Difficulty Level - Intermediate Impact - Store Level

The Inventory Count Sheet Audit page helps you identify and resolve inventory items that don't have a supplier product An inventory item in a package size available from a particular supplier. 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:

  1. Click on on the quick links Located at the top right corner of a page, it contains icons that allow you to quickly access important pages. bar from any page.

  2. 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:

  1. Items not linked to a product identifies inventory items that do not have a supplier product An inventory item in a package size available from a particular supplier. mapped to them and hence cannot apply a cost of usage. Inventory items are included in this list for one of two reasons:

  2. 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:

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.

ClosedView Inventory Items Not Linked to a Supplier Product

  1. Go to Inventory Count Sheet Audit settings.

  2. Select the Area* and Store from the drop-down list(s).

  3. Select the Sub-Category from the drop-down list if you'd like to filter Drop-down boxes that let you select from the options available. the results.

  4. Select Items not linked to a Product from the Mode drop-down list.

  5. Click on the Go button.

Click here to learn how to create a new Supplier Product An inventory item in a package size available from a particular supplier. and map it to the inventory item.

ClosedView Inventory Items Not on Any Custom Count Sheets

  1. Go to Inventory Count Sheet Audit settings.

  2. Select the Area* and Store from the drop-down list(s).

  3. Select the Sub-Category from the drop-down list if you'd like to filter Drop-down boxes that let you select from the options available. the results.

  4. Select Items not on custom count sheets from the Mode drop-down list.

  5. Click on the Go button.

ClosedTo assign the items to existing custom sheets:

    1. On the Inventory Item row, click the Choose Custom Sheets... link. The Choose Custom Sheets window opens.

    2. 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.

    3. 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.

    4. 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.

    5. Click Submit.

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

    7. 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..

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.