How to Count Inventory in Operations
Keeping track of your inventory is key to successful roastery operations. RoasterTools allows you to keep tabs on your positive and negative inventory as you create demand and fulfill orders. Updating your inventory prior to your roast day is a great way to stay on top of your roasting needs.
To learn more about creating demand check out Introduction to Demand in Operations. To learn more about inventory, check out Introduction to Inventory.
How to Count Inventory
For a quick and easy way to review and count your inventory, visit the Operations Dashboard. Simply seect the Count Inventory tab on the left side.
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 Update Inventory Count at the bottom of the page.
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.
Updating Inventory from the Products Section
Another way of doing an inventory count is by going into your Products section>Search the product you want to update, and go to the 3 dot button and select "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 Inventory Section inside Operations
This is another option to update your inventory, you will need to go over 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:
