Before sorting, make sure you have selected the Location(s) in which Item and Prep/Batch Items are stored. See Location Setting
To sort your Count Sheets by “Shelf to Sheet” (or in a Specific Custom Order):
1.
Click Count Inventory
(Main Menu Toolbar).
2.
Choose Customize Sort (Inventory Toolbar).
3. Select from the Location drop-down list, the Storage Location you wish to customize. A list of all the Items contained in that area will appear under the Unsorted list on the left.
4. Click on an Item that you want to count and drag the Item into the Sorted list on the right. The Items will appear on the Sorted List (and be counted) in the order you drag them over in.
NOTE: You can speed up the sorting by holding down the CTRL key and clicking the Items in the order you want to count them. Then, instead of dragging the highlighted Items over, click > and all the highlighted Items will be moved over as one group.
5. Continue dragging Items until you are satisfied with the Sorted list for that Storage Location.
NOTE: You can re-arrange the list into the order you desire for counting. Click the Item, hold the left-button down while moving the Item up or down the list and release when Item is in the desired order placement. The placement of the Item is indicated by a red line.
6. Click
Save
.
7. Repeat Steps 3 – 6 for all Storage Locations.
8. When finished, click Close (X).
NOTE: New Items or Preps added to the database or new Locations added for each will be on the Unsorted list until sorted.