Item Sheets

Item Sheets are reusable lists of inventory items. Use them when staff repeatedly select the same group of items, such as a monthly count list or a waste check list.

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Create a Sheet

1. Open Inventory.
2. Go to Items Sheets.
3. Click New Sheet.

4. Enter the sheet name.
5. Add a short description.
6. Choose the sheet type.
7. Click Create.

Current sheet types include Count, Purchase, Transfer, and Waste.

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Open the Sheet

After creating the sheet, Plato opens the sheet detail page.

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Add Items

Click Add Items, then select the items that should belong to the sheet. Use the item selector to choose the items.

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Use the Sheet

When a workflow supports sheets, choose the sheet to add its items quickly. Sheets are helpful for recurring count lists, supplier purchase lists, or repeated waste checks.

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Print a Sheet

Use the sheet action menu when you need a printable version for a physical count or review.