Count Memo creation

A Count Memo (CM) is a document that records changes in merchandise quantities for the initialized location.

In POS Pro, to create a Count Memo:

  1. Tap Count Memos in the app’s Home Screen navigation panel or in the fly-out More menu (the location of the button is defined by your custom settings).

  2. Once the list of Count Memos is open, tap New Count Memo in the upper right corner. In the New Count Memo dialog that opens, fill out the fields in the FILTER section to only include items with specific properties into the memo. Alternatively, leave the fields blank to include all catalog items in the memo. Once finished, tap Save in the upper right corner.

  3. Once the resulting Count Memo opens, tap Items at the top. In the Items tab, there are two ways to search for an added item:

    • enter that item’s ID in the Item Search field in the upper left corner A

    • tap the barcode scanning button B and scan an item To filter items by quantity difference or override quantity, tap Filter next to the Item Search field.

  4. In the Items tab, you can only edit Override Qty and delete item scans.
    To do so, tap the required item row. Once the Edit dialog opens, in the Quantity tab, enter the required Override Quantity. Please be advised that Override Quantity is given priority over the count quantity when quantity difference is determined.

To delete an item scan, in the Edit dialog, tap Scans. In the Scans tab, tap the required item row and then tap Delete Scan. Once done, tap Save in the upper right corner.

  1. It is possible to delete all item scans associated with one zone in the Zones tab. To do so, in the Zones tab, tap the required row and then select Delete Zone Scans.

  2. Once finished configuring the memo, tap SAVE at the bottom C to save changes and close the memo.
    To assign the “Finalized” status to the memo (no further edits will be possible), tap Finalize.
    To archive the memo (an archived memo can only be viewed), tap Archive D .