To Enter Inventory Counts:
1.
Click Count Inventory
(Main Menu Toolbar).
2. Create a new Inventory, see Create a New Inventory.
3. Choose the View (Sort By) you wish to count (Location, Group, Category or Custom).
4. Enter the Item Counts into the appropriate columns (Purchase, Case or Pak) as detailed below. Press Enter to move down one row or press TAB to move to the next count unit for that Item.
NOTE: To define what Count columns are visible, see Preferences - Inventory.
5. If you
have indicated that you wanted to count Prep/Batch recipe items, they will appear on the
worksheet in the locations that you chose when you created them. Prep items
will have the Batch Unit as the Purchase Unit, the Batch Yield unit as
the Split / Case unit and recipe unit as pak unit. Please
take this into consideration when entering Prep counts.
TIP: When entering counts the case unit (middle column is usually used the most. Enter the amounts or portions thereof. Partial counts can be entered as for example, 1.75 bottles, .5 box etc.
6. Once you
are satisfied that the counts are complete, click the Summarize Counts
(Inventory
Toolbar). This will summarize and value all the data for each Item to the
reporting units that you specified when you set up the Item
initially.
7. The counts
will be summarized into the Inventory Summary for you to review.
8. Once you
have reviewed the Inventory
Summary, click Finalize to complete the Inventory.
Count Column |
Details |
Purchase Unit |
This is the Purchase Unit of the current Pack Size or Pack Sizes for the Item (if multiple pack sizes have been included). |
Count Unit (Split Unit) |
This is the Split Case Unit for the current Pack Size that was established when the Item was set up. |
Pak Unit |
This is the Pack Unit from the Pack Size for the current Item. |