Inventory CheckOut and Store Manager User s Guide

Transcription

1 Inventory CheckOut and Store Manager User s Guide xlink Concepts Store Manager and Inventory CheckOut apps work together to give you control of your inventory and supplies. If you own or manage a business that has employee supplies, then these two apps will certainly help you: Track supply usage. Track the cost of the supplies.. Track supply loss. Alert you when your supplies are running low and need to be reordered.. The Inventory CheckOut app is designed for your employees. It is quick and easy to use. Upon opening, it shows a list of employees allowed to checkout supplies. They simply select their name from a list and enter their password. Once validated, they will see a list of supplies. They tap or click on the supplies they are taking off the shelf and click the checkout button. It s as easy as that. You now have a record of who took what supplies and your supply counts are automatically adjusted accordingly. The Store Manager app is designed for use by business managers and owners. Using this app, you can: Manage the employees allowed to checkout inventory. Maintain the list of products for checkout. Add new inventory. Count existing inventory. Check inventory levels. Track employee supply usage. Track inventory usage costs. Track inventory valuation.

2 Connection Configuration Setting up your store Step 1: Review Your Store Information Step 2: Setup Your Products Step 3: Setup Employees Adding Inventory to your store Counting Inventory on your shelves Reorder Inventory Checking out inventory Additional Help and Support Table of Contents

3 Connection Configuration 1. Open the Store Manager application by clicking on the application tile in the Start menu. 2. Right click anywhere on the screen to reveal the App Bar at the bottom.

4 3. Click the Gear icon in the far right corner to reveal the Connection information screen. Enter the following information: Customer ID: <Provided when your account was created> Customer Location ID: <Provided when your account was created> Customer Location Key: <Provided when your account was created> Data Service Address: Example:

5 4. Click the Save button. Right click the screen again to reveal the App Bar and click the Refresh icon on the far left of the screen. 5. You should now see a list of users. If you do not see a list of users, please verify your connection settings. Example: 6. Repeat the connection configuration steps above for the Inventory CheckOut application after you have setup your employees.

6 Setting up your store Click your user id and enter the password you were given when your account was created.

7 Step 1: Review Your Store Information From the Main Menu, click the System Setup icon. Then click on the Store icon and review your store information. If you need to change anything, please remember to click the Save button on the top right corner of the screen. Now you are ready to setup your products. Click the Back button on the top left of the screen to return to the System Setup menu.

8 Step 2: Setup Your Products Click the Products icon from the System Setup menu. This screen allows you to enter the inventory/supply items that your employees will see in the Inventory CheckOut app. Start by pressing the Add button on the top right corner of the screen. The product setup window will open and you can fill in the information. Press the Save button when you are done. Your products will appear on the left side of the screen in alphabetical order. You can click on any product in the list to change information or inactivate it. Once a product is added, it cannot be deleted, only inactivated.

9 Step 3: Setup Employees Click the Employees icon from the System Setup menu. Add the employees that will be allowed to check out inventory. These employees will appear in the Inventory CheckOut app as long as they are marked Active.

10 Adding Inventory to your store When you receive a new shipment of inventory, use this screen to enter it into the system. Navigate to the Main Menu and click the Inventory Tracking icon. Click the Add Inventory icon. Click the Add button in the top right to create a new date entry in the date list on the left side of the screen. These dates represent the date and time the inventory was added to the system.

11 You are now ready to add products to your list. Select the product you are adding from the drop down list and click the Add button. The product will now appear in the inventory list. Enter the number of units you are adding. If the unit cost is different from what is showing you can enter that amount too. If you do not know what the unit cost is, you can enter the total from the invoice and the system will calculate the unit cost for you. When you are done adding products, press the Save button and you ll be taken back to the Inventory Tracking menu.

12 Counting Inventory on your shelves You should make it a habit to count inventory on a regular basis. Perhaps weekly or monthly. This will adjust the product counts in the system to account for lost items. To count inventory, click the Count Inventory icon in the Inventory Tracking menu. Click the Add button in the top right to create a new timestamp in the date list on the left. You now have two options. Option one is to add products individually by selecting them from the drop down list and pressing the Add button or two, clicking the Load All Products button. Now count the items in inventory and enter the Actual Counts in the list. Here is a description of columns. Starting Count - number of units (products) as of the most recent time you last counted. Units Used - number of units that have been checked out since the last time you counted. Estimated Count - number of units estimated to be on your shelves (it is an estimate because the system cannot predict lost, stolen or units taken without checking out). Actual Count - the number physical units you have on your shelves. Loss/Gain - the difference between what is estimated to be on your shelves from what is actually there. You can see the Total Value of your inventory at the bottom of the screen.

13 Reorder Inventory The Reorder Inventory screen shows the products that have reached their reorder threshold (the reorder threshold can be changed or updated on the Products screen under System Setup). You can see all the products by click the Show All Products button in the top right of the screen. To see only the products that reached their threshold, click the Filter Products button.

14 Checking out inventory The Inventory CheckOut app was designed to be fast and easy to use. There are only three steps to checking out inventory. 1) Click your name, enter your password and press <Enter>.

15 2) The product screen is divided in two panes. The left side shows the list of products available for checkout. The right shows what has been selected for checkout. Each time you click a product on the left, it will be added to the list on the right. Clicking a product on the right will decrease the count. 3) Click the Checkout button. You re done. You are now back at the login screen ready for the next checkout.

16 Additional Help and Support If you need additional help or simply have a question, please us at: support@xlinkconcept.com We are always looking for constructive criticism to help make our apps better. Please send us your feedback, suggestions, or praise to: support@xlinkconcepts.com Thank you and we hope you enjoy the apps.