Total Count Form - Advanced
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The Total Count feature helps you keep track of your counting results. When set properly, you can count different types of products, while keeping the total count result for each product separately.
For a better understanding of the Total Count feature, we will take the following scenario as an example: It’s inventory day and your company has to count two types of products: Square (square tubes) and Round (pipes), having different sizes. We will export the results in a CSV file.
First we created a
Form in which we already integrated a database/CSV file (click
here for guide)
.
You can also integrate your database in different ways.
In our case we created a
Form that has
two dropdowns: one for
Products and one for
Sizes.
You can choose to change the counting template automatically depending on the type of product you are working with by:
A. Selecting the Product dropdown.
B. Select the Change template based on value
C. Select the suitable counting template for each type of product. (Make sure to have the templates already downloaded from Templates Library).
Total Count Form
1. Click on Add Field and select the Total Count
2. Total Count settings:
A. Properties section:
➜ Select the Auto Run box.
B. Sync value with section:
➜ Select the name of your current form (in our example Total Count Advanced form) and Product from the dropdowns and add them by clicking on the “+” button.
➜ Repeat the process, but change the “Product” item to Size from the dropdown.
C. Click Save & Exit.
3. The first photo we want to add to our total count is with pipes (Product = Round), Size 5/8:
A. After opening your photo ➜ open the Form filler.
B. Select Product to automatically change the counting template. (ex: Round)
C. Select the correct Size of your product. (ex: 5/8)
D. Click Count.
E. Click Save and review your Total Count in Form Filler.
4. The second photo we want to add to our total count is also with pipes, Size 5/8:
A. Open your new photo.
B. Click Count
C. Click Save and review your new Total Count result in the Form Filler.
5. The third photo we want to add to our total count is with square tubes, (Product = Square), Size 1/2:
A. Open your photo.
B. Select Product to automatically change the counting template. (ex: square)
C. Select the correct Size of your product. (ex: 1/2)
D. Click Count.
E. Click Save and review your Total Count in Form Filler.
The total count result will reset because we changed the type of product.
6. The fourth photo we want to add to our total count is with square tubes, Size 9/16:
A. Open your new photo.
B. Select the correct Size of your product. (ex: 9/16)
C. Click Count.
D. Click Save and review your new Total Count result in the Form Filler.
The total count result will reset because we changed the size of the product.
7. The fifth photo we want to add our total count is again with pipes, (Product = Round), size 5/8:
A. Open your photo.
B. Select Product to change automatically the counting template. (ex: Round)
C. Select the correct Size of your product. (ex: 5/8)
D. Click Count.
E. Click Save and review your Total Count in Form Filler.
The Total Count result will add the results from the previous total counts of this product (type, size).
8. To integrate the results in your exported CSV file:
Settings ➜ CSV/Export ➜ Select the items you want to have in your form (from Form Items) ➜ Save.
9. Click Save to export data to your computer.
This is how your CSV file will look like:
Para más información, comunícate con nuestro equipo de soporte al
support@CountThings.com.
También puedes solicitar una
videollamada con nuestros expertos para definir opciones más personales y mejores experiencias de conteo.