Reconcile inventory
Receiving keeps inventory moving in; reconciliation keeps it honest. A reconciliation is a count of what's actually on your shelves, compared against what Tangerine Star thinks you have — so you can find and fix the differences.
Start a reconciliation
Open Reconcile Inventory and start a New Reconciliation. Give it a descriptive name — "Outdoor Plants," "Gift Shop," "Full Store" — because you can run more than one at a time. Count one section today and another tomorrow without losing your place.
In-progress sessions stay visible so you can pick any of them back up, and a history table shows what's been counted, its status, and a summary of matches, differences, and new items found.
Count with the scan tool
Counting happens by scanning. As you scan, four running totals keep you oriented:
- Total — items counted
- Matches — counts that agree with the system
- Differences — counts that don't
- New — items found on the shelf that weren't in the catalog
You can scan three ways — a handheld external scanner, your device's camera, or manual lookup by name or barcode. Full detail in Using the scan tool.
Review and approve
When you've finished a section, move to Review & Approve. This is where you resolve the differences — confirm the real counts, deal with anything unexpected, and approve the session. Approving is what commits your corrected counts.
End-of-year and reports
A finished reconciliation produces a report you can download — a consolidated inventory report (spreadsheet or PDF) that's handy at year-end or any time you need a point-in-time record of what you had.
