How to Use Count Sheet Feature

What is Count Sheet?

Count Sheet is a powerful tool that enables your employees to accurately count products in your physical store, eliminating the hassle of manual inventory tracking product one by one. By utilizing the Count Sheet feature, your team can effortlessly create, manage, and execute inventory counts, all within a user-friendly interface.

How Does it Work?

The process begins on the SalesVu.com website portal, where managers can easily create count sheets tailored to their specific inventory needs. Once created, these count sheets are instantly synced with SalesVu POS app on iPads, making them accessible to employees on the shop floor.

Employees can then select the relevant count sheet directly from the POS app, allowing them to commence the inventory counting process. With intuitive features and clear instructions, employees can efficiently record the quantities of each product as they physically count them within the store.

How to Create Count Sheets:

1. Login to SalesVu.com
2. Click on 'Inventory' at the left menu
3. Click on 'v' arrow icon at the right top
4. Click on 'Count Sheet'
5. Click on 'Add Count Sheet'
6. Name Your Count Sheet
7. Assign products
8. Select 'Auto Commit' Status. If auto commit is set to no, a manager need to manually review and approve the counted quantity for products. Please review the steps at the end of the article to review the steps
9. Assign Employees
10. Select the schedule
11. Save

 

How to Use Count Sheet Feature on SalesVu POS:

1. Open SalesVu POS app
2. Touch on 'Settings' at the right top
3. Touch on 'Inventory Mode'
4. Select 'Count Product Using Count Sheet'
5. Next to a count sheet click on 'Start Counting'
6. Scar a product UPC code from the list and enter the new quantity
7. Click on 'Save'
8. To Exist the count sheet mode go back to 'Settings' and click on 'Exist Inventory Mode'

How to View and Commit Inventory Counts:

1. Login to Salesvu.com
2. Click on 'Inventory' at the left menu
3. Click on 'v' arrow icon at the right top
4. Click on 'Count Sheet'
5. Next to an existing count sheet click on 'View Counts'
6. Click on 'View' next to a count sheet
7. Review the counted products and click on 'Commit'
8. Enter last cost price or leave it on the last cost price
9. Click on 'Save'

Please the video below for the full introduction to the count sheet feature:

Count sheet for multiple areas

SalesVu supports multiple storage areas for a product, allowing inventory counting to be done from various locations using a count sheet. This guide will walk you through the steps to set up multiple storage areas, assign products to these areas, and utilize count sheets effectively. Additionally, we will cover how different employees can perform counts for the same product in different areas, and how managers can review, approve, and commit these counts to inventory, as well as view the count adjustment report.

Step 1. Setting Up Multiple Storage Areas

1. Go to SalesVu.com and navigate to Inventory > Manage Inventory

2. From the dropdown menu at the right top, select Manage Area to open the settings for multiple storage areas.

3. In the 'Manage Area' pop-up screen, click on the 'Add New' button at the bottom right.

4. A new field will appear where you can enter the name of the new storage area

Step 2. Enabling Multiple Storage Areas for a Product

1. Go to the Settings menu within the Manage Inventory section

2. Locate the option 'Enable the assignment of multiple storage areas to a Product' and switch it to 'On'

Step 3. Assigning Products to Multiple Storage Areas

1. In the Manage Inventory section, locate the product you want to assign to multiple storage areas.

2. Click on the dropdown menu in the Area column for that product

3. Check the boxes next to each storage area where the product is stored.

Ability to Assign Products to All Areas
In addition to the steps above, you can assign all products to all areas. This ensures that products can be organized and counted by area, even if they are misplaced or stored in different locations for various reasons. Enabling this feature allows inventory counting across all areas without needing to manually assign each product to individual storage areas.

To enable this setting follow the steps:

1. Go to Manage Inventory > click on the drop-down arrow at the top-right corner > Settings

2. Enable the option Enable the Assignment of Multiple Storage Areas to a Product > Save

Step 4. Using Count Sheets for Multiple Storage Areas

1. To use the count sheets to manage products in multiple storage areas, go to the Manage Inventory section, click on the dropdown arrow on the top right > and select Count Sheets from the dropdown menu.

2. Locate the relevant count sheet and click on 'View Counts' to see the details.

Step 5. Performing Counts with the SalesVu POS App

1. Now we will start counting inventory on the SalesVu POS app by clicking on the gear icon > 'Inventory Mode' > 'Count Product Using Count Sheet(s)'

2. Then, we will select 'Count Sheet for Multiple Area' > 'Start Counting' to begin the counting process for products, such as bottles of water, in multiple storage areas.

In the count sheet, we can assign different employees to perform the count for the same product, like bottles of water, in different areas.

3. Now, on the Select Area screen, we will choose the relevant areas (e.g., Floor B2, Floor B4) and click 'Continue'.

4. In the Count Sheet, we will enter the quantities for each area. For example, you can enter the count of bottles of water stored on Floor B2 and Floor B4. 6.2. Once the quantities are entered, click 'Save' to save the counts.

Step 6. Manager Review

1. Managers can review all the counts from a central count dashboard. For that we will go back to salesvu.com > Manage Inventory 

Here we can view the count adjustment report, the quantities, and the area names where they were adjusted in the table view.