Managing Inventory Events and Stand Sheets

Once an Inventory Event has been created, click Events in the left side menu and select 'Manage Events' from the dropdown. A list of events will be displayed based on the date range selected.

By default, all events from the current calendar month are displayed, showing their current status and actions available.

To edit details of the event and add/remove locations (vendors), select the event by clicking on its Event ID or Description. Select Save to ensure all changes made are processed. The event can now be Opened, and Stand Sheets printed.

1. To open an event, select the three-line icon and choose 'Open.'
   
   
   
   
2. A pop-up window will appear to set the start time of the event. Choose 'Now' to use current system time (Real-Time) or select 'Event Time from the dropdown menu which uses the Calendar Date & Start time specified.
3. 'Bring Items to Par' can also be turned on when opening the event.
4. Select 'Auto Count In' to pull the previous event's count out numbers to pre-fill the 'Count In.'
5. There is also an 'Autorefresh Standsheets When Opened' option that can be disabled. 
   
   
   
   
6. Once the settings are correct, choose 'Open.'

Notes:

• Delete an Inventory Event first before removing it from the Calendar.
• An inventory event can only be deleted if it's in created status.
• You can have multiple concurrent events open at the same time but only 1 event open per vendor at a time.
• Canceling an event rolls back all the inventory event settings but keeps a record for future reference.
• There is a separate section for other details of the event that can be updated. This includes fields such as Name, Date & Time Start/End, etc. This can be accessed by going to Events > Calendar and clicking on the desired event.

Managing Standsheets

To view and manage stand sheets for the most current event, go to Events > Stand Sheets.

Note: Only standsheets from the most current open event will be displayed. Standsheets for a previous event can be accessed by going to Events > Manage Events and clicking View Standsheets for the desired event.

1. Click on the vendor you would like to enter counts against.
2. Select the blue COUNT IN option in the top right-hand corner of the screen. You can now verify the ‘Act Count In’ Values. Wastes, Comps and Act Count Out values can also be entered.
3. To complete entering counts for the standsheets, select the blue COUNT OUT option in the top right hand corner (this should be done at the end of the event).
4. Click the ‘Vendor Sales’ button to view and compare variances with POS and Cashroom values for the vendor.
5. Once the stand has been validated and completed, click the ‘Close’ button to close the vendor.
6. When all vendor standsheets have been closed, the event can now be closed. Go to Events > Manage Events, click the ‘Close’ button next to the event you wish to close.

Note: An inventory event can only be closed when all vendor standsheets are closed. 

Blank Counts

Users have the ability to choose how blank counts will be handled on stand sheets. Please follow the instructions below:

1. Select Inventory > Settings from the side menu.
2. Select the desired vendor you would like to update.
3. Under the Details page, select the pencil next to 'Allow Blank Counts'.

      4. Once the toggle is changed to 'Yes', a drop-down menu will appear with the options, 'Use              Expected Value' and 'Use Zero'. 

Use Expected Value: Enabling this option will auto-populate blank counts utilizing the expected count, calculated by POS Sales and Inventory Adjustments (transfers, waste, and comps).

Use Zero: Enabling this option will auto-populate blank counts with zeros.

*Please contact your CSM or the Support team for any questions or configuration assistance.*

Expected Count Out

Enabling this option will allow the actual count out to auto-populate on the back end utilizing an expected count-out. This will account for transfers, comps, waste, and POS Sales.

To enable this option:

1. Select Inventory > Settings from the side menu.
2. Select the desired vendor you would like to update.
3. Under the Vendor Role tab, turn Calculate Expected Count Out to 'Yes'.