Manage Inventory

Manage store inventory in the Point of Sale CMS.

Store Managers and associates can use Point of Sale CMS for inventory management. The documents in this guide provides a comprehensive set of instructions on cycle counts, inventory adjustments, and exporting inventory events.

• CMS - Inventory Transfer View
  View current and past transfers in Point of Sale CMS to monitor inventory flow.
• Completing Cycle Count
  Finalize cycle counts after verifying all batches are complete and items are scanned. Configure settings to automatically update inventory counts or send files for corporate review.
• Creating or Starting Cycle Counts
  Create cycle counts to accurately manage inventory records. You can create them in the Point of Sale (POS) CMS, the POS app, or with an API.
• Configure Cycle Count Options
  Improve cycle counts using serialized inventory and bulk entry to identify and track individual items uniquely in Point of Sale CMS.
• Learn about Cycle Counts in Point of Sale
  Understand the distinctions among each Cycle Count type to best suit your retail environment.
• Inventory Configuration
  Manage inventory settings in Point of Sale to use PredictSpring (Point of Sale), SPI, or Salesforce Omnichannel Inventory (SFOCI) as your inventory provider.
• Inventory Ledger in Point of Sale
  Use an inventory ledger to track item details, quantities, costs, dates, and balances in Point of Sale CMS.
• Inventory Overview and Bucket Adjustment Report
  Use the Point of Sale Inventory Overview report to check product counts across locations and identify inventory.
• Managing Inventory in Point of Sale CMS
  Manage your store inventory in Point of Sale CMS to keep your data up to date.
• Exporting Inventory Events in Point of Sale CMS
  Create an inventory export event in the CMS to export inventory data from the Retail Cloud Backend via Secure File Transfer Protocol (SFTP).
• Managing Inventory: Inventory Adjustment Batch
  Adjust inventory counts for your store items in Point of Sale CMS and gain better insights into the adjustments via reports.
• Managing Cycle Count as a Store Manager
  If you are a store manager, you can use manager-specific views in Point of Sale CMS to oversee store associate counts, manage and edit batches, and view product statuses to efficiently monitor and maintain accurate inventory.
• Perform Cycle Count as an Associate
  As an associate, you can create and use batches to perform cycle counts for store inventory in Point of Sale CMS.