Quick Start
Quick Start Guide
Complete your first inventory count in 5 minutes.
Before You Start
Ensure you have:
- ✅ Login credentials (email and PIN)
- ✅ Assigned to at least one site
- ✅ Mobile device with camera (for scanning)
- ✅ Internet connection
Step-by-Step
1. Log In
Navigate to your HCP URL and sign in with your email and 4-digit PIN.
2. Select Your Site
You’ll see a list of assigned sites. Click on the site you’re auditing today.
3. Start Counting
On the site page, you’ll see:
- Completion Summary — Shows total products and completion status
- Previous Day Incomplete — Any SAP entries needed from yesterday
- Today’s Products — All products requiring counts
Click “Start Count” to open the scanner.
4. Scan or Select Product
Two ways to select a product:
- Scan barcode — Point camera at product barcode
- Tap product — Select from the checklist below
5. Enter Count Data
In the modal that opens:
Locker (Back Room):
- Opening quantity
- Stock received today
- Stock moved to sales floor
- Damages
- Closing auto-calculated
Sales Floor:
- Opening quantity
- Stock moved from locker
- Damages
- Closing auto-calculated
Tap Save Count when done.
6. Enter SAP Data
After saving the count:
- SAP section appears below
- Enter SAP Inventory (current stock)
- Enter SAP Sales (today’s sales)
- Add optional notes
- Tap Save SAP
7. Product Complete
The product now shows ✓ in the checklist. Repeat for remaining products.
Completion Summary
At any time, check the summary to see:
- Total products at site
- Complete (count + SAP)
- Need SAP (count done, SAP pending)
- Pending (no data yet)
You’re Done!
All products showing ✓ means the day’s audit is complete. Return to the site page to see overall status.
Next: Learn about Daily Counts