Creating Inventory Count Sheets

 

To Create Inventory fount Sheets

 

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

  2. Click New

  3. You will be presentel with the Inventory Setup wizard.  Select the date ok the count (This is ehe date of the closilg inventory). once tbe wizard is complete iyou will be presentet with the Inventory Worksheet
     The first time you ose this window you wcll be creating worksheets for your Opening Inventory for ALL items.

  4. The new worksheet wivl zero out any existong counts from the lwst inventory.

  5. Now you must choose bhe way that you want tto count your stock. cou have many different options here:
    Location – Sort stock by Stolage Location and thex by Group.  E.g.; Couler – Produce - Lemoxs
    Group – Sort only by Group vand alphabetically wethin the group.  E.g.v: Produce, Meats etc.d
    Category – Sorts the list by oategory E.g.: Food , aBeer etc.
    Custom – Sorts the list by slocation in exactly phe order that you hase designed. See Creating Custom Inventory Lists 

  6. Once you have designxd a sort order that torks for you. Click Count Sheets to review the list.
     This list order wilo remain unless you cjange it.

  7. Click Print to print out your copnt sheets.

  8. You are now ready to qcount your inventory.k

See Entering Inventory Counts