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 left 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 left 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: