Stock

Viewing Stock

In Huzzard Inventory, users have the ability to view the current stock levels within the selected location. To view stock:

1. If assigned to multiple locations, select location to view the stock of from the left hand menu

2. Click “Stock” in the left hand menu

3. Once opened, the stock of the selected location will display on the right

4. To find a specific item’s stock use the “Search” feature on the top left

5. To view the history of stock changes of an item, click on that item, at which point you will see a screen like this one:

This is the stock ledger. It displays an itemized list of all changes made to the item’s stock.

Note that the stock ledger shows the amount the stock was adjusted by, not the stock after each adjustment was made.

Manually Reconciling Stock

Stock reconciliation involves adjusting stock levels to accurately reflect the current inventory counts at a specific location.

To reconcile stock via the wireless inventory data collection device, please follow the directions outlined on the HSTA-209 Reconciliation page

Manual reconciliation allows the user to override the current stock total with a new value

1. Access Huzzard Inventory - https://Inventory.Huzzard.com

2. Sign in with user credentials

3. if assigned to multiple locations, ensure the correct location is selected in the left-hand menu

4. In the left-hand menu, select Stock

5. Select Reconcile Stock from the buttons on the top of the page

6. Select the Reconcile Manually button

7. Select the Add Item button

8. Select the dropdown in the Item column and search for/select the item you are looking to reconcile

9. In the Current Count (Units) column, select the total amount of the selected item you want to reconcile to

This will override the current stock total. If 48 is entered into the Current Count field, the new total will be 48. The old value is discarded

10. To add additional items to the reconciliation, click the plus icon on the right side of the item

11. To proceed with the reconciliation, press the Save button

12. After an item has been reconciled, a new record will display showing the stock quantity that was reconciled, the reason for adjustment, any adjustment notes (if set during reconciliation), the user who reconciled the stock, and when the item was last reconciled

Reporting

Huzzard Inventory can automatically generate stock on hand and shrinkage reports. These reports are an easy and effective way to better understand your stock levels and how they are changing. After creating a report, it will be downloaded to your device as an .xlsx workbook (Excel file). This makes it very easy to send and receive reports

To Create a Report:

1. From the Dashboard, navigate to the left hand side of the menu and select “Stock”

Create a Stock on Hand Report

Stock on Hand Reports contain the stock levels and information regarding all items currently in stock at the selected location(s). This includes things like Unit Cost, Unit Price, SKU, UPC, and more.

To Create a Stock on Hand report:

1. Click on “Export Stock on Hand”

2. In the pop up menu, select which categories will be included in the report, if you would like to see items with a negative stock level, and if the report will include all your locations, or just this one.

3. Click “Export”

4. The .xlsx file will download to your files. You have successfully exported a Stock on Hand report

5. Here is a list of each column of the report and what they represent:

Create a Shrinkage Report

Shrinkage reports tell you where you lost stock, and how. If you sell a perishable item, and it expires before you sell it, you must remove that item from your stock. Or perhaps an item is stolen, and it must be removed from your stock. Huzzard Inventory Shrinkage Reports collect and combine all events like this and create a report, so you can see how and why you’re losing stock.

1. Click “Export Shrinkage Report”

b. Select whether this report will show results form only this location, or all of your locations

c. Click “Export”

d. The .xlsx file will download to your files. You have successfully exported a Shrinkage Report.

5. Here is a list of each column of the report and what they represent:

Create a Reconciliation Report

Huzzard Inventory Reconciliation Reports collect and combine all changes made to stock, other than through sales. This can allow you to track the changes made to stock.

1. Click “Reconciliation Report”

2. In the pop-up menu, select what date range will be included in the report and if the report will include all your locations, or just this one.

3. Click “Export”

4. The .xlsx file will download to your files. You have successfully exported a Shrinkage Report.

Example of a Reconciliation Report

5. Here is a list of each column of the report and what they represent: