Bucket SKU Management Upgrades
SOP
Objective
This SOP
outlines the steps for managing Bucket SKU, including adding reference codes and
inventory, to streamline operations and enhance inventory tracking.
Key Steps
1. Access
Bucket SKU Management 0:10
●
Navigate to the Inventory
section on the left side of the dashboard.
●
Click on Bucket SKU.
2. Select or
Create a Bucket SKU 0:14
●
In the Bucket SKU tab, go to
Management.
●
Choose an existing Bucket SKU
or create a new one. For demonstration, select an existing one named Test for
Demo.
3. Archive or
Unarchive a Bucket SKU 0:24
●
Click the hamburger menu on
the right side of the selected Bucket SKU.
●
To archive, select Archive.
To unarchive, select Unarchive.
4. Add a
Reference Code 0:29
●
Click on Add Reference Code
in the top right corner.
●
Enter a reference code (e.g.,
candy bar, bars, 123 or ammo, ammo, 123).
●
Ensure the reference code has
more than five characters.
5. Add
Inventory 1:02
●
If there is no inventory, add
it by selecting Add Inventory from a customer.
●
Fill in the details:
○
Cost: Enter the cost per item
(e.g., $10).
○
Title: Provide a title (e.g.,
test inventory).
○
Quantity: Specify the
quantity (e.g., 10).
●
Submit the inventory.
6. Search for
Inventory 1:28
●
Use the quick search bar at
the top to find inventory by typing in the reference code (e.g., AMO123 or
candy).
●
Verify that the correct
inventory appears.
7. Conduct a
Sale 2:14
●
Initiate a sale by selecting
the appropriate inventory.
●
Sell the desired quantity and
complete the transaction.
8. Utilize
Barcode Scanning 2:19
●
When using a barcode scanner,
scan the barcode to automatically add items to the inventory.
Cautionary Notes
●
Ensure reference codes are
unique and descriptive to avoid confusion.
●
Double-check inventory
quantities before finalizing sales to prevent discrepancies.
Tips for Efficiency
●
Regularly update reference
codes and inventory to maintain accuracy.
●
Utilize the search function
effectively to quickly locate items.
●
Train team members on barcode
scanning to streamline inventory management.
Link to Loom
https://loom.com/share/341114a15c7a48b68801f1aa606af7ec
Bucket SKU Management Upgrades
Guide
1.
Access Bucket SKU Management 0:00
●
Navigate to the Inventory section
on the left side of the interface.
●
Click on the Bucket SKU tab.
2.
Choose Existing or Create New Bucket SKU 0:10
●
Go to the Management section
within the Bucket SKU tab.
●
Select an existing Bucket SKU or
create a new one (e.g., ‘Test for Demo’).
3.
Archive/Unarchive Bucket SKU 0:24
●
Use the hamburger menu on the
right to archive or unarchive the selected Bucket SKU.
4.
Add Reference Code 0:29
●
Click on ‘Add Reference Code’ in
the top right corner.
●
Enter reference codes (e.g.,
‘candy bar 123’, ‘ammo 123’).
●
Ensure each reference code has
more than five characters.
5.
Add Inventory 1:02
●
Quickly add inventory from a
customer.
●
Input details such as cost, title,
and quantity.
●
Example: Set a quantity of 10 with
a cost of $10 each.
6.
Search for Inventory 1:28
●
Use the quick search bar to find
inventory by typing in reference codes (e.g., ‘AMO123’, ‘candy bar’).
●
The system will display all
matching Bucket SKUs.
7.
Conduct a Sale 2:01
●
Initiate a quick sale by entering
the reference code.
●
The system allows for partial
searches (e.g., just ‘ammo’ or ‘candy’).
●
Complete the sale by selling the
desired quantity.
8.
Utilize Barcode Scanning 2:19
●
Map UPCs for easy scanning.
●
Simply scan the barcode to add
items to the inventory.
9.
Conclusion 2:30
●
Thank the audience for their
requests and mention that more updates will be released soon.
Link to Loom
https://loom.com/share/341114a15c7a48b68801f1aa606af7ec