Printing Inventory Worksheet

To print an Inventory Worksheet:

1.	From the Inventory Switchboard, select the Worksheets function and click Print Worksheet.

2.	In the Select Worksheet screen, click the button for the inventory you are going to count.

Note: You may see different options as set up by your System Administrator

The selected worksheet appears on screen.

3.	To print the worksheet, click the Print button on the tool bar at the top of the screen.

Click the printer icon to print the worksheet. For explanations on other options, see Viewing and Printing Reports.

4.

Unassigned Location: If the Inventory List assignments for each item are managed by the Administrator from System Management, new items that have not yet been assigned to a count Location by a manager will be listed on the last page of the selected Inventory List Inventory Worksheet in a Location named ‘Unassigned Location’ to ensure the new items are counted. Once the manager assigns a location to the new items, the items no longer display as unassigned

5.	To exit from the worksheets preview screen, click Close from the Reports Toolbar.

Manage Inventory Worksheets

Use the Manage Inventory Worksheets feature set to:

•	Easily re-order inventory items within a storage location on inventory worksheets.

•	ReSequence inventory items within a storage location on inventory worksheets.

•	Add and remove items from the lists.

•	Copy location and sequences from other stores.

Each of these functions make inventory counting easier because you can group items in the same way that you store them. Note: Adding or removing items affects the worksheets only; the inventory items themselves remain in the MenuLink Client database.

 

Warning: This message may appear if your system administrator previously maintained the sequence of items in this location. Click Yes to assume control of the item sequence at the site level. If you select ‘Yes,’ this message appears only once.

Reordering an Inventory Worksheet

1.	From the Inventory Switchboard, select the Worksheets function and click Manage Inventory Worksheets.

2.	Click the item with the left mouse button to select it. Keep the left mouse button pressed.

In this example, we’ll change Ginger Ale to follow Cola.

3.	Continue to hold the left mouse button down, move (drag) the item to its new place in the sequence. As you move the item up or down, a line indicates where the item will be placed. Be sure to keep holding the mouse button down as you move the item.

Hold the left mouse button down with the item selected for a moment before moving the mouse

4.	Once the indicator appears in the desired location, release the mouse button and the list will be updated.

Ginger Ale now follows Cola in the sequence.

Removing Items from an Inventory Worksheet

1.	From the Inventory Switchboard, select the Worksheets function and click Manage Inventory Worksheets.

2.	In the Manage Inventory Worksheets screen, select the Inventory Location you want to work with from the Location drop-down list.

In the Inventory Worksheet Sequence field, the inventory items assigned to the selected location appear in their current order.

Note: Inventory Locations can also be selected for items in the Item Lookup screen.

In the Manage Inventory Worksheets screen, you can remove items from the worksheet, add items that are not on the list, and change the sequence in which items are displayed.

3.	To remove an item from the location, click the item name to select it, and then click the Remove Item button.

Adding an Item to an Inventory Worksheet

1.	From the Inventory Switchboard, select the Worksheets function and click Manage Inventory Worksheets. Select a location to add the item to.

2.	Click Add Items. The Inventory Item(s) Selection screen appears.

Note: To add multiple items, hold the ‘Ctrl’ key on the keyboard, and click each item in turn until all are selected. All selected items are added together to the Inventory Worksheet, at the bottom of the list.

3.	Select the item you would like to add (scroll through the list or search as necessary), then click Select. The Reorder Inventory Locations screen appears with the item you added at bottom of the list.

4.	Repeat steps 2 and 3 as necessary to make changes to the Inventory Worksheets.

5.	You can change the sequence that the items are displayed by clicking and dragging the items to a different line in the list. See Reordering and Managing Inventory Worksheets.

6.	Click Save to save the changes.

7.	Click Exit to Main Switchboard or Exit to Previous as desired.

 

 

Re-Sequence Location

1.	From the Inventory Switchboard, select the Worksheets function and click Manage Inventory Worksheets.

2.	In the Manage Inventory Worksheets screen, select the Location you want to work with from the Location drop-down list.

3.	Select the Re-Sequence Location button.

4.	Select the Re-Sequence by Item Name button to re-sequence all items alphabetically within the selected Location.

5.	Select the Re-Sequence by Category button to re-sequence all items alphabetically within their assigned Category, within the selected Location.

6.	Click Save to save the changes.

7.	Click Exit to Main Switchboard or Exit to Previous as desired

 

 

Copy from Another Site

1.	From the Inventory Switchboard, select the Worksheets function and click Manage Inventory Worksheets.

2.	In the Manage Inventory Worksheets screen, select a Location you want to work with from the Location drop-down list.

3.	Select the Copy from Another Site button.

4.	Select from the Copy Options:

•	Copy all Inventory Worksheet locations from the selected site.

•	Copy selected Inventory Worksheet locations from the selected site.

 

Note: Security permissions are available for administrators to grant the permission to specific users or groups.

5.	Click Save to save the changes.

6.	Click Exit to Main Switchboard or Exit to Previous as desired.

Downloading an inventory worksheet to a PDA

If your system administrator has set up this feature, you can download an inventory worksheet to your Personal Digital Assistant (PDA), enter the counts on your PDA, then upload the counts from the PDA to MenuLink Client.

The feature is set up if the Download to PDA button is active in the Inventory Worksheet screen.

The Download to PDA feature is active if your system administrator has set up this option for you.

To download a worksheet to a PDA:

1.	Connect your PDA to the computer you are using MenuLink Client on.

2.	In the Inventory Worksheet Selection screen, click Download to PDA.

3.	Select the worksheet you want to send to the PDA

 

4.	Click OK to confirm the Inventory has been sent to the PDA successfully.

5.	Make sure the PDA is in the cradle. Open Active Sync and select the Sync button.

 

6.	After the sync has completed, remove the PDA from the cradle. On the main screen of the PDA select Programs, MenuLink PDA Inventory. You are ready to begin with the Inventory process.

 

7.	Tap the screen to begin the inventory counting process or use the built in scanner to take the inventory.

Upload PDA Inventory

1.	Once you have completed the inventory process place the PDA on the cradle to synchronize your counts with the MenuLink.

2.	Select Inventory Posting.

3.	Select the Worksheet you have completed counting.

4.	Select a new count to begin a new worksheet or select and existing worksheet if you have previously began this count.

 

5.	Select Continue.

6.	Once the worksheet is open, click Upload from PDA to upload the inventory counts form the PDA.

7.	Once you have completed the upload, review the counts and click Save.