Store inventory

Store inventory

What The store inventory can be used to add and manage items that are borrowed to the employee, e.g. for a longer time period, such as clothing, or for a short time period, such as debit card readers, transport boxes or scanners. Where Admin: Store > Store inventory > Add inventory.

The store inventory can be used to manage the items that are borrowed to employees for a longer period of time, e.g. clothing, or for a short period of time, e.g. debit devices.

The inventory can then be selected in the driver terminal (POS: Order overview > Driver terminal), during employee login in the cash register or in the employee's "Inventory" tab (Admin: Staff > Employee > Edit > Inventory).

To do this, the corresponding settings must be made, which we will now explain.

The inventory is added under Admin: Store > Store inventory > Add inventory.

Once the "Add inventory" button has been clicked, an input screen opens next.

The first step here is to decide whether the created inventory should be active or inactive.

Furthermore, the appropriate name is entered for the inventory and, if desired, an inventory number. If an inventory number is assigned, it is only possible to assign the inventory to an employee once.

Next, the store for which the inventory is to be created is selected.

Can the inventory be assigned in the driver terminal? Here you can decide whether the inventory should appear for all employees in the driver terminal (POS: Order overview > Driver terminal) or whether it should be assigned to an individual employee in the employee management (Admin: Staff > Employee > Edit > Inventory).

1. If "yes" is selected here, the inventory can only be assigned in the driver terminal or during employee login in the cash register.
   
2. If the slider is set to "no", the inventory can only be assigned to the individual employee in the employee management under the "Inventory" tab.

The selection via the payment methods can, but does not have to be made. This function is important, for example, if the "Debit card reader" inventory is created. The driver only needs to take this with him as long as the payment is not made in cash. If an order is delivered by the driver with card payment, a message appears in the driver terminal for the payment methods selected here that the "Debit card reader" inventory is required for payment.

To select several payment methods, hold down the [Shift] key on the keyboard and click on the desired payment methods.

To select all payment methods, the green button "Select all payment methods" can be clicked.

To save the settings, click on the "Save" button.

Once the inventory has been created, you can view it again (magnifying glass icon), edit it (pencil icon), deactivate it (lock icon), delete it (x icon), print a barcode for the inventory (print icon) or view the log of the use of the individual item (card icon).