How do I create a paper list?

Once you are logged into the Paper Version of Date Check Pro, you should see the screen below:

In this article, we are going to walk through how to create a new list.  If you already have the list printed with dates written down, you will want to visit the article How do we submit dates from my paper list? 

When you hit the Print New List button, you will see the following screen.  For the example, we are just going to select a department (Grocery) instead of an Aisle, but you can do either one.  If your account is only tied to one location, you will also only have the ability to access those locations.

As long as the list, or items within the list you are trying to generate don't aleady exist, the program will bypass the next screen and you can print out your list and start date checking.  If there is a conflict, you will see the screen below.

If you see this screen, you essentially have three options to move forward.  You can click the "Use This List' option to bring up the previous list and keep using that one to ensure there is not any overlap.

You can also click either of the options in the lower corners.  The option to exclude any items included in previous lists is there to help ensure that you aren't duplicating work, along with allowing you more time to type in and submit the dates if have not had a chance to do that yet.  If you are concerned about that happening, or not sure of the status of other lists and how much is done and not entered into the program, we recommend using this option.

The option to include items from other lists (that you have to select) is shown below.

When you are creating a list that will override the items that were previously included on other lists, you must select which lists are going to be overridden.  In the example above, we selected both to create a new list from scratch.  Somewhere on your page, you should get the warning message at the top of the page.  The important text here is, "This action will cause those inventory lists to either be deactivated entirely or sections of those lists to be deactivated.  You should dispose of any paper copies related to the deactivated items."

What we are trying to avoid for you with this warning message is the situation where you printed out a list and someone has completed a bunch of date checks on it, but they still are on paper and have not been entered into the program.  If this is the case and you eliminate a list, your items won't match up for the dates you have entered and it will be a very cumbersome process to enter in the work that was done on paper.

Once you reach this page, you open up your list to print by selecting either Expired, Close Dated, Out of Stock, or New.  In the example above you can see there are no new items, which is where there is not a button underneath Out of Stock Products and just text.  If this situation applies to your list for any of the other categories, you won't see the button for that specific category.  

You can print the next page that shows up.  Have the person doing the date checking fill in the relevant information, and you can type in the information to complete your date checking.  If you would like the step-by-step walk through, we recommend clicking here for, "How do I submit the dates from my paper list?"