Inventory

Under the [Inventory] button, you can carry out an inventory count, i.e. count items in stock in order to verify potential discrepancies between the actual stock levels confirmed during the count and levels recorded in warehouse data. The button is available in:

  • The Start view (Warehouse section)
  • The side menu (under the [Warehouse] → [More] button)
Note
To enable the inventory feature in Comarch mPOS, activate the Handle inventory count in POS parameter in Comarch ERP Standard. The parameter is available on the form of the POS center in [Configuration] → [Company Structure] → [Rights Structure].

The Inventory view contains the following buttons:

  • [Warehouses]
  • [Sheets]
  • [Inventoried Items]
  • [Attributes]

Additionally, you can start a new inventory count by scanning an item.

Under the [Sheets] button, there is a summary of open, partially reported, and unclosed reported inventory sheets.

Warehouses

Selecting the [Warehouses] button opens the list of available warehouses. The list includes a search field which limits displayed results according to a phrase entered. By each warehouse, the application displays the number of awaiting documents related to that warehouse.

The top right corner of the view contains a filter with the following options:

  • Sort By:
    • Name: A-Z
    • Name: Z-A

To cancel filtering, select the [Clear Filters] button in the top right corner. The [Show Results] at the bottom of the view allows you to confirm the selected filters and narrow the list of displayed warehouses according to them.

Sheets

Under the [Sheets] button, there is a summary of open, partially reported, and unclosed reported inventory sheets.

Selecting the [Sheets] button opens the list of inventory sheets.

The list’s items contain the following information:

  • Sheet creation date
  • Sheet number
  • Inventory number
  • Description fields

Additionally, in the top right corner of each item line, the application presents a red symbol with an inventory type and the sheet’s status (such as Opened or Reported).

The top right corner of the view contains a filter with the following options:

  • Sort By:
    • Date of Issue: Newest first
    • Date of Issue: Oldest first
    • Warehouse: A-Z
    • Warehouse: Z-A
    • Processing Status: A-Z
    • Processing Status: Z-A
    • Select Type: A-Z
    • Select Type: Z-A
  • Date of Issue (as a date range)
  • Warehouse
  • Status:
    • All
    • Opened
    • Partially Reported
    • Reported
  • Select Type

To cancel filtering, select the [Clear Filters] button in the top right corner. The [Show Results] at the bottom of the view allows you to confirm the selected filters and narrow the list of displayed warehouses according to them.

After selecting an opened sheet, you can press the [Open Report] button, which allows you to start counting items.

Pressing the [Count] button opens the Counting Sequence view. The view displays an associated warehouse and the number of a sheet on which counted items are saved. It also displays the list of items.  Additionally, you can use the [+] and recycle bin icons (in the top right corner) to add or delete additional items to/from the sheet.

After selecting an item, you can increase its quantity in one of the following ways:

  • Scanning a barcode
  • Selecting the [+] button
  • Entering a relevant number in the dedicated field
  • Selecting the pencil icon and choosing a new lot

A counting process may be parked; in such a case, counted quantities are not reported, and you will be able to resume the readout later on.

After the button [Report] is selected, the application displays the notification: “How to mark the items?”. If you select Report only, it will still be possible to make changes to this inventory sheet.

In turn, selecting Report and mark as closed reports the count and closes it. It will no longer be possible to count the selected item(s).

Once you confirm their choice, the application displays a notification about the successful completion of the operation. The button [Finish] redirects you to the Back Office view, while the button [Start Next Counting] displays the last inventory sheet opened.

Notification about successful report creation

Discrepancy report

If the application detects a discrepancy in an inventory count, it opens the discrepancy confirmation view. Discrepancy calculation is based on the correctly calculated system quantity. A discrepancy is detected when the system quantity of an item (quantity – shortages) is different from the reported quantity.

In the Confirm Discrepancies view, you can exclude an item using the [Exclude] button or confirm the discrepancy with the [Confirm] button.

Inventoried items

The [Inventoried Items] button displays all items included in all inventory sheets, regardless of the warehouse they are stored in.

The top right corner of the view contains a filter with the following options:

  • Sort By:
    • Name: A-Z
    • Name: Z-A
    • Warehouse: A-Z
    • Warehouse: Z-A
    • Sheet: A-Z
    • Sheet: Z-A
  • Sheet
  • Warehouse
  • Status:
    • Created
    • Opened
    • Reported
    • Closed

Attributes

The [Attributes] button opens the list of inventory attributes transferred from the ERP system. Attributes are used to enter additional information about objects. For the purposes of inventory counting, some shops are divided into specific areas. This helps to plan the inventory process, allowing employees to be assigned to such areas and avoiding the risk of double counting products.

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