This feature is reserved for Admin users only.

What does finalizing counts mean?

Finalizing your counts essentially tells our system that you are done counting for an inventory period. This captures your current inventory data, including dates and pricing, so that you can utilize this information for reporting purposes. You may have heard this process referred to as the “end-of-day” process. We used to run this automatically overnight for our customers, but you are now empowered to run this process at any time for maximum flexibility.

What happens when I finalize my counts?

A few things happen when you finalize your counts:

• Your data is recorded for that inventory period for reporting purposes
• Your current on hand totals are moved to the “Previous” field
• Your “New” and “Sold” fields are cleared
• “On Hand” will display your most recent inventory period’s total so that you can resume counting for the next inventory period
• You will also receive a detailed inventory report for that period in your email inbox associated with your Hospitality Innovations account

When should I finalize my counts?

Some people may want to finalize daily, others may finalize weekly or even monthly. We recommend finalizing whenever you finish a full inventory count. However, only do this at most once per day.

How to finalize counts:

For mobile:

In your inventory, you’ll find a new button you can press on the bottom nav bar. You’ll have to press “Finalize Counts” again on the confirmation popup that appears.

For web:

In your inventory, you’ll find a new button you can press on the bottom right of your screen. You’ll have to press “Finalize Counts” again on the confirmation popup that appears.