Inventory pilot

Monical's Inventory Submission

Guided POS upload, PDF review, signature capture, and controlled email submit.

Step 1 of 6

Step 1

Step 1: Store and month

These answers print at the top of the Monical's inventory form.

This tool only works well when inventory has already been entered into the POS as accurately as possible. Doughs on hand, oven-ready pizzas, and similar made items should be counted into their proper ingredients while entering inventory in the POS.

Before uploading

  1. Log into the POS.
  2. Select the time frame as the entire month being reported.
  3. Double-check that the month is correct.
  4. Go to Inventory.
  5. Open Raw Material Cost of Goods.
  6. Choose Select All.
  7. Make sure the date range still shows the full month.
  8. Click the download icon in the top-right corner.
  9. Export as an XLS file.

Step 2

Step 2: POS export

Pick the XLS, XLSX, or CSV file from the POS. More than one file is okay if the store export is split.

If the same item shows up twice, the app will warn you and keep one count. Extra sheet items that are not used on the Monical's form are ignored.

What the app checks

  • Missing form items
  • Duplicate spreadsheet rows
  • Negative counts
  • Very large counts that look wrong
  • Simple conversions, like cases and Garlic Mist cans

Step 3

Step 3: Review flagged items

Upload a sheet first.

Blank lines mean the item was not found in the uploaded sheet. Type the count if the form needs it, or delete the line before generating.

Page Form item Value Status Why

Step 4

Step 4: Names and signatures

Use the printed-name boxes for who counted inventory and who verified it. Signatures are added to the PDF.

Taken by signature
Verified by signature

By signing, I confirm this inventory form looks right to the best of my knowledge.

Step 5

Step 5: Preview the PDF

This renders the actual PDF pages. Review the form visually before moving on.

Step 6

Step 6: Review and submit

Confirm the basics one last time. The signed PDF is emailed only after this review screen.

StoreNorth Decatur
MonthMay
Taken byAustin
Verified byIsiaha
Inventory linesNot checked yet
Needs attentionNot checked yet
Skipped blanksNot checked yet
Duplicate/file warningsNot checked yet
PDF previewNot generated
Email recipientaustinculp6956@gmail.com

Corporate pilot checks

  • One full-month POS Raw Material Cost of Goods export has been uploaded.
  • Every flagged line has either been corrected, deleted, or intentionally left as 0*.
  • The PDF preview was visually reviewed before submit.
  • Both inventory names and both signatures are present.

Process flow

Month-end inventory run

  1. 1
    Store and month

    Confirm the location and reporting month.

  2. 2
    POS export

    Download Raw Material Cost of Goods as XLS.

  3. 3
    Upload and check

    The app maps counts, catches duplicates, and flags odd values.

  4. 4
    Fix flagged items

    Only correct what needs attention before signing.

  5. 5
    Sign and preview

    Names and signatures go on the rendered PDF.

  6. 6
    Submit

    Send the finished PDF only after the preview looks right.