Población

Salon Iris tracks your inventory. You can count your current inventory in three different ways:

1. By Hand: you can manually count your inventory and adjust the quantity in stock on the Products

screen.

2. With a Barcode Scanner: you can use your barcode scanner to count products. The products that are scanned will be automatically added to your current inventory count.

3. With a Data Collector: you can use a wireless data collector to scan in products. The products that are scanned can be automatically added to your current inventory count OR your entire inventory counts can be overwritten. The advantage of using a data collector over a barcode scanner is that the data collector allows you to take all data remotely and upload it into Salon Iris. A barcode scanner requires you to be on a Salon Iris screen while counting inventory.

Updating your inventory will not create or keep a history of previous inventory totals for loss or shrink data. It is best to save the inventory totals before doing an inventory count, and compare the totals after the inventory is updated.

Chapter 5: Products and Inventory

Counting Inventory by Hand

1. Click the Products button/icon or select Edit Products from the Products and Services drop-down menu.

2. From the Products screen, print a list of current product quantities.

3. Manually count your store inventory and compare the inventory counts to the printed list. 4. Make the quantity adjustments in Salon Iris from the Edit Product screen.

Counting Inventory Using a Barcode Scanner

1. Select Update Inventory with Barcode Scanner from the Products and Services drop-down menu. 2. The Barcode Inventory Update screen will appear.

3. Take the mouse and click in the ID column. 4. Scan in the product using the barcode scanner. 5. Enter the quantity.

6. Click OK.

7. Repeat Steps 3-6 for each product.

8. You can print barcode labels for your new products before updating your inventory counts. Simply click the Print Barcode Labels button and Salon Iris will automatically know the quantity of labels to print for the items just scanned.

9. Click the Update Inventory button when finished scanning.

Counting Inventory with a Data Collector: You can purchase a wireless data collector and use it to count your inventory. The quantity of products scanned can be added to the existing Salon Iris database inventory or you can overwrite existing inventory counts.

1. Turn the data collector on by pressing the orange ON button located in the lower right-hand corner of the data collector.

2. Remove the data collector from its stand.

3. Press the ESC key if necessary until the main menu appears. 4. There should be three options:

l Collect Data: collects the scanned data

l Upload Data: upload the scanned data to Salon Iris l Utilities: other features on the data collector

5. Press 1 for the Collect Data option.

6. Press the large yellow button located in the center of the data collector and scan your first product. You should see a red light appear while scanning.

7. If desired, change the Qty (Quantity) of product by typing in the amount and then pressing the Return

button. The Return button is yellow and has a sideways arrow on it. 8. Repeat Step 6 and Step 7 until all products are scanned.

9. Press the ESC button until you are at the menu that shows the following three options:

l Collect Data l Upload Data l Utilities

10. Press 2 for Upload Data and return the data collector to its base. Be sure it is placed firmly on its base and is properly connected.

Chapter 5: Products and Inventory

11. Select Acquire Inventory From Data Collector from the Salon Iris Products and Services drop-down menu.

12. The Data Collector screen will appear.

13. Select the COM Port, i.e. COM1 or COM2, that your data collector is plugged into. 14. Click Add Inventory to add the counted inventory to your existing inventory.

15. Click Re-inventory if you would like to replace your existing inventory with the information recorded in the data collector.

16. Click the Receive From Data Collector button.

17. Your business' current stock count, quantity counted with the data collector, and discrepancy will appear. The Discrepancy column shows the current stock count minus the quantity just counted with the data collector.

18. Make any desired changes and click the Update Inventory button.

19. After your inventory is updated, it is a good idea to delete any product counts in the data collector. Simply Press 1 to delete all data. This will avoid any double counting of inventory in the future.

Suppliers Overview

The Suppliers screen facilitates tracking of suppliers transactions. You can add, edit, print, and associate products with suppliers that you enter on the Suppliers screen. To access the Suppliers screen, select Edit Suppliers from the Products and Services drop-down menu.

Adding or Editing a Supplier

1. Click the Add Supplier button, or highlight the supplier to edit and click the Edit Supplier button. 2. The Add Supplier/Edit Supplier screen will appear.

3. Enter the supplier's information: name, address, phone number, products supplied, e-mail address, etc.

4. In the Comments and Notes section, you may optionally enter in the currency amount that you have spent with this particular supplier.

5. You can click the History and Other Notes button to enter the dates of orders, what was ordered, and the status of the order.

6. Optionally, enter information in the Print on check as field. This information is for the To section when creating a check for a supplier.

7. Click Save to exit back to the Suppliers screen, or Save and Add Another to continue adding suppliers.

Deleting a Supplier

1. Click to highlight a supplier. 2. Click the Delete Supplier button. 3. The Are You Sure? screen will appear.

4. Click Yes to permanently delete the supplier from the database.

Viewing and Editing Supplier History: you can record any type of text you wish regarding supplier history and information.

1. Click to highlight a supplier.

Chapter 5: Products and Inventory

2. Click the Edit Supplier button.

3. The Edit Supplier screen will appear.

4. Click the History and Other Notes button located at the bottom of the Edit Supplier screen. 5. The Supplier History screen will appear.

6. To add supplier history, type the information on the screen. 7. Click Print to print the supplier history.

8. Click OK to exit the Supplier History screen.

Printing Suppliers

1. You can sort and customize the list of suppliers to include certain fields. a. Click Customize View in the left-hand column.

b. Use the Add and Remove, and the Move Up and Move Down buttons as needed to make the desired changes to the Selected section.

c. Click the OK button to return to the Suppliers screen.

2. Click on the column headings, i.e. Name, to alphabetically sort by that column. 3. Click the Print List button.

4. The Print Options screen will appear. 5. Select the printer and page range options. 6. Click Print.