Frequently Asked Questions

While the Sysco Counts app is user-friendly and intuitive, not everyone is a pro right away. This section provides answers to frequently asked questions about the app. Look in this section when you want shortcuts or minor explanations that may allow you to use the app more efficiently. You can also check out the Help provided within the app or view either the Tablet User Guide or Phone User Guide.
Note: Navigation and steps listed in the FAQs are specific to the tablet, unless otherwise noted. Refer to the Phone User Guide for more detailed navigation and steps for the phone.

Getting Started

How do I download Sysco Counts?

To download the mobile app on your mobile device:

1. Visit the Apple App store or Google Play Store on your mobile device.
2. Type Sysco, Sysco Counts, Inventory, or Ordering in the Search bar.
3. Tap the buttons to download and install the app.
4. Contact your local Sysco representative to get started.


What is required to get login information for Sysco Counts?

To ensure the best performance, Sysco Counts requires iOS6 or later and is compatible with iPad 2 or later.

How can I check out a demo of the app?

If this is your first time to run the app, complete these steps:
1. Go to Settings and find Sysco Counts.
2. Turn on the Demo Mode.
3. Start the app and tap to log in (no login ID or password required).

Once you have already attempted to run the app, delete the instance that is running by completing these steps:
1. Double-tap the Home button and hold down the icon until it starts wiggling.
2. Tap Delete.
3. Go to Settings and find Sysco Counts.
4. Turn on the Demo Mode.
5. Open the app.
6. Tap to log in (no login ID or password required)

How do I transition from the Demo to Live mode?

To transition from the demo to live mode, complete these steps:
For the iPad or iPhone:
1. Delete the instance of the app by double-tapping the Home button and holding down the icon until it starts wiggling. 
2. Tap Delete.
3. Go to Settings.
4. Find and select Sysco Counts.
5. Turn off the Demo Mode, and close Settings.
6. Open the app.
7. Log in with the login ID and password for your live account.

For the Android tablet:
1. With the Sysco Counts app open, tap the menu icon.
2. Tap Settings.
3. Clear the Demo Mode check box.
4. Tap Return to App. The Settings Changed pop-up displays.
5. Click OK.
6. Delete the instance of the app by tapping the menu icon, then tap Terminate.
7. Relaunch the app.
8. Log in with the login ID and password for your live account.

How do I start using the app?

Start with Manage Everything to set up and organize locations, categories, par groups, and non-Sysco providers. To access the Manage Everything screen, complete these steps:
1. Tap the Menu bar on the left from the landscape mode or tap 3 lines Menu bar in top left corner from the portrait mode.
2. Tap Manage Everything.

How do I get familiar with the app?

Sysco recommends that you review the Help screens. To access Help:

1. Tap the Menu bar on the left from the landscape mode or tap 3 lines Menu bar in top left corner from the portrait mode.
2. Tap Help.
3. Swipe right to the view the next screen.
4. Tap anywhere to go back to the app.

Can I access the app in a browser via a laptop or desktop?

The Sysco Counts mobile app is only available for mobile devices, such as tablets and smart phones.

Does the app work offline?

Yes, most features of the app function offline, but you need Internet connectivity to search for products in the Sysco Catalog or submit orders. All changes are saved to your mobile device until you regain connectivity.

When should I use Refresh?

Sysco Counts saves all data changes to the server every 30 minutes. When you make several changes, Sysco recommends you tap Refresh to save those updates to the server.

How long does the initial synchronization or data update take?

Depending on your Internet connection, the updates typically take less than 10 minutes.

How do I delete an instance of the app?

1. Double-tap the Home button and hold down the icon until it starts wiggling.
2. Tap Delete.

Where do I access Help for the app?

1. Tap the Menu bar on the left from the landscape mode or tap 3 lines Menu bar in top left corner from the portrait mode.
2. Tap Help.

Does the app work with a barcode scanner?

Yes, the app works with Bluetooth® barcode scanners on a tablet. Sysco recommends using Socket Bluetooth® Cordless Hand Scanner (CHS), 7Ci. You can find more information on the website: http://socketstore.com/cx2870-1409.html.
The ability to use the tablet camera will be available in a future release.

For the phone, use the camera as your scanner. Refer to the Phone User Guide if you need additional information.

