Question: How are count tickets for spot inventory checks processed?

Answer:

First, create item tags for the groups you want to count

1. Go to Price Book > Click Item Tags.
2. Add a new root tag.
   Note: This is a main item tag. It could be a POG or display area.
3. Add a new sub-tag.
   Note: This is a sub-tag of the main tag to narrow your count to a particular display or POG.

Generate count tickets

1. Go to Inventory > Counts > Itemized Inventory.
2. Create a cycle count ticket.
3. Click Choose Ticket Type > click By Item Tags.
4. Select the item tag or sub item tag.
5. Click Clear All.
6. Select what is to be counted.
7. Select the entire line to open the tags for sub-tags.

If you want to count a specific category or CR department

1. Click Generate.
   Result: The inventory ticket will generate and prompt you to print it out.
2. Take the ticket to the sales floor and count all of the items.
3. Close the form.
4. Enter counts in C-Store Office.
5. Make sure all pending invoices have been accepted before you process your cycle count ticket.

To check your on-hand quantities, run the Itemized Inventory by Tags report

1. Go to Reports > Store.
2. Open the Itemized Inventory by Tags report.
   Note: Select either Filter by Item tags or Subtotal By.
3. Click Refresh.
4. After the report generates, click on the tag to expand the items.