Before you begin:
You can run a count from a laptop, tablet, or phone, so you can bring the device right to the refrigerator or shelf you're counting.
Start a count
Go to Settings > Inventory > Start Count button.
Choose the location you're counting. Prospyr filters the list to show the inventory expected at that location.
(Optional) To count one category only, like injectables, filter by that category.
To find a specific item, search for the product by name or scan its barcode.
Count each item
For each item, compare what's on the shelf to the quantity Prospyr expects. You can:
Confirm that the quantity matches what you have
Mark that you have less than expected
Mark that you have more than expected
Click into the item to enter a different quantity
Finish the count
When you're done, click Finish.
Look over the summary of your changes.
Your count goes to an administrator as a count report with the totals. Any items you didn't count are left as-is.
Note: Clicking Finish doesn't change your inventory quantities. Quantities update only after an administrator approves the count.
Review count reports (administrators)
Go to Settings > Inventory > Inventory > Count Reports.
Open a report to see what was counted. For each product, you'll see the On hand, Counted, and Variance.
For each product, choose one:
Approve if the count looks right. To approve everything still pending at once, click Approve remaining.
Flag if something looks off. Enter why it needs follow-up, then click Flag line.