How do I use the bluetooth scanner in the app?

The Bluetooth scanner must be paired with the tablet device first. Then in the app, tap Search and begin to scan.

Inventory

What items are initially shown in the inventory list?

Sysco Counts starts with the 8-week purchase history for both the inventory and order list. You can add more items to the list as well as from the Catalog screen.

Can I add products to the inventory list?

To add more items:
1. Tap the Catalog tab.
2. Tap Order Guide or Sysco Catalog.
3. Use Search or other filter to find the product you want to add.
4. Tap Add to Inventory.

Can I add a product to multiple locations for the inventory list?

Since each product line item is associated with one location, here is how to add the same product to multiple locations:

1. Identify which product you want to an additional location.
2. Tap Catalog to find the product you want to add.
3. Tap Add to Inventory.
4. From the Add item screen, enter or complete this information:
    Tap Location and select a new location different than what is already in inventory.
    Click Back.
    
In the Quantity On Hand field, type the quantity for the new location.
    When finished adding item information, tap Done. Notice the green leaf moves to the Inventory, and the new inventory count changes to reflect the new item.
5. Tap Inventory. If you don't see the item, tap Refresh to see the item with the New badge.

Can I delete products from the inventory list?

To delete items:
1. Tap the Brand Indicator. The Inventory Detail page displays.
2. Tap Delete.

   

Can I generate the Inventory Value Report using the purchased price?

Currently, the Inventory Value Report uses the current day’s price. The purchased price will be available for this report in a future release.

Can a decimal point be used for the inventory on-hand?

For tablets, use the decimal point on the NumPad to capture accurate inventory counts for each unit, case, or pound.

For phones, always enter the case quantity in three digits to accurately capture on-hand quantities and inventory count. Once you enter the three-digit quantity, the decimal point is automatically placed to the left of the last two digits.

Does the app support inventory for multiple accounts on one device?

Yes, you can do inventory for one account, then switch to a different account on the same device.

Can I stay on the same row (or item) in the inventory or ordering list when rotating the device?

Due to performance optimization, Sysco Counts will always go to the top of the list when the tablet is rotated. When you take inventory or perform other critical functions, Sysco recommends that you turn on lock rotation to prevent the device from rotating.
Not applicable for phones.

Can I edit the inventory unit/order unit for non-Sysco items?

You can set the inventory unit to each (EA), case (CS), or pound (LB).

How do I set up my non-Sysco item correctly and save?

The item must have a UPC and Category entered. Then enter the Pack and Size (if known) with “/” between them. In the Pack field, only enter a numeric quantity so that the item saves correctly. The Pack/Size field defaults to 1/1, if you do not know or enter the quantities.

How do I get my non-Sysco item to calculate inventory count correctly?

To calculate the inventory count correctly, enter at least the Pack when the unit is each (EA) or Weight if the unit is pound (LB). Non-Sysco items do not include catch weight, and size is not part of the equation.

Why is the order quantity for non-Sysco items different that I expect?

When you add non-Sysco items, ensure that you define how many individual items are in the case. By doing so, your inventory and ordering quantities are in sync and the pricing calculates correctly.

Simply, take your inventory by case or quantity sold and define how much of one case is on-hand. For example, if you are taking inventory of your wine, which has 12 bottles per case and have six bottles on-hand, type 0.5 in the On-Hand quantity field.

When the on-hand quantities and inventory count are set to each (EA), enter the number of individual items. For example, if you are taking inventory of your wine, which has 12 bottles per case and have six bottles on-hand, type 6 in the On-Hand quantity field.

To define the Pack/Size:

  1. From the Menu bar, tap Add Non-Sysco Item.
  2. In the Brand field, type or select the brand name.
  3. In the Location field, type or select the name of the location.
  4. Complete the remaining inventory and ordering information.
  5. Scroll down to the Product section.
  6. In the Pack/Size field, type the quantity of items sold in a case.
  7. Then select the appropriate inventory unit for this item from the Inventory Unit field.  

Ordering

How long does it take to receive an order confirmation?

Once you submit the order, it typically takes about two minutes to get the order number.

Do I receive an email confirmation for the order?

Yes, if your email address is entered under My Profile.

