The IWD Platform can help you create inventories of items that you have in your stores. You will first have to set up a list of items that you need to make an inventory of.
Once set up, you have two options to update your inventory:
- Ask your field users to go to the inventory tab, and edit the information there,
- Create surveys to ask the field to count and make the inventory. The entered info will then automatically update the inventory tab.
In both cases, when the inventory is completed, you can export an Excel document with all items, their count, and their capacity by point of sale.
SET UP YOUR INVENTORY ITEMS LIST
Please contact your IWD key contact to receive the template to fill out!
When defining and setting up the list of inventory items, you have to define the items’ names and codes (e.g. Nesting tables #123)
2 categories items belong to (e.g. Floor fixtures > Tables for instance)
Pictures for each inventory item so people recognize them more easily.
You can also define a capacity for each item.
This capacity is optional and never changes from one store to another. Depending on your needs, you might use it to define furniture or stock capacities for example.
This information will be exported in the Excel inventory export.
This is not related to any sort of stock limit: the inventory count can exceed capacity.
You have the option to view as a table to summarize the point of sale items.
EDIT YOUR INVENTORY IN THE INVENTORY TAB
Once in the inventory tab, you can click on EDIT to update the information (you should have been previously given the right to directly edit inventories on the store page). You can enter inventory quantity either by manually entering the numbers in the fields or by clicking on the + and – buttons. The numbers you can enter are 0 to 9999.
Remember to save once you updated all the information.
CREATE AN INVENTORY SURVEY
When you create a new survey template, you can add an “inventory” question to ask people on the field or in the store to make an inventory of items present in the stores.
Read our article on how to create a survey.
1 Enter the information of your survey, and choose inventory as the type of question.
2 Choose the tab it should go under.
3 Click on CONFIRM.
4 Click on PUBLISH and select the folder it should be available under.