How to create counting lists:
For you convenience you can create different lists, it might be arranged by your different physical locations, by food types, by items counted by different employees or any other way that fits your business.
- On the inventory screen click on Counts at the top right hand side, then on Start New Count.
- Click on New list, give it a name and click Save. You can delete or edit a list's name by clicking on Edit at the top right. Note that you should NOT be in counting mode in order to edit a list (counting mode is when you see the red button saying Abort Counting).
3. Add items to your list by clicking on Add/Remove items. Note: any item you would like to add to a list must be added to inventory first (it's not enough that they are on your catalogs).
4. On the popup window click the checkboxes next to the items you would like to add to the list. You can filter the list of items by tags or suppliers and you can search for a specific product in the search-box (click on the magnifying glass icon next to the dropdown lists).
5. After selecting the items click Save. Note: you can add the same item to several lists.
6. Once you have your list you can sort its order of appearance by clicking on Arrange at the top and dragging the items and arranging them in the order you choose. When done, click on Done Arranging.
7. “Other items” list contains all items which are in your inventory but have not been added to any list.
How to count your inventory:
- On the inventory screen, click Counts at the top right hand side, then click Start New Count (top right).
- On the left you'll see your counting lists, click on the counting list you'd like to count.
- Click on Start Counting (bottom left).
- Add the quantities to each item. For items that come in a case you can count full cases and/or individual units.
- When you are done counting, click on Done counting at the top right.
- Move on to the next list.
- When all lists are counted click on Submit to record the count.
- You will have an option to save the count up to two weeks retroactively. Select the date and click Save.
9. You can complete counting of one or several lists and not submit the entire count until your staff is done with the other lists. This means that next time your inventory screen will show Resume count instead of New count.
Or you can submit a count with only some of the lists counted.
The counting option that is displayed in the counting list is determined by the setting of the item in the catalog:
- If the item is set to weighable in the catalog, it will display the unit of measurement for the item to be counted by (lb, gram, L). For this option you will have a drop down to switch between units of the same family (weight, volume, unit).
- If the item is set to non-weighable in the catalog and the number of units in package is 1, it will display the canister for the item to be counted by (pack, bottle, bag). If canister is empty in the catalog it will show "Units".
- If the item is set to non-weighable in the catalog and the number of units in package is 2 or more, it will display case and canister to be counted by (cases & bottles, cases & bags, cases & cans). If canister is empty in the catalog it will show cases & units.
How to count master products:
Master products are shown under one title with an indication of the number of items included in this group.
There are 4 counting modes by which you can count a master product.
Counting by Weight appears on the main counting window: if your products are set to Weighable, your count would be the aggregated weight or volume. (kg, lb, g, L).
For the other three counting modes, click on the button with the number of items to open a master product counting window.
The master product counting window has 3 different modes of counting:
- By Brand- counting individual items.
- By Container - counting units. For example how many 2L bottles of milk and how many 1L bottle of milk you have in stock no matter from which supplier they were ordered.
- By Cases – counting packages and/or units. For example, how many cases of 3 of 2L bottle of milk you have or how many cases of 6 of 2L bottle of milk you have. You might have 3 full cases and 2 loose bottles.