Inventory Count Training Video

We'll walk you through the basics!

Video Transcript

Welcome to the inventory training video. Today we will guide you through the process of using VMX to record a physical inventory.

There are two main methods that you can utilize: through the register and using an inventory worksheet.

The first option utilizes the register to complete a physical inventory. Many companies use the mobile register or line buster feature along with a handheld barcode scanner.

To access the mobile register, go to the Register page and select the drop-down next to the register name. Then choose Mobile QR Code and scan the QR code with your mobile device.

Once you've accessed the mobile register screen, you can either scan item barcodes, search for items, or manually enter item numbers. Enter the correct on-hand counts as the quantity in the cart to build your physical inventory entries.

After completing the counting process, select the check button located at the top right corner and give a name to your inventory. VMX will save this inventory in your "Held Sales" section.

To review and finalize the inventory, go to the Register screen and select Hold Sale. Choose the checkbox next to the inventory when you're ready to commit, and click With Checked followed by Review Counts Checked.

Here, you can review and edit the counts for each item. VMX will automatically display every in-stock item in each department where you recorded a count. This makes it easy to identify any missed items or any items that may need to be set to zero if they could not be found. Items with no input in the Physical Count column will not be adjusted.

Once you're done, select the Stash button to save this list for future review or the Set Counts button to commit your counts and to make instant inventory adjustments.

Alternatively, you can use the worksheet report to take inventory. Just follow these steps. Click on Reports in the header and expand the side tab. Under Inventory, select Worksheet. Choose the department or sub-department for which you're taking inventory.

Here you can directly edit the on-hand quantity of the items. Enter the count of each item in the Physical Inventory column and press the Enter key to commit the count. The count will be immediately updated in VMX and your cursor will move to the next item.

Items displayed in gray indicate recently counted items in VMX. This means they were either added less than 30 days ago, have a quantity of zero on hand and haven't been sold since the last count, have been counted in the last three months, or are not inventoried items.

These parameters may vary slightly for your company and can be customized.