Click on Inventory & Financials
From your dashboard, click on Reports. This is the 2nd option on the menu to the left of your screen.
2. Cigarette & Inventory Counts
From the pop-out menu, click on Cig. & Inventory Counts
3. Change Selected Stores
You can generate a report to view a current list of all Cigarettes & Inventory counts conducted.
If you have multiple stores connected to your Petro Outlet system, you can request a single report that combines the data or you can pull individual reports by store.
Multi-Report
Select all stores from the menu
Single-Report
Select the specific store from the list
4. Cigarette and Inventory Counts List
After setting the above conditions, the report will generate.
Your report will display the following information:
Date - When the Inventory scan was added
Store - Which store the inventory was added to (An option if you have multiple stores connected to your system)
Whole Store - Once selected, updated inventory count will overwrite current
Completed By - Name of the person the inventory scan was entered by
Verified - Ready to Proceed
5. +New Cigarette & Inventory Counts
In this section, we’ll walk you through the steps to conducting Inventory Counts for product(s)
Click on +New Cigarette & Inventory Counts
Select Store
In order to begin, you must select a store. The updated inventory will be applied to this entity.
Select the store from the drop down menu:
Enter the following data:
Inventory Date - This is the date the count is being processed, this will automatically populate but can be manually adjusted
Completed By - Name of the individual conducting the count
Whole Store - This confirms overwriting the current inventory count
Verified - This confirms the action you are about to perform
Notes
Search for Product - Here you can find a specific item from the list of items added.
CSV Inventory File
You can bulk upload a product list. Select “Choose File” to do so.
Click on hyperlink labeled “ INSTRUCTIONS” to view the style format required for uploads.
Download Data
Once you have completed your Inventory update, you may download a full copy of the report for your records.
To do so, click on Download Data as CSV