Key points of the article:

1. Create an inventory
2. Open a created inventory
3. Conduct an inventory
4. Review an inventory

1. Create an inventory

1. Click on the Product Management module
2. Click on Products
3. Click on Inventory
4. Click on Start Inventory Count
5. Enter a description for the inventory
6. Specify the Warehouse (Proshop, golf...)
7. Choose the Sales Group(s) (optional)
8. Choose the Family/Families (optional)
9. Click Start Count

The inventory is created.

2. Open a created inventory

1. Click on the Product Management module
2. Click on Products
3. Click on Inventory
4. Click on Actions
5. Click on Count Stock

The inventory is opened.

3. Conduct an inventory

1. Enter the counted quantities in the Counted Stock column
2. Add a comment (recommended in case of discrepancies but not mandatory)
3. Click Save if the inventory is not completed
4. Click Save or Review & Close Inventory Count if the inventory is completed

Colour Code:

• Green: Counted quantity matches the stock quantity before the inventory
• Red: Counted quantity differs from the stock quantity before the inventory
• Black: Quantity not counted

Note: A reminder window for the conducted inventory will appear.

1. Click Close Inventory to finalize the inventory
2. Click OK to confirm closing the inventory

Note: Once closed, it is not possible to reopen or modify this inventory. The new stock quantities entered will be updated for each item.

The inventory is closed.

4. Review an inventory

1. Click on the Product Management module
2. Click on Products
3. Click on Inventory
4. Click on the printer icon next to the inventory to review