Skip to main content

Inventory Process

Kevin U
  • Updated

The below steps provide an overview of the process to work with inventory in your account: 

  1. Create your storage areas and their internal storage locations. 
  2. Populate your inventory list from your existing vendor product list.
  3. Sort items in their storage locations. 
  4. Create the inventory worksheet in your account.
  5. Select the sort option for how items are arranged on inventory worksheet. 
  6. Export inventory worksheet to PDF or Excel® file.
  7. Enter your physical counts on the PDF or Excel file version of the inventory worksheet.
  8. Enter the inventory counts in the system via the inventory worksheet screen.
  9. Close the inventory worksheet to update your inventory list (i.e., Inventory On Hand).