Set up Inventory Collection Conditions

1. Configuring Inventory Collection

▸ Understanding the Inventory Collection Feature >

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▪︎ Enabling the Inventory Feature (Administrator)

1. Go to Dashboard > Features > Inventory.
2. Activate inventory collection by selecting ‘Use.’
3. Set the maximum inventory quantity allowed per product entry.
4. Configure the available date range for inventory data uploads. Employees can only submit data for dates within this range via the app.
   💡This restriction applies only to employees using the app. Administrators and leaders can upload inventory data for any date via the dashboard.

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▪︎ Setting Inventory Collection Conditions (Administrator)

1. Go to Dashboard > Inventory > Settings.(If you see the message “No product categories registered,” refer to the Brand and Product Setup Guide.)
2. Select the product category for which you want to configure inventory collection conditions.
3. Click ‘Employees who will collect’ / ‘Required date to collect’ to assign employees and set mandatory collection dates.(If ‘Collect at any time’ is not selected, the assigned collection dates will appear in the app under Today's Task.)
4. Move the specific products to be collected for each brand from the left list to the right selection box.

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2. Adding Inventory Data (Administrator/Leader)

▸ Learn how to add inventory data from the dashboard >