Inventory Count Sheet Audit

The Inventory Count Sheet Audit page helps you identify and resolve inventory items that don't have a supplier product mapped to them and inventory items that haven't been added to any custom sheet. Adding inventory items to custom count sheets immediately updates the selected sheets, including any that are currently open, allowing the newly added items to be included in ongoing counts.

To access Inventory Count Sheet Audit settings:

Click on on the quick links bar from any page.
In the Settings window:

Settings associated to a page automatically show in the List box. If the setting that you want to access is in the List box, you can skip step a.
1. Select Inventory from the Filter drop-down list.
2. Click on Inventory Count Sheet Audit from the List box in the left pane.

There are two Modes available to audit items:

Items not linked to a product identifies inventory items that do not have a supplier product mapped to them and hence cannot apply a cost of usage. Inventory items are included in this list for one of two reasons:
- Inventory items that have been invoiced before and are no longer mapped to a supplier product for one of various reasons (for example, the supplier no longer carries the item and you've not found a new supplier for the item as yet, or you no longer work with that supplier and have not found a new one yet, etc.).
- Inventory items that are included in your store's Inventory Item by Location but have never been invoiced (the invoiced supplier product could be linked to a different inventory item).
  
  The Use Last Purchased option is not available for inventory items that have never been invoiced.
Items not on custom count sheets identifies active inventory items that are not assigned to any Custom count sheet and allows you to add them to existing Custom count sheets.

The following information is displayed for Items not linked to a product:

Inventory Item: The inventory item that's not linked to a supplier product.
Sub-Category: The sub-category in which the inventory item is classified.
Supplier Product: Confirmation that a supplier product is not mapped to the inventory item.
Inventoried: A checkmark in this column indicates that your store currently carries the inventory item.

If the option to Use Last Purchased is not available for an inventory item, you will not be able to create a physical count until the inventory item is removed from inventory.

Click here to learn how to remove an inventory item from a store's inventory.
Use Last Purchased: A checkmark in this column indicates that you're presently using the inventory you have in stock.

The following information is displayed for Items not in custom count sheets:

Inventory Item: The inventory item that's not on any custom count sheet.
Sub-Category: The sub-category in which the inventory item is classified.
Custom Count Sheet: Links out to theChoose Custom Count Sheetwindow that allows you to add unassigned inventory items to one or more custom count sheets.
Inventoried: A checkmark in this column indicates that your store currently carries the inventory item.

View Inventory Items Not Linked to a Supplier Product

Go to Inventory Count Sheet Audit settings.
Select the Area* and Store from the drop-down list(s).
Select the Sub-Category from the drop-down list if you'd like to filter the results.
Select Items not linked to a Product from the Mode drop-down list.
Click on the Go button.

If you no longer use an item at your store:
1. Remove the checkmark from the Inventoried column of the item.
2. Click on the Submit button.
3. Click on the OK button in the confirmation request pop-up box.
4. Click on the OK button in the confirmation pop-up box.
To use the current inventory of the item until it is depleted:
1. Place a checkmark in the Use Last Purchased column of the item.
  
  The Use Last Purchased checkbox will not show if there isn't a supplier product mapped to the inventory item, or if an inventory items is included in your store's Inventory Item by Location but has never been invoiced.
2. Click on the Submit button.
3. Click on the OK button in the confirmation request pop-up box.
4. Click on the OK button in the confirmation pop-up box.

Click here to learn how to create a new Supplier Product and map it to the inventory item.

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View Inventory Items Not on Any Custom Count Sheets

Go to Inventory Count Sheet Audit settings.
Select the Area* and Store from the drop-down list(s).
Select the Sub-Category from the drop-down list if you'd like to filter the results.
Select Items not on custom count sheets from the Mode drop-down list.
Click on the Go button.

To assign the items to existing custom sheets:

On the Inventory Item row, click the Choose Custom Sheets... link. The Choose Custom Sheets window opens.
In the Available Count Sheets column on the left, click the count sheet you want to add the inventory item to. To select more than one sheet, press and hold the shift key while clicking each sheet name.
Click Add to move the selected sheet(s) into the Assigned Count Sheets column on the right. To remove the item from the Assigned Count Sheets column, click the sheet name, then click Remove. The sheet moves back to the Available Count Sheets column.
Once your selection is defined, click Update. The Choose Custom Sheets window closes, and the inventory item states Changes Pending (Click Submit)in the Custom Count Sheet column.
- To assign all the inventory items to custom sheets, click the Bulk Update Custom Sheets link at the top of the Custom Count Sheet column. If you have already made selections for individual inventory items, complete the steps below before updating in bulk as the bulk action will override any pending changes that have not been submitted.
Click Submit.
Click on the OK button in the confirmation request pop-up box.
Click on the OK button in the confirmation pop-up box.

...Close

Related CLEARVIEW Pages

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.