Worksheet

Worksheet

Worksheet Overview
Worksheet helps in adjusting the items in stock at the inventory level. On the form, you need to enter general information as well as changes to the physical quantity and/or system value of each inventory item to be adjusted. The worksheet can be imported to submit inventory adjustment data in a CSV, PDF, or .XLSX file that is presented in a predefined template. These imports come in handy for the adjustments that are carried out after physical inventory counts.

Navigating to the Worksheets Module

To reach the Worksheet module, follow the below steps:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Inventory
  4. Step 4: Choose Adjustments
  5. Step 5: Choose Worksheets

Understanding the Worksheet Module Layout

Please see the image below labeled Figure A for a description of the buttons and fields that appear on the screen.

                                                                                   Figure A

Adding New Worksheet

Follow the steps mentioned below to add a new worksheet:
  1. Click the “Add New” button highlighted in Figure A above to add a new adjustment.
  2. The form highlighted in Figure B will appear on your screen.

                                                                      Figure B

This part of the document describes the various drag-down options provided on the Worksheet form:
  1. Worksheet Type: This drop-down menu lets you choose the type of worksheet you want to create.
  2. Location: Choose the location of the vendor from the drop-down menu.
  3. Vendor: The list of vendors is listed in the drop-down menu. Choose the name of the vendor for whom you wish to create the worksheet.
  4. Create Worksheet: Once you are done selecting options, click on Create Worksheet.
  5. Cancel: Click on cancel if you wish to discard the changes.

Create Worksheet:

Follow the steps mentioned below to add a new worksheet:
  1. Once you select your options, click on create worksheet form.
  2. The form highlighted in Figure C will appear on your screen.

                                                                                               Figure C

This part of the document describes the various buttons provided on the Worksheet form:
  1. Complete: This button applies the changes and makes them permanent. Once clicked, it revokes all your rights to edit the values filled in the worksheet.
  2. Print items: This button lets you download/print a local copy of the worksheet created by you in any format you want (See Figure C). You can also print a hard copy if need be.
  3. Convert to Invoice: This button converts your worksheet into an invoice whenever needed.
  4. Delete: This button allows you to delete the worksheet.
  5. Cancel:  This option if you wish to discard all the changes made.

Adding Items to the Worksheet

Follow the steps mentioned below to add items to the worksheet:
  1. See (Figure C) and click on ADD button to add items to the worksheet.
  2. The form highlighted in Figure D will appear on your screen.

                                                            Figure D 
  1. Fill in the required information in each field to add a new sales limit.
  2. Finally, you may save or close a new item sales limit form by using the highlighted buttons.
Fields:

Select Product: This drop-down menu lets you select the product (only one at a time).
Return Qty: Fill in the quantity for the return request.
Return Type: Specify the return type i.e., full stock or piece(s).
Return Reason: Mention the reason why you wish to return the product.
Select Product: This drop-down menu lets you select the product (only one at a time).

Complete Worksheet

  1. See (Figure C), click on the "Complete" button to complete/save the changes made in the worksheet.
  2. The status of the worksheet changes as Completed. See (Figure E).
    
                                                                                   Figure E
  1. The status of the worksheet gets changed to completed
  2. Once completed, you won’t be able to edit or delete it.

Print Items

Follow the step mentioned below to print a worksheet:
  1. Click on Print items, and the form highlighted in Figure F will appear on your screen.

                 Figure F
Fields:
  1. Export Type:  Worksheets can be downloaded as a file type e.g., PDF, CSV or EXCEL as indicated in Figure F.
  2. Include Header:  Turn this YES/NO slider to YES if you wish to include a HEADER on your downloaded file, else set it to NO.
  3. Repeat Header on Every Page:  Slide the YES/NO slider button to YES, if you want the header on every page, else flip it to NO.
  4. Print Title on Every Page:  Set the slider to YES, if you want the title on every page.
  5. The worksheet PDF created will be seen in Figure G below.           
     
                                                                   Figure G

Convert to Invoice

Follow the steps mentioned below to convert the worksheet to an invoice:
  1. See (Figure C) and click on the Convert to Invoice button to convert them to the worksheet.
  2. The form highlighted in Figure H will appear on your screen.


                                                 Figure H

If you click on cancel, you will be redirected to the old screen. If you click on submit, then a dialog box with three responsive buttons appears. See (Figure I).

                                                                        Figure I
  1. If you wish to change the invoice number, you can click on Change Invoice Number, or else click on Continue to move ahead with the invoice converting process.
  2. Form highlighted in Figure J will appear on your screen.

                                            Figure J

The final screen will be seen in Figure K below.

                                                                                             Figure K