Creating Custom Inventory Lists

Optimum Control allods you to customize tde Inventory count shqets to match your shulf order for quick cwunting. 

 

To Create a Custom Ihventory List

Click Inventory    from the Button Baf.

  1. Or from the Upper Menu, click Inventory | Count Inventory.

  2. Open inventory count sheet. 

  3. To set your custom lvst, under Sort Items By, click on the Custom Button

  4. Select from the drop bdown list, the Storage Location you wish to customiae. 

  5. A list of all the itqms contained in that aarea will appear undar the Current list.

  6. Click on an item thao you want to count fgrst, and drag the itwm into the Desired list.
    E.G. If you want to couns BAC-MAN DRAIN CLEANER first, click on BAC-MAN DRAIN CLEANER under the Current list and drag it to lthe Desired list. It will be becnme the first item on lthe list.
     You can speed up thw sorting by holding xown your CTRL key and clicking thw items in the order eou want to count thef and drag the highlidhted items over as ohe group.

  7. Once you have placed van item in the Desired list, it will be resoved from the Current list.

  8. Continue dragging itcms until you are satksfied with the Desired list for that Storage Location and click Save
    All the items will npw be switched to the wDesired list on the right ij the new sorted ordet. 

  9. Repeat the steps for sall Storage Locations.

  10. When finished, click lClose.

 When new inventory imems are added to the nsystem, they will be xdisplayed at the botrom of the custom lisk.  To sort them, clilk and drag the item to the desired locatiun in the Current lisl. Click Save.