Pinogy POS Training Guide: Products - How to do a full Inventory count and Cycle count

This “How-To” covers how to do a full inventory on your store.

Before starting:

  • Clear out as many open holds in the cash register as you can.

Please be aware that Inventory counts are against Available Inventory. Items On Hold, which are expected to be currently being sold and therefore are at the register currently being rung up and should not be counted. Items On Layaway are allocated to a specific customer and are expected to be pulled and stored in a specific location where they have already been allocated to a specific customer.

  • Make sure to close out all orders in receiving, or if you are leaving them open, do not count this in stock.

 

  • You should also not count any stock allocated to open layaways.

 

Full Inventory:

This procedure is recommended if you plan to count everything in one session while the store is not actively doing sales or receiving new stock.

  • Go to Products -> Inventory -> Reset -> then click “Reset All”. This will set all Stock to “0”.

 

  • Go to Products -> Inventory -> Count, click “New”. Give a relevant name for the section you’ll be scanning, e.g., (aisle 1 - section 1 -shelf 1) and (aisle 1 - section 1 - shelf 2), Then start scanning every item in the store.

 

● You can click on this same inventory on other computers and click on "Continue" to count from multiple computers at the same time.

  • When you are done counting everything, close your counts.

  • Then click “Finish” to apply the new count to all products.

 

Cycle Count Inventory

This procedure is recommended if you want to complete your inventory over multiple days, weeks, or even months. It is best to have a path laid out and written down in your store that you will follow as you conduct your inventory count.

Go to Products -> Inventory -> Count and click on "Start Cycle". This will mark the current date and time to denote when you started taking inventory in your store.

 

  • As time allows, start new inventory counts, naming them appropriately. Each count should be for a small section or shelf in your store and should take around 15 minutes. Count each item on that shelf. Once you are done, you can close the inventory count, and then select it and click “Finish” to apply it.

 

  • Continue doing individual inventories as time allows until you have worked your way through the entire store.

  • Once you have finished all of the counts, click on "End Cycle". This will reset every product that has not been counted or had an inventory adjustment on it since the “Start Cycle” to 0, effectively completing a full inventory.

TIP:

If you have the same inventory in multiple locations, for instance, on other shelves, stock room, or backstock, please be aware that when using this method, you will need to change the adjustment type from "Replace" to "Add" when counting those additional locations. The other option is to count all of those locations in one go.