How do I add a new count-by?
Step by Step
Count-bys are added from the Edit Products screen.- Go to Products > View All Products, then select a product and click Edit Product.
- Scroll down to the section called “Units Counted on Inventory.” You’ll see your primary count-by (called Report-By) already listed.
- Click the “Add Inventory Units” button. A dialog box will pop up:
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Fill in the details for your new count-by:
- “Name on Inventory” — This can be any nickname that helps your team count accurately. Call it whatever makes sense to them.
- You can only add a count-by within the same unit of measure family as your primary count-by. So if your product is counted by the pound, you’ll see other weight-based options. If it’s counted by the fluid ounce, you’ll see volume-based options.
- Multi-unit groups: You’ll see an option to “Restrict Count-by to this restaurant.” Check this if the count-by should only show up at the current location. Leave it unchecked to share it across all your units.
- Click Add Unit to confirm.
- Click Save.
- Your new count-by will now appear on your count sheets. That’s it.