Inventory Worksheet
The Inventory Worksheet creates a printable worksheet of assets with a customer, for use as a form that can be filled in during a customer inventory.
Generating an Inventory Worksheet
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Go to Customers ð Customer List.
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Find the customer you’re looking for and click View.
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Click the Customer Reports tab.
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Click Inventory Worksheet.
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This creates an inventory worksheet pre-filled in with customer information and a list of the assets TrackAbout shows should be at the customer’s location(s). The asset list has a column that can be filled in with the actual number found at the customer. It also includes instructions for using the worksheet.
