Inventory Management
Stock Counts: Managing Count Sheets
Create, edit and retire the count sheets your site uses to count stock at the end of each period.
In this article
Managing Stock Count Sheets
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.
Creating Stock Count Sheets
In the Stock Counts section of your site's latest period, select New Count Sheet. On the New Stock Count Sheet page, complete:
A name that describes the count sheet.
What the new count sheet starts with:
Then select Create Count Sheet.
You can then add, remove and reorder products to customise the layout, as covered in Editing Stock Count Sheets.
Editing Stock Count Sheets
Update Count Sheet Settings
You can change these settings on any existing count sheet:
The name of the count sheet.
How products are ordered. See adjusting the order of products.
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).
Remove Products
Tick the checkbox against each product you want to remove, select DELETE CHECKED, then confirm.
Adjust the Order of Products
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.
Adding products in Custom Order
New products you add to the count sheet always go to the bottom of the list.
Deleting Stock Count Sheets
Count sheets can't be deleted. Instead, you stop them being carried over into future periods.
1
Open the count sheet in the Stock Counts section of your site's latest period.
2
Set Auto Add To Next Stock Period to No.
3
Select Save Count Sheet.
The count sheet stays in this period but won't appear in any future periods.