There are three ways to set up your inventory in topShelf—importing, cycle counting, and adding inventory manually.

Importing Your Inventory

If you would like to import inventory into topShelf, you first need to download SNAP, topShelf's import/export tool. See Downloading SNAP to get started.

Once you have installed SNAP, please download the template(s) that apply to your business.

Item

Use this template for parts that don't contain a serial or lot number for tracking purposes. Download Items Template >>

Asset

Use this template for parts that require tracking by a serial number. Download Assets Template >>

Lot

Use this template for parts that require tracking by a lot number. Download Lot Template >>

Cycle Counting

There are two options for cycle counting—blind counts and technical counts. 

Blind Count

A blind count allows you to manually add inventory into topShelf by physically counting items in your warehouse bin by bin. A blind count can only be used to count Items (non-serialized, non-lotted inventory). To begin a blind count from your mobile device, please see Blind Count by Bin for instructions. 

Technical Count

A technical count guides the user through the process of counting what's currently in the bin and comparing the counts against the list. A technical count can only be user to count Assets and Lot parts. To begin a technical count from your mobile device, please see Technical Count by Bin for instructions.

Adding Inventory

If you want to add Items, Assets, or Lots without a transaction, adding inventory manually into your mobile device is your best option.

  1. Navigate to the Inventory tab on the fulfillment and click "Add Inventory."
  2. Under Part, scan, enter, or look up the part and then click "Submit."
    1-add-inventory.jpeg

 

info.png To track the inventory you've added, see the Audit report section.