Guide to Using Instant Inventory in PawnOS
1. Introduction to Instant Inventory 0:00
● Instant inventory allows for proper fund allocation to vendors.
● Balances the till effectively.
2. Creating Instant Inventory 0:12
● Access PawnOS and select ‘Create Instant Inventory’.
● Choose ‘Vendor’ as the source.
3. Selecting Vendor and Item Cost 0:24
● A list of available vendors will appear.
● Input the vendor cost (e.g., $100 for ‘August’).
4. Payment Method Selection 0:38
● Choose the payment method (e.g., cash).
● Create the item, which will print tags and adjust the till.
5. Verifying Till Balance 0:49
● Check that the till balance reflects the payment (e.g., drops by $100).
6. Creating Additional Inventory Items 1:04
● Repeat the process for another item (e.g., $200 for ‘Augmentation 2’).
● Select a different payment method (e.g., check).
7. Confirming Transactions 1:23
● Ensure the till balance updates correctly (e.g., $200 for the check).
8. Creating a Sale from Vendor Inventory 1:36
● Optionally, create a sale for items not yet inventoried.
● Select ‘Vendor’ as the source and input the cost (e.g., $50 for ‘August 3’).
9. Completing the Transaction 2:00
● Ensure the transaction is completed to avoid voiding the inventory.
● This balances the buy against the vendor and updates cost of goods.
10. Conclusion and Workflow Efficiency 2:28
● Instant inventory from vendors is an efficient workflow in PawnOS.
● Thank users for feedback that led to this feature.
Link to Loom
https://loom.com/share/dff200874be84a0cabec200d30575b27
Standard Operating Procedure for Instant Inventory Management in PawnOS
Objective
This SOP outlines the steps to create instant inventory from vendors in PawnOS, ensuring proper allocation of funds and balancing of the till.
Key Steps
Step 1: Create Instant Inventory 0:12
● Access PawnOS.
● Select ‘Create Instant Inventory’.
● Choose ‘Vendor’ as the source.
Step 2: Select Vendor and Item Cost 0:24
● From the list of available vendors, select the appropriate vendor.
● Enter the vendor cost for the item (e.g., $100 for ‘August’).
Step 3: Choose Payment Method 0:38
● Select the payment method (e.g., ‘Cash’).
● Confirm the payment to create the item.
Step 4: Verify Till Balance 0:49
● Check that the till balance reflects the payment made (e.g., drops by $100).
Step 5: Repeat for Additional Items 1:04
● If needed, repeat the process for additional items (e.g., $200 for ‘Augmentation Number 2’).
● Choose a different payment method if necessary (e.g., ‘Check’).
Step 6: Create a Sale from Vendor Inventory 1:36
● If selling items from a vendor, select ‘Create a Sale’.
● Choose ‘Vendor’ as the source and enter the cost (e.g., $50 for ‘August 3’).
Step 7: Complete the Transaction 2:08
● Ensure to complete the transaction to avoid voiding the inventory.
● Confirm that the inventory item is created and the cost is allocated.
Step 8: Finalize Sale 2:28
● Finish the sale process to balance the cost of goods.
Cautionary Notes
● Ensure all transactions are completed; incomplete transactions will void the inventory.
● Double-check vendor costs and payment methods to avoid discrepancies in the till balance.
Tips for Efficiency
● Familiarize yourself with the vendor list to speed up the selection process.
● Use split payments if necessary to manage larger transactions effectively.
● Regularly review and reconcile the till to ensure accuracy.
Link to Loom
https://loom.com/share/dff200874be84a0cabec200d30575b27