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[LSR] Inventory Count

Updated

Lightspeed R-Series Inventory Count

This article is meant to expand on the Lightspeed Article, "Counting Inventory".  Please be sure to review  Lightspeed's article and video in the article before moving forward.  Please note Lightspeed's "Full Count" and "Spot Count" terms.

Pro Tip! To search content in this article, type CTRL + F on your keyboard and enter a word / topic you are seeking. 

Related Content:

Counting Inventory (Lightspeed Help Article and Video)

iPOS Physical Inventory Rentals or Purchase

Installing the Retail POS App (R-Series)

Connecting an iPOS Rental Socket Mobile Bluetooth Scanner to a Personal iPad

Configure a New Socket Mobile Scanner for LightSpeed R-Series Retail POS App on an iPad

Inventory Counts Overview Video by Lightspeed

Below are 4 videos created by iPOS for your review. You may watch the video within this article or click the hyperlink to view in another window. 

iPOS Video Quick Links

Part 1: Creating Inventory Counts with Tips

Part 2: Performing a 'Standard' Inventory Count

Part 3: Importing Counts

Part 4: Using Worksheets to Perform an Inventory Count

 

Counting Inventory (Lightspeed Help Article with Video)

Items to consider BEFORE starting your Inventory Count:

  • Are you going to set items not counted to zero?
    • These could be missed items or items not currently in stock.
  • Are you going to break your Inventory Count into multiple Counts?
    • Although you do not assign items to a count, you can filter counted or missed items by Category, Brand, Tag or a combination of all 3.
  • Are you going to have multiple devices to perform your count?
    • Are you going to have different users signed in to these devices?

- By setting Missed (not counted) items to zero, you are ensuring your inventory is more accurate.  Be sure to double check to make sure you do NOT have stock of the Missed item before you set it to zero.

- By grouping your Inventory Count into multiple, smaller Counts, you can count designated items within a count.  Although you are not assigning any items to a Count, you can filter Counted, Totaled, Missed, and items you want to Reconcile.

Counting with an iPad and Bluetooth Scanner 

If you did not rent or purchase an iPad bundle with a scanner from iPOS that comes pre-configured, you will need to install the Retail POS App for R-Series on your iPad and then connect your barcode scanner. See help articles below and then continue to the next section.

Please note that if you rented or purchased a scanner only from iPOS, reference this article to connect to your iPad as you will not be setting up a new scanner. 

Installing the Retail POS App (R-Series)

Connecting an iPOS Rental Socket Mobile Bluetooth Scanner to a Personal iPad

Setting Up a New Barcode Scanner on Your iPad

Counting with an iPad and Bluetooth Scanner from iPOS

The below steps walk you through using an iPad and bluetooth scanner which have been rented or purchased from iPOS to use the Lightspeed Retail POS app for the purpose of performing an Inventory Count using the web browser version in the Lightspeed Retail POS app.  Please note that the bluetooth scanner is already paired to the iPad and will need to be turned on.  We have also included an Apple USB A charging adapter and a USB A to micro cable for charging the Socket bluetooth scanner.  Please remember to turn off the Socket bluetooth scanner by pressing and holding the circular power button when it is not in use.

  1. Go to "Settings" on the iPad and connect to your wireless network that you will be using for the Inventory Count.
  2. Open the Lightspeed Retail POS app on the iPad from the home screen.

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  1. Sign into the Lightspeed Retail POS app with your credentials.

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  1. Make sure that you have selected the correct store in Lightspeed Retail (if you have more than 1).
  2. Tap "Manager" in the lower right hand corner.

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  1. Tap "Inventory".

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  1. In the section named "Inventory Maintenance", tap "Inventory Counts".

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  1. Follow all the instructions in the section named To create a count and Inventory changes during a count from Lightspeed Retail in their article named Counting Inventory here.

Related Content:

Counting Inventory (Lightspeed Help Article and Video)

iPOS Physical Inventory Rentals or Purchase

Installing the Retail POS App (R-Series)

Connecting an iPOS Rental Socket Mobile Bluetooth Scanner to a Personal iPad

Configure a New Socket Mobile Scanner for LightSpeed R-Series Retail POS App on an iPad

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