Creating Inventory Count Sheets

To Create Inventory Count Sheets

Click Inventory from the Button Bar. Or from the Upper Menu, click Inventory | Count Inventory.
Click New.
You will be presented with the Inventory Setup wizard. Select the date of the count (This is the date of the closing inventory). once the wizard is complete you will be presented with the Inventory Worksheet
The first time you use this window you will be creating worksheets for your Opening Inventory for ALL items.
The new worksheet will zero out any existing counts from the last inventory.
Now you must choose the way that you want to count your stock. You have many different options here:
Location – Sort stock by Storage Location and then by Group. E.g.; Cooler – Produce - Lemons
Group – Sort only by Group and alphabetically within the group. E.g.: Produce, Meats etc.
Category – Sorts the list by Category E.g.: Food , Beer etc.
Custom – Sorts the list by location in exactly the order that you have designed. See Creating Custom Inventory Lists
Once you have designed a sort order that works for you. Click Count Sheets to review the list.
This list order will remain unless you change it.
Click Print to print out your count sheets.
You are now ready to count your inventory.