This article explains how to set up the Green Inventory overview page for a physical inventory count.
- Setting up the Green Inventory overview page to perform a physical Inventory count
- Adding your lots as the container unit
- Converting the weight of your lots into a new unit
Setting up the Green Inventory overview page to perform a physical inventory evaluation
By following the steps below, you can easily set up the Green Inventory overview page to perform a physical inventory evaluation:
- Log in to the online platform C-sar.
- Navigate to the (Green) Inventory on the main menu bar. You will be directed to the (Green) Inventory overview page.
- Click on the Customize button located on the top right side of the page.
- Include the Weight (KG) and Weight columns by clicking on the respective checkbox and the Apply button.
- Once you have completed this step, you will be able to see the values in the two weight columns on your Green Inventory overview page:
Adding your lots as the container unit
Ensure that you include the specific unit of measurement in which your green lots were received when adding their weight.
By following the steps below, you can add lots to your Green Inventory:
- Log in to the online platform C-sar.
- Navigate to the Green Inventory on the main menu bar.
- Click on Add lot and select One.
- The input fields can be customized via the Customize fields button on the top right side of the page.
📚 Learn more about Projects. - Enter the information you would like to add to your lot.
💡 Weight* is a mandatory field. - From the Weight field, click on the dropdown and select the unit of the containers you receive your coffee.
- Click on Create green inventory to submit.
Converting the weight of your lots into a new unit
By following the steps below, you can convert the weight of your lots into a new unit:
- Log in to the online platform C-sar.
- Navigate to (Green) Inventory on the main menu bar. You will be directed to the Green Inventory overview page.
- Navigate to the ID tag of the lot you want to adjust the weight of.
Click the Adjust weight button on the right side of the page.
- Select the new unit by clicking on the dropdown next to the New weight field, and add 0 (zero) to the Adjustment field.
- Click on Update weight to submit.
- The new unit will appear on the Green Inventory overview page.
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Congratulations! You are now ready to efficiently set up the Green Inventory overview page to perform a physical inventory evaluation.
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