The handheld inventory contains a list of not just all items that are on the truck, but of all products available to sell as defined in the product list. Each item on handheld’s inventory when fully defined includes:
- Qty On Truck: The quantity currently on the truck
- Minimum Qty: The quantity that the EOD restock should set the Qty On Truck to. If the Restock option is not turned on for a given EOD process, the quantity will not increase. If it is checked, then it will add any items that are needed to bring the Qty on Truck up to the Minimum Quantity. After the EOD process a report is ready on the server for the inventory to be pulled from the warehouse and set aside to replenish the truck.
- Tax Type: See Tax Processes
- Type 0 = Tax Exempt
- Type 1 = Use Tax Rate 1
- Type 2 = Use Tax Rate 2
Android and iPhone Inventory Setup and Maintenance
The inventory can be set up and maintained by going into Inventory and selecting the 3 Dots Menu item on the top and going into Counts
There are 2 types of Inventory that can be filled in:
- Quarterly Inventory: Used to make limited inventory count adjustments. When filling out items with this, the Existing Quantity in Truck is displayed and can be altered.
- Physical Inventory: Used when doing a complete inventory of the vehicle. The Physical Inventory will first ZERO out all quantities of items on the truck and then the counts can be taken. It will log a record of the quantity that was removed to set to zero (logged as Reset for Inventory)
When then inventory process is completed hit DONE. This will create a log of all inventory changes made. It will label it as either Quarterly Inventory or Physical Inventory and show the difference in quantity. In the case of Physical it will show the full qty entered, because another logged entry indicates how many were removed. In the case of a Quarterly, the qty will reflect the difference between what was on had and the new value entered.
- So if the device said 8 on hand but the user corrected it to 10 it will log Quarterly Inventory +2
- If the device said 8 on hand but the user corrected it to 6 it will log Quarterly Inventory -2