Follow the steps below to ensure your student store is ready for the upcoming school year:


Step 1: Perform a Complete Inventory Count


There are two components of physical inventory: quantity on hand and cost of inventory.


  • From the Main Menu, select Reports
  • Choose Inventory Count Report
  • Use the default filters:

    • All Vendors

    • All Categories

    • Do not show Quantity

      • Print the report and physically count all items on hand

Step 2: Clear Existing Inventory

Before proceeding, create a Reason Code named "Beginning of Year Inventory"


  • From the Main Menu, select Inventory
  • Select Inventory Adjustment
  • For all items, enter 0 in the Actual Quantity field
  • Enter a comment indicating the reset (e.g., "Resetting inventory for new school year")
  • Select the Reason Code: Beginning Inventory
  • Click Save 


Step 3: Verify Vendor Details

  • Go to Inventory, then select Items
  • Click the Edit button for each item
  • Select the Vendor tab
  • Review and update the following fields based on vendor order information:
    • Units per Case

    • Cost per Case

      • Click Save to overwrite the existing details

Step 4: Enter Beginning Inventory

Use your Inventory Count Report as a reference.


  • From Inventory, select Inventory Adjustment
  • For each item:

    • Enter the current quantity in the Actual Quantity field

      • Enter 0 for any item not in stock

    • Add a comment (e.g., "Starting inventory for 20XX school year")

    • Select the Reason Code: Beginning Inventory

    • Click Save