How to do an End of Year Inventory Check

Last Updated: October 17, 2024

Link to Feature: https://app.fireflyreservations.com/reports/report?report=POSI (or click here)

 

Ready to run your end of season inventory count? While there’s not much we can do to speed up the actual counting process, you can easily export the POS Inventory report in Firefly to ensure all your items are tallied up.

 

1. Click Reports > POS Inventory

2. You can choose to run all of your inventory items at once, or go category by category

3. Click Run

4. Click on the column heading to choose how your items are sorted: UPC, Description, Quantity on Hand, Category or Vendor

5. Click the Export to Excel icon to download the spreadsheet onto your computer

6. Open the spreadsheet and right-click on the “Price Each” column

7. Choose “Insert Column”

8. In the newly created column, record the actual number of that item you have in stock.

9. If you’d like to calculate the loss, Insert Column again, and put in the formula =C3-D3

10. To copy this to all rows in the column, highlight the column (ensuring the row with the formula is selected), then choose “Fill > Down” from the tool bar at the top.

 

🙋‍♀️ Still need help? Email: support@fireflyreservations.com and one of our technicians can help answer your questions.

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