To keep informed about an order or changes to an order, enter your email address.

Complete these steps:

1. Tap My Profile
2. In the Email field, type in your email address

If your account representative's email is entered, he or she receives a copy of the order.

Does the order show up in eSysco or Sysco Market?

Sysco Counts orders will automatically show up in Sysco Market for SAP but do not integrate with eSysco or Sysco Market for SUS.

Does the app handle out-of-stock items?

Sysco Counts displays a banner next to items with a specific stock type to provide information at a quick glance. If the requested item is no longer available, Sysco Counts displays a suggested replacement for an item that is out of stock.

Can I view product images?

Sysco Counts displays the product image, if available, on the Inventory Detail and Item Detail screens.

Can I view the third line description?

This feature will be available in a future release.

Can I view nutritional information?

This feature will be available in a future release.

Can I select the delivery date?

When you submit an order, you can change the default scheduled delivery date to a future date on your delivery schedule.

Manage Everything

 
How do I create a location?

To create a location:
1. From the Menu bar, tap Manage Everything.
2. In the Locations panel, tap the plus sign button.
3. Name your location.
4. When finished, tap Done.

How do I organize locations?

To organize locations: 

  1. From the Menu bar, tap Manage Everything.
  2. In the Locations panel, tap Organize.
  3. From the list, tap the items you want to move to the new location.
  4. Tap Move To Location.
  5. Select the new location and tap Move.
How do I sequence items in a location?

To sequence the list of items within a location:

  1. From the Menu bar, tap Manage Everything.
  2. In the Locations panel, tap Organize.
  3. Tap All Locations and select the location
  4. Tap and hold the 3 bar lines for the item you want to move and slide up or down the list.
  5. When finished, tap Done.
How do I move items from one location to another?

To move items to another location:

  1. From the Menu bar, tap Manage Everything.
  2. In the Locations panel, tap Organize.
  3. Tap All Locations and select the location.
  4. Select the check box for the item or items you want to move.
  5. Tap Move to Location.
  6. Select the new location for the item or items and tap Move.

PAR

A par group is the name of a list of items with par levels. The par level is a marker in inventory levels that indicates replenishment is necessary. It indicates the amount that you want to have in on-hand inventory for that item.

For example, the first Monday of every month you have an all-you-can-eat shrimp feast. To accommodate this event, you can create a par level group called Shrimp Monday that includes all the items you need for the shrimp feast.

Par level groups let you create pre-set quantities for placing orders quickly and efficiently.

How do I create a par group?

To create a par group:
1. From the Menu bar, tap Manage Everything.
2. In the Par Groups panel, tap the plus sign button.
3. Name your par group.
4. When finished, tap Done.

How do I organize par groups?

To organize par groups:
1. From the Menu bar, tap Manage Everything.
2. In the Par Groups panel, tap Organize.
3. Tap Select A Par Group.
4. Select the par group. A list displays.
4. From the list, enter the par level for the item you want to add to your par group.
5. When finished, tap Done.

How do I create a par list with par levels?

With the par group selected, complete these steps to create a par list with par levels.

1. To fileter the list, tap either Locations or Categories. For example, tap the Meats category.
2. Tap Select A Par Group and select the par group.
3. From the list, type the par level for the item you want to add to your par group.
4. When finished, tap Done.
5. To return to the Inventory screen, tap either Back or Inventory.

How do I use and apply a par list for ordering?

To use and apply a par list:
1. Tap the Ordering tab.
2. Tap Select Par.
3. Tap the par group you want to use. Only the items from that par list display.
4. Tap Apply to Order.
5. To view all the items for the order, tap the shopping cart.
6. When finished, tap Submit.

How does Apply to Par Order work?

By default, the app uses each (EA) and pound (LB) (if a catch weight item) for the inventory unit.

Note: You can select each (EA) for your par level when the item is splitable.

When you select a par and apply it to the order, the app takes the on-hand quantity that is in EA and LB and converts it to what is needed in case (CS). If you want to change the inventory unit to CS, you can.

To change the inventory unit to CS, tap Brand Indicator to view the Inventory Detail. Update the inventory unit

If you change the inventory unit to CS, then change the Inventory Unit/Order Unit field to 1. Otherwise, the calculation does not work properly when applying to par.