POS inventory management

• Transfer Type/Shipment Type/Inventory Variance Type
• Restocking
  • Transfer to other stores/warehouses
  • Request to transfer goods from another store/warehouse
• Cancel the transfer
• Calculation of the actual quantity of pointed, warehousing and outbound commodities
• POS warehousing
• POS outbound
• Point position
• Restock from the default warehouse

Transfer Type/Shipment Type/Inventory Variance Type

Before you can manage inventory, you need to set the type of transfer, the type of shipment, and the type of inventory variance, so please refer to the playbook - Inventory setting in the Inventory module.

Restocking

Transfer to other stores/warehouses

    Open the POSclick Inventoryclick Outbound (Shipment).

    Click the Transfers icon to create a Transfer.
    Note: The transfer action created on the Inbound page is different from the transfer action created on the Outbound page, which is from the current location to another location (store/warehouse).

    Click "Target Repository"select the target repository.

    In the list of target warehouses, select the destinationclick [Save].  

    To add the items you want to transfer, you can use the scanner to scan the QR code/barcode on the item to add the item.
    Or click  to search for products to add products. Enter the product name or SKU number in the input boxpress Enterselect the product you want to transferclick [Add] in the upper right corner.  

    Add the product to the transfer listenter the [Quantity to be transferred]select the appropriate reason (type of transfer) under [Reason], and if necessary, enter [Remarks]. 
    The Local column refers to the quantity of the product in stock at the current location, and the Target column refers to the quantity of the product in stock at the target location.  

    Next, you need to select the action for this transfer list in the bottom bar. You can choose to create a delivery note, create a delivery note and ship out, and confirm and ship.  

    Create a delivery note: Create a delivery note for this transfer list, the status of the outbound (outbound) record is To be shipped, you need to click the arrow icon to confirm the completion of the shipment (outbound) after the goods are shipped.   

    Create a delivery note and send out: Create a delivery note for this transfer list and confirm that the shipment (outbound) is complete at the same time.  

    Confirm and Ship: Confirm the delivery without creating a delivery note.
    After the delivery is confirmed, you can see the warehousing record in the POS of the target location, click the arrow icon on the right to enter the warehouse.

Request to transfer goods from another store/warehouse

    Open POSclick Inventoryclick Shock-In.  

    Click the Transfers icon to create a Transfer.
    Note: The transfer action created on the Inbound page is different from the transfer action created on the Outbound page, which is created from another location (store/warehouse) to the current location.  

    Click "Shipping warehouse"select the warehouse to be shipped.

    In the list of target warehouses, select the origin of the transferclick [Save].  

    To add the items you want to transfer, you can use the scanner to scan the QR code/barcode on the item to add the item.
    Or click on  and search for a product to add a product. Enter the product name or SKU number in the input boxpress Enterselect the product you want to transferclick [Add] in the upper right corner.

 
    Add the product to the transfer listenter [Quantity to be transferred]select the appropriate reason (type of transfer) under Reason, and if necessary, enter [Remarks]. 
    The Local column refers to the quantity of the product in stock at the current location, and the Source column refers to the quantity of the product in stock at the shipping location.

 
    At the bottom, click Create delivery note.  

    Next, the POS at the shipping location will prompt that there is a warehouse information.  

    Enter the warehouse page to see that the status of the transfer record is to be shipped, and click the arrow icon on the right to complete the shipment after shipment.

    When the shipment is completed at the shipping locationthe POS of the current location will prompt the warehousing information, click on the warehousingclick on the warehousingclick on the warehousing, and click the arrow icon on the right of the warehousing record to enter the warehouse.

Cancel the transfer  

    Open the CMSclick Inventoryclick Transferclick the tab Transfer.

    Find the record you want to delete and click the Cancel icon on the right. 
    Note: You can only cancel the transfer before the shipment location completes the shipment, and cannot cancel after the shipment is completed.

Calculation of the actual quantity of pointed, warehousing and outbound commodities

    There are two ways to calculate the actual quantity of commodities in point, in and out of the warehouse.
    One is that at the beginning, [current quantity] and [actual quantity] (point position), [planned quantity] and [actual quantity] (inbound and outbound) are the same.

    The other is to start with [actual quantity] of 0.

    The following describes how to switch between the two modes:
    Open the POSclick on the three horizontal lines in the upper left cornerclick Settings.

    Click on [Inventory]find the settings of [Actual Quantity of Point Position Starting from 0] and [Actual Quantity of Entering and Leaving Warehouse Starting from 0] under [Inventory].
    When it is enabled, it means that the [Actual Quantity] is 0 at the beginning, and when it is not enabled, it means that the [Current Quantity] and [Actual Quantity] (point position) are the same at the beginning, and the [Planned Quantity] and [Actual Quantity] (inbound and outbound) are the same.

POS warehousing 

    Open the POSclick Depositclick Deposityou can click on the nine-square grid icon in the upper right corner to choose to show or hide certain columns. 

    For warehousing records with a status of To be stocked, you can click the arrow icon on the right to purchase (warehousing).

    Enter the actual number of products in the [Actual Warehousing Quantity] fieldclick [Confirm] to complete the warehousing (warehousing). 

POS outbound

    Open POSclick Inventoryclick Outbound (Shipment).

    Click on stock-out icon, add a new record.

    Click   , search for the product that needs to be shipped out of the warehouse or click to scan icon to scan the product QR code/barcode directly.

    Enter the number of shipmentsenter the reason for shipment (type of shipment)click "Confirm and ship".

Point position  

    Open the POSclick Inventoryand click Inventory.

    Click [Add] to add a new point position record.   

    You can use the scanner to scan the QR code/barcode on the item, or click  to search for the item to add it to the list.   

    If there is a difference between the current quantity and the actual quantity, select a variance type and enter Remarks as needed.   

    When you have finished placing your position, click [Continue] below. 

    After all the differences have been processed, you can click "!" to view the products that have not yet been counted. 

    Go back to the point position historypress and hold the point position record you just created, swipe leftclick [Finish] to complete the point position process. 

Restock from the default warehouse  

    Open POSclick Inventoryclick Replenishment.   

    Click [Add] to search for products and add them to the replenishment list.   

    Enter the replenishment quantityenter the remarks (if required)click [Confirm].   

    Once confirmed, the system will transfer the goods from the default warehouse to the current location. After waiting for the warehouse staff to complete the warehousing, the POS of the current location will prompt the warehousing information.

    Go to the Warehouse Deposit - Deposit page, find the Deposit Information and click the arrow icon on the right to complete the Deposit operation.