Supply Checkout

How-to Lesson 5

Set up your inventory

About this lesson

What you'll do
Add the supplies and equipment you keep in storage, with their prices and how many you have, so checkouts can find them by barcode or name. Add them one at a time, or import a whole list from a spreadsheet.
How long it takes
About 5 minutes, plus a minute or so for each item you add by hand.
You need
A laptop or phone, signed in as the team's owner. To import, a spreadsheet saved as a CSV file.

  1. Step 1 of 8

    Open Inventory

    Tap Inventory at the top. It lists every item, how many are in storage, and its price. Tap + Add item.

    The Inventory screen with the team's items and their storage counts. The Inventory tab and the + Add item button are outlined.

  2. Step 2 of 8

    Scan the barcode and name it

    Scan or type the barcode in Type, scan, or leave blank. No barcode? Leave it blank: you'll find it by name when you check it out. Type its name in Item name.

    The Add item form with the barcode 0789 and the name Glass cleaner, 32 oz. The barcode box and the Item name box are outlined.

  3. Step 3 of 8

    Add its price and how many you have

    Type what a client pays for one in Price each ($) and how many are in storage in Single items in storage now. Then tap Save at the bottom of the form.

    Lower on the Add item form: a price of $6.50 and 12 in storage. The price box and the storage count are outlined.

  4. Step 4 of 8

    It's in the list

    The new item is in Inventory with its storage count. To change it or delete it later, tap its row.

    Inventory with Glass cleaner, 32 oz in the list, 12 in storage at $6.50.

  5. Step 5 of 8

    See what's running low

    Tap Running low to see the items that are down to their reorder level. To be warned about an item, open it and set Reorder at.

    Inventory filtered to Running low: the items at or below their reorder level. The Running low filter is outlined.

  6. Step 6 of 8

    Already have a list? Import it

    If you keep your supplies in a spreadsheet, import them all at once. In the bar under the header, tap Import CSV. Only the team's owners see it.

    The bar under the header, with the Import CSV button outlined.

  7. Step 7 of 8

    Pick your file

    Save your spreadsheet as a CSV file, with a name, barcode, price and storage count for each item. Not sure what columns to use? Tap Download a template and fill it in. Then pick the file in CSV file.

    The Import inventory form. The Download a template button and the CSV file box are outlined.

  8. Step 8 of 8

    Check the preview, then import

    Nothing is saved yet: the preview shows each row as new, an update to an item you have, or no change, and any row with a problem. When it looks right, tap Import.

    The import preview: 2 rows, Trash bags 33 gal as new and Paper towels 6 roll as an update to price and stock. The Import button is outlined.