Stock in the admin app
Adjust stock, count it with the phone camera, record deliveries and send or receive transfers.
- For owners
On this page
What it's for
Owners and managers can do the stock work from the admin app, on the shop floor or in the store room, instead of at a PC. You can correct a level, count shelves by scanning each product, record a delivery as it arrives, and send stock to another store or receive what was sent. It is the same stock as on the dashboard and the tills.
Before you start
- Sign in to the admin app. See The admin app.
- You need the internet: everything is saved straight to the server. If the connection drops while you save, what you typed stays on the screen. Choose Save again: it is never counted twice.
- Stock work is for one store at a time. If you see All Stores at the top, the app asks which store first.
Steps
- Open Inventory, then Stock. Each line shows the level in the product's unit, and LOW marks products at or below their alert. Choose Low Only to see just those. On the Alerts screen, tapping a product opens it here.
- To correct a level, tap the product. Choose Add or Remove, type the amount and pick a reason: Damaged, Expired, Theft, Found, Correction or Other. Other needs a note. Products sold in packs (for example a crate of 24) are adjusted in packs. Choose Save.
- To count stock, choose the count button at the top of Stock. Scan each product with the camera (or a USB scanner on a PC), or search for it. Scanning the same product again adds one. Change any number to what you counted.
- Choose Review Count to see how many levels will change, then Submit Count. Products you didn't count are left as they are. If you leave before submitting, the app asks first: the count isn't saved until you submit.
- To record a delivery, open Deliveries and choose New Delivery. Type the supplier and, if you like, the invoice number. Add each product by scanning or searching, with the quantity and the cost of one unit. The total adds up as you go. Choose Save: the stock goes up straight away.
- To send stock to another store, open Transfers and choose New Transfer. Pick the store to send to, add the products and quantities, and choose Save. The stock leaves this store now and arrives when the other store receives it.
- To receive a transfer, open Transfers, choose Incoming, and tap the transfer. Choose Receive Transfer. Each line starts at what was sent. Change any that arrived short, then choose Confirm Received.
Common questions
I saved, the screen said it couldn't reach the server, and I saved again. Is the stock counted twice?
No. Each save carries its own reference, so the server applies it once however many times it arrives.
Why are some amounts in packs?
Products with a pack size (set on the product) are counted, adjusted, delivered and sent in packs, the same as on the dashboard. The stock list shows the level in single units.
Can I count offline?
Not yet. The count needs the internet when you submit it.
I can't see Stock.
Stock work is for owners and managers. Managers see the stores they're linked to.