How to Adjust and Count Inventory

Keeping track of your inventory is key to successful roastery operations. RoasterTools allows you to keep tabs on your inventory as you create demand and fulfill orders.

As you will see below, there are many ways to count inventory on RoasterTools.

Green Coffee Inventory: For detailed information on Green Inventory, creating, update and purchasing it, please see this article.

Overview

Count Inventory for Items on Today's Orders
Updating Inventory from the Products
Updating Inventory from the Operations Dashboard
Inventory Counts: How to Create and Review Inventory Counts

Count Inventory for Items on Today's Orders

To review and count inventory for only items that you have demand for, visit the Operations Dashboard. Simply select the Count Inventory tab on the left side.

Note: The "count Inventory" / "Count" page is not a complete list of items - It will only display items that you have demand for today to allow you to do a quick review and update of items you need.

From this page you can easily update your inventory. There are a number of filters that you can use to narrow your selection.

To update an inventory count, you can either enter the new amount and hit enter on your keyboard or enter the new amount and select Adjust Inventory at the bottom of the page.

Updating Inventory from the Products Page

Another way of doing an inventory count is by going to one product and updating inventory for all the variants in that product.

Products > Search the product you want > select the 3 dots > Count inventory

(Good to mention that you can always narrow down your search by adding filters in case you want to do this to only non-coffee products, bundles, or coffee products)

Once you enter to the Count inventory section, you will see all of the variants of the product, to which you will be able to add or adjust quantities on the "On-hand counted" (your physical inventory).

Updating Inventory from the Operations Dashboard

This is another option to update your inventory, you will need to go to Operations, locate the right-side Inventory section, and go to the variants option.

(You can't filter by non-coffee items, but you can quickly update them here)

Once in this section, you will need to locate the product you want to adjust the inventory and then select the update inventory button.

This section has fewer filters than the last options to update inventory, but you still can use them to filter by inventory quantity:

Inventory Counts: How to Create and Review Inventory Counts

Inventory Counts allows you to filter through your inventory and mass update all inventory. Creating an official Inventory Count not only updates the inventory but also creates a record of that inventory count. This means that you can review past inventory counts as needed.

To access Inventory Counts navigate to Inventory > Inventory Counts. From here you can view past inventory counts and create new inventory counts.

Once you have created a new Inventory Count, there are a number of filters available. These filters will allow you to narrow your search results to the desired products you wish to count inventory for.

After selecting the items you wish to count inventory for, be sure to add selected items to your inventory count. Then select Perform Count.

Perform the inventory count and select Save Count to save your progress. When you have completed the count, select Complete Count. The next page will allow you to review your count before selecting Process Count.