To prepare to run a successful inventory count in Retail POS.
- A legible floor plan of your store's layout
- Tracking tickets (detailed below)
- Document folder
- A document creator such as Google Docs or Microsoft Word
- Retail POS for Mac or PC
- Allows for easier management of missed/problem areas
- Labeled per area of the store (i.e. men's shirts, women's tops, new in store, etc)
- Numbered to the corresponding tracking ticket for that area
- Highlight each section on the floor plan as it is counted
Below is an example of what a floor plan might look like:
- Small paper tickets that are numbered, labeled, and placed around the store
- Used to track which sections/products need to be counted
- Use a document creator (MS Word, Google Docs etc.) to create tracking tickets
- Print tickets in bulk as you need them
- If applicable, individual shelves can be listed on the tracking ticket. This is useful if staff take a break whilst counting, they can see what the last shelf they signed off was
- Staff sign the tracking ticket to show that the section is counted
Below is an example of what a tracking ticket might look like:
Preparation should be done at least 1 day before the count is due to start.
- Identify sections that need to be counted in store
- Print and create enough tracking tickets for each section
- Number each tracking ticket starting from 1
- Place tracking tickets in each section of your store
- Number each section on the floor plan to match the location of tracking tickets
- Inventory counts should be conducted outside of trading hours.
- Inventory counts in Retail POS are not live and do not take into account any sales made while the count is in progress.
- Full inventory counts in Retail POS
- Partial inventory counts in Retail POS