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Button or Column | Description |
|---|---|
Back to Search Button | Returns to the results screen. On creation, the based Inventory Count is saved, so this button is immediately available. |
Save Button | Saves any changes to the worksheet. Once saved, you can leave and return to the worksheet without losing any data. |
Print Inventory Count Worksheet Button | Opens a PDF version of this screen to allow for a print out. Use this for inventory counts where a mobile device is not available. |
View Sales Unit Button | Changes the Sales to Stock ratio toggle on all lines. When the Sales unit is displayed, this line becomes View Stock Unit. |
Expand Count Details Button | Displays additional attributes for each row of inventory. Use this to view or update the lot, serial number, or make a comment about the inventory line. |
Complete Count Button | Saves all changes and transitions the status from Working to Complete. If there are lines with no values, the system will ask if you want to count them as 0, or leave the current inventory level intact. |
Add Product Button | Add an additional inventory line to this inventory count, if you find a product that does not have a line entry. |
Reset Count Button | Clears out all values in the Counted Qty column so you can start the count over. |
Line/Seq Column | The line and sequence number of the product in the count. |
Product Column | The name of the product included in the count. |
Location Column | Either the name of the Location of the product if applicable, or empty if there is no location. |
Quantity Column | The quantity of the product that is expected to be at that location. |
Counted Quantity Column | The actual quantity of the product counted at the location. |
Expiration Date | The expiration date of the product as it was entered during the stocking of the product at that location, if any. This displays as a date picker that can be modified if the date was missing or incorrect. |
Hamburger Pancake Menu Button | A button that opens the Inventory Options. These are the same options that are available under the Right Click menu on this screen. Each menu applies to the current row only. |
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These are reused throughout all Inventory screens and have been pulled onto their own page.