Counting in Pilot - 1
Keeping Proper Notes for Items Not Entered in Pilot
Counting in Pilot: Keeping Proper Notes for Items Not Entered in Pilot Sample Notes
Global Product Settings in the Database
Counting in Pilot - Global Product Settings in the Database
Where and How to Edit Counts in the Double Check Screen
How to Find and Edit Counts in the Double-Check Screen
Adding a New Product to Pilot
Counting in Pilot How to Create New Products into the Database There a several ways to get to the screen you'll need: Way #1 - From Scratch Product Setup ➜ Liquor Product List ➜ Add New Product = Bottle Wizard Way #2 - From the Product Setup Screen ➜ ...
Naming Protocol for Different Product Types
It's important to maintain consistency in naming products in Pilot so items are easy to find and identify later, and to avoid duplications. Additionally, correct naming allows venues to dial down their data for more accurate reporting. How to Name a ...
Restricted vs. Unrestricted Searches in Pilot
Counting in Pilot: When to Search Restricted vs Unrestricted What happens when you come across a product that won't scan into the system? In this video you'll learn: Using F5 & F6 Hot Keys Is there a problem with the barcode? Product search tips ...
How Check Out Venues as an Assistant
Counting in Pilot: How to checkout venues to count as an assistant.
How to Category Set Product Categories in Pilot
Counting in Pilot - Category-set products What is Category Setting? In this video you'll learn: Where to find the settings: Venue Management ➜ Venue/Bar Setup ➜ Other Settings When to use "Enable Default Category Option" Why you SHOULD NOT leave ...
Sync Manager
Syncing a Client and Understanding the Sync Manager How to use the Sync Manager How to tell if an audit / stocktake was synced to the cloud, or only loaded to a laptop For security, be sure to connect to the VPN
Reassign a Count - Stocktake Reassign Function
The Stocktake Reassign is the most common of the reassign functions. Reassigning a Count (Stocktake)
How to Transfer Counts to Different Computer (Slave to Master)
Counting in Pilot This video will show how to move account information from one computer to another. Also known as SLAVE to MASTER. When using Pilot R2 and need to transfer count or purchase data from one machine to another: 1. Click "Stocktake & ...
Ending a Count in Pilot
Counting in Pilot: How to End a Count Save, Don't Save, Continue SAVE STOCKTAKE: Saves your stocktake to the database AND creates a back up file. DO NOT SAVE Should you make a mistake, or just don't want to save, click this. The default is to SAVE ...
Keg Counting in Pilot
Proper Keg Counting Using Pilot
Modify Weights During a Count (Double Click Feature)
Counting in Pilot: The Double-click feature This feature allows you to update certain product information as you're counting without clicking into the master product list.
How to Delete a Count During a Stocktake (Not Your Last Count)
Counting in Pilot: How to Delete a Count During a Stocktake (Not Your Last Count) What happens when you need to delete a count, but NOT the last product you counted? The F2 key will DELETE the last product you counted IN THE OPEN SCREEN YOU'RE ...
Hot Buttons and Basic Count Screen
Counting in Pilot: Using Hot Buttons and the Basic Count Screen F4: Reset shelf counter Click here to learn how to use the shelf counter. Space bar: Switch between open and full product mode. F8: Multiple Units Mode F5: Manual Select (counts 1) OPEN ...
Start a Count, Change Active Client, Change Active Date
In this video, you'll learn how to: Start a count Change Active Client Change Active Date Active Date: Pilot only checks the active date (highlighted RED) upon initial start-up or if you manually change it. So, if you forget to shut down Pilot at the ...