Inventory is a procedure that allows you to periodically check the stock of your products. In general, you’ll perform the first check at the beginning of your activities. And then, depending on the frequency, you’ll make a comparison between the physical count of your stock and that found on the computer. In view of all the above, it’s important for you to know how to make a stock taking, how to make a stock adjustment and how to handle defective products. It seems a bit confusing, isn’t it? Don’t worry, we’ll treat this theme in three parts. In a previous tutorial, we showed you how to create an item. Today, we’ll see how to supply it. It’s the subject of the first part.
Where to make the stock taking on NexoPOS
Accessing to your stock taking page is quite simple. In the “Inventory” menu, on the left side of your screen, click on the “New supply” sub-menu.
Your Stock taking page contains two required fields, a html table, a drop down menu and a confirmation button.
- The first required field (1) is a search field that allows you to search for the barcode, the Stock Keeping Unit (SKU), or the name of the item to which you want to supply.
- The second required field (2) let you assign the current operation of your stock taking to a procurement. In fact, you must previously create a procurement to see this latter appear on the field. You’ll know how to create a supply further down in the tutorial.
- The html table (3) where appears the item chosen with his characteristics. Naturally, the barcode and the item name are displayed. But the others characteristics such as the purchase price and the quantity must be set. Furthermore, the total price is automatically displayed.
- The drop down menu (4) let you set a provider for your stock taking.
- The “Complete Operation” button (5) let you confirm the current action of the stock taking.
You can add as many products in stock as you want on the HTML table. But this method seems a little tedious when you want to stock a lot of products. In this case, we recommend that you edit for example an Excel file and import it in .csv format on NexoPOS. Follow this link to learn how to import items on NexoPOS.
Practical case of stock taking
As stated previously, the first thing to do is to choose the item to stock. So, enter the first letters of your item and a search engine will make suggestions. For this example, we’ll enter the first letters of the “Sequin cropped bomber jacket” item.
As soon as the results appear on the html table, you can set the purchase price and the quantity. Also, the total price will be automatically displayed. For the illustration we’ll set € 35 for the purchase price,160 for the quantity and the displayed total price will be € 5,600.
From then on, you can assign this operation to a specific supply. You have the possibility to create a supply or to set an existing supply. We’ll use the two options to show you how to do.
In the first case, we’ll set an existing supply : “Charlotte Russian 2017”. So, enter the first letters of your procurement, a search engine will make suggestions. Then click to your choice to add it.
In the second case, we’ll click to “Add” button to create a procurement named “Winter collection 2019”, and click to “Create Now” to validate your action. Then, click to “Search” button to choose your procurement newly created. After, don’t forget to add complementary information about your new procurement on the “Supply” sub menu.
Once the procurement has been set, you can now choose the provider on the drop down menu. If no providers appear, please follow this link to learn how to create a supplier on NexoPOS. In our case, we’ll choose the “Zara limited” provider. After that, you must click on the “Complete Operation” button to finish your current operation of stock taking. A pop up window will appear asking you to confirm your action, click on the “Ok” button.
So, you can print the supply receipt who will appears after your confirmation. This receipt contains all information about your stock taking like the total price and the quantity provided.
Note that you can search for additional information about your new stock in the “Supplies” submenu. You can follow this link below to learn how to manage supplies.
Well, that’s all for this tutorial. Thank you for your attention. If you have any issue during the process, please let us know at [email protected], or by commenting the tutorial.