Item Sheets
Staff guide for order request, stock count, and label update sheets.
What Is An Item Sheet?
An item sheet is a lightweight worksheet for listing items. It helps staff record or request work without immediately changing stock, prices, purchase orders, or sales documents.
Item sheets are used across several areas of KTPv5, so they are documented under Operations instead of only Purchasing, Inventory, Retail, or Pricing.
Sheet Types
| Type | Use it for |
|---|---|
| Order Request | List items that should be considered when creating Purchase Orders. |
| Stock Count | Record counted items and quantities for reference. |
| Label Update | List retail price shelf labels that should be refreshed. This workflow will be expanded later after the Retail POS behavior is reviewed. |
Where To Find It
In the Web client, Item Sheets appear in different navigation groups:
| Web area | Route | Sheet type |
|---|---|---|
| Purchasing > Order Requests | /v2/item-sheet/order-request | Order Request |
| Inventory > Stock Counts | /v2/item-sheet/stock-count | Stock Count |
| Retail > Label Update | /v2/item-sheet/label-update | Label Update |
In the Warehouse app:
| Warehouse area | Use it to |
|---|---|
| Sheet tab | Create and review Order Request, Stock Count, and Label Update sheets. |
| Work tab > New Order Request | Quickly create an Order Request sheet. |
What Staff See
The list pages show sheets by type. Staff can search by keyword and filter by created date.
| Field | Notes |
|---|---|
| Author | The staff member who created the sheet. |
| Created date | When the sheet was created. |
| Note | Optional note for the whole sheet. |
| Item rows | Items listed on the sheet. |
| Quantity | Required for Order Request and Stock Count. Label Update can list items without a meaningful quantity. |
| Row note | Optional note for one item row. |
| Archived | Hides a sheet from normal active lists without deleting it. |
Create Or Edit A Sheet
- Open the matching Item Sheet page or Warehouse app sheet screen.
- Choose the sheet type.
- Add or scan items.
- Enter quantities where the sheet type needs them.
- Add optional notes.
- Save the sheet.
Editing a sheet replaces the saved row list with the edited row list.
Order Request
Order Request sheets are used before Purchase Orders are created.
When creating Purchase Orders in the Web client, staff can use Load Requests to
find Order Request sheets. The Purchase Order generator can load selected sheets,
bring in the requested items and quantities, and help staff assign vendors before
submitting Purchase Orders.
An Order Request does not become a Purchase Order by itself. It is a request or starting point for purchase planning.
Stock Count
Stock Count sheets are for recording counted items and quantities.
They are useful for 실셈, checking, recounting, and keeping an operational record. Creating a Stock Count sheet does not adjust stock by itself.
Label Update
Label Update sheets list items whose retail price shelf tags should be updated.
In the Web client only, the Label Update form has a Load Updated Prices
button. Staff choose a date and time, then KTPv5 loads retail items whose normal
price or promotional price was updated after that cutoff. Existing items already
on the sheet are skipped, and the newly loaded items are added to the sheet.
This helps staff prepare a shelf-label refresh list after retail price changes. It does not print labels by itself.
Because this action is tied to retail price maintenance, staff need Pricing read
or Pricing manager access to use Load Updated Prices.
The later Retail POS workflow will explain how label update sheets are consumed and completed.
Required Roles
Item Sheets do not currently require a separate role string.
| Action | Required role |
|---|---|
| View item sheets | Signed in to a company profile |
| Create item sheets | Signed in to a company profile |
| Edit or archive item sheets | Signed in to a company profile |
| Load updated retail prices into a Label Update sheet | pricing.read or pricing.manage |
Common Problems
| Problem | What it means |
|---|---|
| No sheets found | Try another keyword or date range. |
| At least one row is required | Add or scan at least one item before saving. |
| Qty must be greater than 0 | Order Request and Stock Count rows need a valid quantity. |
| Order Request is not in Purchase Order generator | Check the created date range and search filters in Load Requests. |
| Stock Count did not change stock | Stock Count is a record sheet only. It does not perform stock adjustment. |
| Load Updated Prices found nothing | No new retail normal price or retail promo price updates were found after the selected date and time, or all matching items are already on the sheet. |