Web Based Countsheets
Creating a Countsheet
Selecting Countsheet Type
To create a new Countsheet:
1. Click Add New.
2. Select the unit from the drop-down list.
3. Choose from the following Countsheet types:
• Shift 1, 2, or 3: Tracks inventory between shifts during a single business day.
• Daily: Tracks inventory on a daily basis.
• Weekly: Tracks inventory on a weekly basis.
• Monthly: Tracks inventory on a monthly basis.
• Waste: Used to account for waste.
• Transfer: Used to account for inventory transferred between units.
4. Choose the date.
5. Click New Countsheet.
View an Existing Countsheet
Within a Countsheet:
1. The Expand/Collapse Groups button will expand/collapse each category.
2. You may search for a specific item on your countsheet using the search box.
3. To save, print, or close your countsheet, use the corresponding button(s).
4. The More button has additional options that are detailed in the next step.
5. Your locations or departments are listed here. Click the + sign next to each category to expand and show all items within the category.
- Pricing Info - Shows latest prices and mapping details.
- Possible Errors - Details any items that may have possible errors.
- Countsheet History - This link allows you to view older versions of the same countsheet. Admins can use this feature to see who has edited an existing countsheet as well as the times it was edited.
- Copy Counts - Allows Admin to copy a countsheet into another.
- Delete Countsheet - To delete the selected countsheet, click on the delete button. (This is an Admin function only).
1. Then, click on a listed item. Doing so will change the color of the item's row to orange.
2. The Inventory Item Information window will appear listing the item's mapping information, including its vendor, units of measure, and pricing and invoice information.
Click on the pencil icon shown next to the item's name (shown in the last step). Doing so will open a white box, which allows you to enter your count for that item. In this example, 5 craw fish were counted, so the number 5 was entered in the box.
To save your count, click on the green check mark.
After clicking the green check mark, the item's count will be added to the countsheet. The pricing information will also auto populate, according to amount counted multiplied by the item's price (found in the Inventory Item Info window).
Finalizing a Countsheet
After repeating the steps listed above for the other items listed on the countsheet, your countsheet will look something like this.
1. Each item's count and units of measure are listed here.
2. The auto populated prices appear here, with the total inventory amount written at the top.
3. The last step in finalizing your countsheet is saving it. Click on the Save button at the top right of the countsheet window.
Printing a Countsheet
Editing Inventory Items on Countsheets
Adding a New Item to a Countsheet
Editing Departments and Locations on Countsheets
1. To edit a Department or Location, click on it to highlight its row orange.
2. *Please be sure to save any changes or edits to your countsheets by clicking on the Save button. Failing to click the Save button after making changes will result in losing all of your work upon exiting the countsheet window.