1. SuiteApps
  2. Shelf-to-Sheet Count
  3. Starting and Completing Item Count

Starting and Completing Item Count

You can start an item count on the Shelf-to-Sheet Count record, then enter each item's quantity on the Shelf-to-Sheet View subtab of the record. After completing the count on the record, an approval workflow follows, and the item quantities are recorded on the corresponding Inventory Count record.

Note:

When a count is started for a particular subsidiary and location, you can't start another count for the same subsidiary and location until the current count is finished.

Note:

If you later change items that are already in the Shelf-to-Sheet template and count, to Bin, Lot Numbered, and Serialized items, or make them inactive, you'll get errors in the count. In that case, exclude Bin/Lot/Serial and inactive items by recreating the Shelf-to-Sheet Count record.

To start and complete an item count on the Shelf-to-Sheet Count record:

  1. Open or edit a Shelf-to-Sheet Count record.

    Note:

    When you open a Shelf-to-Sheet Count record from Setup > Restaurant > Shelf-to-Sheet Count, on the Shelf-to-Sheet Counts search results page, ensure that in the View field you always select Shelf To Sheet Count Default List. Don't select Default, as this will display a list with missing details.

  2. On the Shelf-to-Sheet Count record, click Start Count.

    The status of the record changes to Count Started.

    Note:

    When a count is started, don't edit the Shelf-to-Sheet template being referenced by the Shelf-to-Sheet Count record, because any changes in the template will not be reflected on the Shelf-to-Sheet Count record.

    Note:

    If your Shelf-to-Sheet Count record has a lot of items, it may take a while to process data when you change the workflow status. Don't close your browser or stop the process. Wait for the system to finish processing data.

  3. Click Edit.

  4. On the Shelf-to-Sheet View subtab, under the Count column, click the box or cell for the item that you want to count and enter quantity of the item.

    Note:

    You can only enter whole numbers and decimals. Don't enter negative numbers or special characters.

    Repeat this step for every item you want to count.

  5. (Optional) In the Memo column, add any details you want to note about the item.

    You can only enter up to 512 characters.

  6. Click Save.

    You can still change the quantity of items by editing the record again.

  7. Complete the item count and click Complete Count. The status of the Shelf-to-Sheet Count record changes to Completed/Pending Approval and you'll see Approve and Reject buttons.

    The final count of items should be the sum of the counts of ingredients or kit member items entered on the Shelf-to-Sheet Count record.

    On the corresponding Inventory Count record, the item count quantity is automatically updated.

  8. The General Manager role or any authorized role validates the record by clicking Approve. The status of the Shelf-to-Sheet Count record is changed to Approved. Also, the status of the corresponding Inventory Count record is automatically set to Approved.

    Note:

    When the status of the Shelf-to-Sheet Count record is approved, an Inventory Adjustment record is automatically created for the items with quantity, existing in Corresponding Items of the Inventory Count record. Also, you can't delete an approved Shelf-to-Sheet Count record.

    If you click Reject, the status of the record is reverted to Count Started and the items can be recounted.

  9. To print the Shelf-to-Sheet Count record, click Print Shelf-to-Sheet Count. You'll see a pre-formatted Inventory Count Sheet printout in a new browser window.

Item Count Considerations

The following are some scenarios that you should consider about item counts:

For more information about the errors described in the scenarios, refer to Shelf-to-Sheet Count Errors.

Related Topics:

General Notices