This document will explain the process of adding your inventory from your current POS to BLAZE POS.
*Important notes before you begin*
All future inventory should be entered into the Purchase Order section, not through audits. We are adding the inventory via audit for this purpose to ensure the transition to BLAZE is seamless. You may also notice an initial audit on your account from GR Admin. You can disregard this.
When do I add my inventory?
This must be completed on the last day of the month, after you close out your previous POS, prior to 11:59 pm.
*It is important to complete this step prior to midnight to ensure smooth compliance reporting from month to month*
How do I add my inventory using an audit?
*If requested, your BLAZE Customer Success Rep can set up the audits for you and then you just fill in the inventory quantities on the last day of the month. For more information please reach out to your rep.
1. After you log in to your BLAZE dashboard, please follow the steps below to complete your initial audit.
2. Click on "+ Add audit" *****BLAZE recommends creating numerous audits by category to stay organized (i.e., Dried Flower; Beverages; Vapes)
3. Go to Inventory> Audits
4. Enter your audit title (i.e., Inventory on hand transferred from previous POS- Dried Flower)
5. Add your products to the audit table (Recommended: Add products by category using the Bulk import)
6. Enter the inventory on hand quantities in the "Counted" column for these products.
7. If you are using lot tracking numbers, enter in the lot numbers in the "Lot #" column.
8. Click "Complete" to finish the audit and input the inventory quantities.
Where do I go to confirm my inventory has been checked in?
Head over to the Inventory option on the left side of your dashboard.