Please note: only users with the "Edit Inventory" permission can export inventory sheets.
Inventory sheets can be exported in several formats:
By Category: Items are grouped by category, with totals provided for each category.
By Vendor: Items are grouped by vendor, with vendor totals included.
By Shelf to Sheet: Items are exported and grouped in the same order as your guide, unless you’ve made modifications during counting.
To export an inventory sheet:
Desktop steps
Desktop steps
1. From the Inventory counts page, locate the inventory sheet you wish to export and click the context menu (three dots).
2. Select "Export".
3. Choose the format you wish to export to. After selecting an option the file will download to your device.
Mobile steps
Mobile steps
1. From the Inventory counts page, locate the inventory sheet you wish to export and tap the context menu (three dots).
2. Tap "Export".
3. Choose the format you wish to export to. After selecting an option the file will open in a new tab or save to your device.
