TAKU Retail
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  • What is TAKU Retail?
  • What is TAKU Pay?
  • Watch how TAKU Retail Works
  • How to Sell on Every Channel with TAKU
  • Pricing Plans
  • How to Get Started
    • ✅Onboarding Checklist
    • ⚙️General Settings
      • Business Details
        • SKU & Account ID Formats
        • Financial Settings
        • Inventory Options Settings
      • Inventory Settings
        • Inventory Doc Formats
        • Units of Measure
        • Inventory Categories
        • Inventory Brands
      • Account Settings
        • Account Groups
        • Privacy Consent Capture
      • Money Settings
        • Currency Denominations
        • Cash Rounding
        • Tender Types
          • Creating / Editing Tender Types
          • Store Credits
      • Taxes
        • How Taxes Work in TAKU
        • Creating Sales Taxes
        • Creating Tax Rules
        • Creating Tax Categories
        • Tax Exceptions
      • Privacy Consent Capture
    • 🗺️Zones Settings (Multi-Store)
      • Adding / Managing Zones
      • Stock Allocations
      • Shippers
      • Inventory Doc Formats
      • Recurring Order Setup
    • 📍Store Settings
      • Salesscreen Settings
        • Sales Doc Formats
        • Sales Doc Settings
        • Store Policies
      • Setting up Picture Gallery
      • Return Settings
      • Store Payment Settings
      • Cashout Settings
      • Receipts
        • Receipt Builders
        • Email Receipts
      • Adding / Managing Stores
    • 🖥️Stations
      • Adding / Managing Stations
    • 🖨️Hardware Setup
    • 🔖Discount Controls
      • Restricting Discounts by Product
    • 👥Users & Access Rights
      • User Roles
      • Access Rights by Role
    • 📤Importing Data
      • 🏷️Importing Inventory
        • Matrix Product Import
      • 🙂Personal Accounts Import
      • 🏢Commercial Accounts Import
      • 📇Commercial Contacts Import
    • 🔁Transaction Recovery
  • Selling In Store (POS)
    • 🛒Sales & Returns
      • How to Make a Sale
        • Selling with Picture Gallery
        • Viewing & Selecting Line Items
        • Deleting a Line Item during a Sale
        • Clearing the Salesscreen
        • How to Park or Suspend a Transaction
        • Re-opening a Suspended or Parked Transaction
        • Creating Accounts during a Sale
        • Creating Products during a Sale
        • Price Editing during a Sale
        • Setting a Future Pickup Date
      • How to Return in the Return Screen
        • How to Return or Exchange in the Salesscreen
        • Offering Store Credit for Returns
      • Creating Pre-Orders (Prepaid)
      • Creating Pre-Orders (Unpaid)
      • Commitments (Recurring Orders)
        • Selling Repeat Products during POS Checkout
        • Managing Commitments
          • Generating Recurring Orders from Commitments
          • Skipping, Pausing or Voiding Commitments
        • Processing Recurring Orders
    • 🎯Discounts & Promotions
      • Manual Discounts
        • Applying Line Discounts
        • How to Apply Bulk Line Discounts
        • Applying Sub-Total Discounts
      • Automated Promotions
        • Price Levels
        • Category Promotions
    • 📦Inventory
      • Adding Inventory Items
      • Editing Inventory Items
      • Editing Inventory Prices
      • Receiving Reordered Inventory
      • Creating Matrix Products (Variants)
      • Editing Matrix Items
      • Creating Usage Detail
      • Printing Barcode Labels
    • 👤Accounts & CRM
      • Adding Personal Accounts (Customers)
      • Editing Personal Accounts (Customers)
      • Adding Commercial Accounts (B2B)
    • 💵Cash Management
      • How to Handle Cash
      • Opening the Till
      • Closing the Till
  • Selling Online
    • 🌐Start Selling Online
      • Online Products
        • Publishing Products Online
        • Re-Sorting Online Products
        • Creating Categories for your TAKU eCommerce store
      • Taxes & Payments
        • Online Taxes
        • Setting up Payments
          • Setting Up Online Payment Options
          • Setting Up Manual (Offline) Payments
          • Sorting Payment Options
          • Setting Your Payment Currency
          • Disabling A Payment Option
          • Mapping All Payments for Reporting
      • Pickup, Delivery & Shipping
        • Store Pickup
        • Scheduled Store Pickup
        • Local Delivery
        • Offering Free Shipping
        • Setting Up Shipper Options
      • Designing your Storefront
        • Designing your Online Store
        • Designing your New-gen Instant Site
        • Adding the "About Us"
        • Adding your Business Number
        • Adding a Logo to your Invoices
        • Adding "Shipping & Payment" Policies
        • Adding a "Return Policy"
        • Adding "Terms & Conditions"'
        • Getting Consent at Checkout
        • Adding a "Privacy Policy"
        • Enable/Disable Your Instant Site
    • 🧾Handling Online Orders
      • Fulfilling Online Orders
      • Buy Online Pickup In Store
      • Buy Online Return or Exchange In Store
      • Buy Online Pay In Store
      • Online Storefront Only
        • Signing into TAKU eCommerce (External)
        • Resetting your Password for TAKU eCommerce (External)
    • 📱Facebook / Instagram Shop
      • Facebook Shop
      • Instagram Shop
  • Marketing
    • 🔎Be Found Online Locally
      • Google My Business
      • Google Product Listings
    • 💬Live Chat
      • Facebook Messenger Live Chat
    • 📈Tracking Online Traffic
      • Facebook Pixel
      • Google Analytics
  • Apps
    • 💳Payments
      • In-Person Payments
        • 👑TAKU Pay
          • Business Verification
          • TAKU Pay Accounts
          • TAKU Pay Locations
          • Pairing TAKU Terminals
          • Unpairing TAKU Terminals
          • Terminal Payments
          • Card-Not-Present
        • Ⓜ️Moneris
      • Online Payments
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  1. How to Get Started
  2. General Settings
  3. Inventory Settings

Inventory Doc Formats

This guide will take you through the process of setting the format for your inventory documents.

PreviousInventory SettingsNextUnits of Measure

Last updated 2 years ago

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Inventory documents are an important document that allow you to track, record, and analyze your inventory details.

In TAKU Retail, inventory documents are managed within Zone Settings. To learn more about zones visit the guide under Zone Settings.

The following steps will guide you through the process of setting up inventory document formats.

1. Go to Settings > Zones > Current Zone

2. The Current Zone Settings page will open with the selected zone indicated in yellow next to the page title.

Note: Whenever you are logged into a specific Store, the Current Zone will always be that store's Zone. To see the settings for other Zones while logged in a Store, click the View Zones dropdown menu on the top right corner of the Current Zone Settings page.

3. Click on the Inventory Doc Formats card in the Current Zone Settings page.

4. The document for Inventory Receiving is included with default settings for prefix, # of digits, starting number, and suffix.

5. To format your inventory document, click on the edit button at the top left hand corner of the Inventory Doc Format section.

6. The Inventory Doc Format section will go into edit mode indicated by the yellow (Edit Mode) next to the title in the header of the section. Now you will be able to make changes to the existing inventory document inside the table.

7. Once you are finished, click the save icon at the top left hand corner of the Inventory Doc Format section to save.

Note: Once an Inventory Document Format is used in a transaction, it cannot be changed. Once the Inventory Document Format is changed, it will only affect inventory documents moving forward.

⚙️
Receiving Reordered Inventory
Adding / Managing Zones