Setting up Inventory in RTS

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Below are the steps for setting up inventory in the RTS software:

There are 2 types of inventory management that are used the most: 1. All selling stations pulling from a central stockroom 2. Each selling station pulling from own inventory station

Option 1 is the easiest method but has no cashier accountability Option 2 requires more work but has complete cashier accountability


Each Selling Station Pulling From Own Inventory Station:

Note: Generally it helps to keep selling stations / inventory stations numbered in a way that helps keep track easily. For example: Selling Station 5 pulls from Inventory Station 35, Selling Station 6 pulls from Inventory Station 36, etc.

In this scenario each selling station is configured to pull inventory from it's own inventory station, which in turn is stocked from the stockroom when inventory needs to be replenished. It can be configured to track and update stock counts automatically if items are received into stock. Using various RTS reports, you may then reference reports to verify stock levels and modify stock levels as needed.

NOTE: Refer to Modifiers to make sure your stations are configured to pull inventory correctly.

Station Items
  • Navigate to: Setup -> Concessions -> Station Items.


SU Concessions StationItems.PNG

  1. Set "Current Station" to be one of your selling station numbers.
  2. Highlight the item in the "Main Item" list, select the "<-" button to move the item to the "Station Items" list.
  3. For "Type" choose "Selling", for "Stock From" choose "Stockroom1".
  4. Select "Save".
  5. Select "Close".

This will add the new item, and set the station it will be sold from. It will also set the properties of how it is treated for Inventory purposes. The item will be treated as a "Selling" item, and the item will be pulled from the "Stockroom1" location when sold.

Once all the items are added to the system, and in the appropriate stations, a touch screen layout will need to be built:

  • Navigate to: Setup -> Concessions -> Touch Screen Layout -> Employee Station.


SU Concessions TouchScreenLayout EmployeeStation.PNG

  1. Set the "Current Station" to be your first concession station number.
  2. For each item you wish to sell, highlight the item and click inside the space on the selling screen where you wish that items button to be.
  3. When the selling screens are setup, you can select :"Save" to save this station, and then use "Save As" to copy this setup to a different station number.

Receiving Inventory

1) Select Actions –> Stock Inventory –> Receive or Return.

ActionsStockInventoryRecieveorReturn1.png

2) Search for the item you would like to stock

3) With the item highlighted, enter the order or memo number, designate the stockroom, the amount entering in (if one case of 50, enter 50) and the total cost (this is optional).

ActionsStockInventoryRecieveorReturn2.png

4) When the order is ready to be added, select "Add to List".

ActionsStockInventoryRecieveorReturn3.png

5) The order will not be finalized and added into the stockroom until you select "FINISH".

Listed Reports: While adding in stock, you may reference the following reports from the receive or return window. Station Inventory will not update until after you close out the Deposit for the day.

Station Inventory: Inventory report, including inventory corrections and receive or returns.

Count Sheet: Lists current details with boxes next to it to use as a guide for completing the end of night counts. Updates in real time.

Current Details: Current inventory details. Updates in real time.

Correcting Inventory

1) Select Actions –> Stock/Inventory –> Correct Inventory.

2) Choose the stockroom or station you would like to correct. If the stockroom is not in the list, navigate to Setup – Station Numbers and add the stock room.

3) Enter the correct inventory amounts.

NOTE: RTS will automatically adjust your numbers as you sell. If you are routinely making large adjustments to particular items, please contact our tech support team to verify your configuration settings.

ActionsStockInventoryCorrectInventory.png

4) When the items are adjusted, select "Ok".

Transfer within Building

ActionsStockInventoryTransferWithinBuilding.png


1) Select Actions –> Stock Inventory -> Transfer Within Building.

2) First, choose the Station or Stockroom the item currently resides in that you would like to transfer.

3) Next, select the Station or Stockroom from the drop down menu, the item will be transferred into from the "To Station".

4) Select the "Item" that will be transferred, followed by the "Amount".

5) When the transfer is set how you would like it, select "Transfer".

Reporting

RTS has multiple reports available for tracking inventory:

  • Navigate to: Reports –> Inventory –> Count Sheet: Displays current details with a space to indicate current levels in stock.

Reports Inv CountSheet.PNG

  • Navigate to: Reports –> Inventory –> Concession Sales vs Inventory: Displays inventory information by deposit. This information will update after the deposit is closed. See Conc Sales Vs Inventory for more details.

Reports Inv ConcSalesVsInv.PNG

  • Navigate to: Reports –> Inventory –> Cost: RTS will calculate the cost of items if the information is entered when receiving items into stock.

Reports Inv Cost.PNG

  • Navigate to: Reports –> Inventory –> Current Details: Live count of stock as day progresses. The deposit does not have to close for this report to update.

Reports Inv CurrentDetails.PNG

  • Navigate to: Reports –> Inventory –> Inventory Remaining: Displays how many of each item is remaining in the location’s inventory and how many days the current inventory should last. The number of days remaining is calculated using sales for the past 35 days.

Reports Inv InvRemaining.PNG

--RD Crocker (talk) 19:16, 11 January 2019 (UTC)