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Inventory - Inventory Count Sheets

  1. Click on the Create button.

  2. In the Create New Count Sheet window:

    1. Enter a name for the sheet in Count Sheet Description.

    2. Select the Count Sheet Type from the drop-down list.

    3. Enter the Sheet Sequence number (count sheets are displayed in ascending order of the Sheet Sequence), if required.

    4. Click on the Create button.

    5. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

  3. In the Update Count Sheet window:

    1. Use the filters Drop-down boxes that let you select from the options available. at the top of the page and click on the Go button to find the item(s) you want to add to the sheet.

    2. Place a checkmark in the Include column for each item that you want to include in the sheet.

    3. Enter a number in the Sequence column for each item, if required (the items will be displayed in ascending order of the Sequence set).

      Items with the same sequence number will be displayed in alphabetical order.

    4. Click on the Submit Updates button.

    5. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

    6. Repeat steps a to e if you need to add more items.

    7. Click on Close once all the items that you want are added.

When creating Custom Count Sheets, all active items must be assigned to at least one Custom Count Sheet before the counts can be filled in the sheets.

To identify items that have not been added to any Custom Count Sheet, use the Items not on custom count sheets mode in Inventory Count Sheet Audit.