Perform Inventory Audits

As a salesperson, perform the inventory audits to take a stock of your inventory, shelf stock, facing, location, demand, and shortage. During your inventory audit store visit task, you can also edit the placement, images, and other details.

To perform an inventory audit:

1. Tap Accept followed by Start to perform route check-in.

2. On the Landing page, tap the Appointments tab.

3. Tap Check In on an appointment to go to the Tasks List page and then tap Inventory Audit.

   Note:

   To view location-specific products, filter the inventory list by location.

4. Navigate to the Details page by drilling down on a product.

5. Edit product details like out of stock, shelf stock, facing, photos, and others per your requirement.

6. To associate a display location to this inventory, tap Display Location and select the location to be associated.

7. To restock on products that are low in quantity, tap Add to Cart to add them to the shopping cart.

You can enable the photo capture for each store inventory line by creating a profile option and setting its value to Y. For more information about enabling photo capture, see Profile Options.