DigiTally

Bernard Treacy

This guide explains how to use the DigiTally App to manage audits, locations, products, purchases, sales, transfers, waste recording, syncing, and troubleshooting.

DigiTally Core App · User Guide

Logging into DigiTally Core App

Enter Audit

Change user profiles securely within the app

Switching Between Users

Access the DigiTally App, sync data, enter audits, and switch between users.

Login and Enter Audit

How to Create a Location

Create sub-locations within a parent location.

How to Create a Sub-Location

Create and manage locations and sub-locations for inventory counting.

Locations

How to add Products into a Location

How to Add Products into a Sub-Location

Insert Products in a Specific Order

Create, organise, manage, and count products within locations.

Products

How to Count Products in Locations or Sub-Location

Reviewing Counted Location or Sub-Locations

Complete Location

Record product quantities, complete location counts, and review counted or uncounted inventory progress.

Count

Record total invoice values without product detail.

Recording Purchases / Invoices (Non-Itemized)

Record purchases with individual product quantities

Recording Purchases / Invoices (Itemized)

Record itemised and non-itemised supplier purchases and invoices.

Purchases

Recording Sales

Record sales values against audit periods and departments.

Sales

Record stock value transfers without product detail.

Recording Transfers (Non-Itemized)

Record transfers with individual products and quantities.

Recording Transfers (Itemized)

Record stock transfers between stores, locations, and departments.

Transfers

Transfer stock between departments within a store.

Recording Transfers (Interdepartmental)

What is an Interdepartmental Transfer?

Explanation and instructions on Interdepartmental Transfers

Interdepartmental Transfers

Create dedicated locations for waste recording.

How to Create Waste Locations

Add products into waste locations from the product and recipe master.

How to Insert Products into Waste Location

How to Record Waste (Quantity)

Record waste using scale or weight values

How to Record Waste (Weight)

Connect supported weighing scales to DigiTally

How to Connect Scales to App

Record inventory waste, manage waste locations, and connect scales.

Waste

No Data Showing on the App

Check internet and Wi-Fi connection issues.

App Not Syncing 1.0

Verify the app is updated to the latest version.

App Not Syncing 1.1

Restart the device to resolve syncing problems.

App Not Syncing 1.2

Resolve common syncing, update, and data visibility issues.

Troubleshooting

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