HSTA-209 WiFi - Reconciliation

Inventory Reconciliation allows for an easy way to add, remove, or override stock values at a selected location. This is useful in multiple scenarios including removing spoiled or damaged products, adding new inventory that was not received on a purchase order, and taking full inventory counts to confirm inventory levels are accurate.

Reconciling Stock

Follow the steps outlined in Logging In
Click “Reconcile Stock”

Once you see the screen that says “Scan a UPC to continue” you can begin to scan the UPC codes of your items

Once an item is scanned, you will have the option to Add, Remove, or Override your current stock levels of that item. While reconciling, Override will be selected by default.

Action	Description
Add	Add to the current stock level of the selected location
Remove	Subtracts from the current stock level of the selected location
Override	Replaces the current stock inventory levels for the selected location. Any items that are not present in the HSTA-209 Wi-Fi Inventory Collection app will not be affected

To adjust the quantity, click on the box with a number in it, and type in your desired amount.

Input a reason for the reconciliation and add any necessary notes

Note: Notes is not a required field and can be left blank if necessary

Press “Save and Continue”

repeat steps 3 through 8 for each item scanned.

Once finished scanning, save your inventory updates to the cloud

You have now successfully reconciled your stock. After a page refresh in the Huzzard Inventory Web App, your new stock levels should be seen

Editing Scanned Inventory

Editing a inventory record on the HSTA-209 is extremely easy and intuitive. To begin:

Click on the item you wish to edit. This will bring you to the edit item screen

From here, make your changes. In this example we are changing from removing 1 of these items, to adding 1 of these items

After making your changes, click Save & Continue

Your changes should now be reflected on screen

You have now successfully edited your scanned inventory

Saving Changes to Cloud

When on the “Scan a UPC” screen, tap Save All in the bottom right hand corner

After tapping Save All, you will be prompted to scan your location QR code again. After scanning the QR code, your inventory will be uploaded to the cloud

You have successfully saved your inventory updates to the cloud

Discarding Inventory Changes

Inventory changes can be discarded prior to submission. Individual records can be discarded, or all changes can be discarded at once

Discarding all Changes

After scanning any inventory, you can discard your inventory changes by clicking “Discard All” in the bottom left hand corner

To finalize your discarding, click “Discard All”

Discarding individual Records

To discard an individual record, touch and swipe from right to left on the record you wish to delete

A trash can icon will then appear, click the trash can icon

Click Delete

The individual record will now be deleted from your reconciliation file

Back-to-Back Item Scanning

As an alternative to pressing “Save and Continue” between scanning unique items, you can scan the next unique item immediately after you have entered all of the details of the prior item.

Scanning the new item will display the following message, saying that “You’ve scanned a different item”:

If you select “Save & Go to Next Item”, your previous item will be saved, and you be taken to the edit screen for the new item.

Requesting UPC to be Added to Product

When scanning a UPC that does not yet have an associated item, you will receive the message “UPC Does Not Match Any Items“. If the UPC should be linked to an item, you can choose to search for an item and send a request to add that UPC code to it.

After scanning the UPC in question, select the “Search for Item” option

Search for the item that should be linked to the UPC

Select the item

Select “Assign”

Select the quantity in the case and hit “Save”
1. Alternatively, if you this is an individual item, select “Not a Case UPC”

You now have your request:

Note: The item will not be reconciled unless you scan the UPC again

You may reconcile other items or reconcile that item by scanning the UPC additional times and then Save changes to the Cloud.

Once the changes are saved, admin will be notified of the request to add the UPC to the item