Creating an Inventory by Count Cycle

  1. Click Store, click Inventory, and then click Count Cycle.
  2. Enter the Cost Center, select the Count Cycle, select the Inventory Date, and then select the appropriate Unit Collection Method.

    You can only create an inventory by count cycle for days that are valid within the cycle. For example, you can create an end of month inventory for 8/31 but not 8/30.

  3. Click Create Count.
  4. 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.
  5. 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.
  6. 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.
  7. 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 Qty column, and then click Save.

Parent topic: Inventory Management