Countsheets

Locating the Countsheet Icon

Locating the Countsheet Icon

The Countsheet icon is represented by the white clipboard in the menu bar at the top of your screen.

Creating a Countsheet

  1. Select the Unit and Date from the drop down boxes for the unit and date your are taking counts for.
  2. Choose whether you will be Grouping Items by Location or Department (If you group by Location, an item will appear multiple times on the Countsheet; If you group by Department, an item will appear only once).
  3. Choose the Type of Countsheet you wish to use (Shift, Daily, Weekly, Monthly, or Waste). If you are wishing to create a weekly Countsheet, choose Weekly. If you are wishing to create a daily Countsheet, choose Daily, and so forth.

Waste Countsheets

Waste Countsheets

1. A Waste Countsheet has the same appearance as all other Countsheets. Open a Waste Countsheet by clicking on the Waste button within the Counsheets window.

2. The purpose behind a Waste Countsheet is to account for lost inventory items that were unintentionally "wasted." For example, if you were carrying a 40 LB sack of oysters across the kitchen and the sack ripped, dropping all of the oysters onto the floor, you would be unable to use those oysters due to possible contamination. Therefore, to account for that $32.00 sack of oysters that you couldn't use, you would key in 1 sack of oysters on a Waste Countsheet (as shown above).

3. After creating your Waste Countsheet, be sure to save it using the Save button at the bottom right of the window.

Printing in Compact Mode

1.  At the bottom of the Countsheet, you will see Two tabs: Full (Entry Mode) and Compact (Print Only). If you are wanting to use less paper, choose Compact (Print Only) mode.

2.  Click the Print button to print the blank, compact Countsheet to carry around with you to take inventory counts.

Printing In Full Entry Mode

If you would like a more detailed printable countsheet:

1. Select the Full (Entry Mode) tab.

2. Click the Print button to print the Full mode countsheet to carry with you for inventory counts.

Please note that the main difference between the Full (entry Mode) and Compact (Print Only) countsheets boils down to visual properties and personal preferences. Both were created for the same purpose: counting inventory.

Entering Inventory Counts into QSROnline

  1. After counting your inventory, return to the QSROnline Client application to enter the store counts. Switch back to the Full (Entry Mode) to view the full screen Countsheet.
  2. Enter the counted values from the printed compact Countsheet into the highlighted cells for each item counted. Use the Tab key or the Enter key to move between entry cells. You will notice that once you enter a value, the Countsheet will automatically calculate the total for that item.
  3. When you have finished entering the count values, or when you need to step away from the computer, it is wise to click Save. This will save all of your entries in the countsheet.
  4. Once you have saved your Countsheet, click the Close button.

*Please Note: We suggest one user at a time while entering Inventory counts. Also, if an item is missing, the ADMIN must update the list.

Viewing Existing Countsheets

You can view existing countsheets within the Countsheets window. By default, a list of the most recently entered countsheets will be listed on the screen. If you wish to narrow your list to find a specific countsheet:

1. Select the Type of Countsheet desired. Types include Monthly, Weekly, Daily, Shifts, etc.

2. Select the unit or units you're wishing to view countsheets for.

3. Select the date range in which you believe the desired location was entered. In this example, Last Period is selected. Other date ranges include This Period, Last 14 days, Last 7 days, Yesterday, Today,  and Custom.

4. Once you've narrowed down your search, the list of countsheets meeting the selected criteria will be listed on your screen.

Updating Countsheet Prices

Updating Countsheet Prices

There are many different factors that may affect countsheets prices.  Two of the most common issues are Mapping and Invoices.  Anytime a correction is made to an Invoice or the Mapping, the countsheet price must be manually updated for each countsheet in question.

1. In order to update the Countsheet Price you must first Right Click over the inventory item on the countsheet in question.

2. Select Show "Inventory Item Name" Info.  In this example we are using Blue Cheese Crumbles.

1. Countsheet Price displays the current price being used by the countsheet in question.

2. Latest Price displays the very latest price for the inventory item in question.  Changes between the prices may be due to a price change that was received on an invoice after the countsheet was save or by changes to the mapping and/or invoices.

3. Latest Price From details what Vendor, Invoice #, and Invoice Date the latest price is being pulled from.

4. Mapping Info is showing the mapping between the vendor item being used for the latest price and the inventory item.

5. Update Countsheet Price gives you the ability to update the price of the selected inventory item on the selected countsheet.

Reviewing Countsheet History

Reviewing Countsheet History

The Countsheet History feature lists each version of the selected countsheet, the person responsible for the edits as well as date and time the edits were saved.  Selecting the Countsheet Version will give you a detailed list of all changes made in that specific version.  

1.  Click on the Show Info button.

2. Each Countsheet Version will be listed in the order of which it saved, when and who saved it, inventory value, and the number of items changed.

Copying an Existing Countsheet

Copying an Existing Countsheet

To copy an existing countsheet:

1. Double click on the countsheet you're wishing to copy.

2. Click on the Copy Countsheet button, and a new copy of the selected schedule will be created.

Watch a Video

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