Creating, Editing, and Deleting a Count Sheet

1. Select the Enterprise, zone, property, or revenue center, click Setup, and then click Count Sheets.
2. Insert a record, enter a unique name for the Count Sheet, and then click OK.
3. To add or delete a Count Sheet Page:
   1. In the Pages section, click the Add link.
   2. Enter a name for each page in the Name column (for example, Cash and Vouchers).
   3. To delete a page, highlight the page name record, and then click the Delete link. The application deletes all units associated with a group for the selected page, along with the page.
4. To add or delete a Count Sheet Group:
   1. In the Pages section, highlight a page.
   2. In the Groups section, click the Add link.
   3. Enter a name for each group in the Name column. For example, you can have a Cash page with the groups Notes (paper currency) and Coins.
   4. Select the Cash Management currency class for each group from the Class drop-down list.

      When you select a Class, the Name column shows the name of the class if it was not previously entered. Change the Name value to show its representation on the Count Sheet POS client view and chit printout.

   5. Select the appropriate Options for each group:

      • 1 - Allow Multiple Entries: Select this option to allow unique entry of certain items (for example, gift cards and checks). The Group provides a multiple entry list when performing a count. This type of count is used to include non-denominated transaction items, such as personal checks or gift cards as part of a count, where the amount of each individual item must be tracked (for example, check and gift card amounts).

      • 2 - Reference Required: Select this option to have the POS client prompt the workstation operator to enter a reference on the Count Sheet (for example, gift card number, personal check number, credit card, or voucher number) for each amount entered. Deselect this option to skip the reference prompt when entering non-denominated values on the count sheet.

   6. Repeat Steps 4a through 4e to add other groups to track.
   7. To delete a group, highlight the group record, and then click the Delete link. The application deletes the group and all units associated with the group.
5. Too add or delete Count Sheet Units:
   1. In the Groups section, highlight a group.
   2. In the Units section, click the Add link to add all units to count as part of the group.
   3. Select the Units for each group from the Units drop-down list.

      Only the Unit Types associated with the Cash Management Class for the group are available in the Units drop-down list. When you select a Units value, the Name column shows the name of the unit selected. Change the Name value to show its representation on the Count Sheet POS client view and chit printout. You can use each Unit Type only once on a page.

   4. To delete a unit, highlight a unit record, and then click the Delete link.
6. Click Save.
7. To sort and alter the order in which pages, groups on a page, and units within a group appear on the Count Sheet at the POS client, use the up and down arrows.

   All units that are part of the selected group remain with the group as it moves. Units that are part of groups for the selected page remain with the page as it moves. Groups that are part of the selected page remain with the page as it moves.

8. To edit a Count Sheet, highlight the count sheet record, change the values, and then click Save.

   When you change a Count Sheet, the application removes all units associated with the group.

9. To delete a Count Sheet, highlight the record, and then select Delete.

   You cannot delete a Count Sheet associated with one or more templates.