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Modules

Each tile on the Home screen is a module, and each module is the store's side of one Inventory service. This page gives the highlights of each and what a screen looks like. The rules behind them (statuses, reason codes, what is published) are on the service's own pages, linked from each section.

Common to every module:

  • Find an item three ways: by name or part of a name, by typing a barcode or item number, or by scanning. See Scanning and quantities.
  • Pull down to refresh any list.
  • The bell in the top corner opens the summary of what is waiting in the store. See Notifications.
  • Most work carries on without a connection. Each section says what does; the whole picture is on Working offline.

Goods receivable​

Receiving what arrives at the store: deliveries from suppliers and warehouses, and transfers from other stores. Staff check each line against what was expected, record any difference with a reason, and confirm the delivery into stock.

Goods receivable in the Inventory app. The overview sorts deliveries into Not processed, Upcoming and Processed, and a store transfer arrives as a delivery reading From store: Stockholm. On the Delivery note each line starts at its expected quantity: Baked Beans 400g expects 10 and the store sets 7. Confirm delivery approves the delivery, and Goods Received publishes the quantities the store accepted.

  • Three tabs: Not processed (due now, or started), Upcoming and Processed, grouped by week. Search by delivery reference, SSCC or item, or scan the package label.
  • Start from what was expected. Each line starts at its expected quantity, and staff adjust it. A difference needs a reason code, and Item details splits a difference across several reasons: 3 damaged and 1 missing.
  • Add what was not on the note, by search or scan, and add a delivery that is not on the list with the ⊕ button.
  • Confirm delivery approves the delivery, and Goods Received publishes the quantities the store accepted. Exit & continue later keeps the work for later.
  • Offline: a delivery opened while online is kept on the handset, and its lines can be received and the delivery confirmed without a connection. Creating a new delivery needs one.

More in Goods Received, especially quantities and adjustments.

Store transfers​

Asking another store for stock, and following the request until it arrives.

Store transfers in the Inventory app. The dashboard lists the store's requests under All, Open and Completed; Uppsala's request to Stockholm for 6 tins of Baked Beans 400g shows as Requested. A new request takes three steps: add the items and quantities, choose a nearby store from how much of those items each one can supply, then Save draft or Send request, which also works without a connection.

  • Items first, then the store. A new request starts with the items and quantities, searched in the store's own range. The app then lists nearby stores with how much of those items each one can supply, so the colleague picks a store that actually has them.
  • Save draft or Send request. The request is built on the handset and sent as one, so a lost signal at the last moment does not leave half a request behind. Choosing the sending store needs a connection, because it asks which stores have the items.
  • Follow it under All, Open and Completed, filtered to requests to or from this store. A completed transfer shows Requested next to Picked for each line.
  • The sending store picks it in Click & Collect, where it is labelled Store transfer, and the requesting store receives it in Goods receivable, as From store: Stockholm.

More in Store Transfer.

Click & Collect​

Picking customers' online orders, and store transfers, for collection or delivery.

Click and Collect in the Inventory app. The Orders list puts the most urgent order on top: R5N3H8D for Anna, due 16:30 today, is Urgent with 2 of 5 lines picked, and an order with no pickup time shows how long it has waited, 4h ago. On the line screen the quantity starts at 0 and each scan of Baked Beans 400g adds one: Added 1 each, 2 of 3 each. PICK sends the line.

  • The most urgent order on top. Orders are grouped Urgent, Next and Upcoming, and every row shows a time: the pickup time the customer was given or, when there is none, how long the order has waited (4h ago). Status chips filter the list, and scanning a pickup code opens that order.
  • One screen per order. The lines are grouped Needs review, Next to pick and Picked, in the order of the store's layout, so the picker walks the store once.
  • Counted, not confirmed. The quantity starts at 0. Scan the item on the order screen and its line opens with the first unit counted; each further scan adds one, or the weight on a weighed item's label. A barcode for another item is refused as Incorrect item, and a scan past the ordered quantity is refused rather than ignored.
  • Short? Substitute. When a line is short and the customer accepts substitutes, ADD and SCAN offer a replacement, and the items this store has used instead before are suggested. All done! records that the shelf is empty.
  • Pause and finish. Stop Picking pauses the order with a reason (Lunch Break, Out of Stock…). Done Picking asks where the goods are kept (Dry goods, Refrigerated, Frozen) and in what (bag, box), and completes the order.
  • Offline: every picking action is kept on the handset and sent in order, so a picker keeps going through a chiller aisle with no signal.

