Concepts

Tasks

Settings

Setting up Count Groups

This topic describes how to create inventory count groups. You can use count groups to identify items that should be counted together. You can create count sheets that contain items from only one group, or you can filter and sort the items on a count sheet by count group.

To Set up Count Groups

1.	On the site’s Resource Management view, select the Settings tab. Select the Inventory Settings node in the tree.

Tip: You can also select the site’s Administration menu, Resource Management Settings, and then Resources. The Resource Management Settings dialog appears.

2.	Select the Count Groups tab. This tab shows a list of the current count groups.

3.	Click New. The Count Group Details dialog appears.

4.	Enter the count group settings:

Setting Name

Description

Count group

The name of the count group. You can enter up to 100 characters. If this box is left blank, an error message appears.

Sequence number

The sequence number for this group. This number determines the order of this group on count sheets.

Description

Enter a description of this group. You can enter up to 32,000 characters.

5.	Click OK to save the count group.

6.	Repeat steps 3 to 5 to enter all of your count groups.