Navigate to this page from the main menu by selecting Inventory > Products.
Overview
This page provides a quick way to see which of your products have been flagged "yes, this product should be inventoried" but are not yet on a count sheet. For these products, you will either want to place them on a count sheet or decide you don't want to count them. This page also allows you to see products that are already on a count sheet.
NOTE: If your count sheets are set up to receive new products automatically (this is selected at the top of each count sheet), you won't have to visit this page to manage new products. For more on this, visit the article - How do I add new products to count sheets?
Using this Page
To help focus on the products you want to find or work with, there are two filters at the top of the page.
Category Types:
This filter, as shown below, allows you to display only those products in one of these category types:
"Food", "Beer", "Wine", "Liquor", "NA Bev", "Retail" or "Other"
All Products vs New Products:
This filter, shown below, allows you to limit what types of products are shown:
New Products - These are products you purchased and have been flagged 'yes' for inventory but have not yet been assigned to any count sheets.
All Products - Using this selection, you will see all products in the system, regardless of whether they are inventoried or not, and regardless of whether they've been assigned to a count sheet.
Product Inventory Settings
To see the inventory settings for that product, click on the product as shown in the image below; in this example, we have selected ‘Carrot Multi-Colored'
Selecting the product will redirect you to the product inventory settings page.
On the product inventory settings page, you can see the inventory settings for that product, including whether or not the product should be inventoried; and if so, which count sheet should it be included in.
A product not flagged to be inventoried will have an initial screen that looks like this:
To flag the product to be included on one or more count sheets, first, check the box as shown in the image below.
Then you can select which sheets to add the product to, and if it's a "sheet to shelf" count sheet, you can specify which section to place it in. In the example, the product was added to the "Full Inventory" in the section called "Produce".
You can click the green "+Add to a Count Sheet" to add the product to a count sheet. You will be redirected to ‘Add to a Count Sheet’ screen.
On the ‘Add to a count sheet’ screen, as shown in the image click to view the drop-down list of available count sheets.
In this example, we have selected 19’ Food Inventory from the list. Click Ok after making the selection.
The count sheet is added to product inventory settings page, select the section as shown in the example we have selected it to be in ‘Dry storage’
Click the green "+Add to a Count Sheet” button again to add the product to another count sheet or another section of the same count sheet.
Be sure to click "Save" when finished.
