The Megaventory mobile app makes inventory counting and adjustments quick and seamless. This guide walks you through the process of inventory taking using the app, including how to scan, record, and finalize inventory adjustments.
1. Starting a New Inventory Taking
Upon launching the New Inventory Taking section, you'll begin by selecting your inventory location and defining how adjustments will be handled.
Inventory Location: Choose the warehouse or storage area where the count will be performed.
Adjustment (+): Select the inventory adjustment document to be used if counted quantity is greater than the current stock figures in Megaventory.
Adjustment (−): Select the inventory adjustment document to be used if the counted quantity is less than the current stock figures in Megaventory.
Once these are selected, tap Next to proceed.
2. Counting Items
In this step, one can scan barcodes of products they find in the chosen warehouse. With each scan a new product is added to the list of products to be counted. Each product card includes:
Product Name and SKU: For product identification.
Barcode: If no barcode is available, it displays as “-”.
Physical Stock: The system’s recorded stock before your count.
Adjustment Field: Enter the actual quantity counted manually or using the +/− buttons.
New Products: If a new item (e.g., “newprodX”) is scanned or added during the process, it will appear highlighted for visibility.
To scan a product barcode, use the Scan button at the bottom of the screen. You can also manually add (+) new items.
3. Finalizing the Adjustment
Once you've reviewed and confirmed the quantities, tap Next to proceed to the final confirmation.
A confirmation dialog will appear:
“You are about to adjust the quantities of your products.”
This ensures you’re aware that the system will now apply stock level changes based on your inputs.Tap Ok to apply the adjustments and complete the inventory taking session.