Add and Complete Counts in True Up Beta for Appetize

Description: Follow these steps to add and complete Counts in True Up Beta.

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Once the True Up event has been created, you can enter in the counts and submit when completed.

See also True Up Beta: Options and Settings

Navigation

• Select the Items tab to see the current counts for each item at its assigned locations. 
  
• Select the default Main group or a count group to start entering in numbers.
• Select the item name to expand to see the Costs and Units.
• Select the Unit dropdown to change from the Sales unit to the Transfer or Purchase unit
  
• Use the All Category dropdown in the upper right to filter the items into smaller groups.
  
• Select Discard Changes to remove the entered counts for ALL items.

Review Changes

Once all of the counts are entered, select Review to ensure everything is accurate before submitting.

• Date: The current date
• True Up Event: The name of the event
• Total locations: The total number of locations included in the True Up
• Total Items: Total number of items included in the True Up.
• Default: The default value used.
• Expand All: Select to expand all locations to see the items.
• Collapse All: Select to reset the page view.
• Unit: Select the dropdown to change the unit assigned to each count.
• All: Select to filter the items by category (all is the default)
• Edit: Select the button to return to the previous page to continue entering counts.
• Confirm: Select to finalize the True Up

Confirm and Submit

1. Select Confirm to commit the changes and complete the True Up.
2. A warning message will appear to validate the changes. Select OK to continue or Cancel to return to the page.
   
3. The True Up event is now marked Completed.
4. Select the event to review the entered data.