POS how-to
Inventory training
Count, receive, record damage, transfer stock, run purchase orders, print labels, and filter the catalog.
Audience
Stock and receiving staff at retail and grocery sites.
Before you start
- You have permission to adjust inventory and receive product.
- Products, vendors, and barcodes exist in the catalog.
- A label printer is configured when you need to print labels.
How to
Modules and lessons
Module 1
Stock movements
Count, receive, record damage, and transfer stock.
Lesson 1.1
Counts
Perform full or partial counts and submit them so on-hand quantities reflect what is actually on the shelf.
Lesson 1.2
Receive
Receive product against a purchase order or as a direct receipt to raise on-hand counts and capture cost.
Lesson 1.3
Damage
Record damaged, spoiled, or shrink quantities so stock stays accurate and the loss is reported.
Lesson 1.4
Transfer
Transfer stock between locations, decreasing the source and increasing the destination in one move.
Module 2
Purchasing and labels
Order product and print shelf labels.
Lesson 2.1
Purchase orders
Create purchase orders from reorder points or manually, send them to the vendor, and receive against them on arrival.
Lesson 2.2
Labels
Queue and print shelf or product labels, then scan one back to confirm the barcode resolves to the right item.
Module 3
Find items
Filter the catalog to work efficiently.
Lesson 3.1
Filters
Filter by category, vendor, stock status, or search to focus on the items you are counting, receiving, or labeling.
Practice
Practice checklist
Submit a partial count
Receive against a purchase order
Record a damage adjustment
Transfer stock between locations
Print and scan a shelf label
Watch-outs
Common mistakes
- Receiving product without matching it to the purchase order.
- Skipping damage entries so on-hand counts drift.
- Printing labels without scanning one back to verify.
Train the next role
Continue with another role guide, or return to the installation hub.