Description: Within the HT-Retail POS system, you can manage your inventory by creating purchase orders, modifying item lookups/UPCs, and transferring inventory between in-store locations. Review the various functions that you can perform below.

Change the List View

In List View on the HT-Retail software, you can change the Layout and Font size, and can also have Alternate Views, Export Access, and Quick Access to SKU Activity. This section covers how to make these changes as well as how to utilize the List View.

Changing Layout

Any of the columns in the List View area can be moved by clicking on the column name and dragging left or right in the Skus and Inventory tabs under the Inventory Menu as well as in the POS transaction SKU Lookup (F5) screen. You can also shrink or enlarge each column by dragging the border lines on each heading.

Once you have changed the view area, right-click the list to bring up a dropdown menu, and choose Save Layout.

Important: Layout is a local setting, so layout changes only affect the station you are using, not any other stations on the network.

Changing Font

When right-clicking in the Skus and Inventory tabs under the Inventory menu, as well as in the POS transaction SKU Lookup (F5) screen, change your display font size by selecting the size you would like from the dropdown list.

Alternate List Views

The Skus and Inventory tabs under the Inventory menu, as well as the POS transaction SKU Lookup (F5) screen, can have separate layouts from each other. For example:

If a cashier needs to commonly search by Color, Size, or Style, then you can set up their layout to show Color, Size & Style columns in SKU Lookup rather than having to scroll to the other side of the screen.

Whereas the Manager may prefer the columns in the Inventory tab be organized differently depending on the priority of data.

Show Attributes in Customer/SKUs List View

Customize the number of Attributes listed in the Customers & SKUs List View with the below steps:

Log in to the POS system.
Navigate to Setup > Advanced.
Select the Others tab.
Under the "General Settings" section on the right, you can Show Attributes in Customers List View or SKUs List View and how many of each.
Select Save at the bottom of this section to commit the changes.

Group View

Group View provides an export-capable view of the current data and is done by navigating to the Skus and Inventory tabs under the Inventory menu as well as in the POS transaction SKU Lookup (F5) screen, right-clicking within the list, and selecting Group View.

Group View is useful for exporting data for bulk changes and re-imports for both your inventory and Quantity on Hand, Customer email lists, or to be used when creating a custom report.

You can also adjust column width and location, as well as drag a column to the grey area at the top of the list to utilize the “grouping” part of the group view, creating expandable or collapsible lists.

View Activity Report

View Activity Report generates a full-sized report of "SKU On Hand Activity." To access the report:

Navigate to the Inventory tab under the Inventory menu.
Right-click within the list and select View Activity Report.
This report can also be accessed in the Reports section.

Create a Purchase Order

To create a purchase order within the HT-Retail POS system:

Log in to the POS system.
Press Inventory on the Home screen or along the top navigation menu.
Select the Purchase Orders tab and enter the New Order Name into the text box.
Click Create New Order.
Once created, you can add information into three different tabs (PO Details, Order/Receive, and Post). However, the screen defaults to the PO Details tab. On this page:
Select the Vendor.
Verify the Ship To and Bill To information.
Select the Save Details button.
Under the Order/Receive tab, you can add items to the purchase order by performing the following steps:
1. Enter the Item Code for the desired item.
2. If unsure of the item code, select the magnifying glass for a full item list.
3. Select QTY and enter how many of the items should be on the purchase order.
4. Press Add Item to the right.
5. Repeat this process until all required items are added to the purchase order.
Once complete, select Receive at the bottom of the screen.
Select Receive All Items with Cost Editing when the prompt appears.
Select Receive Items at the bottom of the page to return to the Purchase Orders screen.
Open the Post tab to view a list of current Purchase Orders.
Highlight the desired purchase order and select Post on the right. There will be three pop-up boxes displayed.
Select YES on all of the pop-up boxes.
Complete the purchase order by selecting Close PO in the bottom right of the final screen.

Modify Lookup/UPC

To modify an item’s lookup or UPC:

Log in to the system.
Select Inventory either from the Home screen or the navigation along the top.
Once in the Inventory Menu, select the desired item from the list under the SKUs tab.
On the Info tab, select Edit UPC/Lookup/Serial# to open the Edit Inventory Items dialog box.
Open the Lookup/UPC tab, place a cursor in the text box, and scan the barcode(s).
Once populated, select the Add button.
Exit the dialog box when done.

Internal:

Transfer Inventory Between In-Store Locations

To transfer a SKU to another in-store location, read the In-Store Transfer from Location article.

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Inventory Management in Harbortouch Retail