Conducting the count

Missed List

Missed items are items the system thinks you should have in stock but you have not yet counted. You should check this list and count any items you have that you missed.

Finding Missed Items

When you’ve completed your count, search the “Missed” list to ensure all items in the category have been counted.

💡 If you are counting a sub-category (ie: tobacco > cigars > premium cigars) be sure to narrow your search to the sub-category in question.

💡 Filtering will not take effect until search button is clicked.

💡 Once you have checked the sales floor and back stock for all missed items; zero all items that you are sure you no longer have in stock. This will remove the inventory.

Step-by-Step Instructions

Starting the Count

• Log in to the Lightspeed R-Series system on your terminal.

• Navigate to the inventory section.

• Select 'Inventory Counts'

• Select the 'Start New Count' option.

• Name the count with the format: Brand - Date - Name.

Conducting the Count

• Scan each item's barcode using the barcode scanner. Make sure to scan every item for maximum accuracy.

  • Note: If an item doesn't scan, notate it on the back of your Daily Sesh form.

• Verify Scan: After scanning an item, check on the computer screen to make sure the scan was successful and that the item count has been updated in the system.

• Complete the Count for the Brand: Once all items for the specific brand have been scanned, verify that the numbers on the screen match your expectations.

• Review missed list: See instructions below for reviewing the missed list.

Checking for Missed Items

• Checking for Missed Items: Navigate to the "Missed List" in the Counting module. Filter this list by the category of the brand you have just counted.

• You must hit search to filter.

• Scan Missed Items: Use the barcode scanner to scan any items on the missed list. This ensures that no item is left uncounted.

• Zero Items: Zero out items that appear on the missed list but are not physically present.

• Finalize the Count: Once you've accounted for all items, including those in the missed list, change name of count to “COMPLETE - Brand - Date - Name”

Wrapping Up

• Save the count in the system.

• Notate any items that did not scan on the back of your Daily Sesh form.

• Place the Daily Sesh form in the manager's bin at the end of your shift.

Q & A

Should I adjust my count if an item is sold during my count?

No, there is no need to adjust your count if an item is sold during your spot check. The count will automatically recognize that the item was sold and balance at the reconciliation step.

What if a Purchase Order is being received?

Conduct your count as usual but be sure to coordinate with the manager to ensure the brand you’re counting is not stocked before your count is complete. The count will automatically recognize that the items from the purchase order are new and will balance at the reconciliation step.

How do I figure out if I’ve counted an item?

First, count the number of the item currently in stock. Scan the barcode into the search bar of the Inventory Count page. Confirm number on the inventory count matches the quantity on hand.

How long will I have to complete the count?

Your count will need to be completed by the end of your shift.

How do I complete the count?

The count saves as you go; once you’ve finished you can simply exit the count.

What if I forget to complete my count?

It is imperative that counts are completed on the date they are started. If you have clocked out and forgotten to complete your count, reach out in the management chat. All spot counts will be reconciled by the close of business the date they are started unless we are notified ahead of time.

Recounts?

Once your count is complete, a manager will reconcile your counts. If there appears to be errors, you will need to recount the items in question.