Realistic checklist for stores where items are not grouped by vendor or designer

This article outlines the process for conducting an inventory checklist in stores where products are not categorized by vendors or designers.

You may refer to this video for a step-by-step guide on creating an inventory checklist:https://www.youtube.com/watch?v=Jh3xFQli3C8

1. Prepare Individual Checklists

• Each team member / colleague should create their own inventory checklist.

• Ensure that checklists are appropriately named for easy identification.

• Assign different items to each colleague to prevent overlap in scanning, as scanning the same item multiple times can lead to inaccuracies.

For this example, we created 2 different checklists, one for the rings and another one for the components.

2. Create a Master Inventory Checklist

• After individual checklists are complete, compile all scanned items into a master inventory checklist.

• To import individual checklists into the master, follow these steps:

  • Open the master checklist.

  • Click on the Import Another Checklist button.
    
    

• Choose the checklist you want to import from the dropdown menu. For this example, we’ll be importing both checklists for the rings and raw components.
  
    
  
   

3. Export and Reconcile

• Once all individual checklists are imported into the master checklist, you can export the report to obtain a complete list of all inventory items scanned.
  
  

• Additionally, consider generating a reconciliation report, which has been covered in a previous article, to ensure accuracy and account for discrepancies.
  
   
  
  

Troubleshooting
For any issues encountered during the inventory check process, please contact Flawless POS support for assistance.