How To: Create a Count Sheet?

                                                                                                                                                                                                                                                                                                                                                                      

Count Sheets help ensure that no items are missed during Physical Inventory, especially for Food and Beverage operations.

Permission to view and edit Count Sheets 

1. Navigate to Count Sheets 

Go to Physical Inventory > Count Sheets and select Create New Count Sheet.

2. Select a Store

Choose the store you want to count.

Note: Count Sheets are store-specific.

3. Enter Count Sheet Details

Add a description such as Walk-In Cooler, Dry Storage, or Liquor Room. You can also choose an option from the Include menu (optional):

• Include all items in the store
  Brings every item into the Count Sheet.
  Include all items in the store that do not belong to any locations

• Useful when using flags/locations. Captures items not yet assigned to a flag/location to ensure nothing is missed.

• Include all items in the store that are not on any other Count Sheet
  Ensures any item not included elsewhere still appears on one sheet.

Tip: Keep count sheets focused (by location or category) to make counting faster and reduce errors.

4. Add Items to the Count Sheet

You can add items in four ways:

• Add Item
  Search for and manually add any available item.

• Add Items From
  Import items based on pars, sales, or from a text/CSV/Excel file.

• Add Locations
  Add a flag or location. This pulls all items assigned to that location and automatically includes future items added to that location.

• Level
  Adds all items within a selected level and includes future items added to that level.

5. Arrange Items (Sheet-to-Shelf)

Order items to match their physical placement in your establishment.

Use the arrows on the right side of the screen to move items up or down or enable 'Drag and Drop' to grab items and put them in the preferred order 

6. View Item

Will open the item editor for the selected item 

7. Remove Items

Use the options on the right to remove items from the Count Sheet as needed.

8. Save the Count Sheet

When the sheet contains the correct items in the desired order, select Save and Close.

Your Count Sheet is now ready to use during a Physical Inventory.

9. Create New Item List 

Create a new item list as needed

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

How do I create a session in the YDMobile app?

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