Cycle Count Workflow
This section will demonstrate how to cycle count inventory.
- Click on the Cycle Count button on the home screen to begin.
![](https://files.readme.io/c2e3901-cycle-count-1.jpg)
- The user can search for a product using the search box.
- The navigation buttons at the bottom of the screen allow for searching through multiple pages of the product.
![](https://files.readme.io/5ec3ff9-cycle-count-new-1.jpg)
- If the scan unit is enabled for Cycle Count then in the Adjusted Qty column you can see the "+ sign" and "- sign" (against each product). Either scan units with a barcode scanner or click on the camera icon to scan the product barcode.
![](https://files.readme.io/d7b6b52-cycle-count-new-2.jpg)
Once the adjusted qty is added, you will notice the status of the product for which you adjusted quantity turns green.
![](https://files.readme.io/9e22714-cycle-count-new-3.jpg)
- If scan unit is disabled, select the product.
![](https://files.readme.io/9600a24-cycle-count-new-4.jpg)
- A pop-up screen will appear where you need to enter the quantity.
- The Unit Cost for products (excluding assembly products) can be added or adjusted on this screen.
- The Bin Location can also be added to the product on this screen. If there is an existing bin location, it will be displayed.
- You can optionally add/edit the Barcode associated with the Product. If there is an existing barcode that will be displayed in the Barcode field.
- If it is a matrix product, also select the Matrix variations like - color, size, etc.
- Next, click on the Cycle button.
![](https://files.readme.io/b4d57c5-cycle-count-new-5.jpg)
Matrix product
![](https://files.readme.io/77d9599-cycle-count-7.jpg)
- To cycle count serialized products, select the item in the list.
- Enter the serialized product quantity, unit cost (if needed). If you want to enter the quantity of all serialized products then enter the number in the Quantity field, serialized/lot no. fields will get disabled then.
- Enter a Bin Location if desired (can update this in "Enter Units" mode only)
- Click "Cycle" to save changes.
![](https://files.readme.io/4e21fa4-cycle-count-8.jpg)
You will notice the status of the product for which you adjusted quantity has turned green.
![](https://files.readme.io/202dd9f-cycle-count-new-6.jpg)
Show All UnAdjusted Products toggle button is on the top left corner. When you enable it, the cycle count feature will display only the product/list of products whose quantity is unadjusted (products without green status).
![](https://files.readme.io/ebdba61-cycle-count-new-7.jpg)
On the top right corner, All UnAdjusted Products - Set 0. When you click on this button, all the products whose quantity was unadjusted will automatically now be set to 0 and the status of all the products will turn green.
![](https://files.readme.io/d2564db-cycle-count-new-8.jpg)
- When the Cycle Counts are complete, select Done or Back to return to the home screen.
![](https://files.readme.io/d5da45f-cycle-count-new-9.jpg)
- Lastly, click on the Sync Inventory Updates to Back-Office button present on the home page.
![](https://files.readme.io/447eab6-Stock-adjustment-6.jpg)
Updated 12 days ago