Cycle Count Workflow
This section will demonstrate how to cycle count inventory.
- Click on the Cycle Count button on the home screen to begin.
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- 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.
- Selecting Group By Bin allows for the grouping of products by bin location.
- You can also add image/images to cycle count by clicking on the Add Image button.
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- 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.
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Once the Adjusted qty is added, you will notice the status of the product for which you adjusted quantity turns green.
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- If scan unit is disabled, select the product.
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- 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.
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- For Matrix product, select the Matrix product name.
- Enter quantity and click Cycle.
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- 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.
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- For Lot Products , click on the + sign
- Add Lot details and click on Cycle.
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You will notice the status of the product for which you adjusted quantity has turned green.
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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).
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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.
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- When the Cycle Counts are complete, select Done or Back to return to the home screen.
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- Lastly, click on the Sync Inventory Updates to Back-Office button present on the home page.
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Updated 15 days ago