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Inventory Count Page in TapGoods PRO

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Inventory Count Page in TapGoods PRO

The Inventory Count page under Inventory functions to keep track of Inventory and quickly update the Inventory Ledger without having to do so on individual Inventory Details pages. Inventory Count is located under Inventory on the TapGoods PRO menu.

In this article, the following topics will be discussed:

  • The functionality of the Inventory Count Page
  • Making Changes as a Super Admin
  • Making Changes as a Partial User
  • Approving Partial User Changes as a Super Admin

**Note: The ability to edit Inventory Count is dependent on Permissions granted to the Team Member that is logged into TapGoods PRO. If your account does not have Permission to update the Inventory Count, any changes made will need to be approved by a Super Admin.** 

Functionality of the Inventory Count Page

The Inventory Count page can be found under the Inventory panel of the TapGoods PRO menu.

On this page, there are three tabs available to utilize: 

  • Items
  • Accessories
  • Purchases

Each of these tabs functions in the same way, but each tab populates the designated Inventory type. One other difference between the Items tab and the other two tabs is the ability to filter by Serialized Inventory, while the other tabs cannot. 

On the Items page, you can search for any Item using the search bar and filter for Serialized Inventory by clicking on the dropdown arrow next to All and selecting Serialized. 

**Note: Remember, only Items can be filtered by Serialized Inventory. The Accessories and Purchases tabs on the Inventory Count page cannot be filtered by Serialized Inventory because these types of Inventory cannot be Serialized in TapGoods PRO**

You can also filter the Items that appear on this page by clicking Filter. Inventory on the Inventory Count page can be filtered by Serialized Status, Category, and Tag. In the Filter slide-out, the currently populating dropdown menus are Categories that your Inventory can currently belong to. Click on the dropdown arrow next to one of the Categories to filter by specific Tags. When you are finished filtering, click Submit.

On the Inventory Count page, you can review the Item Name and the Quantity of the Item and make changes to the Inventory Ledger. When you want to change the Inventory Count on a specific piece of Inventory, type the new quantity of the Inventory into the text field and the Inventory Count page will calculate the difference between the current Quantity and the New Quantity entered. 

For example, if an Item has a Quantity of 2, but you want to decrease the Quantity to 1, input 1 into the text field next to the Inventory. When you input 1, the Inventory Count page will calculate -1 as the Difference. 

**Note: The Difference is the number that will populate in the Inventory Ledger.**

Click Submit to finalize the count; the Quantity will update to 1 on the Inventory Count page. On the Inventory’s Details page, the Inventory Ledger will reflect the change you made by documenting the Difference between the old Quantity and the current Quantity.

To view the changes you have made to the Inventory Count, click on the Inventory on this page. Then, review the Inventory Ledger on the Inventory’s Details page. The Inventory Ledger will reflect any changes you make on the Inventory Count page.

Making Changes as a Super Admin

Super Admins can make changes to the Inventory Count page without approval. To change the Inventory Count as a Super Admin, simply follow these steps:

  1. Navigate to the Inventory Count page.
  2. Select the type of inventory you want to update [Item, Accessory, or Purchase tab].
  3. Enter the new Quantity into the "Count" column of the [Item/Accessory/or Purchase] you want to update.
  4. Click Submit.

Once you have submitted your changes, the inventory's information will update and the change will be reflected on the Inventory Ledger.

Making Changes as a Partial User

If a Partial User wants to update the Inventory Count of an Item, Accessory, or Purchase, their changes will need to be approved by a Super Admin. Submitting this change is super simple!

  1. Navigate to the Inventory Count page.
  2. Select the type of inventory you want to update [Item, Accessory, or Purchase tab].
  3. Enter the new Quantity into the "Count" column of the [Item/Accessory/or Purchase] you want to update.
  4. Click Submit.

Once the Partial User has submitted the changes, a Super Admin can approve the changes when logged into their TapGoods PRO portal.

Approving Changes from Partial Users

If a partial user has submitted a change request for the Inventory Count of an Item, Accessory, or Purchase, it will appear on the Inventory Count page for approval.

Screen Shot 2023-11-10 at 11.33.40 AM.png

To approve a change made by a Partial User, simply click "Approve", and the Inventory Ledger will update to reflect the changes.

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