Using Inventory Manager in POS
How to Adjust/Transfer Products in POS
There are times when products need to be transferred or adjusted due to various reasons. Here are the instructions on how to do this properly.
Transfer, Adjust or Count
- Transfer in or out – Should be used when transferring products from Retail to Backbar or vice-versa.
- Adjust in or out – Should be used when products need to be removed from inventory due to breakage, loss, theft, breaking gift sets to sell individually.
- Count – Should be used when and if one individual product count needs to be adjusted.
Step 1:
Go to Manager → Products from the POS main menu.
Step 2:
Once on the Products screen click on Inventory Manager
Step 3: Example - Adjust Out
Here in this example we will Adjust Out one Gift Set from inventory and select promo breakdown as the description. Here the Redken 191697 gift set, 2 in stock will be Adjusted out from inventory.
- Enter the SKU in the top of the screen
- Select Adjust Out on the left of the screen
- Select Promo Breakdown as the description
- Enter the quantity (in this case 2 gift sets)
- Click on Update Product button to save this
Step 4: Adjust In Individual Products
Now breakdown the Gift Sets and take out the products. Go to planogram or shelf and get the SKU numbers for these products.
On the POS enter the first SKU, select Adjust In, next enter the quantity as you have from the boxes and finally click on Update Product to save this.
Labeling the SKU on product:
Please get a blank label you receive from Regis (always there are some blank ones in the shipment and keep these). Put the label on the UPC code.
Step 5: Transferring Example
Transferring is another option. This is used only when something from Retail shelf is transferred out to backbar. This should not be a regular occurrence and only in an emergency.
- From the Inventory Manager screen, enter the SKU
- Click on Transfer Out
- Select Backbar as the description
- Enter the quantity
- Click on the Update Product to save into inventory this change