Inventory Control Sheet

Point of Service > Inventory Control Sheet

The inventory control sheet is used to track the quantity of a Sales Item at the beginning of service and at the end of service. The difference is compared to the quantity sold at the POS.

Note: The Inventory Control Sheet is NOT connected to the inventory module.

A screenshot of the inventory control sheet screen as described on this page.

  1. All Cafeterias - filter by cafeteria

  2. All Serving Sessions - filter by serving session

  3. All Statuses - filter by status (All Statuses (default), Initial Post, Open, Posted)

  4. Reset - click to reset search parameters

  5. Add New Inventory Control Sheet - click to add a new control sheet
    A screenshot of the add new inventory control sheet modal as described on this page.

    1. Building - select cafeteria

    2. Device - select device

    3. Serving Session - select serving session

    4. Date - select date

    5. Template - select template

    6. Cancel - click to return to the previous screen without creating a new control sheet

    7. Save - click to save changes

  6. Date - click to sort by date

  7. Cafeteria - click to sort by cafeteria

  8. Serving Session - click to sort by serving session

  9. Device - click to sort by device

  10. Status - click to sort by status

  11. Pencil - click to be redirected to the individual inventory control sheet

  12. Calendar Icon - hover to the activity log

  13. < > - click to scroll through pages

Individual Inventory Control Sheet

A screenshot of an individual inventory control sheet's details as described on this page.

  1. Notice the Initial Counts Posted By and Date. Notice the Final Counts Posted By and Date. Notice the Status.

  2. Building - change the cafeteria if needed

  3. Serving Session - change the serving session if needed

  4. Terminal - change the device if needed

  5. Date - change the date if needed

  6. Identifier - notice the sales item identifier

  7. Name - notice the sales item name

  8. Initial Quantity - enter the starting quantity of the item

  9. Final Quantity - enter the final quantity of the item

  10. Total Used = Initial Quantity - Final Quantity

  11. Total Sold = quantity sold at POS

  12. Notes - notice any internal notes and click (+) Add New Note to add additional notes. Notes are not editable.

  13. Delete - click to delete the control sheet

  14. Close - click to close the control sheet and return to the previous screen

  15. Save - click to save the control sheet and return to work on it later

  16. Post Initial Counts (not pictured) - click to post initial counts
    Post Final Counts - click to post final counts