How do I set up my count sheet?

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.

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 field.
  4. Click the filter icon 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 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 the count sheet and only show the default. Click "Save".