Overview
The Inventory Products page gives you a single view of every product flagged for inventory and shows you exactly which count sheets each one lives on. More importantly, it surfaces products that aren’t on any count sheet yet — so you can assign them before your next count.
If your count sheets are set to receive new products automatically (this is configured at the top of each count sheet), you won’t need to visit this page often. For more on that setting, see How do I Set Up my Inventory Count Sheets?. Using this Page
Navigate here from the main menu: Inventory > Products.
At the top of the page you’ll find three filters plus a search bar. Use these to narrow down what you’re looking at.
Category Types
Filter by category type to show only products in a specific group (e.g., Dairy, Produce, Spirits).
All Products vs New Products
This filter controls which products appear in the list.
New Products — These are products you’ve purchased that have been flagged for inventory but haven’t been added to any count sheet yet.
Check this filter once a week. It’s the fastest way to catch products that are flagged for inventory but aren’t on a count sheet yet. If something’s missing from your count, this is usually where you’ll find it.
Multi-Unit Option
Display Purchased products for this restaurant — If you’re part of a multi-unit group, toggle this ON to see only products purchased by your location, or OFF to see products across all associated restaurants.
Adjusting a Product’s Count Sheets
The page displays all your count sheets as columns, with a “yes” or “no” for each product indicating whether it’s on that sheet.
To change which count sheets a product belongs to, select it using the checkbox.
The “Update Products” button will appear. From there you can choose to Remove from Inventory or Add to a Count Sheet.
Remove — You’ll see a confirmation popup before anything is removed.
Add — Pick the count sheet you want, then click “Add to Count Sheet” to save.
Need to add the product to another sheet? Just click to add to another count sheet. If the sheet uses a Sheet-to-Shelf layout, you’ll also be asked to pick the right Section for the item.
When you’ve made all your selections, click “Add to Count Sheet” to save.
