Cycle Count
Import Cycle Count Data from Excel - Warehouse Inventory
You can use the new data import tool in the Cycle Count module to bulk upload data on cycle counts via an Excel sheet. Follow the instructions below to do so. Navigate to the Cycle Count Module To navigate to the Cycle Count module: Click Warehouse ...
Search for Cycle Count
Go to Warehouse > Cycle Count Search Cycle Count by Warehouse, Location and Start Date
Export Cycle Count by Location
Go to Warehouse > Cycle Count Select a Cycle Count where status is Unlocked Across the Part click on Count button Click on Export on the top RHS
Create Cycle Count
Go to Warehouse > Cycle Count Click on Create Cycle Count Fill in any combination: Warehouse Warehouse and Location Warehouse, Location and Category Warehouse and Category Category Fill in all mandatory fields Click Save
Count Part in Cycle Count
Go to Warehouse > Cycle Count Select a Cycle Count where status is Unlocked Across the Part click on Count button Enter a New Quantity (Positive or Negative adjustment)
Complete a Cycle Count - Cycle Count
Cycle counts are performed to help warehouse managers verify inventory counts and document any discrepancies. Depending on an organization's needs, cycle counts may be performed on a yearly, quarterly, monthly, or weekly basis. Once a cycle count is ...
View Negative Adjustment Details
Go to Warehouse Inventory > Cycle Count Select a Cycle Count where status is Unlocked and Cycle Count is needing to be completed and has Negative Adjustment done on it Click on Details button on Negative Adjustment zone Here you can adjust the cost, ...
View Positive Adjustment Details
Go to Warehouse Inventory > Cycle Count Select a Cycle Count where status is Unlocked and Cycle Count is needing to be completed and has Positive Adjustment done on it Click on Details button on Positive Adjustment zone Here you can adjust the cost, ...
View Locked Cycle Count by Location
Go to Warehouse > Cycle Count Make sure the view is on Location tab On the tree, click on Unlocked to see all Unlocked Cycle Counts (this is also the default view) or click on a specific Warehouse/Location to see Cycle Counts against that area.
View Unlocked Cycle Count by Category
Go to Warehouse > Cycle Count Click on Category tab On the tree, click on Unclocked to see all Unlocked Cycle Counts or click on a specific Category to see Cycle Counts against that Category.
View Locked Cycle Counts by Location
Go to Warehouse > Cycle Count Make sure the view is on Location tab On the tree, click on Locked to see all locked Cycle Counts or click on a specific Warehouse/Location under locked to see Cycle Counts against that area.
View Unlocked Cycle Counts by Category
Go to Warehouse > Cycle Count Click on Category tab On the tree, click on Unlocked to see all unlocked Cycle Counts or click on a specific Category to see Cycle Counts against that Category.