Setting Up the Shelf-to-Sheet Count Record
The Shelf-to-Sheet Count record sources or references the storage areas, shelves and items from its corresponding Shelf-to-Sheet Template and displays them on the Shelf-to-Sheet View subtab. For every Shelf-to-Sheet Count record created, a corresponding Inventory Count record is also created.
Before creating and setting up a Shelf-to-Sheet Count record, ensure that the following requirements are met; otherwise, record creation will fail:
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There must be an existing Shelf-to-Sheet Template for the same location and subsidiary that you will specify on the Shelf-to-Sheet Count record you will create.
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The existing Shelf-to-Sheet Template to be associated with the Shelf-to-Sheet Count record you will create, must have at least one storage area, shelf and item specified.
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The Shelf-to-Sheet Template to be associated with the Shelf-to-Sheet Count record you will create, must not contain kit items nested within more than five kits.
To create and set up the Shelf-to-Sheet Count record:
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Go to Setup > Restaurant > Shelf-to-Sheet Count > New.
If you are using a BOH Manager or General Manager role, go to Setup > Other Setup > Shelf-to-Sheet Count > New.
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On the Shelf-to-Sheet Count page, enter values for the following fields:
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Subsidiary
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Location
Note:The combination of subsidiary and location you selected will determine which Shelf-to-Sheet Template this Shelf-to-Sheet Count record will reference or use.
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Date
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Account
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(Optional) Enter values for the following fields:
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Department
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Class
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Memo
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Click Save.
After saving the record, the Start Count button is displayed. Also, the Shelf-to-Sheet View subtab displays the storage areas, shelves and items that were set up in the associated Shelf-to-Sheet Template with the same subsidiary and location specified on that Shelf-to-Sheet Count record.
In addition, a corresponding Inventory Count record is automatically created, where, after completing a count, the item quantity is reflected. This Inventory Count record cannot be directly edited, it can only be updated by editing or changing the Shelf-to-Sheet Count record associated with it.
If there are changes to a Shelf-to-Sheet template, the associated Shelf-to-Sheet Count record of that template must either be deleted or approved, and then the Shelf-to-Sheet Count record must be recreated for that template with changes.