Printing Count Sheets for Reporting Purposes

In addition to counting inventory, use the Generate Control File and Print Count Sheet programs for reporting purposes. By generating count control files and then printing them in the form of count sheets, you can view where your inventory is located as recorded in the system. Depending on the sorting option you use to print the report, you can review your inventory by price line, location, product description, sell group, or control number.

To print count sheets for reporting purposes:

  1. From the Physical menu, select Generate Control File to display the Generate Control File screen.

  1. Generate a count control file for the inventory on which to report.

  2. From the Physical menu, select Print Count Sheets to display the Print Count Sheets window.

  1. In the Count ID# field, enter the ID of the count control file to print. For information on how to generate count control files, see Generating Count Control Files.

The system populates the following fields:

Field

Description

Title

Title assigned to the selected count control file.

Branch

Branch for which the report is being generated.

Last Control #

Last control number assigned to product in the count control file. When you create multiple generations of a count control file, this number increases as more items are added with each generation.

  1. In the Sort By field, Closedselect a sorting option.

    Option

    Description

    Ctrl #

    Sorts by count control number. Use this option when you do not have warehouse locations set up for each product and your warehouse is not arranged by price line.

    Price Line By Description

    Sorts first by price line and then by product description. Use this option when your warehouse is arranged by price line.

    Location By Ctrl #

    Sorts first by product location and then by count control number within each location. Use this option when your warehouse is not arranged by price line.

    Location By PLine By Desc

    Sorts first by product, then by price line within each location, and finally by product description within each price line. Use this option when your warehouse is arranged with price lines assigned to warehouse locations.

    Location By PLine By SellGroup

    Sorts first by price line and then by sell group. Use this option when your warehouse is arranged by price line and discount class assigned to warehouse locations.

    Location By Description

    Sorts first by product location and then by product description. Use this option when you have warehouse locations assigned to each product.

     

Note: When printing multiple generations of a count control file, use the same Sort By selection each time you print count sheets.

  1. In the Start Control # field, enter the starting count control number for the range of count control numbers to print on the count sheets or cards. Add blank control numbers to the range, as needed.

  2. In the End Control # field, enter the ending count control number to print on the count sheets or count cards. Add blank control numbers to the range, as needed. ClosedMore

    When you print count sheets or cards, use count control numbers to select the products to include on each sheet or card. The system assigns count control numbers to products in the count control file. In addition, you can instruct the system to add blank count control numbers when printing the count control file multiple times by doing the following:

    1. Manually increment the value of the End Control # field.

    2. On subsequent count control generations, enter the starting control number as the previous ending control number plus one, plus any added blank count control numbers.

    Use blank count control numbers for the following reasons:

    1. When printing a new set of sheets or cards for each count control file generation.

    2. When printing sheets or cards to count products that are either not recorded in the system or that are stocked in locations other than what is expected.

  1. In the Print Sheets or Cards field, select Sheet to print count sheets. Sheets are best for full physical inventories, regular cycle counts, or warehouses organized by price line.

  2. In the PageBreak on field, select how you want to break apart the count list on the printed count sheet: No Page Breaks, Line, or Row, Section, or Shelf.

  1. Set options, if needed, and generate the report.

See Also:

Tasks Not Available in Solar

Generating Count Control Files

Printing Count Sheets or Count Cards

Count Sheets and Count Cards Overview