With the proper permissions assigned, you can request an inventory count for a specific store, or for more than one store. This procedure is very flexible, and allows you to modify your requested count every step of the way.
To request a new Inventory Count:
Go to Applications > POS Back Office > Inventory Counts > Request New Inventory Count
This displays the New Inventory Count wizard.
Right click in this window and select Request New Count.
This displays the first page of the Inventory Count Wizard.
From here you can either select a template to use, or proceed with no template.
Proceed with no Template
To request a new inventory count without using a template:
Use the default of Proceed with No Template on the first page of the Inventory Count Wizard and click Next.
This displays the Choose Location window.
Select a location by checking the box at the left of its row.
Requested Due Date is optional. Use the Requested Due Date field to change the default date that this inventory count should be performed -- from today's date to another date in the future (informational only).
Click Next to continue. This displays Included Items form.
Here you can indicate what items you want to be counted.
Either select All Retail Products and click Next to complete the Inventory Count.
OR
Click Select Retail Products to choose specific items to be counted.
Use the Add button if you need to do a Product Catalog search to locate the product(s) you want.
Highlight the product, right-click and choose Select to add it to the window.
Repeat to add other items or click Next to continue.
You can also pick and choose which items will be NOT be counted.
Use the Add button to do a Product Catalog search to locate the product(s) you want.
Right-click the product row in the search window and choose Select from the shortcut menu to add it to those items that will be excluded.
Repeat to add more items, or click Next to continue.
Choose to use or override Inventory Count Settings.
Use this free-form text area to indicate any special instructions you may have regarding the template you are editing.
Click Finish to complete the Inventory Count Request.
Choose Template
To request a new inventory count using a template:
Select Choose Template on the first page of the Inventory Count Wizard.
Select the row of the template you want to use and click the Next button.
From this point the process is as described above.