More in Click and Collect, especially picking and substitutions.

Store Layout​

Setting up the store's walking order once, so every pick list follows it.

Store Layout in the Inventory app. Under Categories the manager drags the store's sub-categories into walking order: Bread, Canned food, Dairy, Frozen food, with Frozen food in the Freezer zone. Pick lists then follow that order, so the lines of order R5N3H8D come out as bread rolls, Baked Beans 400g, yoghurt and frozen peas, one pass through the store.

  • Categories: drag the product categories into the order a picker meets them walking through the store, or move a selection to the top or bottom.
  • Zones group categories by where they are kept, such as a fridge or a freezer, each with a name and an emoji that shows on the category.
  • The layout belongs to the store, not the handset: set it once and every picker's list follows it.
  • It needs a connection.

More in Click and Collect: business units and item categories.

Stock counting​

Counting what is on the shelves, so the stock figure matches reality.

Stock counting in the Inventory app. The Stock Counting menu offers Full count and Cycle count, and Quick count for a single item. On Item overview Baked Beans 400g is counted in three locations, 10, 14 and 20, and the item's total is 44. Update count saves the location being counted; the store reviews the deviations per category before the count is submitted.

  • Three kinds of count. Full count and Cycle count are planned, with the number of open counts on each card; staff can also start a full count themselves. Quick count checks one item on the spot.
  • By category, then by item. A count is worked category by category; search by category, item name, item number or barcode, or scan to jump to the item.
  • One item, several places. An item is counted per location (Location 1, Location 2…), such as the shelf, an end cap and the back room, and the item's total is their sum.
  • Review before submit. Differences from the expected stock are shown per category as surplus or shortage, with quantity, value and percentage. Approve deviations closes a category and Submit count closes the count.
  • Offline: once a count has been opened online, counting carries on without a connection. Approving and submitting need one.

More in Stock Counts.

Stock correction​

Correcting the stock of one item, with a reason: damaged, expired, stolen, found.

Stock correction in the Inventory app. For Yoghurt 500g the card shows the current stock, 12. The colleague picks the reason Damaged goods, chooses Remove (-), enters 3 and the screen confirms This will remove 3 from the stock. Update stock sends it, and the stock goes from 12 to 9.

  • Find the item by name, barcode or scan. The card shows the item's stock now.
  • The reason sets the direction. Picking Damaged goods preselects Remove (-); some reasons also require a note. Staff always type a positive number.
  • Update stock sends it, and the app returns to Home.
  • Offline: corrections work without a connection, including for an item the handset has not seen before; it is looked up when the signal returns. A correction is applied once, even when it had to be sent again: see sent twice, applied once.

More in Stock Corrections.

Stock events​

The history behind an item's stock figure: every movement, what caused it, and the stock it left behind.

Stock events in the Inventory app explains a stock figure. For Baked Beans 400g, which stands at 44, the list shows each movement newest first with its change and the stock after it: StockCount +2 to 44 on 16 October, Receipt −4 to 42 and GoodsReceived +7 to 46 on 15 October, and Receipt −2 to 39 on 14 October. Chips filter by document type, and Advanced Filters by transaction, reason code, batch or serial number.

  • Each row has the date, the kind of document that moved the stock (a sale, a delivery, a count, a correction), the change and the stock after it, newest first, for the last three years.
  • Chips filter by document type; Advanced Filters by transaction, reason code, business partner, batch or serial number.
  • It is read-only and needs a connection. It is also one tap away from Stock correction and from a counted item, under View stock events.

More in Stock Inventory's Query API.

Control tasks​

Everything the store has been notified about and has not done yet, one row per task: orders to pick, deliveries to receive, counts to start. A tap opens the order, delivery or count. See Control tasks.