RoamV2 - Ordering Stock

RoamV2 - Ordering Stock

Alert
A Dedicated Stock Ordering feature is coming soon to Roam.
Currently you can create a Partial Stocktake in Roam and import this as an Order to Retailer

Accessing Stock Management

  1. From your Roam POS screen click on the hamburger menu button ☰ in the top left corner. 
  2. In the menu sidebar, click Stock Management

Create New Stocktake

To create a stocktake:
  1. From the Stock Management page in Roam, click the Create button in the top right corner
  2. Choose Partial Stocktake
  3. Enter a name for the Stocktake, eg Order JAN
  4. Choose a Roam Location if applicable
  5. Leave the Department, Category, and individual products options blank
  6. Click Save

Adding Stock into Stocktake

  1. In the Search box at the top of the Stocktake Count screen, scan a barcode or enter a product description. Press the Barcode button in the Search box to use the Camera to scan a barcode
  2. If searching by description, select the product from the list
  3. Enter the Desired Order Quantity into the Counted Quantity box. Press enter or click Count
  4. Choose between Default or Quick Scan Modes:
    1. Default: After scanning or selecting a product, you need to enter a quantity and then press Enter or Count
    2. Quick: Each scan of an item increases the count by one
  5. Down the left hand side of the screen, the Count History is shown. If an item has been counted incorrectly, Click the rubbish bin 🗑 icon to remove that count.
    1. The Count History will not show on mobile phones

Processing Stocktake

  1. Once you have finished adding stock items into the Stocktake, click the Finish button in the top right corner
  2. Click Email to send the Stocktake file to your nominated email address.
    1. The File can be set to automatically email when processing a Stocktake. See Stock Management Settings
  3. Click Download to save the Order file to your current device

Importing Roam Stocktake File to Retailer as an Order

  1. From the main screen of Retailer click on Utilities -> Import/Export Files -> Import PDE File
  2. Click the Import CSV File button
  3. Click on the yellow folder icon on the bottom-right and navigate to the Roam stocktake file (If you elected to email the file, make sure you save the attachment from your email)
  4. Click Yes to confirm that that is the file you want to import.
  5. For PDE Action, select PDE Order
  6. For Barcode, set the column to 1
  7. For Item Description, set the column to 2
  8. For Quantity, set the column to 3
  9. Set Lines in File Header to 1
  10. Click Save
  11. Click Import PDE File
  12. Once the import process is complete, the Import PDE File screen will appear and show a list of imported items. You can click on the Modify or Delete buttons to modify or delete items respectively.
  13. Click on Begin Processing
  14. Click Yes to add items to an order

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