In the article, How do I track my inventory in the system?, we explain the three types of inventory used in the system:
- Unit Inventory
- Storefront Inventory
- Scout Inventory
Most units manage inventory by keeping product at the Unit level and distributing it as needed.
Managing Inventory When Scouts Bring Their Own Product to Storefronts
If your unit assigns all inventory directly to Scouts (rather than keeping product at the Unit level), and each Scout brings their own inventory to a storefront shift, follow these steps:
- When a unit order is placed, all inventory ordered is initially added to the Unit's inventory.
- Assign Inventory to Scouts
- Scouts sign up and attend storefront shifts as usual.
- When a Scout records sales at the Storefront, the app will recognize that they are signed up for a storefront shift and will confirm if the sale should be associated with the storefront.
➤ We recommend saying YES.
- After the shift, the storefront will show negative inventory for each item sold, because the system assumes the product came from the storefront's inventory (even though the Scouts brought their own).
- Reconcile Inventory After the Shift
- Note how many of each item were sold based on the negative amounts listed in the storefront. If there was more than one Scout working at the storefront, you'll need to pull the Sales Transaction Detail report to see what each Scout recorded as sold.
- Transfer that amount of inventory from each Scout back to the Unit.
- Go to Manage Storefronts™ > Inventory, then click "Return all inventory".
- This will clear the negative storefront inventory, and the storefront inventory will show zeroes.
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