[LSR] How to Perform an Inventory Count in Lightspeed Retail R Series When Importing a Spreadsheet With the Counts

Lightspeed Retail now allows you to import a spreadsheet of your counted items and their counts into an inventory count.

1. Log into Lightspeed Retail R Series.
2. In the left hand window pane, click "Inventory".

3. In the main window pane, click "Item Search" under the section named "ITEMS & INVENTORY".

4. In the main window pane, click "Export".

5. It will generate an export of your items in Lightspeed Retail R Series and save it to your Downloads folder.  Click the "Downloads" button in your web browser.

6. Click the file that was just downloaded to open it.

7. First select columns B through G and delete them.

8. Next, select columns C through V and delete them.

9. Now only columns A (System ID) and B (Qty.) remain.

10. In this article, we will only be dealing with a single item and not all of our items.
11. Right click column A.

12. Click "Format Cells".

13. In the tab named "Number", click "Number".

14. Change "Decimal places" to "0" and then click "OK".

15. You will now see that the field named "System ID" now displays properly.

16. Save the file in Excel.
17. Go back to Lightspeed Retail R Series and click "Inventory" in the left hand window pane.

18. In the main window pane, click "Inventory Counts" in the section named "Inventory Maintenance".

19. In the main window pane, click "+ New Inventory Count".

20. In the main window pane, enter a name for the inventory count and click "Save Changes".

21. In the main window pane, click "Select file".

22. Navigate to your Downloads folder, select your file and click "Open".

23. You will now see that the file that you selected has been uploaded.

24. Click "Map columns".

25. In the first line under "Your file", click the drop down box that says "Select Column" and click "System ID".

26. In the first line under "Lightspeed", click the drop down box that says "Select Column" and click "System ID".

27. In the second line under "Your file", click the drop down box that says "Select Column" and click "Qty.".

28. Click "Verify file".

29. It will now show you how many items have been counted and the total number of counts.  If there are any errors that need to be corrected, it will generate another file that lists the errors for the specific items.
30. If there are no errors, click "Import".

31. When the successful import of counts from the spreadsheet has completed, you will be notified that the items imported to the "Counted items" table listed below and can view/change them if needed.

32. Within the Inventory Count, on the left menu click "Missed".
33. This list displays the uncounted inventory items. Some items may not have ever been counted and others may not have been counted because they are missing. Items in this list will have no inventory adjustments. If you're doing a partial count of a few select items there will always be items in this list.
34. You can set all the items in this list to have a count of zero by scrolling to the bottom, choosing the checkbox to select all the items, and clicking the "Zero Selected Items" button. This sets their inventory levels to zero when you reconcile. Reconciling is when you change your inventory records to match your physical count. Be careful when performing this function as it adjusts your inventory records for all counted items.
35. When you're sure the list is accurate, reconcile your inventory. On the INVENTORY COUNT page, on the left menu click "Reconcile".
36. When you're certain that your counts are correct, click the "Reconcile Inventory" button.
37. After reconciling, on the left menu click "Shrinkage" to view how much inventory was lost due to shrinkage.
38. After you complete your count, if any items are highlighted in yellow with a QOH Changed button, it signals that the inventory has changed after you entered the count for the item. 
39. This can be any sort of change, such as a new sale, purchase order, transfer or manual adjustment, so investigate what the reason is if you're not sure why the quantity on hand changed.
40. If you're doing a count for a multi-store, the change is for the store you're doing the count for.