1. 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

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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

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