Employees with appropriate permissions can use Zenoti Mobile to conduct stock counts for products sold as retail or used as consumables on the floor for your business. 

Before you Begin

At the organization level, enable Add and Edit permission for your Inventory Manager role (Admin Dashboard > Organization > Security Roles > Manage Security Role > Inventory Manager > Permissions tab > Inventory Manager drop-down) for an employee to perform audit for retail and consumable.

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To conduct Stock Count

1. Tap the Settings tab from the Zenoti Mobile menu.
    The Settings screen appears.
2. Tap Product Audit

    The Retail Audit screen appears by default.
3. Tap Retail Audit drop-down list to open the following options: 

  • Retail Audit: To enter the retail product for auditing.
    The Retail Audit screen appears.
  • Consumable Audit: To enter and audit the consumables.
    The Consumable Audit screen appears. 

4. Tap Add Products

    The Add Retail products screen appears.

5. Tap one of the following in Adding to:  

  • Floor: To add the product for use on the floor.
    Note: This option is selected by default. 
  • Store: To add the retail product sold in the store.  

6. Do one of the following: 

  • Tap Add.
    Zenoti automatically connects to your external barcode scanning device. You can use the external device to scan the products which are up to 10 meters only. You can also tap the Floor or Store field and modify the product quantity.

      Note: The Add option is available only if you have a Bluetooth device configured         to your device. Enable Bluetooth via Settings on your iPad to connect the      
      external device to your iPad.    

  • Tap Scan.
    Zenoti automatically opens your device’s camera. You can scan the barcode or QR code of the products. To modify the product quantity, tap and enter a value in the Floor or Store field.
  • Enter the product name or code and tap to select it. You can also tap the Floor or Store field to modify the product quantity manually. The details such as product name, the number of units added, and if it is added as retail or consumable appears. 

7. Tap Add Products.

    The products added appear in the Retail Audit screen.

    Hint: Tap Pause Audit (bottom left side of your screen) to pause
    the audit count. You can resume auditing when you reopen the screen. 

8. Tap Submit Audit.
    The Submit Audit pop-up appears and shows the audit details. 

9. Depending on the unaudited products, select one of the following under Select
    audit option for unaudited products
section: 

  • Use projected stock values for unaudited products - negative stock would be considered as no stock: This option is selected by default and indicates that the stock quantities for unaudited products are reset with the quantities from current stock. Stocks that have negative quantities are reset to zero.
    Example: Consider you have 3 products Aloe Vera Face Wash, Shea Butter Face Cream, and Green Tea Shampoo in your warehouse. You have audited and updated the stock quantities of Aloe Vera Face Wash and Shea Butter Face Cream as 30 and 40, respectively. You have not audited Shampoo and say in the current stock its quantity is -3 (minus 3). After you submit your audit, you will observe that the stock quantities are as follows on the Reconciliation page:
     - Aloe Vera Face Wash: 30  
     - Shea Butter Face Cream: 40  
     - Green Tea Shampoo: 0
  • Use projected stock values for unaudited products - negative stock would be maintained: When you select this option, stock quantities for unaudited products are reset with the quantities from current stock. Stocks that have negative quantities will continue to show as negative.
    Example: Consider you have 3 products Aloe Vera Face Wash, Shea Butter Face Cream, and Green Tea Shampoo in your warehouse. You have audited and updated the stock quantities of Aloe Vera Face Wash and Shea Butter Face Cream as 30 and 40, respectively. You have not audited Shampoo and say in the current stock its quantity is -3 (minus 3). After you submit your audit, you will observe that the stock quantities are as follows on the Reconciliation page:
     - Aloe Vera Face Wash: 30  
     - Shea Butter Face Cream: 40  
     - Green Tea Shampoo: -3 (minus 3)
  • Use zero stock values for unaudited products: If selected, stock quantities for unaudited products are reset to zero irrespective of what quantities they have in the current stock. Stocks that have negative quantities are also reset to zero. Example: Consider you have 3 products Aloe Vera Face Wash, Shea Butter Face Cream, and Green Tea Shampoo in your warehouse. You have audited and updated the stock quantities of Aloe Vera Face Wash as 30. You did not audit products Shea Butter Face Cream and Green Tea Shampoo; and say in the current stock the products quantities are 40 and -3 (minus 3), respectively. After you submit your audit, you will observe that the stock quantities are as follows on the Reconciliation page:
     - Aloe Vera Face Wash: 30  
     - Shea Butter Face Cream: 0  
     - Green Tea Shampoo: 0   

10. Tap Submit.
      A message appears stating the products are successfully submitted.
      Note: To add consumables, repeat steps 4 to 10.

Important: Once you submit an audit, you cannot make any changes to it. You can only reconcile it. Learn how to perform a reconciliation.

See Also

Raise Purchase Order

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