What is it doing?
MarketMan allows you to add and/or remove items from the count, to create a smooth and fast counting experience.
Note: new items are not automatically added to the count (since the majority of new items is duplicate purchase options that should be merged)
HOW TO ADD IN BULK - Step by Step
- Go to "Inventory" > "Inventory items"
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Tick the checkboxes next to the items you want to add, then "actions" -> "bulk update" -> Counts.
You'll see 3 options, referring to the item size.For example, if I buy a 5lb flour bag, that comes in a case of 4, I have 3 units to count:
- UOM (that would be 1lb)
- Pack (that would be 5lb bag)
- Case (that would be 4*5lb case) - To add the items to the count- tick at least 1 (preferably all) of the inventory count options.
Don't forget to hit "save"!
To remove items from the count - leave all 3 empty and click "save"
HOW TO ADD MANUALLY
- Go to "Inventory" > "Inventory items"
- Click on an inventory item, and scroll down to the "inventory" part.
You'll see checkboxes available for each counting unit (UOM/Pack/Case). You can also see the nickname as an option assuming you set one up (you can do so in the purchase details).
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To add the item: make sure at least one of them is checked to see the item in your counts!
Also, make sure you've added the item to the correct storage area!
To remove the item: remove all checkmarks and save, it will no longer show on the count sheet.
Mastering this option - Removing/adding from the count sheet directly!
If you're still in the middle of setting counts, or just have some excess items you'd like to get rid of- you can do this right from the count sheet!
Hover over the item name, click on the pencil icon, and edit the item in the pop-up - scroll down for the inventory part and add/remove units as needed.
Once you save the item, the count sheet will refresh. Make sure you have a GOOD WIFI CONNECTION, so you don't lose any information!