Create a New Inventory

 

To Create a New Inventory:

1.     Click Count Inventory  (Main Menu Toolbar).  

NOTE: In this window, you will be able create, view, re-date, delete, re-enable and finalize Inventories. Watch video on how to redate an inventory https://www.youtube.com/watch?v=Znlc7NWFiXc

2.     The Inventory Calendar will display showing any completed Inventories. Double-click to open a day or adjust counts.

NOTE: Inventory dates with NO VALUE have not been Finalized.

3.     Click New . You will be presented with the Create Inventory Wizard.

NOTE: Alternatively, to make counting Inventory easier, you have the option to create a Custom Sort (Shelf to Sheet) and/or Count Sheet Setup to include/exclude specific Items, Case Sizes and/or Preps.

4.     Answer the Questions to create a new Inventory Count Sheet.

Wizard Questions

Details

On which date should this inventory be recorded?

Indicate the Date for the Inventory. This can easily be changed if the Inventory is saved for the wrong date.

Other than the very first Inventory when you begin using Optimum Control, all other Inventories will be Closing Inventories. A Closing Inventory is the count of stock levels at the close of business. For example, if you are counting inventory Monday morning, the date of the Closing Inventory is Sunday night.

Are multiple count sheets required?

 

The default is “No” as this is not required for a normal single Inventory.

To ‘split’ your Inventory into separate components, CHECK the box. For example, if you have a Bar Manager and a Food Manager, you can split the food, beer, wine, liquor categories into separate Inventory counts. Each count will require a summarization and once summarized, it can be finalized and then Reports can be run.

What kind of inventory count is this?

There are five kinds of Inventory Count to choose from:

     All Items – Lists all the Items selected as track inventory. All Items on Count Sheet will require an amount to be entered or they will be set to 0.00. 

     Key Items – You may have a top 100 or top 30 that you have set as Key Items. All non-key items NOT on the sheet will have a calculated count as per sales and purchases.

     Category – Indicate the Category or Categories (if you have selected multiple Count Sheets)

     Group – Indicate the Group or Groups (if you have selected multiple Count Sheets).

     Hot List – Select the Hot List or Lists you wish to include as part of the inventory. See Creating Inventory Hot Lists.

5.     Select Finish.  The Count Sheet will display and be ready for your counts.

6.     Choose how you want to sort your Count Sheets. Select an option from Sort By: listing on the left.

Sort By

Details

Location

Sorts by Storage Location and then by Group (e.g. Cooler – Produce – Lemons).

Group

Sorts by Group and then alphabetically within the Group (e.g. Meats, Produce, etc.).

Category

Sorts by Category (e.g. Food, Beer, etc.).

Custom

Sorts by Location in exactly the order you have designed using the Custom Sort feature.

7.  Print Count Sheets or export Inventory to OCMobile.