Event Setup in True Up Beta for Appetize

Description: Learn how to create a True Up event and add locations and count groups.

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Create True Up Event

A True Up event or record must be created to record and complete the process. This will allow a record to be kept of the inventory counts before, during, and after the True Up.

1. In Connect, select Inventory from the left side menu and select True Up Beta.
   
2. Select New to create a new event.
3. Enter the name and the Start date and select Create. 
   
4. The created event will now show on the True Up landing page.
5. To begin the process, select the ellipses icon to the right of the event and select Start.
   
6. The status of the event will change to IN PROGRESS
   

Add Locations and Count Groups

Once the event is created, the locations will need to be assigned and count groups can be created. 

1. Select the + icon on the Locations tab to add locations. 
   
2. Use the Select All, Select Page or plus icon to add locations.
3. Select Load Selected once all have been moved to the Selected column. 
   
4. Select a location to see the items and associated count groups.
5. The Main count group is added to each location by default.
6. To add an additional count group, select the ellipses button in the upper right and select Add a Count Group.
   
7. Enter the name of the group and select the items that need to be added.
8. Once all items are selected, click Assign to save.
   
9. To edit the count group, select the Pencil icon.