Creating a Blank Inventory Count

  1. Click Store, click Inventory, and then click Blank Inventory.
  2. Select the Cost Center, select the Inventory Date, and then select the Inventory Time.
  3. Select the Item Groups you want to assign to the inventory count, and then click Assign.

    To select multiple item groups, press and hold CTRL while selecting the item groups.

  4. (Optional) To edit items in the inventory while creating the new inventory count. Editing Items While Creating a New Blank Inventory Count provides more information.
  5. Click Create.
  6. On the Inventory detail page, click Item Group to go to the Item Groups detail page or click Storage Location to go to the Storage Location detail page.
  7. To add items to the inventory:
    1. Click Add Item(s)/Unit(s), and then place the cursor in the Item field and press Enter.
    2. Select the items you want to add, and then click OK.
    3. To add additional units, place the cursor in the Additional Unit field, press Enter, select the additional units, and then click OK.
    4. If you are using Advanced Storage Locations, select the appropriate Storage Location.
    5. Click OK to complete the entry for the item, and then click Cancel to exit the Add Item(s)/Unit(s) dialog box
    6. Click Refresh Count to show the items you added on the Inventory Count detail page.
  8. To add recipes to the inventory:
    1. Click Add Recipe(s), and then place the cursor in the Recipe field and press Enter.
    2. Select the recipe you want to add, enter the quantity in the QTY field, and then click OK.
    3. Click Cancel to exit the Add Recipes dialog box, and the click Refresh Count to show the ingredients of the recipes you added in the Inventory Count detail page.
  9. To enter the count for the items, click the name of the appropriate Item Group or Storage Location, enter the quantity amount in the Count Qtycolumn, and then click Save.