count field, specify the number of counted items. You can type the number directly or tap the arrow icon to the right and scroll up or down in the Pick a Count window.

   

5. Repeat steps 3-4 for all items you want to add to the cycle count ticket.

   You can open the item card with item details from the Cycle Count Ticket view. To do this, to the right of the item, tap the eye icon.

6. At the bottom of the view, tap Upload Ticket.

   

Result: The ticket is uploaded to CStoreOffice® and becomes available in the Itemized Inventory form. For details, see Itemized Inventory.