Print and Use a Store Count Worksheet

Basic Steps of a Physical Inventory | Physical Inventory Overview

Printing a store count worksheet or worksheets is the most common way of recording physical inventory counts if you don't use a physical inventory scanner.

• You can filter your physical item list by logical groupings, such as by department, and print a worksheet for each so several people can be counting simultaneously or so can you split the work over multiple sessions

• The worksheets are generated as Point of Sale reports and are customizable to include the items and layout that works best for you

• Changes you make to the columns and other display options are remembered and used until you change them again

To print store count worksheets:

1. With the Physical Inventory window open, select:

• PI Worksheet from the Print menu. When run from here, the worksheet will automatically include only the items currently displayed in the filtered Physical Inventory item list. You can customize other display options.

• Run a Report PI Worksheet from the I Want to menu. Using this option allows you to customize the report as needed, including the items included.

The report is run and displayed on-screen.

2. To add/remove columns or make other changes, select Modify or a specific customization option from the I Want To menu.

3. When satisfied with the layout, select Print.

4. Repeat to create worksheets for other item groupings, if needed.

5. Go though your store, recording item counts on  the worksheets.

6. Transfer the item counts to Point of Sale using the Add Counts by Hand option or enter them directly in the Physical Inventory window item list.