Heads up multi-unit managers! This is for you to be able to easily track progress and and manage inventory counts across all stores.
How to View
When you navigate to INVENTORY > INVENTORY COUNTS, and have access to multiple units, you will see a tabbed experience:
- My Store: Provides a view of all of your inventory counts; also the spot where you can start a new count!
- All Stores: Loads the current status and progress of all inventory counts across all your selected stores for the selected period.
Filtering and Statuses
The All Stores view includes filters to help you manage the data:
- Date range filter
- Groups filter
- Specific count sheet filter
- Status
- Not counted
- In progress
- Closed
Table Display and Actions
The table provides comprehensive details on each inventory count:
- Store name
- Count sheet and its status
- How many items have been counted, including a progress bar (if in progress but not closed)
- The selected inventory date
- When it was last updated
- The value of the inventory
- The change in value since the last inventory
If you click on the row itself, it takes you to the actual count sheet. From there, it can quickly be edited or closed.