FAQs: Why would I use the Include option in the Count Sheet Editor?

Q: Why would I use the Include option in the Count Sheet Editor?

A: The Include dropdown in the Count Sheet Editor offers three key options designed to streamline your workflow:

1. (none): By default, this option will be selected when creating a Count Sheet. If you do not want to build a count sheet using one of the include options use this preset.
   
   
2. Include ALL items in the store: Every item in the store’s inventory will appear on the count sheet.
   
1.  Useful for full inventory counts  where you want to count every single item in stock using a single Count Sheet.
   
   
3. Include all items in the store that do NOT belong to any locations: Only items without a location assignment are included.
1. Select this option to identify any items missing a location assignment and proactively assign them a location. It’s especially useful during a location-based physical inventory, ensuring those items are counted.
   
   
4. Include all items in the store that are NOT on any other count sheet: Includes only items that do not already exist on another count sheet.
   
1. This option is helpful before a physical inventory to proactively identify unassigned items and place them on the correct count sheet. It can also be used during a physical inventory to ensure no items are overlooked in the count.
   

Note: With these include options, items are generated only at the time of printing. They won’t display at the bottom of the Count Sheet Editor as they do when a Count Sheet is created manually. To see the list of items, select Print Count Sheet at the bottom of the Count Sheet Editor.

Figure 1. The Include dropdown located on the Count Sheet Editor.

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