If you are looking for specific information on how to do an inventory count follow this link.
Looking for more information on how to edit a count sheet click here.
How do I create a count sheet?
You can create a count sheet from anywhere within the app. Click the blue +New button in the top right corner of the app and select Count Sheet from the drop down menu. See more here!
Can I add items to my count sheet during a count?
Yes, if you notice an item that needs to be counted and is not on your count sheet you can add it on the fly for the current count!
Important: This addition is temporary for this count and will not be permanently added to the sheet to shelf template. To add the ingredient for all future counts it will need to be added to the template while there are no active counts for this location.
How do I edit my count sheet?
To make lasting changes to your count sheet, first make sure there are no current counts happening.
Next navigate to your inventory screen where you list of count sheets is located.
On the far right of where the name of your count sheet is, there are three dots. Click the three dots and select edit template to edit this count sheet.
For more information check out this article.
Where do I see my inventory count results?
Once you have clicked the final submit count button, at the top just under the inventory locations name will be a View Report link. Click that link to go directly the inventory section of your analytics page.
To access your analytics page manually, click the three lines in the top left of the app to open the side menu.
Click the analytics link in the side menu.
At the bottom of the home analytics page, the will be a tab that says Inventory. Clicking that tab will bring you to your inventory results page.
I just finished a count and don't see my results, why don't they appear?
If you just finished your inventory count and your data has not appeared, the analytics data may not have updated yet.
Currently our analytics data is refreshed and updated approximately every 15minutes. A value we are actively working on improving!
You can see the last updated time on the front Menu analytics page in the upper right corner
After approximately 15min from the last update, refresh the page to see if your data has updated. Or you can click the three dots in the upper right corner of the chart you are looking at and click Refresh data from the drop down. If the periodic update has occurred your updated information will appear on the chart.
Will my count data be saved if I close the app?
Yes, as long as the count doesn't get cancelled or no one submits the count to fully complete the inventory, your count data will be saved if you close or log out of the app.
My team did inventory counts, how come I cannot see there counts on the sheet?
Currently counts that have not been submitted are stored locally and not in app.
If you want to review a count by a team member they need to click the submit count button for that count sheet otherwise other accounts will not see the count numbers.
Can I change an ingredient count after I clicked submit count for that sheet?
Yes for individual count sheets, you can re-open the completed sheet and change the count or unit. Once the change is made click the submit count button again.
The submit count button only becomes active if something is changed on the count sheet.
Is it possible to copy count sheets or import a count sheet into meez?
At the moment no, we do not have the ability to copy or import count sheets.
Improving the count sheet creation process and making it easier to bulk add items to count sheets is a priority on our list for the future!
If my team did a count, is there a way I can review the counts and confirm before submitting?
Yes! You have the ability to see pending counts in your inventory analytics page!
Once your team has completed all count sheets for a location and they have clicked submit count on each individual sheet (Not the final submit count button), the information will show up on the analytics page as pending.
To access pending counts, go to your analytics inventory tab.
First filter your results by location and date range.
Next click into the Status filter.
Check the box to filter by Pending.
Your current pending inventory results will show up in the charts for you to double check and confirm.
Can I do an inventory count from multiple devices?
For best practices, it is better to start and end a count on the same device.
If you start a count on one device, i.e. a tablet or phone but do not submit the sheets count and then log into your account through your desktop or different device you will not see the current count numbers.
Currently count numbers are stored locally in the browser of the device the count is being done on. They are not saved to the account until the submit count button is clicked.
Logging in from a different device will not show you previously entered counts unless that sheets count had been submitted.
How do I add GL codes?
You can add you GL codes after submitting your inventory.
Go to your inventory analytics page and scroll down to the last table on the page, called the Category Input Table.
Click the Edit Data button.
Enter your GL codes.
Can I see historical data from past inventories?
Unfortunately not at the moment. Old counts are saved, but if a purchase item cost has changed, currently all old counts will change the dollar amounts to coincide with the new cost updates.
This is our current top inventory priority. We are working on implementing this in the near future.
After a count is complete, if I notice an off count, can I edit the count and see new results?
No, once the final results are calculated we are not able to re-open an inventory and change the counts or count units.
Can I export the inventory results?
Yes you can export your inventory data to a CSV or Excel sheet.
First filter your analytics chart by location and date range of your inventory you want to export.
Next click the three dots in the upper right corner of the chart
From the drop down menu hover over export, then underlying data, then choose csv or excel.
All the following charts on the inventory tab are also able to be exported.
Click the three dots in the upper right corner, hover over export, then choose the file type you wish to export to.
Do I need to enter data in each count sheet to complete an inventory count?
No, if there is a count sheet location that you are not counting this inventory you do not have to open it up and enter zeros for each item.
Each count sheet does need to be completed even if being left blank. Simply open the count sheet and click the submit count button.