Lightspeed Scanner app makes performing inventory counts quick and efficient. Set up an inventory count and count products right from your mobile device or with the help of a barcode scanner. Multiple devices can complete an inventory count at the same time, without overriding each other. All count information is synced right to Retail POS.
Setting up a count
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To set up an inventory count in Scanner app:
- Navigate to Inventory > Count.
- Select an existing count shown or tap the + button in the top right corner of the screen to start a new count.
- Choose whether to Count now or Schedule count for a later date.
If you choose the Count now option, you will be asked to specify which outlet the count will be taking place in (Outlet) and to name the count (Count Name).
If you choose Schedule count you will also need to specify the future start date and time for this count. - Choose which products to include in your count. You can either choose to include All products or Specific products.
If you choose Specific products you can specify which products you'd like to include in the count by filtering by product name, supplier, brand, type, tag, or SKU. - Click Start.
- Navigate to Inventory > Count.
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To set up an inventory count in Scanner (X-Series) app:
- Navigate to Inventory > Count.
- Select an existing count shown or tap the + button in the top right corner of the screen to start a new count.
- Choose whether to Count now or Schedule count for a later date.
If you choose the Count now option, you will be asked to specify which outlet the count will be taking place in (Outlet) and to name the count (Count Name).
If you choose Schedule count you will also need to specify the future start date and time for this count. - Choose which products to include in your count. You can either choose to include All products or Specific products.
If you choose Specific products you can specify which products you'd like to include in the count by filtering by product name, supplier, brand, type, tag, or SKU. - Click Start.
Counting products
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To begin counting products:
Use the in-app camera to scan a product barcode or search for a product in the search field.
You can manually input the quantity of a product by clicking on it from the list.
All devices that are part of the count will sync to Retail POS in real time.
If a device loses internet connection, Scanner will alert you and all products counted will be synced when connectivity is restored.
Once you have finished counting all your products, you can click Done in the top right of the app or click How? for more information on the review process. Your count will now be ready for review and approval in Retail POS.
-
To begin counting products:
Use the in-app camera to scan a product barcode or search for a product in the search field.
You can manually input the quantity of a product by clicking on it from the list.
All devices that are part of the count will sync to Retail POS in real time.
If a device loses internet connection, Scanner will alert you and all products counted will be synced when connectivity is restored.
Once you have finished counting all your products, you can click Done in the top right of the app or click How? for more information on the review process. Your count will now be ready for review and approval in Retail POS.
Reviewing and approving the count in Retail POS
Once your count is submitted, you'll need to review your counted items in Retail POS on desktop.
To do this, open Retail POS on desktop and navigate to Inventory > Inventory counts. Find the in-progress inventory count from the list.
Click the inventory count name to open it and then click Review.
When you open the review page, you will see five tabs along the top:
- Uncounted: This lists all items where the total counted is 0. This includes items with an expected count of 0.
- Unmatched: This lists all items that had a count greater or less than the expected amount. This includes items where you expected a negative amount and counted 0.
- Matched: This lists all items you've counted where the total counted equals the expected amount.
- Excluded: Any items you manually exclude from your count.
- All: All items in the count.
Review the items in your count, especially the unmatched and uncounted items. If you have discrepancies, you can:
- Tick the box next to an item, and choose to exclude the item from the count.
- Click Continue and count the items again.
Once you've checked and confirmed your inventory count, and are satisfied all items are accounted for, click Complete.
Once you've clicked complete, the count will no longer be displayed in Scanner. You can access historic inventory counts by navigating to Inventory > Inventory counts > Completed.