Worksheet Export

Worksheet Export

Worksheet Export Overview

It is important for a retail business to keep an eye on vendor-wise and location-wise inventory adjustments. "Worksheet Export" enables you to export the selected worksheets created for adjusting the inventory level.

"Worksheet Export" lets you do the following:

Export the adjustment worksheets in PDF format. You can choose combinations of the following parameters to generate a PDF:   

  1. Date Range 
  2. Worksheet Status 
  3. Location(s) or Location Group(s) 
  4. Vendors
You can choose multiple combinations as per your requirements. The system will export a separate PDF for each adjustment worksheet.

1. Reaching "Worksheet Export"

  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 Worksheet Export

2. Understanding "Worksheet Export" Layout

  1. Please refer to Figure A and the description of the buttons and fields below to understand the layout of "Worksheet Export." 

Figure A
1: Date Range: This section allows you to select the required date range.
2: Worksheet Status: This drop-down allows you to select the worksheet status.
3: Location and Location Group: These tabs let you select location(s) or location group(s) based on your requirements.
4: Vendors: This section lets you select the vendors for the adjustment worksheet. 

3. Exporting a Worksheet 

Please follow the steps below to export an adjustment worksheet: 

1. Refer to the following steps below to select the Start Date and the End Date. This is to be specific about the adjustment worksheet records. 
  1. Click inside the Start Date field. The drop-down calendar will appear. Please select the date from it. You can also manually enter the date in MM/DD/YYYY format.

Figure B
  1. Click inside the End Date field and follow the same process. 
2. Please select the required worksheet status from the Worksheet Status drop-down. 
  1. By default, the system will select All. Click on the Worksheet Status drop-down and uncheck the status you don't need in the adjustment worksheet records. 

Figure C
3. Select the Location(s) or Location Group(s) for which you need to export the adjustment worksheet. For example, if you click on the Locations tab, it will show a list of all your locations.  
  1. Check the checkbox to select the location, as shown in Figure D.

Figure D
  1. Similarly, you can select the location group. 

4. Select the vendors from the vendor list. 

  1. Check the checkbox to select the vendors, as shown in Figure E.

Figure E
5. Click on the "Export Worksheet" button, as shown in Figure F.


Figure F

6. The Worksheets to Export screen will appear, as shown in Figure G. Select the worksheets you want to and click the "Export" button.
  1. Enable the Generate Single PDF button if you want to export all worksheets in a single PDF. The system will keep it turned off by default. 

Figure G

7. The zip file will be downloaded. Click on it to open it. You will see a separate PDF for each adjustment worksheet.


    • Related Articles

    • Invoice Export

      Invoice Export Overview It is essential for a retail business to keep an eye on vendor-wise and location-wise invoices. "Invoice Export" enables you to export invoices for the combination of selected vendors and location(s) or location groups(s) for ...

    • Worksheet Settings

      Worksheet Settings Overview "Worksheet Settings" enables you to configure settings related to Return Worksheet on the POS devices installed across your company. These settings will be applied at the account level. "Worksheet Settings" enables you to: ...

    • Accounting Export Utility

      Accounting Export Utility Overview Accounting Export Utility puts all of your sales information directly into the hands of your accountants by exporting data to your accounting system using different export formats, e.g., Standard CSV, Excel, ...

    • Worksheets

      Worksheets Overview "Worksheets" shows you the list of all worksheets created in the POS system and Control Center. If the customer returns the products, the store may keep them in inventory and sell them again for the same or discounted price. In ...

    • Printing a Report

      Overview The Print/Export Report function in "Reports" enables you to: Print a report. (When you use the Print function, the system will create the report's PDF file based on the selections and open it in a new tab. You can download the soft copy or ...