Inventory Overview

Question

Inventory Overview

Accepted Answer

p.p1 {margin: 0.0px 0.0px 0.0px 48.0px; line-height: 20.0px; font: 14.7px Arial; color: #000000; -webkit-text-stroke: #000000} p.p2 {margin: 0.0px 0.0px 0.0px 0.0px; line-height: 20.0px; font: 14.7px Arial; color: #000000; -webkit-text-stroke: #000000} p.p3 {margin: 0.0px 0.0px 0.0px 0.0px; font: 12.0px Times; color: #000000; -webkit-text-stroke: #000000; min-height: 14.0px} li.li2 {margin: 0.0px 0.0px 0.0px 0.0px; line-height: 20.0px; font: 14.7px Arial; color: #000000; -webkit-text-stroke: #000000} span.s1 {font-kerning: none} span.Apple-tab-span {white-space:pre} ol.ol1 {list-style-type: decimal} ul.ul1 {list-style-type: disc}
Taking inventory in BevSpot is a straightforward process that can be done using a mobile device, tablet, or a computer. When starting an inventory there are a few things to keep in mind.Each inventory you take will be reflected based on the date you start counting.*For example: If you start an inventory count on December 30th and finalize it on January 30th, BevSpot will take the date it was opened and use that as the finalization date. Before finalizing make sure you double-check the date you're finalizing it for. In order to fix this select the pencil tool and update the inventory to read the proper date it's being finalized.When it comes to timestamps in inventory both the date and time are extremely important. Any orders, transfers, or prepared items will reflect in the inventory based on the Date and Time.*If you notice an order was marked delivered and the date corresponds with the date range of your inventory, be sure to check the time it was delivered. Even one minute after the finalization date will cause the order to appear as "Missing".  How to make edits to a finalized inventory.Head to the Inventory History page.Select the blue highlighted Inventory that has been finalized.Make the proper adjustments to the items in that inventory. Confirm at the top of the page"All Changes Saved". How to export a Finalized InventoryHead to the Count Summary page. Select View Filters.Group by the order in which you want to see your items.Select the three dots in the upper right corner of the page. Select Export to Excel.If you have additional questions or would like to learn more, feel free to schedule a training with the BevSpot team HERE.