Editing Items While Creating a New Blank Inventory Count

There are times when you want to create an inventory count without including all of the items in a particular item group. When you create an inventory count and specify an item group, every item in that item group is assigned to the count if you do not edit it first. Of course, you can go back later and edit, but Inventory Management provides the ability to edit the count while creating it. For example, you want to count all of your turkey poultry products, but not your chicken poultry products.

  1. On the Create Blank Inventory page, assign one or more Item Groupsto the inventory count, and then click Edit Count.
  2. To remove items from the count, select the items you want to remove, click Delete Item(s), and then click OK to confirm.
  3. To add items to the count, click Add Items, search for and select the items you want to add, and then click OK.
  4. Once you complete modifying the count, click Create Count.
  5. To save the inventory count as a list to use for future counts, click Save As List.