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.
Select all stores from the menu
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
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
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.
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