Customize and Fine Tune your Count Sheet

This article covers the steps needed to customize and fine tune your count sheet at the store. This will make the inventory count process for efficient and effective. 

Update Storage Locations and Sequence your Count Sheet

The Update Storage Locations screen allows a user reassign a product’s primary storage location. Users can also update a product’s ordering status, set the location's Min and Max Par levels, and print product labels.

Changing the primary storage will transfer the products from the old storage location to the new one.  To add a product to the inventory of a storage location without changing the primary storage, add it to the sequence of the new storage.

1. From the Inventory menu, click Inventory Setup.
   
   
2. Select a Storage Location from the drop-down.
   
   
3. Configure the desired settings on this screen.  If necessary, use the Search field to search by Product #, Product Name, or Storage Type.
   
   
   • Sequence – For each product, enter/edit the appropriate number to indicate where it should appear on inventory count sheets. When ready, click the Sequence button.
   • Product Number – This displays the Company Product number.
   • Product Name – This displays the Company Product name.
   • Storage Location – This indicates the storage location selected in the drop-down above. If it is the product's Primary Storage, this can be edited to select another storage.
   • Storage Type – This indicates whether the storage location is the 'Primary' storage or a 'Secondary' storage for the product. To add a product to a Secondary storage, click the Plus (Add) icon.
   • Storage Active – If necessary, clear this check box for a product to remove it from Inventory count sheets.  
   • Inventory Unit (hyperlink) – This displays the Company Product Inventory Unit. Click the link to open a pop-up window for defining/editing Alt Units.
   • Available – This indicates the quantity of the product currently being kept in the selected storage location.
   • Alt Units 1, 2, 3: Unit/Display – The "Unit" column shows the defined Alt Unit; you can check/uncheck the box in the "Display" column to show/hide this unit in Net-Chef and in the Counter mobile app for this product/storage combination.
     
     
4. When ready, click the Disk (Save) icon to save your changes.
   
   
5. To download and print these settings, click the Printer (Export) icon.
   
   
6. When finished, click the X (Close) icon to exit the screen.
7. 1.