Count Sheet Setup

 

When you add an Item or additional Pack Sizes they will appear on the Count Sheets. In this window, you can delete an Item from the Count Sheets altogether or add/remove Pack Sizes as needed. Keep in mind that the default (or current) Pack Size will always appear on the Count Sheet.

 

For example, you may buy rum by the 750ml bottle but also by the 1.14 liter. When you count Inventory, you want both Pack Sizes to appear. When counts are done, the amounts will be calculated and totaled to the current Case Size.

 

To Edit Count Sheet Setup:

1.     Click Count Inventory  (Main Menu Toolbar). 

2.     Choose Countsheet Setup  (Inventory Toolbar).

  

3.     Enter the Item name in the Search .

4.     Click the Filter  to select specific filter(s) for this Item. The available Filters include: Group, Category, Location, Received Older Than and Key Item.

NOTE: The Received Older Than Filter is handy when you want to remove Pack Sizes that you no longer receive or haven’t received for longer than a specified period.

5.     CHECK or UNCHECK the Items/Pack Sizes as necessary for Track Inventory and Should Count?.

6.     Click Save .

 

TIP:  To reset all items to ONLY use the default count unit (one line per item on the count sheet) click Reset.  This will remove all additional case sizes from count sheet and only show default.  Click Save.

For more information on Setting up Count Sheets, watch this short video titled How to Set Up/ Clean Count Sheets in Optimum Control. https://www.youtube.com/watch?v=tN-3m7YkryY