How do I edit or view a posted regular or hot item inventory?

Owned by Jenn Ferreris
Last updated: about 5 hours ago
5 min read

The article shows users how to view, edit, open, and move a posted inventory on Decision Logic’s web browser.

Overview

Users with inventory change permissions can edit a posted regular or hot item inventory.  If the user does not have inventory change permissions, they may need to request an inventory change.  All users have access to view posted inventories.


Reasons why users may need to edit a posted inventory:

  • Posted on the incorrect inventory date.

  • Wrong quantity count.

  • Pack size discrepancy.

  • Wrong item count.


Brands determine their preferred method of editing posted inventories.  Here are a few options available.  Please check with your Decision Logic Administrator on how your brand handles edits.

 

Decision Logic does not recommend deleting a posted inventory.  Deleting a posted inventory is irreversible and will affect reporting accuracy.



Table of Contents

For additional questions or assistance, please submit a support ticket by visiting the Decision Logic Service Center.

Video

Check out this video on how to edit a posted inventory.

 

 

View Posted Inventory

The View functionality allows users to view entries of a posted inventory. Users can not take additional action in the View functionality.

Navigate to:

Operations > Inventory > Inventory Home

  1. Highlight the posted inventory.

  2. Click the 3-dot menu.

  3. Click View.

     

Below is the information available to view.

 

 

 

 

Edit Posted Inventory

Directly editing a posted inventory prevents the change from appearing in Inventory Change Tracking. Instead, Decision Logic recommends that users submit a change request. Then users with change permissions to approve or deny the request.

Editing a posted inventory allows users to update the original quantity entered and preserves the original data such as the:

  • Status

  • Started and Started By

  • Posted date and time

  • Posted By

  • Change Requests, if applicable.

This method is best used for single-item updates. The updates will include the user who made the changes.

Please follow the steps below to edit a posted inventory for users with change permissions.

Navigate to:

Operations > Inventory > Inventory Home

 

  1. Highlight the posted inventory.

  2. Click the 3-dot menu.

  3. Click Edit.

     

  4. Update the Quantity.

  5. Click Post Inventory.

     

 

 

Open Posted Inventory

Decision Logic Administrators may open a posted inventory for store location(s). Opening a posted inventory allows users to make updates to already entered quantity; however it changes the original posting data such as:

  • Status

  • Started and Started By

  • Posted date and time

  • Posted By

  • Change Requests, if applicable.

Additionally, the “Enter” button will reappear.

Decision Logic’s best practice is to request changes to a posted inventory. Changes from ‘open’ are not tracked in Inventory Change Tracking.


Navigate to:

Operations > Inventory > Inventory Home

 

  1. Highlight the posted inventory.

  2. Click the 3-dot menu.

  3. Click Open.

     

  4. Highlight the newly opened inventory and click Enter.

     

  5. Enter all item Quantities.

  6. Click Review.

     

  7. Click Post Inventory.   Items with quantities outside of the defined variance threshold will appear. If blank, then the items are within the defined variance threshold.

     

 

Example of items outside of the defined variance threshold.

 

 

 

 

Move Posted Inventory

A user might need to Move a posted regular inventory if inventory was posted to the wrong date. Users with change permissions should have access to the ‘move’ option. Hot Item Inventories cannot be moved. 

Navigate to:

Operations > Inventory > Inventory Home

  1. Highlight the posted inventory.

  2. Click the 3-dot menu.

  3. Click Move.

     

  4. Select the New Inventory Date.

  5. Type MOVE in the text field.

  6. Click Move.

     

 

 

 

Delete Posted Inventory

Decision Logic does not recommend deleting a posted inventory. Deletion is irreversible and will affect reports. Only users with change permissions can delete inventories. Deleting an inventory clears out all entries and data associated with the inventory such as:

  • Status

  • Started and Started By

  • Posted date and time

  • Posted By

  • Change Requests, if applicable.

Additionally, the “Start” button will reappear.

Navigate to:

Operations > Inventory > Inventory Home

 

  1. Highlight the posted inventory.

  2. Click the 3-dot menu.

  3. Click Delete.

     

  4. Type DELETE in the test field.

  5. Click Delete.

     

 

 



If you'd like to receive news on software releases and product updates, please sign up for our email list.