How to add/remove products from count sheets while doing inventory? (Config Mode)

You’re taking inventory or have taken an inventory, and you need to add an item not already on your count sheet you can do that using a “config mode”.  

*If you have already taken the inventory and need to reopen it. Go to Inventory > Inventories, select the inventory you would like to reopen. Once selected you will see a button to Reopen the inventory and in the top left corner of the screen. Reopening it will allow you to edit your count sheet.

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Once in your count sheet, you can find the Config Mode button in the bottom right corner of your count sheet; it will be in the off position.

Turn on Config Mode. You can find the button in the bottom right corner of your count sheet; it will be in the off position. Click to turn on.

In Config Mode you can edit what items appear on your count sheets, but you will not be able to add inventory counts.

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To add a new item, click the +Add Product button in the top left of your count sheet. In this screen you will add the product you want to count and select the section you would like it to appear under in your count sheet.

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To remove items from the count sheet, while in Config Mode is on simply press the the X button under the controls column next to the item on the righthand side of the row. 

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When you’ve finished adding and removing products, turn off the Config Mode (bottom right of your screen) and go back to inputting counts.  

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