How do I create a Count Sheet?
1. Navigate to Count Sheets within the Physical Inventory module and select Create New Count Sheet
2. Select the store in question. *as a note count sheets are store specific
3. Enter a description for your Count Sheet (i.e. Walk-In Cooler, Dry Storage, Liquor Room etc) you will also have the option of selecting from the Include drop down (this can also be left as none):
- Include ALL items in the store – this will bring every item into your count sheet. This is not the recommended option as your Count Sheet will typically be very long and hard to organize.
- Include all items in the store that do NOT belong to any locations – This is useful as a catch all if using flags/locations. This count sheet will make sure any item you haven’t assigned to a flag will appear in a list to ensure nothing is missed in counting.
- Include all items in the store that are NOT on any other count sheet – Similar to the option above, this option will ensure any items you have not assigned to another count sheet will be grouped here to make sure no items are missed in counting.
4. There are 4 ways to bring items into your count sheet:
- Add Item- simply grab any item available.
- Add Items From- here you can choose from several methods such as pars, sales, text CSV or excel files.
- Add Locations- whenever you add a flag/location to a count sheet, it will add any items currently assigned to that flag/location as well as add any additional items added to that flag in the future.
- Level- this will add all items under the chosen level and add any additional items assigned to that level in the future
5. Count sheets allow you to order your items to match the order that they appear in your establishment and we refer to this as sheet to shelf. To change the placement of items in your count sheet use the arrows on the right
6. If you need to add additional items or remove items from your count sheet, you can do so from the selections on the right.
7. Once your count sheet includes the items you want and is in the order you want select Save and Close in the bottom right. Your count sheet is now ready to be used in a Physical.
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