How to set up the Green Inventory overview page for a physical inventory count
This article explains how to set up the Green Inventory overview page for a physical inventory count.
Table of Contents
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.
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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.
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You will then 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.
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Click on Add lot and select One.
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Input fields can be customized using the Customize fields button in the top right corner.
- Enter the information you would like to add to your lot.
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Select the unit of your coffee containers from the Weight* dropdown menu.
* indicates mandatory fields - 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.
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Click the Adjust weight button on the right side of the page.
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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.
Congratulations! You are now ready to efficiently set up the Green Inventory overview page to perform a physical inventory evaluation.
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