All other functions can be found in this area. These are not assigned to a superordinate theme and extend the functionality of the cash register in this sense.
retail7 offers the possibility that the system counts the inventory for the areas of sales, returns and reservations. Based on these figures, the assortment can be adjusted, reorders can be placed or digital inventory data can be stored. It is therefore important to count the inventory figures carefully.
ATTENTION: In the structure diagram the top level (system) is automatically selected, thus the inventory management applies to all elements of the structure.
In retail7, settings can be assigned to each level. These then also apply to the associated sublevels.
Open the menu → System settings.
Click Inventory Management under the Other menu.
In retail7, inventory management can be activated as well as deactivated individually for each item. Further information can be found in the section Menu → Master data → Items → Item list. Here you can find out how articles are configured, but also how they can be enabled for the stock count.
3. Enter a counting method.
Here you have the choice between none, mandatory and optional.
None means that there is no count in the system for inventory management. In this case, no information is available regarding the stock of goods. The advantage of counting with the help of the retail7POS system is that it is digitally visible at a glance which articles are still available in the store, for example, or how often an article has been returned by customers due to defects. On the basis of this data, it can be decided whether this item will continue to be sold in the store or whether there are too many defects, which is why the sale of the item should be discontinued.
Mandatory means that the inventory management must be used. Thus, the system counts all enabled settings for the created items, such as sale, return and reservation. At this point it is possible to activate all settings, none or only some. More information about this is available in the section Menu → Master data → Items → Item list. Here it is explained how items are configured for the system, but also which configuration options exist for the item types of the retail7 POS system, also with regard to inventory management.
Optional means that it is not mandatory to use the inventory management.
4. Click Save.
The structure chart can be configured via My organization. Here, an individual structure can be created that perfectly fits the business.
Open the menu → System settings.
Click on Inventory Management under the Other menu.
Open the structure diagram.
All created organizational units can be seen here. These can be configured under Menu → My Organization. Thus, it is possible to create an individual structure.
4. Select the level to which the inventory management is to be assigned.
All the sublevels are automatically selected and therefore the inventory management is assigned here as well. Thus, store 1 can have different settings than store 2.
5. Enter a counting method.
Here you have the choice between none, mandatory and optional.
None means that there is no count in the system for inventory management. In this case, no information is obtained regarding the stock of goods. The advantage of counting with the help of the retail7 POS system is that it is possible to see digitally at a glance which items are still available in the warehouse, for example, or how often an item has been returned by customers due to defects. On the basis of this data, it can be decided whether this item will continue to be sold in the store or whether there are too many defects, which is why the distribution of the item is discontinued.
Mandatory means that the inventory management must be used. Thus, the system counts all enabled settings for the created items, such as sale, return and reservation. At this point it is possible to activate all settings, none or only some. For more information on this, see the section Menu → Master data → Items → Item list. Here it is explained how items are configured for the system, but also which configuration options exist for the item types of the retail7 POS system, also with regard to inventory management.
Optional means that it is not mandatory to use the inventory management.
6. Click Save.