Inventory Management
Stock Count Sheets
Create, edit and retire the count sheets your site uses to count stock at the end of each period.
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About
Stock count sheets are used to count inventory products at the end of each stock period.
Unique to each site
Each site has its own count sheets.
As many as you need
Create a count sheet for each count area in your site.
Products in more than one place
A product can appear on several count sheets. Its counts are combined into one total in period reports.
Always work in the latest period
Count sheets are copied from the previous period when a new period is created. Make any new count sheets or changes in the most recent period, so future periods pick them up.
Ready to start?
Go to the Create tab.
Create
Add a new count sheet for a count area in your site, starting empty or with products already on it.
Steps
1
Start a new count sheet
In the Stock Counts section of your site's latest period, select New Count Sheet.
2
Name it and choose a starting point
On the New Stock Count Sheet page, fill in:
A name that describes the count sheet.
What the new count sheet starts with:
3
Create it
Select Create Count Sheet.
The count sheet is created. You can now add, remove and reorder products to suit the layout of your count area. See Edit.
Edit
Change a count sheet's settings, its products, or the order they're listed in.
Open the count sheet first
Open the count sheet in the Stock Counts section of your site's latest period, so the changes carry into future periods.
What do you want to change?
Settings
You can change these settings on any existing count sheet:
The name of the count sheet.
How products are ordered. See product order.
Select Save Count Sheet to save your changes.
Add products
In the Add Product To Count Sheet field, type to search for each product you want to add. When you've selected them all, select Add Product(s).
Using Custom Order?
New products you add to the count sheet always go to the bottom of the list.
Take products off
Tick the checkbox against each product you want to take off the count sheet, select DELETE CHECKED, then confirm.
Product order
The Count Sheet View setting has two options:
Product Group
Splits the count sheet into sections by product group, in alphabetical order. Products within each section are also listed alphabetically.
Custom Order
Shows all products in one section. Use the drag-and-drop icon on each row to put products in the order you want, for example to match their position along a shelf.
Remove
Count sheets can't be deleted. Instead, you stop them being carried over into future periods.
It stays in this period
The count sheet stays in the current period, so any counts on it are kept. It just won't appear in future periods.
Steps
1
Open the count sheet
Open the count sheet in the Stock Counts section of your site's latest period.
2
Stop it carrying over
Set Auto Add To Next Stock Period to No.
3
Save it
Select Save Count Sheet.
The count sheet won't appear in any future periods.